Creating follow-up document in actions

Question

Hello all,
               I need to create a followup document in actions with specific process_type (transaction type) and channel type (category example: in-call , email..)
              Now, I am able to pass my transaction type as an import parameter but not the channel type. Does anyone know how to create followup document with specific transaction type and channel type.
thanks in advance
ark

Answer 1

Hi Ark,
you can copy the BAdI implementation COPY_DOCUMENT. In action customizing assign your copied implementation (don't forget to activate it) in the processing details of you action. There you will also find a button for maintaining processing parameters. Add one parameter for the transaction type and one for your channel type and set the values for them.
In the BAdI implementation add the following parameter:
data: lv_new_header type crmt_object_guid.
copy document
  CALL METHOD lc_action_execute->copy_document
    EXPORTING
      io_appl_object     = io_appl_object
      ip_application_log = ip_application_log
      ip_action          = ip_action
      ip_preview         = ip_preview
      ii_container       = ii_container
      iv_actiontext      = lv_actiontext
    IMPORTING
      EV_NEW_HEADER_GUID = lv_new_header   <==========
      rp_status          = rp_status.
Now you have the GUID of the copied document. The table lt_container contains your channel type. Read it out of the internal table and then call the function module crm_order_maintain in order to set the channel type.
Hope you are a bit familiar with crm programming, otherwise this might become sligthly complicated.
Cheers, Ralf