Accessing Custom CRM Fields using {module_data}?

I know I can access CRM data on the site using {module_data version="v3" resource="customers"}.
Is it possible to access the Custom CRM fields using the {module_data} tag? If so, how do I do that?

Hi Lynda,
Vote, comment and add your 2cents to the idea thread of this same idea. And use your powers of persuasion to get BC to hurry up on this feature!
https://forums.adobe.com/community/business_catalyst/developer_forum/content?filterID=cont entstatus[published]objecttypeobjecttype[idea]
Please vote, your voice counts.

Similar Messages

How Do I output Custom CRM Fields?

There is currently no reference or insertion method to obtain these very easily but it can be done.
Note: This topic assumes you have already made your custom fields.
Step 1:
Create a Test Page or go to a test page you may have.
Step 2:
Launch the module manager
Step 3:
Select the Securezone options and go to insert an Customer update details form.
Step 4:
When you click the link you will see the CRM fields dropdown appear, Choose the custom field set you made.
Step 5:
Insert the form into the page.
Step 6:
If you Click the HTML view and scroll to where it has inserted the custom CRM fields and look at the source you will see that there is the module tag code you need.
<tr>
      <td><label for="CAT_Custom_201289_72865">Secondary Support Manager Email</label><br />
      <input type="text" class="cat_textbox" id="CAT_Custom_201289_72865" name="CAT_Custom_201289_72865" maxlength="1024" value="{module_customerfield,72865,201289}" /></td>
</tr>
{module_customerfield,72865,201289} is what your after.
Step 7:
Copy the module code and use as you need to in your templates. Please note that these will only work when logged in and only for that person who is logged in.
So, what is this good for?
You may want to show a company Logo in the template when they have logged in for example. This is perfect for this.

I'm trying to get this to work to no avail...
I have ceated an Extended CRM Field that has a series of check boxes. I inserted the "Edit Customer Details" form on a page. In the custome record I just want to display the selection of the field, not the entire list of checkboxes. I also wanted to use tis field (The selected checkbox) in the checkout form. Anyway the code looks like this:
          <tr>
                <td><label>Premium Seating Boxes</label><br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_0" value="PSB 1 - Regina Pats" />PSB 1 - Regina Pats<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_1" value="PSB 2 - CKCK TV" />PSB 2 - CKCK TV<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_2" value="PSB 3 - Molson Breweries" />PSB 3 - Molson Breweries<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_3" value="PSB 4 - Coca-Cola" />PSB 4 - Coca-Cola<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_4" value="PSB 5 - All-Rite Plumbing" />PSB 5 - All-Rite Plumbing<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_5" value="PSB 6 - Dilawri Group" />PSB 6 - Dilawri Group<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_6" value="PSB 7 - Yara-Sask Ferco" />PSB 7 - Yara-Sask Ferco<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_7" value="PSB 8 - Leipert Financial" />PSB 8 - Leipert Financial<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_8" value="PSB 9 - Evraz" />PSB 9 - Evraz<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_9" value="PSB 10 - SaskTel" />PSB 10 - SaskTel<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_10" value="PSB 11 - Evraz" />PSB 11 - Evraz<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_11" value="PSB 12 - Brandt Tractor LTD." />PSB 12 - Brandt Tractor LTD.<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_12" value="PSB 14 - Viterra" />PSB 14 - Viterra<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_13" value="PSB 15 - Leader Post" />PSB 15 - Leader Post<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_14" value="PSB 16 - The Co-Operators" />PSB 16 - The Co-Operators<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_15" value="PSB 17 - Mosaic" />PSB 17 - Mosaic<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_16" value="PSB 18 - Harvard Western Insurance" />PSB 18 - Harvard Western Insurance<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_17" value="PSB 19 - Regina Pats" />PSB 19 - Regina Pats<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_18" value="PSB 20 - Bayer Corp." />PSB 20 - Bayer Corp.<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_19" value="PSB 21 - Fries Tallman" />PSB 21 - Fries Tallman<br />
                <input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_20" value="PSB 22 - Sask Gaming" />PSB 22 - Sask Gaming
                <script type="text/javascript">function setSelectedCheckbox(radioObj,options) {optionsToSelect = options.split(',');for(var i = 0; i < radioObj.length; i++) {radioObj[i].checked = false;if(optionsToSelect.indexOf( radioObj[i].value) != -1 ) {radioObj[i].checked = true;}}}; setSelectedCheckbox(document.getElementsByName('CAT_Custom_434349_142115'),'{module_custo merfield,142115,434349}');</script>
                </td>
            </tr>
So I grabbed the section {module_customerfield,142115,434349} and iserted it in the form but it doesn't display anything at all. Is this because it's checkboxes? Any help on this would be greatly appreciated.

How do I output custom CRM fields on a Customer Orders list layout template?

I am familiar with using {module_customerfield, 123456, 789123} to show custom CRM fields for Customers, however I would like to know if I there is a way to do that for Orders. I have a Customer Orders list layout template with a table:
Reference#          Details                         Name
{tag_orderid}        {tag_ordername}         {module_orderfield, 168113,509283}
Is there a way in BC to output custom CRM Order fields?

I am familiar with using {module_customerfield, 123456, 789123} to show custom CRM fields for Customers, however I would like to know if I there is a way to do that for Orders. I have a Customer Orders list layout template with a table:
Reference#          Details                         Name
{tag_orderid}        {tag_ordername}         {module_orderfield, 168113,509283}
Is there a way in BC to output custom CRM Order fields?

Customer's field using BAPI_SLSTRANSACT_CREATEMULTI

Hi,
Can someone tell me how to populate customer's fields using BAPI BAPI_SLSTRANSACT_CREATEMULTI'.I have used EEW and it has extended the structure 'CRMT_CUSTOMER_H_COM' but did not extend sructure'BAPIBUS20001_CUSTOMER_H'. So I cannot pass the value.
Tried to extend 'BAPIBUS20001_CUSTOMER_H' using SE11 but its enhancement category is set to 'Can not be enhanced'.
Thanks for any suggestion

Hi Sudesh,
I think you did not do the enhancement properly in EEWB.
Just do one thing. Copy the code if you have written any in the EEWB for the enhancement somewhere. Run the EEWB wizard again and regenerate the project. Now paste the code that you had written earlier.
Use the BAPI_BUSPROCESSND_CREATEMULTI and populate the fields as below:
DATA: lv_header_guid   TYPE crmt_object_guid,
      lv_item_guid     TYPE crmt_object_guid,
      lit_inputfields TYPE TABLE OF
                       bapibus20001_input_fields,
      wa_inputfields   LIKE LINE OF lit_inputfields,
      lit_customer_h   TYPE TABLE OF
                       bapibus20001_customer_h,
      wa_customer_h    LIKE LINE OF lit_customer_h,
      lit_header       TYPE TABLE OF
                       bapibus20001_header_ins,
      wa_header        LIKE LINE OF lit_header,
      lit_orderadm_i   TYPE TABLE OF bapibus20001_item,
      wa_orderadm_i    LIKE LINE OF lit_orderadm_i.
* Fill the HEADER
* Create Contract header guid
CALL FUNCTION 'GUID_CREATE'
    IMPORTING
      ev_guid_16 = lv_header_guid.
* Fill orderadm_h
wa_header-guid         = lv_header_guid.
wa_header-process_type = 'ZIUS'.
APPEND wa_header TO lit_header.
* Fill input fields
MOVE: lv_header_guid TO wa_inputfields-ref_guid,
        'A'             TO wa_inputfields-ref_kind,
        'ORDERADM_H'    TO wa_inputfields-objectname,
        'PROCESS_TYPE' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
CLEAR wa_inputfields.
* Customer Fields at HEADER Level
MOVE lv_header_guid TO wa_customer_h-ref_guid.
MOVE 'A'            TO wa_customer_h-mode.
MOVE: lv_terms      TO wa_customer_h-zzcustomer_h0305,
       gv_sales_ch   TO wa_customer_h-zzcustomer_h0301,
       gv_sales_type TO wa_customer_h-zzcustomer_h0302,
       gv_reference TO wa_customer_h-zzcustomer_h0313,
       gv_creditrate TO wa_customer_h-zzcustomer_h0311.
APPEND wa_customer_h TO lit_customer_h.
* Fill input fields
MOVE: lv_header_guid TO wa_inputfields-ref_guid,
        'A'             TO wa_inputfields-ref_kind,
        'CUSTOMER_H'    TO wa_inputfields-objectname.
MOVE 'ZZCUSTOMER_H0305' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'ZZCUSTOMER_H0301' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'ZZCUSTOMER_H0302' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'ZZCUSTOMER_H0313' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'ZZCUSTOMER_H0311' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'MODE' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
CLEAR wa_inputfields.
* Fill the Item(ORDERADM_I)
CALL FUNCTION 'GUID_CREATE'
    IMPORTING
      ev_guid_16 = lv_item_guid.
* Fill ORDERADM_I
MOVE: lv_item_guid   TO wa_orderadm_i-guid,
        'A'            TO wa_orderadm_i-mode,
        gv_product     TO wa_orderadm_i-ordered_prod,
        lv_header_guid TO wa_orderadm_i-header.
* Fill input fields
MOVE: lv_item_guid TO wa_inputfields-ref_guid,
        'B'           TO wa_inputfields-ref_kind,
        'ORDERADM_I' TO wa_inputfields-objectname.
MOVE 'ORDERED_PROD' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'PRODUCT' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
MOVE 'MODE' TO wa_inputfields-fieldname.
APPEND wa_inputfields TO lit_inputfields.
CLEAR wa_inputfields.
* Customer fields at ITEM Level
* Similarly fill the values for enahanced fields in
* lit_customer_i and also the respective input fields in
* lit_inputfields
* Fill the rest of the internal tables in the same way
* Partner, Status, Object, Appointment etc.
* Now call the BAPI
CALL FUNCTION 'ZBAPI_CONTRACT_CREATEMULTI'
    TABLES
      header           = lit_header
      item             = lit_orderadm_i
      partner          = lit_partner
      organisation     = lit_organisation
      status           = lit_status
      appointment      = lit_appointment
      input_fields     = lit_inputfields
      return           = lit_ret
      product          = lit_product
      scheduleline     = lit_schline
      customer_head    = lit_customer_h
      customer_item    = lit_customer_i
      pricing          = lit_pricing
      condition_create = lit_condition
      billing          = lit_billing
      config_cfg       = lit_config_cfg
      config_ins       = lit_config_ins
      config_val       = lit_config
      OBJECTS          = lit_object.
<b>Reward points if it helps.</b>

How can I look up a user's details by a custom CRM field?

Hi all,
I'm researching the possibility of using BC to record brick-and-mortar sales to site members who have a membership card. The way I imagine this would work in the site is that each user on BC would have a barcode field containing their membership card's barcode number. After each sale, the checkout person would scan the customer's membership card, and BC (using a web form) would record a case for the sale. Initially, there would be no data recorded on the monetary value of the sale, just the fact that the customer bought something.
I've had no trouble setting up the CRM field for the user's barcode, but I'm having some difficulty with the web form to record the sale. BC requires that it record the full name and email address of the customer as well as any other fields I might add (ie. the barcode), and it would be too cumbersome to enter these each time a customer with a membership card bought something.
I think a possible solution would be to look up the customer's name and email address from their barcode number using Javascript and then populate those fields in the form. I'm quite capable of writing the JS to accomplish this, but I haven't found a way of getting that information out of BC. Do you know if there is a way to do that? Or is there another way of solving this problem that I haven't thought of? Thanks in advance for any pointers you can offer!
Cheers,
Rohan

h.put(Context.INITIAL_CONTEXT_FACTORY," ********what should i use here???????*************************")
Each app server provides their own jndi factory class. For ex for weblogic it is weblogic.jndi.WLInitialContextFactory. SInce you are using sun app server, check if there are any examples to find out or the docs.
private static String url="http://localhost:4848
Since the client is in a different machine the localhost is not going to work here. provide the url or the machine name of the system in which ur sunapp server is running. In addition u will need to have the stubs of the remote interfaces in ur client machine.

Marketing List Campaign Activity Mail Merge Accessing custom entity fields

Hello, we have CRM2013 onpremise.
I have a custom entity "application" linked to contact, with fields such as "subject". I would like to access the fields in the custom entity in an email merge campaign activity based on a marketing list. When I attempt to select the
data fields for insertion, my custom entity is not accessible via "record type". I had hoped it would be due to its relationship with the contact entity?
Perhaps I am doing something wrong, as I am just getting used to Marketing, but before I spend any more time, I am just looking for a definitive answer on whether or not custom entities can be accessed via this method?
Thanks.
Seamus

Try select the "application" as the Associated Entity for the email merge template, from there you can access Contact data field if there is one-to-many relationship from Contact to "Application".
View
Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.

IS-RETAIL: How to update custom enhancement field using BAPI?

Hi gurus,
Like ECC BAPI: BAPI_MATERIAL_SAVEDATA,
This BAPI(BAPI_MATERIAL_MAINTAINDATA_RT) is specific for IS-RETAIL to create and update material master data.
But now If I append one custom field "ZFIELD" to end of table MARA, my question is how to update this custom enhancement field(ZFIELD) using BAPI(BAPI_MATERIAL_MAINTAINDATA_RT)
Thanks in advance!

Hi DongHai,
I suggest you create your own BAPI. Just copy the codes in BAPI_MATERIAL_MAINTAINDATA_RT and add your custom fields. If you want to append the data of the custom field in table MARA, first, you have to create a structure table then goto SE11, type MARA and display. Click the APPEND STRUCTURE then choose the structure that you've created. Hope this will help.
Rewards if useful
Regards,
Mark

Read from database (Access) and update fields using MS ADODB

Hello,
I am trying to get records from database using MS ADODB._connection & ADODB._Recordset objects (from LabVIEW 6)
I can:
1. open connection (with ADODB._connection)
2. write into tables (with ADODB._command)
I can not: gets records and update fields using ADODB._connection & ADODB._Recordset.
I do not know:
1. how to connect between the connection that was opened and the recordset object
2. where I can write the SQL text as input to the recordset
Attached is DataBase.llb with DB_read.vi that display my steps.
Thanks.
Attachments:
DataBase.llb ‏40 KB

Try this one, after updating the names for database and the table you want.
Let me know if it's working.
p.s.: if you have problems, it could be a different adodb version ... but the sequence of methods is the same
Attachments:
EditdatabaseMe.vi ‏57 KB

Custom metadata fields used in file name?

Hi,
Is it possible to add to the list of meta data fields that are used as tokens for file names?
I've been using Rob Cole's excellent custom meta data in the library module and now I want to use these fields to name the file during export...
While at it, is it possible to add the same custom meta data fields to the info view overlay in develop mode?
Cheers,
Bonny

1. Its possible an export filter (post-process action) could be defined that supports the custom metadata for export filenaming (Lightroom itself does not have any other hooks I'm aware of) - dunno if anyone's done that, yet.
2. I think not (see PM).
Rob

Custom selection field using Logical database

Hi All,
I have to create a program that would print out employee contracts from infotype 16.
I am using logical database PNPCE.
Is there a way to add "contract type" as a selection parameter in the screen that is generated by PNPCE?
Thanks,
~Mark

Hi,
Create CTTYP(Contract type) as input parameter in the program.
Then after GET PERNR.
write check stmt for that field like below.
PARAMETERS: p_cttyp type p0016-cttyp.
GET PERNR.
CHECK p0016-cttyp EQ p_cttyp.
Rewards points if helpful.
Regards,
Srinivas Ch

Set a custom duration field using VBA throws the message "Invalid duration" when reopening the Project

With a custom code we set Duration9 in Project 2013.
After executing the code everything seems to be ok.
After saving and reopening the Project it shows a message "Invalid Duration", and the value is shown as estimated (Questionmark).
In VBA create following code:
Sub SetDuration()
    Dim newVal As Long
    newVal = 14400
    Tasks(1).Duration9 = newVal
End Sub
Execute Code.
Close VBA.
Open the Project and you will get the same message box
The only way as far as I found out is to manually retype the Duration in that field. What is not exactly what I want.
Is this a bug in MSP or a hidden Feature? Does anyone has an idea?
Best Regards Steffen

I was able to replicate what you saw. I can't explain it per se, but this code seems to get around the issue:
Sub TESTDUR()
    Dim NewVal As String
    NewVal = "30d"
    ActiveProject.Tasks(1).Duration9 = NewVal
End Sub
Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

Replication of custom z fields from CRM to ECC

Hello,
I have created custom fields in CRM - Order using EEWB. Similarly I have created custom fields in ECC - VBAK. I want to replicate these custom fields from CRM to ECC. Somebody had suggested to use CRM_DATAEXCHG_BADI and method - CRM_DATAEXCHG_AFTER_BAPI_FILL. Can anybody give me a sample code of how to populate table - CT_BAPIPAREX within this method?
Process followed was -
1. ECC - Extend VBAK with zfld1
2. ECC - Extend BAPE_VBAK, BAPE_VBAKX with zfld1
3. CRM - Add zdoc1 using EEWB
4. CRM - Extend BAPE_VBAK, BAPE_VBAKX with zfld1 (same as ECC?)
5. CRM - CRM_DATAEXCHG_BADI and method - CRM_DATAEXCHG_AFTER_BAPI_FILL. - This is where I need to map zdoc1 of CRM to zfld1 of ECC. And then populate CT_BAPIIPAREX. This is where I am stuck.
Thanks!

HI,
If you have added field in EEWB chosen R/3 Adapter, then it will also enhance the Exchange structures and thus i guess CRM_DATAXCHange_badi shud contain in one of its changing parameters
The following blogs gives a good idea in the similar lines.
/people/vikash.krishna/blog/2009/07/21/exchange-ecc-customer-master-standard-field-with-the-crm-z-fields-ecc--crm
/people/vikash.krishna/blog/2009/07/14/crm-70-how-to--4-adding-custom-fields-with-the-new-application-enhancement-tool-aet
Revert if you need further help.
-Satish

BP extend : how to use FM to update customer specific fields ?

Hello
I'm working on a CRM 2007 project and for customer needs, the BP data have been extent with specific fields using EEWB. So specific FMs have been automatically generated to manage the specific data. We want to use these FM to maintain the values of the specific fields. In the EEWB transaction, in the Task BUPA_API for the specific object, 2 FMs have been generated : ZZ1XO_BUPA_MAINTAIN and ZZ1XO_BUPA_MNTN_ALL : we suppose we have to use these FMs to update the values fo this object. This object (customer specific data) is time dependent with gaps and multiple instance. We tried to use these 2 FMs to update values but it does not work : anybody has already used this kind of FMs ?
Thanks to all.

Jerome,
Normally I use the FM modules generated by the EEWB that contain API to update the data. However keep in mind if this is a Z-Table and you don't like what is provided, then add your own BAPI modules to the BDT function group to update the data.
Take care,
Stephen

Error while adding custom fields using EEWB.

Hi
While trying to add custom fields using the transaction EEWB i got an error message
'No Logsys040 transport request exists for system workbench.Please let me know why it happens.
Thanks
sureshpaul

closing this unresolved

How can we get the value of the key field in a custom data model using governance API?

Dear Team,
How can we get the value of the key field in a custom data model, to be used for manipulation of the change request fields using governance API?
Any kind of help would be sincerely appreciated.
Thanks & Regards,
Tushar.

Hi Michael,
Thanks for direction. Let me give more context on this as I'm interested to get more details..One of the issue was to read cross entity field values on UI based on user action and set other entity field behaviour...It is similar to what is being posted here.
For ex: Reading MTART from Basic Data UIBB in MM MDG UI and set the field properties in some other custom entities say ZZETEST. This cannot be done using UI BADI as it only supports single entity at a time and not cross entity. So alternatively we found a solution where we can enhance existing PLMB feederclass cl_mdg_bs_mat_feeder_form by reading the model and the entity as needed as it it proved that it supports cross entity UI field behaviours and so business requirements.
This is a workaround for now.
So the question is How do we achive it using governance API for cross entity field behiaviours.?or what is the right way doing this.
Can we do that using governance API and its' methods?
In the Governance API doc you provided below has referring to below external model as part of gevernance API.
The active or inactive data (before or during the derivation or the check) can be read
with the external data model interface IF_USMD_MODEL_EXT with the method READ_CHAR_VALUE and
the corresponding READ_MODE parameter. To avoid unnecessary flushes (derivations), the NO_FLUSH
parameter should b
e set to ‘X’.
Thanks
Praveen

Accessing Custom CRM Fields using {module_data}?

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