Actions for Lead Tx.

Hi Forum,
I am creating an action for lead trans.
my requirement is to open three different transactions of type activity, meeting and task based on each qualification status being set and saved.
so my condition on paper will look like: Qualification Level (QL)
when Q L = cold open Tx: task
or
when Q L = warm open Tx: activity
or
when Q L = ho open Tx: Meeting
Please let me know whether this condition be set in this action, I have created the action profile and the process type i have given method call parameters as activity, meeting and task.
I can also set the condition, I just want to know how do i give the command (say) open Tx: task in the condition editor.
Please help me with this.
Thanx
Neetika

Hi Sathish,
yes your doubt is genuine and in case you know that after qualifying a lead as hot by the sales rep, you can create a follow up opportunity and there are various activities within a opportunity which is called sales assistant and they take you through various phases in opportunity sand estimate the sales pipeline and close the deal.
Normally a lead is a potential intrest exihibted by the customer in your product and normally qualification is the process that takes place to identify his level of intrest using questionnaires and then you feel he is hot then opportunity is created. So ideally there would be very little chance to create a follow up activity transaction for a lead and in case the customer wants you to call him or meet him, all these are captured in the opportunity phases after qualifying him as potential customer. You can create follow activity from a lead and that depend on your business process.
Thanks and if helpful please reward points.
Srini

Similar Messages

Can we do deadline monitoring using actions for leads?

Hi Experts,
I have a requirement to trigger mails from the lead based on the lead end date.If the lead end date is 3 months or 2 months or 1 month from now,i have to send a mail to concerned person saying that,lead will get expired in 3 or 2 or 1 month.
Is there any standard workflow for this?
can we do it using actions?
Thanks,
Adi.

Hi adi,
This can be achived using date profile in action defination-condition follow below steps:
1) If you want to send the mail to concerned person on 10 days before lead end date then
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Hello,
I need to create alerts for lead creations. When I create a Lead I distribute it for a employee responsible, and these employee responsible should receive an alert in his Alerts Home Page.
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I would first try to use the action condition technique (scheduling and start conditions) in order to only process the action if the context is correct (so for instance when a certain status is reached).
If this is not possible (for instance because you don't know what has changed when using condition technique), you can see what the action actually does (in abap), and use this code to build a custom function which you can assign in for instance CRMV_EVENT.
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The incident starts after all the members are removed from the DCS Stack DefaultCoreGroup view and added back again by WebSphere Application Server. Following exceptions are seen after LiveCycle was added back in again to the view.
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Errors below:
Exception caught while dealing with cache : Action - Get, ObjectType - UM_CLUSTER_INVALIDATION_CACHE, Exception message - Error accessing the cache container - Error on GET action for cache Replicated:UM_CLUSTER_INVALIDATION_CACHE
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The following message appeared for several different services:
Cache put failed for service [CredentialService, ReaderExtensionsService,EncryptionService, etc]
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at com.adobe.idp.um.businesslogic.authentication.AssertionCacheManager.removeExpiredResults( AssertionCacheManager.java:125)
at com.adobe.idp.um.scheduler.SSOSessionCleanupJob.execute(SSOSessionCleanupJob.java:69)
at org.quartz.core.JobRunShell.run(JobRunShell.java:202)
at org.quartz.simpl.SimpleThreadPool$WorkerThread.run(SimpleThreadPool.java:529)
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at com.adobe.livecycle.cache.adapter.GemfireLocalCacheAdapter.entrySet(GemfireLocalCacheAdap ter.java:219)
at com.adobe.idp.um.businesslogic.authentication.AssertionCacheManager.removeExpiredResults( AssertionCacheManager.java:99)
... 3 more
Caused by: com.gemstone.gemfire.distributed.DistributedSystemDisconnectedException: GemFire on 2B<v1>:9057/51073 started at Sun Aug 17 08:57:23 EDT 2014: Message distribution has terminated, caused by com.gemstone.gemfire.ForcedDisconnectException: This member has been forced out of the distributed system. Reason='this member is no longer in the view but is initiating connections'
at com.gemstone.gemfire.distributed.internal.DistributionManager$Stopper.generateCancelledEx ception(DistributionManager.java:746)
at com.gemstone.gemfire.distributed.internal.InternalDistributedSystem$Stopper.generateCance lledException(InternalDistributedSystem.java:846)
at com.gemstone.gemfire.internal.cache.GemFireCacheImpl$Stopper.generateCancelledException(G emFireCacheImpl.java:1090)
at com.gemstone.gemfire.CancelCriterion.checkCancelInProgress(CancelCriterion.java:59)
at com.gemstone.gemfire.internal.cache.LocalRegion.checkRegionDestroyed(LocalRegion.java:669 4)
at com.gemstone.gemfire.internal.cache.LocalRegion.checkReadiness(LocalRegion.java:2587)
at com.gemstone.gemfire.internal.cache.LocalRegion.entries(LocalRegion.java:1815)
at com.gemstone.gemfire.internal.cache.LocalRegion.entrySet(LocalRegion.java:7941)
at com.adobe.livecycle.cache.adapter.GemfireLocalCacheAdapter.entrySet(GemfireLocalCacheAdap ter.java:209)
... 4 more
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at com.gemstone.org.jgroups.protocols.pbcast.ParticipantGmsImpl.handleLeaveResponse(Particip antGmsImpl.java:106)
at com.gemstone.org.jgroups.protocols.pbcast.GMS.up(GMS.java:1289)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.VIEW_SYNC.up(VIEW_SYNC.java:202)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.pbcast.STABLE.up(STABLE.java:276)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.UNICAST.up(UNICAST.java:294)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.pbcast.NAKACK.up(NAKACK.java:625)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.VERIFY_SUSPECT.up(VERIFY_SUSPECT.java:187)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.FD_SOCK.up(FD_SOCK.java:504)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.FD.up(FD.java:438)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.Discovery.up(Discovery.java:258)
at com.gemstone.org.jgroups.stack.Protocol.passUp(Protocol.java:767)
at com.gemstone.org.jgroups.protocols.TP.handleIncomingMessage(TP.java:1110)
at com.gemstone.org.jgroups.protocols.TP.handleIncomingPacket(TP.java:1016)
at com.gemstone.org.jgroups.protocols.TP.receive(TP.java:923)
at com.gemstone.org.jgroups.protocols.UDP$UcastReceiver.run(UDP.java:1320)
at java.lang.Thread.run(Thread.java:773)
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I have tried looking for the root cause about why LiveCycle was not able to resume normally, didn't find anything related.

LiveCycle uses Gemfire as distributed cache for cluster members. If you are using TCP Locators (caching based on TCP instead of UDP), below are the possible situations which might lead to “ForcedDisconnectException” :
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- These is network connectivity issues.
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-Wasil

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Hi Gurus,
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Users needs only display authorizations for Leads.
Waiting for reply...
Regards,
Ajay.

Hi Ajay,
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Hope this will help you.
Regards
Ajay

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Hi,
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But, when I check in CRM 6.0, Under Assessment block, there is one action with one link. When I click on that link, it is opening Questionnaire. But, it is not coming in CRM 7.0.
Can you please let me know, what are all the settings I need to to enable this.
I checked in SPRO. There One Questionnaire is assigned to lead. But, I donno why it is not coming.
Please help me.
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Hi,
In SPRO -- CRM -- Transactions --Settings for Leads -- Questionnaires for Leads -- Define Determination for Questionnaires, ensure that the 'Active' checkbox has been checked where you have assigned your questionnaire to the transaction type.

Need steps for lead distributation

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karan

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Hot leads can triger an action to create a follow up transaction...
Regards
Michalis Tamiolakis

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Hi Experts,
I am facing an issue in the Web Ic while creating a follow up for Lead. When i am trying to create a followup from lead the Pop Up appears for secting teh transaction type, but it is not showing the Transaction type which had maintained in the Copy control setting, whereas it shows all other transaction which i have not configured.
Any suggestions.
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Arun Kumar

Hi Praveen & Arup,
I am not using any product in my lead creation. Secondly i want to create a follow up as Ztransaction type for Activity where i dont get any item category.
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Notifications in T&E are done through Workflow.Dynamic Actions are only for PA Infotypes.
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How to use same actions for differ pop-up

Hi gurus,
I am using 2 popup in a view.same popup's having same buttons 'Yes', 'No'.when i use 1st one i have to create an action for that Yes button where i put my code for that particular Action.
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Hi,
Take one integer value attribute in the context of view
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How to use same actions for differ pop-up buttons

Hi gurus,
I am using 2 popup in a view.same popup's having same buttons 'Yes', 'No'.when i use 1st one i have to create an action for that Yes button where i put my code for that particular Action.
But when i used 2nd one the action define for that is not acceptable with differ name.it takes only standard one.
Now my Query is : How to use same actions for differ pop-up buttons with in a similar view?Where i put my code.
Plz sugges me.
<b>Points will be sured.</b>
Sanket sethi

Hi ,
u can use the method SUBSCRIBE_TO_BUTTON_EVENT of the IF_WD_WINDOW interface ... to handle the event fired by the popup .....used this method after creating the popup window ...
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Is there a way to save a job action for YouTube upload in Compressor 3.5?

Is there a way to save a job action for YouTube upload? I have about 25 - ten minute clips I want to upload and they all pretty much have the same description and tags. Is there a way to save/make a preset of the job actions that way I don't have to keep inputing the same usernames, passwords, descriptions, tags? Thank you

the method mentioned by benwiggy will certainly work. If you want to an option that would give you more options, you could use a PDF Service. You could then put a specific job on hold while still allowing others to use the printer.
You can do this by opening AppleScript Editor (/Applications/Utilities). You can copy and paste the following into an editor window --
on open printJobs
tell application "Finder"
set trapFile to quoted form of POSIX path of (printJobs as string)
end tell
set defaultPrinter to do shell script "lpstat -d | awk -F: '{print $2}'"
do shell script "lpr -P" & defaultPrinter & " -q " & trapFile
end open
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How can I edit an Automator action for Word?

I'm running Word 2008 on a Macbook Pro, Mac OS 10.5.
Word comes with a selection of Automator actions, including one to find and replace text in Word. I often want to convert standard numerals to old-style numerals, which are part of the extended glyphs set in fonts I use. Automator will allow me to set up ten find/replace actions (for the numbers 0-9) that successfully replace all the numerals with old-style numerals. But it only does it for the main body of the document, not for the footnotes. I need to be able to do it for all the footnotes.
I thought I might find a workaround by adding an AppleScript to my workflow, which would shift the focus in Word to the footnotes and rerun the find/replace actions. I mapped the menu item View/Footnotes to the keystroke command-) and inserted this AppleScript into the Automator workflow:
tell application "Microsoft Word"
tell application "Microsoft Word" to activate
tell application "System Events"
tell process "Microsoft Word"
keystroke ")" using command down
end tell
end tell
end tell
But the find/replace actions simply repeat what they'd done before, converting the numerals in the main body but not in the footnotes. I then thought that perhaps I should have an AppleScript to do the find/replace itself, once the footnotes have been selected, so I created the following (command-H accesses the find/replace dialog box in Word 2008):
tell application "Microsoft Word"
tell application "Microsoft Word" to activate
tell application "System Events"
tell process "Microsoft Word"
keystroke "H" using command down
keystroke "1"
keystroke tab
keystroke ""
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The character after the fourth keystroke command is the glyph for old-style numeral 1. For some reason Word reinterprets this as the letter a. So using AppleScript I can only replace the numerals 1-9 with the letters a-i.
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This all used to work when Office used to allow VBA (and I was using a horrible Windoze machine). Maybe someone would prefer just to find a way of creating a solution our of the old code, so here's one part of what I used (to change the number 1):
For Each aStory In ActiveDocument.StoryRanges
With aStory.Find
.ClearFormatting
With .Replacement
.ClearFormatting
End With
.Execute FindText:="1", ReplaceWith:=ChrW(63281), _
Format:=True, MatchCase:=True, Replace:=wdReplaceAll
End With
Next aStory
Thanks in advance for any help.

Thanks to all three contributors for their generous help so far. Mac people are lovely.
BDAqua's suggestion wouldn't work, I think, because copying footnote text into another application and then back into Word would lose all the associations between footnote references in the body and the footnotes themselves. I wish I could do what Klaus1 says, but Word 2008 won't allow the creation of Macros any more. They've shut off support for their creation. Nice MS. red_menace's suggestion seems very plausible and I'll look into a way of mapping the old style numerals to specific keystrokes. That might do it.
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Unable to add Action for table - throwing Fatal error while rendering the table after adding

Hi,
I am not able to add action to the table i created.
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eclipse.buildId=@qualifier@
java.version=1.6.0_45
java.vendor=Sun Microsystems Inc.
BootLoader constants: OS=win32, ARCH=x86, WS=win32, NL=en
Command-line arguments: -os win32 -ws win32 -arch x86 -data C:\NWDS\Workspace
Error
Thu Jul 17 11:17:27 IST 2014
Internal Error
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The complete error details is also attached with the message.
After creating the action, the table looks like below:
Can someone help me on fixing this issue.
Thanks,
Abhishek.

Its a rendering issue with the NWDS/IDE.
Try, close and re-open for fix it. If it still persists, uninstall NWDS and re-install the right version of NWDS w.r.t the Portal server.
Regards,
Sharath

Adobe premiere elements 12 - how to create menu bar action for my inserted image button

adobe premiere elements 12 - how to create menu bar action for my inserted image button without using their movie menu theme

forbemag
I do not think that I am completely focused into this completely, so let us see if the following is going to help.
You are going to need a base for your button. When you mention "image" button, I am assuming that you are using that term to differentiate between a text button and a thumbnail type button.
The menus (main and scene) take their origin in .psd files on the hard drive and strict nomenclature and structure for Layers Palatte. And, the buttons on the menus trace back to the menu markers on the Timeline, main menu marker and order of placement of scene markers. The scene thumbnail will only appear when there is a scene marker on the Timeline to which it.
In view of all that
Where have you already inserted this "image (button)"...into the Layers Palette of a Photoshop document or other? Is this "image (button)" in a structured Layer Group in the Layers Palette with sublayer groups, text layers, graphic/background layer"?
Let me give you an example
If you have a button (with thumbnail) on the main menu and you want that to open to a specific scene in your movie, then you use a main menu marker on the Timeline at the spot that you want that button to target.
If I am getting closer to what you seek, then please further clarify the DVD navigational envisioned scheme.
Thanks.
ATR
Add On...I did not see the exchanges between us and SG until after I had posted mine. I thought that your discussions were concluded. Please excuse the interruption.

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