Actions in Transactions

Hi all,
Can any one explain the procedure for defining the stat & Schedule condition in the actions
I know the few step in action i.e
Define the action profile
define the action definition
selecting the processing medium
selecting the processing time
I want to know how we are define the start & schedule condition & how it will works in the transaction,
Can any one help me to know this scenarios
Thanks
Gskumar.

In such a case you will need to have defined some date types, durations and so on on the level of date management. (e.g. Contract Date - 1 month, Quotation send Date).....
IMG >Customer relationship management>Basic Functions> Date Management
The things you have defined in this customizing settings can be used in your Date Profile which you back assign to your Transaction type.
This parameters available in your date profile you can use in your action profile to check on.
Hope this helps you getting started
cheers
davy

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Actions in Transactions in CRM

Hi all,
Does anyone know any function module to get the status of an action for a particular transaction?

Hi
Will be much appreciated if you tell me how the problem was resolved. I am facing the same problem while doing self diagnosis in Solution manager.
Thanks
Rajat Sarkar

Actions In Transaction

Hi .
I created transaction QA and asign a action profile to it.
i defined action profile as zcrmquot.
i given action defination are as lob,sp,fin,pc
Processing type as : when saving the document.
processing medium is : smart forms
i created a quotaion and saved the document in action tab
only one action is displaying i.e sp in stead of lob,sp,fin,pc,
could you help me to implement this
requirement is urgent
Regards
gskumar

Hi Satish,
If I am not wrong PSys is the production systems and DSys is the Development System. Please correct me if I am wrong.
Please check in the DSys whether the schedule condition has been satisfied or not. If it is satisfied check whether it was set to Schedule automatically or Manual option. If it is set manual then you need to schedule it manually with out which it would not be displayed.
Please let me know if this does not work out.
Thanks & regards,
Vamsi Krishna P.

Which function module could be used to create ACTIONs in transaction

HI,
when we open a transaction use TCODE CRMD_ORDER, there is always a tab named 'Action'. And Which function module could be used to create a new action?
THS!

Hi Gang,
I am not sure about the Function Module but ya if you access through this link i belive you will be able to create ACTION for your Transaction.
Link:[Action|http://help.sap.com/saphelp_crm70/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm].
Let me know in case you need any more help.
Vijayata

Start condition of an Action (Actions in Transaction)

Could anyone tell me how to make an action dependent on another action. That is, the second action should be trigerred only when the first action was performed sucessfully.
thanks in advance
J

Hi Ark,
Two solutions I can suggest :
1. Use Method Call for first Action definition to send email. While after sending
    email, inside this method you can trigger next action
    Or
    You can also tell from this method to set certain user status (for example
    from user status = Sending Email to user status = Email sent)
    Then use this user status condition in your next Action Definition (if user
    status = Email Sent)
2. You enhance the business object, for example business object order
    BUS2000115, you add one attribute to keep value of certain Action Definition
    status (additional Method also will be needed here to search and store that
    Action Definition status to your new attribute).
    Then, you use this new enhance business object in ACTION Condition - object
    type. You can enhance business object use tcode SW01
Hope this could help.
Gun.

Issue with Action in Transaction

Hi Experts
I have Created new action and assigned it to lead., this action is to create work flow ( WS10001011 ) for opportunities from lead if the user status is equal to "Accepted by sales". But when ever lead status is changing to "Accepted by sales". We have observed that no action is being performed and when i clicked on action push button in pop-up i am getting this message "There are no actions in the worklist"
Can you please assist what need to be modified.
Thanks in advance
Vinay

SAP supplies standard workflow from Lead to Opportunity which does not use actions.
It uses events which are triggered based on user status.
You might like to do it that way and see if it works.
Best regards,
Koshal

Service desk-Email Triggering Action is not getting scheduled

Hi,
I have scheduled an action wherein a mail will be triggered to reporter whenever the status changes.
But this is not happening inspite of all the proper settings maintained in Conditions for Actions.
This thing is working properly in my Development system but not working in Production system
I have tried all the possibilities but still not able to reach any solution.
Could you please suggest me something.?
Thanks
Ritu

Hi,
I checked SCOT settings too.
The action is not getting scheduled only so email triggering will not take place.
I cant see the action in Transaction Data of support message.
Please suggest your solution
Thanks
Ritu

No manual actions are available

Hi all,
I've implemented two ways to print a smartform from the Portal. The first one is through a scheduled actions area and the other is through a print button on header area. These two buttons worked fine until I upgraded the CRM 4.0 to SP16. Now, print button located on top is not working and when I click on it and I get an error message about "No manual actions are available".
Any idea to solve this problem, please?
Thanks in advance and regards.

Hi,
Check for your Settings in the Action conditions for your Action Defination.
In Path:Customer Relationship Management>Basic Functions>Actions>Actions in Transaction>Define Conditions:
In the "Details of the Selected Processing" for your "Selcted Processing" you have made the settings for Print Option and defined the Printer Selection the Action Execution Interval,
check for these settings weather are Appropriate or not,Also check for the Options Available in the Output device are still available or not and selected ones are Appropriate or not.
Hope it answered your Queries..
Thanks and Regards,
RK.

Unable to assign the date profile to transaction tyep

Hi,
I have created a new date profile. but while assigning it the transaction its giving error like " The action profile is only allowed with date profile " X00001 " .
Please suggest what could be the reason for that .
Thanks & Regardsm
Rahul D

Hi Rahul,
U can follow below steps:
Spro->Customer Relationship Management->Basic Functions->Actions->Actions in Transaction->Change Actions and Conditions->Define Action Profiles and Actions.
1) Click on edit mode and Open u r action Profile.
2) See the field Date profile it will allow u to change the Date Profile (use F4)
also check whether u r old date profile is used in action conditions it also need to be change.
Hope it'll solve u r problem.
Regards,
Dipesh.

Problem with creation of follow-on activity in case, by action

Hi all,
Upon creation and saving of a case, I would like an action to automatically create an activity inside this case. When setting up actions for transactions, I have called the method 'COPY_DOCUMENT'. However, when called within a case, the method fails with an error.
Is there a way of configuring an action (in a case) to create an activity?
Any help or experience in the area would be greatly appreciated.
Thanks
Philip

Hi Kai,
You mean the initial value for the transaction type right? I had done this correctly. Basically I have defined the action in a way that works when the activity is created from another transaction. But it does not work when triggered from the Case.
Error message:
Exception Class CX_SY_MOVE_CAST_ERROR
Error Name MOVE_CAST_ERROR
Program CL_ACTION_EXECUTE=============CP
Include CL_ACTION_EXECUTE=============CM003
ABAP Class CL_ACTION_EXECUTE
Method GET_REF_OBJECT
Line 8
Long text During a 'CAST' operation ('?=' oder 'MOVE ? TO')a type conflict occurred. The source type
'\CLASS=CL_SCMG_CASE_PPF' is not compatible for assigning with the target type
'\CLASS=CL_DOC_CRM_ORDER'.
Thanks
Phil
Edited by: Philip Wroblewski on Jan 29, 2008 1:37 AM

How to create new actions ? in the interaction record screen

Hi all,
I'm working with the IC web client.
In the interaction record screen the is a link to actions.
But how to create new actions ? schedule actions ?
Component "ICCMP_BT_INR"
View "InrHeaderViewSet"

Hi Eran,
Gret is absolutely right ..The actions are transaction type specific and can be attached along in the customizing as mentioned above by gret , these can then be tested in the SAP gui first for their scheduled and start conditions and then in the ICWC.
There is no special settings for actions in ICWC if they are there in your transaction they will come in the ICWC.
Hope this helps
Regards
Raj

How to configure Follow up and Actions in ICWeb Client.?

Hi Experts,
Please guide me to configure Followup and actions in IC web client.
Regards,
Sheetal

Hi ,
follow this
Actions
IMG>CRM>Basic functions>Actions>Actions in transaction>chnage actions and conditions>define action Profile --> action definition
Maintain action settings
Partner dependency
Processing Type-->form name ->reminder mail say
Class ->CL_DOC_PROCESSING_CRM_ORDER
Method ->CRM_ORDER_EXEC_SMART_FORM
Define condtions
Schedule and start conditions are to be maintained if any
This action profile needs to be added to your transaction type .
Aftre this check if the action is visible in your transaction online .
This transaction should be the same as your Business transaction profile in ICWC
Hope this helps
Let me know if still stuck
Cheers!

Actions Create Complaint Summary

Hi Gurus,
I've an action named Create Complaint Summary in crmd_order which prints a report i.e (either sapscript or smartforms ) how do I find that program name and
form name
points guaranteed .. revert back soon

Hi Aryan,
Follow the path :
SPRO --> Customer Relationship Management --> Basic Functions --> Actions
--> Actions in Transactions --> Change Actions and Conditions --> Define Action Profiles and Actions -->
Select the Action Profile --> Double Click on Action Definition --> Select the Action Name
--> Double Click on the Processing Type --> You will be able to see the program name
Reward points if it helps.
Regards,
Amit Mishra

Transaction output

Hello
I'm using MII 12.2
My question is about Transaction manager. In this tool it is possible to see three tabs: INFO, OUTPUT and LOG
INFO and LOG are very easy and useful, but OUTPUT is a mystery for me.
Is it possible to write in OUTPUT tab? Is there any action in transaction which produce a spool in this tab?
Thank you a lot
Regards

Hi Fabio,
You cannot manually set values for 'OUTPUT'.
This tab displays the output of the transaction but for this to happen you have sent the following parameters in the Runner URL(for executing the transaction).
Persistence=Always
StoreTransactionOutput=true
In this case only MII will persist the output and the value would come on the OUTPUT tab of Transaction Manager screen.
Regards.
Rohit Negi.

Add Text to outbound mail in action processing / form as PDF

Hi Experts!
We want to add some (static) text into outbound mails, that are sent during action processing of our smartforms. Here´s what where were standing so far:
- We are using actions within transaction processing to send a service report to customers
- We have created a smartform and defined action profiles for our transaction type
- We have configured the output format for SAPScript and Smartforms to PDF in SMTP node of SCOT
- We can successfully send e-mails from our activity containing the smartform as a .pdf attachment
However, the body of the mail message is empty, which is not what we need. We would like to add some (static) text, like "Dear Customer! This is your service report, etc..." to the body of the message.
Has anybody ever done anything similiar within or at least close to the standard? We want to avoid having to code everything by ourselves, i.e. using SO_NEW_DOCUMENT_ATT_SEND_API1 or similar FM´s.
Points will be rewarded for useful answers!!
Thanks a lot & Regards
Christoph

Hi all!
We fixed the issue ourselves- just in case somebody wondered how we did it:
We have implemented the suggestions given in OSS 935670 in our processing class/method for SmartForm Mail and SmartForm Fax.
Regards
Chris

Actions in Transactions

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