Activity Clipboard
Hi Experts,
I have question for you,
When i confirm account and Confirm Object details, then when i try to create the Interaction Record(IR), i am able to see the Object details in the Activity Clipboard. But i am not able to fetch the Object details from the Acitivity Clipboard to Service Ticket when i am creating follow up. Instead i can see other details in the Service Ticket.
I have tried with the Badi CRM_COPY_BADI by keeping break points and checking the data flow but still i am not able to find the object details data.
So can anyone help me how to fetch Object data from the IR's activity clipboard to Service Ticket when creating a followup for IR.
Thanks,
Menon.
OSS note 1477689 fixed the original problem
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Label "Customer" shows in Activity Clipboard shows both Customer & Contact
In CRM 4.0 we were able to enhance this so contact record would show as 'contact' instead of 'customer' in the activity clipboard.
In 5.0 this seems harder to do. Have played with config & development but no luck so far.
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Behaviour of Activity Clipboard of Interaction Record
Hi everyone,
I have observed a weird behaviour of Activity clipboard in CRM Interaction Center. Below are the steps I followed:
Confirmed the account in the Interaction Center. Opened Interaction Record
After performing my actions in the Interaction Record, saved the Interaction record by clicking the "SAVE" button on the Interaction Record screen.
Closed the browser(without clicking on END button on the IC).
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But if I click on "END" button on the Interaction Center and then check the Interaction Record later through Inbox , I can find the items in the Activity clipboard. I need to understand if this is a standard behaviour of CRM Interaction Center that clicking END button is mandatory for saving the Activity clipboard items into database? Or Do I need to apply some SAP Note to fix this issue?
Please suggest.
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SanHi San,
Yes, clicking END button is mandatory to finish the customer interaction in SAP standard. Here the activity clipboard and all changes on the business objects which have been made during the cutomer interaction are saved.
Best Regards,
Sigrid -
Attachments as a Link in the Activity Clipboard
Hi Experts
We are working on SAP CRM upgrade project from 5.0 to SAP CRM 2007, Support pack level 05.
Our client requirement is that, we need to enhance the activity clipboard so that Attachments of the transaction can be showed as a link in the activity clipboard in the interaction record.
As per my knowledge, the above mentioned functionality is not supported by standerd scope. Hence
Please suggest me the best possible way to get it done.
Thanks
BabuHi Babu,
In the activity clipboard if interaction record is attached to the service ticket then clipboard will show the activity and link on the process type. If you want to attached your custom or business specific links then you can add it. For example lets take the knowledge search path which we want to add to the clipboard we can do.
You have to add one event handler to launch if link is clicked. You need some inbound and outbound plugs for calling the view (i.e navigation).
Regards,
Albert -
Hi
I am facing a typical issue. If we close the interaction without clicking the END button system is not shaving the entries in activity clipboard. Next time when we open the same transaction, there is nothing on activity clipboard.
But in case of closing the transaction by using the u201Cendu201D button, it is working properly.
Can any one help on this.
Byeu2026
BiplabDear Biplab,
Implement SNOTE # [1569693|https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1569693] and [1527547|https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1527547] to resolve this issue.
Thanks
Vishal
Edited by: Vishal Kesar on Jul 27, 2011 2:09 PM -
Activity Clipboard - Unlink Items Configuration
Hi Deepa (and Nat),
As my colleague John Burton mentions, it is possible for agents to remove any items that should not be saved as part of the Interaction Record. Based on such configuration, when the End button is pressed, a dialog box containing a list of items from the Interaction Record Activity Clipboard is presented to the user.
Configuration Checklist to Unlink Items from Activity Clipboard:
*Transaction CRMC_UI_PARAMETERS
*Define u2018SHOW_LINK_DIALOGu2019 parameter
*Define u2018PARAMPROFILEu2019 profile
*Assign 'SHOW_LINK_DIALOG' parameter with value u2018Xu2019 to profile u2018PARAMPROFILEu2019
*Assign u2018PARAMPROFILEu2019 profile to u2018PARAMETERSu2019 functional profile for desired IC business role
Take care,
KimHI Kimberly.
Is there any way to unlink objects from the activity clipboard other than doing it as you explain in your message? I would prefer to have an icon for each entry to allow its deletion from the ActivityClipboard... I think I have seen this at any time, but I don't remember when and why
Regards,
Pablo -
Activity Clipboard in Interaction record
Hi Gurus
I am using CRM 7.0 EHP1 and when I create a Interaction record I don't see the activity clipboard columns. I see just caption "Activity Clipboard". I don't see anything else.
I have attached the activity clipboard profile to me role.
Please help.
Thanks
TarangHi Tarang,
Activity Clip board in Interaction Center gives the details about the Customer, transactions and others. For ex when ever you are creating a complaint , the details which are available in activity clip board will be Customer , Contact Person, Process Type - Interaction record and... with respect to the Object Id in Complaint.
Activity clip board is not role specific.
regards,
Sarangamath -
Customize the Activity Clipboard view ?
Hi,
We want to customize the Activity Clipboard view (change the headers and the order of the columns ..)
In the BSP_WD_CMPWB transaction, if we choose the UICMP_ACC_CLIP component , the view is not configurable ..
Is this the right component ? Is there another way to proceed ??
Thanks in advance for your help !!
Regards,
NabilHi Nabil,
Last week I came across this tranasction: IMG --> Interaction Center Webclient --> Basic Functions --> Define Activity Clipboard Profiles.
Here you can select "Profile Definition" and then DEFAULT_IC, if you select "details" you can enter the amount of colums and Headers. I haven't actually tried it and I'm not sure how it works exactly, but maybe you can give it a try.
Hope it helps,
Regards Alex -
How to stop the activity clipboard linkage between two transactions?
Hi Experts,
We are using CRM 2007. In CRM, since there is no check that the agent needs to work on transactions related to once customer at a time, our agents are able to work on different different transactions belonging to different customers one after another.
As a result, transactions belonging to two different customers are getting linked in the Activity Clipboard of interaction Record as well as Service Order transactions.
We need to place a check so that before the link is created, we can compare the customers of the two transactions and if they differ, we should not create the link. Can you please guide me where is the best place to put such a check?
As per my analysis, we need to stop the doc flow being created if the transactions have different sold to/customer.
Any pointers/suggestions?
Thanks
RohitHi Rohit
Did you manage to get any solution to this?
if you have, would appreciate if you could share the solution.
Rgds
Rusyinni -
Saving-problems with the Activity Clipboard in the Interaction Record
Hi all,
when we create a contact in the ic record, the business-agreement , the business-partner and the created contact gets displayed in the activity clipboard. But after clearing and calling the created contact again, the bp and business-agreement is not displayed anymore in the activity clipboard.
Only a follow-up is saved when it was created within the contact.
I hope anyone can help to fix it, so that these two businessobjects are saved, too.
Hopefully,
Fab /MikeNo one knows?
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Activity clipboard entry and followup
Dear Experts,
I have a requirement in which follow up task has to be created whenever an entry gets added to the activity clipboard. The detailed explanation is as follows,
I perform a knowledge search and find a solution. This solution is added to the card which creats an entry in the activity clipboard. I need to now create a follow-up task with attachments as solutions that are added to the cart.
How would I know that an entry is created in the activity clipboard, is there any events that are created for this?
Warm Regards,
KanthimathiHi Kanthimathi,
There is no event triggered when an entry is added to the Activity Clipboard. However, your requirement can be implemented in the following way.
Activity Clipboard entries are essentially pulled up from the GT_CONTENT table of CuCo Clipboard (CL_CRM_UI_F_CUCOCLIPBOARD_IMPL, if you are using CRM 5.2 and upwards). So when a solution is added to the cart, an entry is added to GT_CONTENT using one of the public methods
lr_clipboard = cl_crm_ui_bol_clipboard_srv=>get_instance( ).
CALL METHOD lr_clipboard->add_root_object
EXPORTING
ir_root_entity = lv_entity
iv_ui_object_type = 'XXXX'.
You will have to redefine the CuCo Clipboard to raise an event when 'Solution' is added to GT_CONTENT. There should also be some place (maybe in the constructor of Follow Up View Controller) where an event handler is registered for this and do the needful. You could use the standard IC event SUGGSOLADDED for this.
Hope this helps.
Regards,
Anup -
Blank Activity Clipboard in IC Web
Hi All,
We are getting intermittent problem with activity clipboard. Due to some reason it gets cleared and loose all the information on clipboard.
We verified all the exits and could not find any problem with code in any of the exit. We even tried to replicate scenario but could not do that.
Can any one help with this problem?
Thanks in advance,
Ripal PatelHi Ripal
If it is an intermittent problem in that it works most of the time then it sounds like a Bug.
Log with OSS.
Regards
Arden -
I'm trying to see how feasable it is to extract data from the CRM Activity Clipboard into BW. Is anyone familiar with which tables the data may be housed in and how they would link to a CRM Activity ID?
I have no problem finding actual Activity interaction records tables but cannot seem to find the activity clipboard data linked to the activity.Hi David,
Activity clipboard is built dynamically using document flow.
You can observe logic used in CRM 7.0 in following method, responsible of building the activity clipboard of the interaction record:
CL_CRM_IC_COMP_AC_CONTENT->ON_DETERMINE_CONTENT
Actual building starts around line 58
lr_entity ?= ir_object->get_related_entity( iv_relation_name = 'BTOrderHeader' ).
lr_coll ?= lr_entity->get_related_entities( iv_relation_name = 'BTHeaderDocFlowSet' ).
lr_entity ?= lr_coll->get_current( ).
lr_coll = lr_entity->get_related_entities( iv_relation_name = 'BTDocFlowAll'
iv_mode = cl_crm_bol_entity=>bypassing_buffer ).
etc.. etc...
Hope this helps you
Kind regards
Walter -
Dear All
I want to ask, is there any function module/BAPI available which should provide me current values in Activity clipboard. I want to read Premise ID, confirmed by user in identification, at the time of service ticket creation.
We are working on SAP CRM 7.0 - ISU..
Any help would be appreciated..
Thankyou.Hi Zahid,
You can use following code:
DATA: lr_clip_cuco TYPE REF TO if_crm_ui_bol_clipboard,
ct_content TYPE crmt_ui_cb_content_tab.
lr_clip_cuco ?= cl_crm_ui_bol_clipboard_srv=>get_instance( iv_controller = me ).
CALL METHOD lr_clip_cuco->get_content
CHANGING
ct_content = ct_content.
I am using this pice of code successfully in Activity Clipboard component to get Activity CLipboard details. I hope this helps.
Thanks
Vishal -
Looking for quick creation of a new contact during activity processing
We are looking for a quick way to create a new contact during the process of activity management. Once I have selected my business partner and then I search for a contact, if the contact I need does not exist yet there are several long involved ways to go create the new contact. Several people from SAP have alluded that there is an add button that should be available on the business partner central search window that comes up when you look for contacts but we have no add button. Does someone know if the add button becomes available later? We are on CRM 5.0 - has anyone customized a way to add a contact here without having to go into the account application relationship tab. We are coming off of Mobile Sales where there is a pop up window to add a contact. We need to replace this functionality.
Hello Pascale,
"Follow-up" button is present to enable a quick creation of follow up.
That is end user can just input those limited fields, and click on this button to create the document without going into the detail.
And at the same time, standard IC do provides another link to the detailed follow up documents to enable user add more detail.
The link "Follow-up Details" can realize such purpose and should be the one you are asking for.
The steps are:
- select the transaction type in the drop down;
- click on "Follow-up Details" link, this lead to another page of the detailed activity creating, only at this time the activity is being created;
- click on the Back button without save, you will return to the previous screen, and get the link in Activity Clipboard for future access;
Hope I have understood your requirement correctly!
Hongyan
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