Copy values when new action is created

Hi,
In ERP with SAPgui there was nice feature : when one document was created with reference most data were copied (and in customizing it was possible to set what exactly should be copied).
In CRM Webclient UI I have following problem:
1. If I check in WebClient customer contact and I go to assignment block "Planned Activities" and click on NEW button
2 I create a new appointment.
3. Some data (like Contact) are filled but some are missing (like Account for which Contact was created).
I would like to have "Account" information automatically taken from Contact (if contact has reference to account).
I don't think its something to be customized (SPRO), but rather to be developed for UI component.
When I searched for a solution I found this topic:
[Data transfer from one component to another component|Data transfer from one component to another component]
Could anybody confirm the correct approach to have some values populated when something is created with reference (like described in this example).
thank you for any suggestions
regards
Rafal

Hello Rafal,
First of all you should know that to determine the "ATTENDEES", the system runs through the following steps:
1) Read all partners of the business transaction.
2) Keep those BP with a partner function assigned to partner function category 0005, 0007, 0008, 0010 or 0032. You can see it in method ATTENDEES of class CL_CRM_PARTNER_RUN_BTIL.
3) Also you should know that assignment of partner function to partner function category is done in the following IMG:
SPRO >> CRM >> Basic functions >> Partner processing >> Define partner function.
Now according to me, you certainly have a problem with your partner determination procedure: there must be a partner function (linked to one of the category mentioned above) for which you forgot to set a value in "maximum number of occurrences".
Moreover, I think there is a limitation in CRM versions below 7.0: meaning no popup window is displayed to ask the user to choose which partner they want to select in case more than the max number value are found. For example: imagine you set the maximum number of allowed contact person in one document to 5, but 10 are found, the system will automatically select the first 5th for you...
Hope that clarifies the situation a little bit.
Kind regards,
Nicolas Busson.

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user11288935 wrote:
I'm new to APEX and was trying to solve this:
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>
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William Wallace wrote:
Hi,
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Please kindly help me quickly .What I need to do?
> Please kindly give solution.....Its very urgent Requirement.pls help me.
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On all switchs access, the spanning-tree add strange value when I create new Vlans from Distrib Layer,
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Switch is in rapid-pvst mode
Root bridge for: none
EtherChannel misconfig guard is enabled
Extended system ID           is enabled
Portfast Default             is disabled
PortFast BPDU Guard Default is disabled
Portfast BPDU Filter Default is disabled
Loopguard Default            is enabled
UplinkFast                   is disabled
Stack port is StackPort1
BackboneFast                 is disabled
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VLAN0001                     0         0        0          3          3
VLAN0002                     0         0        0         22         22
VLAN0006                     0         0        0          3          3
VLAN0007                     0         0        0          8          8
VLAN0009                     0         0        0          4          4
VLAN0010                     0         0        0          3          3
VLAN0011                     0         0        0          3          3
VLAN0012                     0         0        0          3          3
VLAN0013                     0         0        0          3          3
VLAN0090                     0         0        0         15         15
VLAN0109                     0         0        0          3          3
VLAN0200                     0         0        0          4          4
VLAN0300                     0         0        0         26         26
VLAN0302                     0         0        0          4          4
VLAN0700               -   253 -1872756560 2087191206 -1872756549 2080375982
VLAN0702               -   253 -1872756560 2087191206 -1872756549 2080375982
VLAN0704                     0         0        0          4          4
VLAN0710               -   253 -1872756560 2087191206 -1872756549 2080375982
VLAN0816                     0         0        0          3          3
VLAN0820                     0         0        0          3          3
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VLAN0700
Spanning tree enabled protocol rstp
Root ID    Priority    4796
             Address     0008.e3ff.fcbc
             Cost        10000
             Port        608 (Port-channel1)
             Hello Time   2 sec Max Age 20 sec Forward Delay 15 sec
Bridge ID Priority    62140 (priority 61440 sys-id-ext 700)
             Address     885a.9213.6880
             Hello Time   2 sec Max Age 20 sec Forward Delay 15 sec
             Aging Time 300 sec
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Po1                Root FWD 10000     128.608 P2p
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Building configuration...
Current configuration : 194 bytes
interface GigabitEthernet1/0/25
description Station12
switchport access vlan 700
switchport mode access
end
DSFDS112#sh span interface Gi1/0/25
no spanning tree info available for GigabitEthernet1/0/25
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Port      Name               Status       Vlan       Duplex Speed Type
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Thanks for your help,
Regards.

Venki,
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ERROR at line 1:
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Win32 Version: 2.0.50727.1433 (REDBITS.050727-1400)
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file:///C:/WINDOWS/assembly/GAC_MSIL/System.Drawing/2.0.0.0__b03f5f7f11d50a3a/Sy\
stem.Drawing.dll
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Win32 Version: 2.0.50727.1433 (REDBITS.050727-1400)
CodeBase:
file:///C:/WINDOWS/assembly/GAC_MSIL/System/2.0.0.0__b77a5c561934e089/System.dll
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file:///C:/WINDOWS/assembly/GAC_MSIL/Stellent.IBPM.Actions/1.0.0.0__3fc10cde1afe\
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CodeBase:
file:///C:/WINDOWS/assembly/GAC_MSIL/System.Windows.Forms/2.0.0.0__b77a5c561934e\
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Infragistics2.Win.UltraWinTabControl.v6.2
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file:///C:/WINDOWS/assembly/GAC_MSIL/Infragistics2.Win.UltraWinTabControl.v6.2/6\
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file:///C:/WINDOWS/assembly/GAC_MSIL/System.Xml/2.0.0.0__b77a5c561934e089/System\
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To enable just-in-time (JIT) debugging, the .config file for this
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Hi Deena,
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Go to metalink, article: Unable To Connect To OVD 11g Webinterface Using ODSM. [ID 1282757.1]
You need to apply that patch.
I hope this helps,
Thiago Leoncio.

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Hi there,
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I managed to get this working in our system.
This is what I did:
   - action ZSLFN0001_ADVANCED_FIND_PRTNR (copy of SLFN0001_ADVANCED_FIND_PARTNER): changed in processing type the method to ZCRM_DNO_PARTNER_1 which I created as described in note 1041455. The Sort Order of this action has the same number as the original action of SAP (nr. 10 in my case).
   - I created another action Z_MAIL_TO_SUPPORTTEAM_OPEN with Sort Order one higher than the previous (nr. 11 in my case).
Processing Time: When saving document
Processing Times not permitted: No Restrictions
Sort Order: 11
Schedule Automatically
Partner-Dependent: SLNF0003
Determination Technology: Using Conditions that can be Transported
Rule Type: Workflow Conditions
Action Merging: Max. 1 Action for Each Action Definition
Processing Type
              - Form Name: ZFORM
              - Processing Class: CL_DOC_PROCESSING_CRM_ORDER
              - Processing Method: CRM_SRVORDER_EXEC_SMART_FORM
              - Archive Mode: Mail Only
Then I configured a Schedule Condition for Z_MAIL_TO_SUPPORTTEAM_OPEN: &CRM Service Process.User Status& = E0001ZSMSD001.
For me it's working like a ChaRM now
Hope it also solves your problem!
Best regards,
Roel

Copy values when new action is created

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