Create Activities

Activities has two status planned and completed no. When I create activity , the e-recruiting status is planned. What do I do to set the status as completed? Can I use the activity and reset the status as completed or should I create another activity and set the status as completed? What is correct process?

Hello Victor,
Activities are individual process steps that are assigned to a Candidate, Candidacy or an Application.
Activities have a status and a due date. When we create a new activity for an E-Recruiting object, the activity has the status Planned. Once we have performed an activity manually, we must set the status of the activity to Completed.
If the system performs the activity automatically (for example, using a workflow), then the status of the activity is changed automatically from Planned to Completed.

Similar Messages

Error while creating activities from Account application (Activity tab page

Hi Experts,
We are using CRM 5.0 with PCUI ( EP 7.0 version). We are getting below error when try to create activities from Account application in PCUI ( from activity tab page):
Error : Activity contains error.
Diagnosis
This transaction has errors.
Procedure
To correct the errors, go to the maintenance interface of the transaction.
To navigate to there, use the link to the account application
Pls suggest how to proceed with this error & helpful solutions would be rewrded generously.
Regards,
Basavaraj Patil

Hi Experts,
We are getting this error when try to create Activity from Account application in PCUI. But the same thing is working fine in at GUI level & actions profile assigned to Activity transaction is also working fine at GUI level. But in PCUIit is throwing this below error.
Diagnosis
You have attempted to create a follow-up transaction for an incorrect transction 2000764. This is not possible. You can only create follow-up transactions for error-free transactions.
System Response
The follow-up transaction is not created.
Procedure
Correct the errors in the source transaction 2000764. The error messages resulting from processing the error can be read in the application log in the source transaction.
Pls suggest solution for this.
Thanks in Advance.
Regards,
Basavaraj Patil

How to create Activities with DTW

I was looking for a template to use with DTW to create "Activities" in SBO. I could not find one in the template files. Did I miss it and is it possible?
Thanks

Hi
Peter Is Right. With the help oContacts you can do the DTW for Activity
Ashish Gupte

How to go on creating activities in loop?

Hi!
Lead record type has activities associated with it.
if a new lead is created, automatically an initial activity should be created with certain details and assigned to a particular sales rep. this i can do with workflow. this is fine.
Now i want that, when ever the sales rep completes the activity and marks status of activity as _"Completed"_, automatically a new activity record should be created and details of newly created activity should be filled by the sales rep who marked the old activity status as "Completed". This cycle should go on.
Also there has to be a stopper to this loop to which only a manager can have access.
i tried with workflow. For that i created a custom picklist on activity record type with values as "Continue" and "Stop". I set the default value as "Continue". Only manger has access to this picklist. My logic was unless the manager sets the value of the picklist as "Stop", the activity should be created in loop. I did in this way:
Workflow Name: Activity Loop
record Type: Activity
Trigger Event: When modified record saved
Workflow rule condition: LookupValue("OCC_INDEX_CUST_LOV_EVT_ACT_0", "Continue") AND LookupValue("EVENT_STATUS", "Completed")
But when i saw the available Workflow actions, there was no mention of creating a new activity in it. so now how should i create new activity when old activity is completed? i am struck up here. How can continue from this point?
I don't mind going for any other way if it satisfies my requirement.
thankx and regards
Edited by: user10434678 on Feb 20, 2009 7:23 PM

Hi !
I'm afraid this won't be possible with workflows... Oracle made it not possible to create an activity via a workflow on the activity entity.
Imagine that someone create something like "when a new activity is created, then create an activity", you'll agree that this will shut down the server !! I think that's why they don't allow this action on this kind of workflow.
I'll suggest to have a checkbox on your lead record which will be something like "Next activity" and when the sales rep checks it, it will create the next activity and uncheck the box.
Otherwise, try to fin out if this kind of functionnality will be possible in the next release (R16)...
Hope this will help, feel free to ask more !
Max

Activities - How to resolve errors in created activities.

Hi Forum,
I have created 500 activities via a custom report. I forgot to maintain the BP as employee responsible (before report execution).
Now i am getting error in each activity 'BP is not maintained as employee responsible'. After maintaining the BP as Employee responsible, When i go to edit mode and save activity, error is not coming.
Editing and saving 500 activities is a tough task.
Is there any report which does this.
Regards,
Ankush

Hi Ankush,
Though I am not very sure about availability of any SAP Standard Utility program to mass modify the partners of the activities. But you can of course develop a custom program to do so. You can use the FM CRM_ORDER_MAINTAIN to modify the Business Partners data of the Activities.
Hope this helps.
Regards,
Samantak.

PCUI: functionality creating activities in Opportunity missing

Hi,
we are using the PCUI interface. On tab Activities of an Opportunity (iView Opportunities) there are no buttons in the toolbar for adding or deleting an entry. I would like to add those as in Accounts->tab Activities.
So what I have done is
1. create new toolbar group ZOPP_ACT
2. add events ADD_LINE and REMOVE_LINE to the toolbar group
3. in Application Layout (application CRMD_BUS2000111) added the toolbar to event OPP_HD_ACT in Detail area 1
I see the buttons now, but they are not working properly. I cannot delete an enty, and when clicking "add entry", a new line is created, but cannot be saved (i.e. when clicking enter, it is removed).
Do I miss something? Or is this functionality at that place simply not possible?
Your inputs are very welcome.
Regards,
Erik

Thanks Sven,
I have thought so, but I hoped that this funtionality is already implemented in the model access class "CL_CRM_BSP_AM_HEADOM_1O" which is used here.
This model access class is also used in the tabs "Sales Team", Partner, Competitors which all have the Add Entry event/button.
However, I believe the MODIFY and SAVE methods just do not support the entry of an activity. And I either extend those or write an own access class for handling activity entries (add line, remove line) like in Business Partner's access class "CL_BSP_ACC_ACCMOD_ACTIVITY".
Am I on the right track?
Regards,
Erik

Create Activities from Campaign

Hi,
I intend to create Activity from Campaign based on the Partners selected in the Partners tab.
For 5 different partners, 5 different activities.
I am trying this through Action definition, method call.
Am I on the right path? Is this how normally its done?
thanks
Yash

Hi Mike,
Thanks for the link.
I already have this doc with me.
This talks about creating a transaction type which is assigned based on Communication channel.
My requirement is to create a transaction type based on the Partners in the Partner tab.
I have awarded points though.
thanks
Yash

Cannot create activities in IC web Client

Hi,
I want to be able to create, edit and display business activities in IC WEBclient.
Currently I get a blank screen when I try to create a business activity in the IC WEBCLIENT.
In my navigation bar profile for the IC_Agent,in the object mapping I have display, edit and create entries for BT126_APPT object type mapped to IC_BT_ACT logical link id.
In the definition of the logical link id IC_BT_ACT, I have the following parameters:
Type = workcenter
target id = BT_LINKCP
parameter = BT126_APPT
parameter class = CL_CRM_IC_NAV_OBJTYPECREATE
What am I doing wrong..
Thanks
Lee

Hi
Am not sure check the patch level...
Cheers

Creating Activities in CRM using Word Templates and Web Services??

Hi,
This functionality can be achieved through Adobe Interactive Forms from what I have learnt through demos etc. We are checking the feasibility of using with Word Templates instead.
This thread has multiple questions:
We are trying to set up the activity creation as mentioned in the CRM70 system.
1) At this point, finished the retrieval of information from the CRM Activity into a Word Template using a READ Web Service. Subsequently synchronized this with outlook and can see the Word document in the outlook item. Not able to open the same in Outlook, since it comes over as a XML document type. "Cannot open as there is a problem with the contents. ">" expected, line so and so...is the message
2) I created a Web Service that writes as well into CRM and would like to use this from the Word Template to create the activity in CRM
2a) Can the word template be incorporated with buttons that can trigger creation in CRM, similar to Adobe "Execute" etc
2b) If yes, and If there are some custom fields that I add to the activity transaction, in the UI, can I populate these with input from the Word Template, as well
Regards,
Ashwin

Hell Wregs,
You can create the Product in CRM GUI,by using Transaction:COMMPR01,not mandatory to have WebUI..,
but b4 that you need to set up Product Hierarchy and Product category under which the Products can be created.
Use Transaction:COMM_HIERARCHY Transaction to do this.
Hope this helps
let me know if any further questions
Thanks & Regards
Arshad

Tab missing when creating Activities

When I create an activity via Menu Activity -> create, the tab "Attached" is not showing despite the block GS_CM_MainWIndow is marked as "Direct".
Crating an Activity from the option "New" of the Search table, the tab does show.

Hi All,
1.First of all, while creating transformations , mention sorce as Data source and target as Infocube and the same is for DTP creation also. Then we will get Data targets under "datatargets" tab.
2.As far as my openion is concerned,It will only works.. if we have the requirement to load Monthly data to one Infoprovider, yearly data to second Infoprovider and weekly data to third Infoprovider then we need to create three DTP's for for respective Infoproviders.In this case we can select appropriate Infoproviderwith respect to DTP's.
Thanks
B K Eswar

Creating Activities Programmatically in CRM

Hi,
I am trying to use BAPI_ACTIVITYCRM_CREATEMULTI.
This is called within a BAdI when a contact responds to a survey.
I am evaluating the survey results and them trying to set the appropriate status.
I am successfully screating the activity document. However I am failing to set the status.
This is my code where I set the values of the Status tables to be passed in. I am only setting the status e.g. E0002 (Accepted) or E0004 (Declined) and the Activate flag.
Am I missing something?
CALL METHOD ir_survey_values->values_get
    EXPORTING
      i_question_id = 'q1'
      i_answer_id   = 'id_answer'
    IMPORTING
      et_values     = et_result.
READ TABLE et_result INTO es_result INDEX 1.
IF es_result EQ 'id_yes'.
    MOVE 'E0002' TO es_status-status.
    MOVE 'X' TO es_statusx-activate.
    APPEND es_status TO et_status.
    MOVE 'X' TO es_statusx-status.
    MOVE 'X' TO es_statusx-activate.
    APPEND es_statusx TO et_statusx.
ELSE.
    MOVE 'E0004' TO es_status-status.
    MOVE 'X' TO es_statusx-activate.
    APPEND es_status TO et_status.
    MOVE 'X' TO es_statusx-status.
    MOVE 'X' TO es_statusx-activate.
    APPEND es_statusx TO et_statusx.
ENDIF.
* call function module BAPI_ACTIVITYCRM_CREATEMULTI
REFRESH lt_return.
CALL FUNCTION 'BAPI_ACTIVITYCRM_CREATEMULTI'
    TABLES
      header          = lt_header
      headerx         = lt_headerx
      partner         = lt_partner
      partnerx        = lt_partnerx
      date            = lt_date
      datex           = lt_datex
      status          = et_status
      statusx         = et_statusx
      created_process = lt_created_process.
Thanks
David

Thanks. It appears my problem was that I was using coding relevant to CRM 4 rather than CRM 5.
It seems all I needed was:
CALL METHOD ir_survey_values->values_get
    EXPORTING
      i_question_id = 'q1'
      i_answer_id   = 'id_answer'
    IMPORTING
      et_values     = et_result.
READ TABLE et_result INTO es_result INDEX 1.
IF es_result EQ 'id_yes'.
    lv_act_status              = 'E0002'.      " In process
ELSEif es_result eq 'id_no'.
    lv_act_status              = 'E0004'.      " Declined
    else.
    lv_act_status              = 'E0001'.      " Response
ENDIF.

Popup message while creating new CRM activities in the Portal

Hello All,
We are implementing EP 7.0 SPS 12 and have integrated CRM 5.0 with it. We have installed CRM BP 5.0 SPS 01.
When we are creating activities through the Portal using the "Business Activity" iview and then save the creation, we get a popup with the message - <b>"The web page you are viewing is trying to close the window. Do you want to close this window?"</b>..
What could be wrong and how should we solve this?
Thanks.

Hi Sunitha,
I think that this kind of message will come because of the timeout property in the backend system(CRM).Try to figure out the timeout property in backend and increase the same.
Regards,
Vinoth.M

How can FS03 be made Display only without removing Create/Change Activities

ECC 6.0 Release 700
Our internal auditors have asked to limit access to change the Chart of Accounts. Currently our Functional team has access to do this via transactions FS00, FSS0, FSP0, etc. which needs to be removed.
The issue is that if we assign display transaction FS03 to the functional team's role, the Change and Create buttons are still enabled due to the corresponding activities in the Authorization object F_SKA1_BUK, as it seems FS00 and FS03 are essentially the same. The same holds true for FSS3 and FSP3.
Unfortunately, the functional team requires the create and change activity in F_SKA1_BUK for other transactions, so if we strip the activities for the purposes of FS03, they will lose functionality elsewhere.
The standard reports S_ALR_87012327 and S_ALR_87012328 were deemed as insufficient replacements for the information in FS00.
Is there any way to limit the functionality of FS03 to Display only without taking away the create and change activities?

While researching F_SKA1_KTP, I found that without the change or create activities in both F_SKA1_KTP and F_SKA1_BUK, the buttons gray out. The functional team is currently researching if they need change/create in F_SKA1_KTP, as I sent them a list of transactions they have for which it is required.
I tried to remove S_TCODE FS00, but when I ran FS03 it gave me a "not authorized for FS00" message and did not display the screens. I removed the dependency via SE97, but then FS03 essentially became FS00 and I was back at square one.
Thank you both for your suggestions.

Cant create "normal" activities in role Web bus. Role FCC_PSCD

Hi All,
I am working with CRM2007 and the R3 solution for Public Sector. Hence, I decided to use the Business Role FCC_PSCD. The point is that, besides I have tried by adding the Work Centers SLS-ACT, SRV-CASE, SRV-OPERAT, I couldnt create the Activity with the "normal" layout as in Role SALESPRO.
The error message that I have when trying to create Activities is:
Diagnosis
No transaction type is available when creating a transaction. This can be due to the following reasons:
No transaction type is available according to Customizing
The user has no authorization for the transaction type
System Response
It is not possible to create the transaction.
Procedure
Make sure that:
The transaction type is set up in Customizing
The user has authorization for the transaction type
I hope somebody knows the answer to the scenario described above or can give me a tip....
Thanks!
Mauro

I resolved the issue with note 1172066.

How can you create an activity as subsequent act. of more than one activity

Hi.
I want to create an activity as subsequent activity of more than one activity.
I am using FM CRMXIF_ORDER_SAVE, but if I write data structure CRMXIF_DOC_FLOW with more than one item the system shows the error CRM_COPY 010 More than one predecessor was entered for data transfer.
However I have customized multiple relationship allowed, and if I do multiples links in transaction crmd_order it works all right.
Only it doesn't work with FM CRMXIF_ORDER_SAVE. I need create activities with FM because they are interface R/3. What FM can I use to create multiple subsequent activities?
Thanks and best Regards
Sorry for my english.

Hi,
I have got some activities creates in the system. (e.g. Act. 1, Act. 2, Act. 3 and Act. 4). With the FM CRMXIF_ORDER_SAVE filled the structure CRMXIF_DOC_FLOW you can create subsequence activity of one of them (e.g. Act. X.1). I need create the same activity (Act X.1) from another activity, (e.g. Act. 2). I know to do this in transaction CRMD_ORDER by link tab. But I don't know how to do this using FM or BADI or another thing.
Act. 1 Act. 2 Act. 3 Act. 4
.....Act. X.1
Thanks in advance.
Edited by: Ana Isabel París on Jul 7, 2008 2:42 PM

Create Activities

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