Create activity from survey reponse

Hi Experts,
I'm trying to implement a scenario in campaign automation (CRM2007) where an activity is created when in a survey response a particular questions is answered with a specific answer (for example, when question X has answer Y, an activity (task) should be created so that customer service can pick this up).
In the scenario outgoing mail as the response are generated in CRM. But how will i go about the creation of the additional tasks? After the decision node (when question X has answer Y --> campaign element Z) i put campaign element Z with communication medium Activity with an Activity Template associated to it. The workflow puts the business partner in the campaign element (number responses is + 1) but a activity is not created.
Your help will be very much appreciated!
Regards,
Marius

Implement these two BADI:
1. BADI: Campaign Determination
2. BADI: PAI Processing of Survey Data in Campaign Automation
Note: In the seconde BADI modify the method to add your transaction type.
IMG>Customer Relationship Management>Marketing>Marketing Planning anc Campaign Management>Campaign Automation-->Business AddIns
Let me know if you have any questions!

Similar Messages

  • Create Activity from Activity WB allows without template

    Able to create activity from activity workbench without template, and allows user to clear , delete the template value.

    Implement these two BADI:
    1. BADI: Campaign Determination
    2. BADI: PAI Processing of Survey Data in Campaign Automation
    Note: In the seconde BADI modify the method to add your transaction type.
    IMG>Customer Relationship Management>Marketing>Marketing Planning anc Campaign Management>Campaign Automation-->Business AddIns
    Let me know if you have any questions!

  • Create activity and survey via 'CRM_ORDER_MAINTAIN'

    Dears,
    i am in CRM 6.0 now. i have decided to use FM 'CRM_ORDER_MAINTAIN' to create and change activity, also there is a import field named 'IT_SURVEY'. Now i want to batch upload the answers of the survey in a txt file to CRM and then create the survey and attach the survey to the activity.
    After check program 'CRM_SURVEY_UI' which also use 'CRM_ORDER_MAINTAIN' to create activity and survey, i found SAP will convert your input to a rawstring. But the convertion is based on the HTML container(class gr_survey_html), my case is flat txt file. How could i realize the convertion ?
    Any advice? I am so puzzled on this for a long time..
    BR.

    Hi,
    I have the same issue. Any suggerence with this topic?
    Regards,
    Mon
    Edit: It is solved. CRM_ORDER_MAINTAIN allows introduce a survey in an activity.
    Edited by: Mon on Apr 7, 2008 3:51 PM

  • Create activity from external system

    Hi
    What is meant by creating activity from external system.
    I need to work on an enhancement which deals with function module to create activity that can be called from external systems e.g. on demand.
    I am not sure what does that exactly mean?
    Any pointers would be helpful.
    Thanks
    Alka

    Hi guys,
    Thanks for your answers... But is it possible to call transaction NOTIF_CREATE from an external system?
    I have done something already so that those 3 fields will be automatically populated for a message sent from an external system.
    I changed the screen and called FM BAPI_NOTIFICATION_CREATE(a remote enabled FM which is the one being used by transaction NOTIF_CREATE to create a message) inside FM BCOS_SEND_MSG.
    I populated the category, subject and solution in the FM export parameters as well as the solution number in the sap data table. I put a destination also..
    This FM calls another FM DNO_OW_CREATE_NOTIFICATION which is the one being used from the external system but do not cater the functionality to send the 3 fields that we need.
    As you will notice, there are lots of standard objects that I've changed. =)
    My problem now is that the system data sent is the same with the system data if you create the message using NOTIF_CREATE. Some system that were sent when a message is sent from an external system is missing but at least the sap system and client ID is sent. There is no external reference number also. But hopefullly, the users will accept it. Can't find any other solution to this.
    Thanks,
    Eric

  • Error in creating activity from Account application ( from activity tab)

    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

    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

  • Create Activity from a Lead on PCUI

    Hi everybody,
    I am having a problem, I don't know if anybody has had this before. I am trying to create an Activity from the lead screen on PCUI by using the Standard create activity button, but when I click on it instead of trying to open a popup accessing the portal and one of the roles in it, it tries to open a popup calling the CRM WAS but it sends the portal role and i-view information. Of course with this instead of getting the activity I-view open I am getting a BSP Error from the PCUI BSP application.
    I am not sure why is this happening I am using the standard i-views.
    The exact error I am getting is as follows:
    Business Server Page (BSP) Error
    What happened?
    Call of BSP page terminated due to error.
    Note
    Following error text processed in system:
    BSP Exception: the Application Name com.sap.pct.crm.LeadManager in URL /roles/com.sap.pct.crm.LeadManager/ActivityManagement/MaintainActivities_2?DynamicParameter=CRM_OBJECT_TYPE%3DBUSINESSACTIVITYCRM%26CRM_BOR_TYPE%3DBUS2000126%26CRM_LOGSYS%3DCRDCLNT110%26CRM_NAV_EVENT%3DCREATE_FOLLOWUP%26sap-syscmd%3Dnocookie%26crm_psid_gu is invalid.
    Error Type:
    Your SAP Business Server Pages Team
    Thanks a lot for any help you can give me on this.
    Regards,
    Felipe

    The CRM Context Service is already installed, but I don't know if maybe something on it was not installed right and I don't know how I could check it.
    Regards,
    Felipe

  • Create activity with survey through BSP

    Hello,
    can somebody tell me how we can create a survey through a BSP page and link this to an activity?
    Kind regards
    Geoffrey

    Hi Gerard,
    Any speific reason to go in for a BSP? If you have the Enterprise Poratl 6.0, you have a quickpoll / survey feature in Knowledge Management. Pl post this question in the BSP or EP forums for a better response.
    Regrads,
    Suresh Datti

  • Create Activity from Account

    Hi,
    we are using CRM 5.0 PCUI.
    The Activity Application works fine but the Tabpage Activities in Account Application (Event: ACC_ACTIVITIES, Toolbargroup: ACC_ACT01) not working correctly.
    If we try to Create an Activity with the "Add Entry" button no org and no partner determination are populated the org data and the defined partner for the order document.
    The same order document in the Activity Application work fine and determine the correct org data and the correct additional partners.
    I hope anyone can give me a hint for this problem.
    Thanks and regards
    Christian

    Hi Charu,
    Did you fix this message, can you please share your solution,  i have the same message appreaing.
    Many thnaks
    Raj.D

  • 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

  • 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

  • Activity Creation from Survey Response

    Does anyone know the standard program (or process) that is run in CRM that creates activities from the survey responses?  I am trying to implement campaign automation which is triggered from the activity via an action, but I am not sure how you get the survey response to create the activity.  Is there is a program that needs to be run to use the entries in the CRM_SVY_DB_SV and CRM_SVY_DB_SVY tables?
    Thanks!

    Gregor -
    Thanks for the information, but maybe I didn't state my question clear enough.
    This is what I am trying to achieve and according to what I have read in the SAP Campaign Management Best Practice document, it should be able to be completed.
    Create a survey using the CRM_SURVEY_SUITE under the Marketing folder.   Use the standard PBO and PAI interfaces (CRM_SVY_ACTIVITY_CREATE_PBO and CRM_SVY_ACTIVITY_CREATE_PAI).  I generate a URL and send it via e-mail through a Campaign in the Marketing Planner that uses campaign automation.
    When the response to the survey is submitted, it should generate an activity transaction type 0000 automatically and then trigger the next step of the campaign automation process.
    The issue that I am having is that I am never getting the 0000 activity type to generate based on the survey being submitted.  The answers are getting saved in the CRM_SVY_DB_SV and CRM_SVY_DB_SVY tables, but no activity.
    Do you know what is suppose to generate the activity from the survey response?
    Thanks!
    Darcie

  • Creating Activity Diagram from existing code in 11g

    Hi,
    How can I create activity diagram for an existing application in 11.1.2.2.0 version?
    -Infy

    Do you mean you select activity diagram in wizard but you see classes (not invocations/partitions etc) on created diagram?
    If so.. it's a design, you just see activity diagram with inappropriate elemnts.
    We support to create any diagram from any elemnts but may be it's better to block diagram creation from not appliable elemnts.

  • Help needed to create active links from a database

    I want to create active links to web addresses stored in my
    Access database and returned on the detail page of a Master/Detail
    set. The code below returns the correct entry from the database
    field - but I can't seem to make it an active link.
    <%=(rsNameMasterDetail.Fields.Item("Link").Value)%>
    any help would be appreciated!
    thanks,
    emyers

    >
    <%=(rsNameMasterDetail.Fields.Item("Link").Value)%>
    >
    > any help would be appreciated!
    <a
    href='<%=(rsNameMasterDetail.Fields.Item("Link").Value)%>'><%=(rsNameMasterDetail.Fields. Item("Link").Value)%></a>
    -Darrel

  • Is it possible to create an activity from the Agenda?

    Hi Experts,
    We noticed that it's possible to create a note from SSC1 Tcode but not an activity.
    When we create an activity (appointment), it appears in the agenda but  we can't manage to create it from the agenda.
    Is there any possibilities ?
    Many Thanks
    Laurent

    Hi,
    You can create the activity by double clicking on appointment calendar.
    Go to Tcode : crmd_order and select calendar tab.Double click on any time of the calendar and select the appropriate transaction type for activity.
    Then you will be able to create the activity.
    If helpful kindly reward me.
    Thanks & Regards,
    Anirban

  • Creating CRM 7.0 Activity from ISU SAP GUI (CIC0)

    Hello Guys!
    I need to create CRM 7 Activity from ISU SAP GUI cic0 screen using actiion box. Can any one please help me out what would be the best way calling CRM 7 activity from ISU SAP GUI, with my understanding the CRM 7 would not support sap gui and have to use webclient technology.
    My scenario: Creating activity in CRM 7.0 from ISU GUI.
    Existing process is creating an activity in CRM 4 from ISU SAP GUI, now business would like to move from CRM 4 to CRM 7. I need to find out or give suggestions to business what would be the best approach or solution to create CRM 7.0 activity from ISU point of as business would not like to use CRM WebClient screen to create activities. I need help on how i can suggest the busines.
    Please help me out as i am new to ISU and hope you have understood my requirements.
    Thank you in advance
    Regards
    shankar

    Hi ,
    Kindly use the Transaction launcher service using the Customization :
    SPRO > CRM > UI Framework > Technical Role Definition > Transaction Launcher > Configure Transaction Launcher
    SPRO > CRM > Interaction Center WebClient > Basic Functions > Transaction Launcher > Configure Transaction Launcher (Wizard)
    Kindly read help documentation next to it for details.
    Hope this helps.
    Regards,
    Anup

Maybe you are looking for

  • Upgrading from RedHat 3 to 4 with Oracle 9.2.0.8

    I am currently running Oracle 9.2.0.8 on RedHat 3. We need to upgrade to RedHat 4 for other application library issues. Is there anything I need to do to our database to prepare for this change or to check and make sure we won't have any issues after

  • Does apple account sync automatically with the person name and number saved in contact list.

    I have a contact saved in my phone only contact number is saved.. Does iPhone automatically synchronizes the email id related to that contact if that contact person is having an apple id??

  • How can i get this summation right?

    Hi experts, who can help me out with this task... I have a sub report that has a group by week. Each week contains totals from deliveries, production, demand and at the end of each week is a calculated stock level (running total). Deliveries and prod

  • Moving to new laptop from .mac backup

    My iBook (running Tiger) died last week, but fortunately I was able to quickly backup the entire hard drive using the .Mac Backup program beforehand. Now I've got a MacBook Pro coming (running Leopard), and I'm wondering how best to do a setup and re

  • How do I adjust Tiff. dpi resolution?

    Hi, does anyone know how I can set a specific dpi resolution of my tiff file. I have opened it as a pdf in preview and can convert it to a tiff, but I don't know what resolution it is. I have to send someone a 300 dpi tiff file and don't even know ho