CRM Campaign - form attachment

Hello All,
I have a requirement to attach to campaign a form with data from R/3 system.
Is there some possability to bring data from R/3 to mail form? We use regular mail form( CRMD_EMAIL trn) .Can I bring data from R/3 to this kind of form?
Additional question : can I attach smart form to a campaign?
Thank you very much,
Rika

Hello Rika,
it is possible. You have to implement the BAdI CRM_MKTTG_SEG_MEM_EX. In the Method SELECT_TG_MEMBER_DETAILS you can implement calls to your R/3 system which retrieve the needed information. The BAdI Information can be accessed in mail forms when you define a scenario for mail forms in the customizing. Here you have to provide the structure which is filled from the SELECT_TG_MEMBER_DETAILS method and select the fields you want to provide. We've used that you include personalized sender data into our mail forms.
Smart forms are not possible in campaigns. You can only use mail forms created in CRMD_EMAIL. This forms are special kinds of smart forms.
Regards
Gregor

Similar Messages

How to link CRM Campaign to ECC Sales Orders

Dear all,
How to see Sales (R/3) that happened as a result of Specific CRM Campaign execution.
while creating R/3 Sales Order where do we refer relevant Campaign ID.
In SAP how to analyse with respect to Budget, Cost and Actual Sales for a Campaign.
In Campaign where do we enter Budget and Cost information and how will it synchronize with R/3 system for revenue analysis purpose.
What is the standard solution for this and what is the required landscape for this.
Please help me to resolve the above issues, Each suggestion will be highly appreciated.
Best regards
Raghu ram

Hi Raghu,
You have to do the configuration related to Campaign Determination for geting the campaign Id in ECC sales Order.
Pls find the related link to do the configuration
http://help.sap.com/saphelp_crm40/helpdata/en/6b/160ade5eda5b42a0d756961f99a2a1/content.htm
Regards
Vinod

How to get file name of the form attachment?

Hi,
is there anybody who is able to help me with the following problem???
I started my process from Workspace ES and as a first step I attached one locale file (IMG.JPG or IMG.TIF e.g.) as a form attachment. I used "Attachments" bookmark in the Workspace ES.
I need to get file name of attached file in the process!!!
I tried to use "getTaskAttachments" component to get file name of form attachment but without success. This component successfully obtained attached file an stored it in the variable (type list, subtype document) but didn't produce all file attribute informations such as basename or Content Type:
Is there some possibility to obtain file name (including file extension) by using "standard" tools and components of ALC?
Thanks for your suggestions.

Hi LekomDev,
I faced the same situation some time back and this is what I know.
Based on the file type few of the attributes will or will not be populated. (This is what the official documentation says about Document attributes)
The file name that you are looking for would mostly be in 'name' attribute of Document object. The 'wsfilename' attribute is the atrribute which gets used to show the file name into Attachments tab of the workspace.
So, if you are just interested in knowing the filenames then 'name' attribute is the place that you are looking for.
But if you are trying to solve an issue in which Attachments against a Task isn't showing the filenames properly then you would need to copy the 'name' attribute value into 'wsfilename' attribute and then the Attachmetns against a Task would have the correct names.
Tip: Use the Record and Playback option of the workbench to inspect the Document variable and you would see all of the values for a Document variable at desired step in your orchestration.
hope this helps,
cheers,
Parth Pandya
Blog: http://livecyclekarma.wordpress.com

Query on CRM Campaign Determination in ECC

Hi Friends,
Can anyone help me with a doubt on campaign determination in ECC?
My query is 'what happens during campaign determination in SAP ECC Sales Orders, if we have multiple CRM campaigns hits for the same access sequence?". Does the system give a pop-up and allow the user to select one of them? Or is there any other way the system deals with this?
Any inputs are highly appreciated. Kindly help.
Thanks in advance !
Neeraj Sharma

Hi Neeraj,
if multiple campaigns are determined for an item they are basically all assigned to that item: see http://help.sap.com/erp2005_ehp_04/helpdata/EN/da/145142a238bd30e10000000a155106/content.htm for further details.
Best Regards,
Michael

Can the form attachment files be included in the notification e-mail?

Can the form attachment files be included in the notification e-mail?
Best regards

Hi,
Currently the attachment cannot be sent with email notifications in FormsCentral. You may submit feature request via http://forums.adobe.com/docs/DOC-4233.
Thanks,
Wenlan

ERP FORM에 ATTACHMENT BUTTON/MENU을 활성화 시키는 방법

제품 : AOL
작성날짜 : 2005-01-20
ERP FORM에 ATTACHMENT BUTTON/MENU을 활성화 시키는 방법
=======================================================
PURPOSE
Attchment Button/Menu가 활성화 되지 않아 attchment 기능을 사용할 수 없는
ERP form이나 고객이 Extended 한 Form 에 attachment button/menu을 활성화
시켜 attachment 기능을 사용 할 수 있다.
Explanation
Attachment button/menu를 활성화 하기 위해서는 아래 절차들을 실행하면
된다.
아래는 form INVTOMAI(INV:Move Order)에 attachment button/menu을 활성화
하는 방법을 예제로 한다.
Application Developer responsibility에 접속.
1.> Attachments/Document Entities
FORM: 'Document Entities'
아래의 값을 가지는 새로운 document entity record를 생성:
Table: MTL_TXN_REQUEST_HEADERS
Entity ID: MTL_TXN_REQUEST_HEADERS
Entity Name: Move Order
Prompt: Move Order
Application: Oracle Inventory
입력한 내용을 저장하고 Form close.
2. > Attachments/Attachment Functions
FORM: 'Attachment Functions'
아래의 값을 가지는 새로운 attachment function 생성:
Type: 'Form'
Name: INVTOMAI
User Name: Move Orders
입력한 내용을 저장하고 Form close.
3. > Attachemtns/Document Categories
FORM: 'Document Categories'
아래의 값을 가지는 새로운 category를 생성:
Category: Move Order
Default Data Type: LOV에서 default data type을 선택
From: Current Date 선택
To: 입력하지 않음
> Attachemtns/Document Categories/B)Assignments
FORM: 'Category Assignments'
Category Assignments에 아래의 값들을 입력:
Type: Form
Name: Move Orders
Format: leave blank
Enabled: Selected
입력한 값들을 저장하고 Form close.
4. > Attachments/Attachment Functions
FORM: 'Attachments Functions'
Step 2에서 생성한 record를 조회.
아직 값을 입력하지 않고 남아 있는 field는 아래의 값들을 입력:
Session Context Field: Optional, leave blank
Enabled: Selected
> Attachments/Attachment Functions/B)Categories
Category는 'Move Order'여야 하며, enable 되어 있어야 한다.
입력한 값들을 저장하고 Form close.
> Attachments/Attachment Functions/B)Block
FORM: 'Block Declaration'
아래의 값들을 입력 :
Block Name: TOMAI_MAIN_HEADER_BLK
Method: 'Allow Change'
Secured by: 'Organization'
Organization: TOMAI_MAIN_HEADER_BLK.ORGANIZATION_ID
Context 1: TOMAI_MAIN_HEADER_BLK.REQUEST_NUMBER
(leave all other fields blank)
> Attachments/Attachment Functions/B)Block/B)Entities
FORM: 'Entity Declaration'
Entity Declaration 화면에 아래의 값들을 입력:
Entity: Move Order
Displayed Method: 'Main Entity'
Include in Indicator: Selected
Query: ALWAYS
Insert: ALWAYS
Update: ALWAYS
Delete: ALWAYS
> 'Entity Declaration'화면에서 'Primary Key Fields' Tab으로 이동
아래의 값을 입력:
Key 1: TOMAI_MAIN_HEADER_BLK.HEADER_ID
모든 입력한 값들을 저장하고 Form close.
위 모든 steps의 setup이 끝나면 'Inventory' responsibility로 전환,
'Move Orders --> Move Orders' 화면을 열면 attachment button/menu 가
form 화면에서 활성화 되어 있는 것을 확인 할 수 있다.
Example
Reference Documents
Note 226631.1

Email task notifications with form attachment for approval

I have a process that is started in Workspace and I have the preferences set for each of the users in the workflow to get task notifications via email with the form attached so they can approve/deny tasks in Reader/Acrobat without having to go back into Workspace.
The email works fine, the form is sent to the assigned user, however I'm a bit lost as to what to do in my process so when the user clicks the submit button the XDP data is sent to the right place. Poking around here it looks like I need to set up a Complete Task with an email endpoint? My forms have the Process Fields component already attached to them and looking at the data.xdp it is populating with the task ID and other data.
If that's that case a little bit of instructions on how to configure the Complete Task is in order for me. Do I put it on after each of the steps in the process that the form is transferred to different users, thus initiating more emails.
Thanks,
Mike

I have added an Email endpoint to the process. The mail gets removed from the inbox as i would expect but i get an error email. LiveCycle ES has tried to process your request and encountered the following error: Cannot coerce object: <document state="active" senderVersion="3" persistent="false" senderPersistent="true" passivated="false" senderPassivated="true" deserialized="true" senderHostId="127.0.0.1//10.64.128.161" callbackId="0" senderCallbackId="27" callbackRef="null" isLocalizable="true" isTransactionBound="false" defaultDisposalTimeout="600" disposalTimeout="600" maxInlineSize="65536" defaultMaxInlineSize="65536" inlineSize="2326" contentType="application/xdp" length="-1"><cacheId/><localBackendId/><globalBackendId/><senderLocalBackendId/><senderGl obalBackendId/><inline><?xml version="1.0" encoding="UTF-8"?> <?xfa generator="XFA2_4" APIVersion="2.6.7120.0"?> <xdp:xdp x...</inline><senderPullServantJndiName>adobe/idp/DocumentPullServant/adobejb_server1</se nderPullServantJndiName><attributes file="form_data.xdp"/></document> of type: com.adobe.idp.Document to type: class com.adobe.idp.taskmanager.form.impl.xfa.XFARepositoryFormInstance I had to set the mapping to *.xfa otherwise the email would just be ignored. It seems to me that livecycle is not clever enough to pick up an email that its own form sent to the server. Furthermore it would seem that an inbox must be unique for livecycle to pick up any submitted forms. That makes the whole send form to user thing worthless, since the form send to the user ALWAYS has the standard livecycle submit email address. That means per livecycle server you can have exactly one process that has an email endpoint for in process form submissions/reminders. An email inbox should work exactly like watched folders, i.e. email patterns per workflow.

Sending a email with the form attached but no submit Button

Hi experts,
I have designed a form in ABAP using the t-code SFP. i Have a button "accept", in the form.
Now i am calling this form from an executable program and send it to mail with the form attached.
I am successfully receiving the mail with the form attach.
Now my requirement is when i open the attached form and click on ACCEPT button, again a mial shud be triggered with the same form attached but no ACCEPT button shud appear on the form.
I am able to trigger the mail on click of the ACCEPT button and mail is also sent withj the form attached , but the ACCEPT button still exists.
I have written the following code on click of the button.
this.presence = "invisible";
event.target.submitForm();
Please some expert help me in solving this problem as soon as possible.
Thanks and Regards,
Madhu

Did you get my point hwta i have mentioned? The steps which I have suggested will solve your problem.
Please add one dummy attribute (One Char length) to the Form interface.
In the form add one hidden field - SubmitFlag and bind this to the dummy attribute of the interface. Before submit set this flag to Y.
On form Load check if Submit Flag is Y or not. if it is then hide the button agin.
This will work fine for you.
If after implementing this it will not work, send it to my Id [email protected]
But first i will suggest to try yourself.
Cheers
Satya

Transfer CRM Campaign to the R3 system

Dear experts,
I'd like to transfer a CRM campaign to the R3/ISU system. I did the settings in CRM for a manual transfer(under Customer Relationship Management -> Marketing Planning and Campaign Management -> System Landscape).
But when I select a campaign for transfer and check consistency, I get the following error:
"Method SetCRMReference is not intended for object type WBS-Element"
Does anybody know which settings is missing? I don't know where I need to assign the CRM campaign to a WBS element.
Thanks in advance for your help,
Stephanie

Hi Sap Guru's
On the same lines I have been facing an issue that even when I transfer the Campaign manually to R/3 it does not appear in CJ02 & CJ30, whereas it is there in CRM_MKTPL. Then I have to create it again in R/3 also. Is there anything that can be done in order to prevent this issue ????
Regards,
Amit
Message was edited by:
Amit Singh

Mail form in SAP CRM campaign

Hi Experts,
I want to create a MailForm in CRM WebUI .It must be possible for receivers of emails regarding a campaign/event to automatically unsubscribe via e.g. a browser.
I want to implement News Letter Functionality.
Could you please suggest me how to do it?
Thanks

Hello Majid,
Since you seem to be using CRM 2006s (CRM 5.1 / CRM 5.2) the easiest solution -- which is actually an out of the box solution -- is to use the ERMS Push functionality provided by SAP. With the ERMS Push solution you first send the emails from the third-party contact center software into the SAP SAPconnect interface (which ERMS uses) instead of into the SAP ICI interface (which real-time push emails normally use). Once inside ERMS you have a chance to use all of the standard functionality like auto-acknowledge and auto-prepare. Then instead of using ERMS to route the email to the Agent Inbox, you pass the email back to the third-party contact center software for routing. A special ERMS action called ERMS Push sends the email back to the ICI interface where it is pushed real time to an agent using the normal routing rules defined by your third-party conctact center software! Then the agent receives the email via real-time push just like normal. When the agent clicks reply in the Email Editor, the system automatically inserts the defined email template (standard response) as defined in the ERMS Auto Prepare action paramter and linked Category Modeler categorization!
Currently I think only Genesys has implemented the ERMS Push interface. However, SAP BCM is also on the way to support this feature. And other vendors such as Avaya and others would also do so on request. Who is your vendor???
Warm regards,
John

CRM - Mail Forms - more attributes

Hi,
I'd like to insert in the Mail form editor (CRMD_EMAIL) more than one specific value of an attribute. In my CRM 5.0 system this is only possible with products. How does this work with other data, f.e. a business partner has 4 different addresses? I'd like to show all address info of the business partner.
In my specific case, I have a Z-table with contract-information (1partner, n contracts). I'd like to send an e-mail to a business partner with all of his contracts.
Jochen

Hello Jochen,
For your requirement please have a look into customizing under
Marketing
   Marketing Planning and Campaign Management
     Personalized Mail
        Maintain Scenario for Mail Forms
With the 'Scenario for Mail Forms' and the BADI CRM_IM_ADD_DATA_BADI
you can define a scenario for mail forms that allow you to add new
attributes and structures in mail form processing and to restrict
the selection of fields to make the forms easier to read.
I strongly recommend to follow the instructions mentioned in the
help documents for the customizing points
- Scenario for Mail Forms
- BAdI: Maintain Additional Attributes for Mail Forms Scenario
For more information, see the method documentation for the BAdI
- Business add-in interface IF_EX_CRM_IM_ADD_DATA_BADI
Hope this information will be of help!
Regards, Gerhard

Report which has forms attached...

This is alot to digest and I'm trying to be as detailed as possible, but also brief. I created a report with form in App Express, report and form is Software_Inventory. Afterwards, I created 2 more tabs attached to this same application, Software_Maintenance and Software_License. The Software table has a foreign key to the Maintenance table. The License table has a foreign key to the Software table. When the report was originally created, it was done using the Inventory table. When I need to edit data in one of the tables, I click the edit button on the report and it takes me to the Inventory table and the data in that table is returned, but does not return the info on the other 2 tables in the forms. 1st problem I've run into: I've modified my report to add the columns from the other tables and link the tables by their foreign keys, Application Express gives me the error: ORA-00972, identifier too long. Query can't be parsed. Ex of code in report source section of the report: select col1...col20 from "#owner#"."table1", "#owner#"."table2"
where "#owner#."table1.foreign_key" = "#owner#"."table2.primary_key"
How do I get rid of the 00972 error? I've written Oracle queries for years and my syntax is correct, but maybe Application Express needs it to be written a certain way.
Problem #2, how do I link my other 2 forms so that when I select to edit a record that's in my report, the info linked to my driving table also populates the other 2 forms, ie, the Maintenance and License form? OR when I fix the query problem, this in turn will fix my other 2 forms population of data?
Thanks for any help you guys can give.

thanks for the response. I've been out of the office for a few days due to an ice storm. I have my query working, but my problem now is, when I need to update a record in the maintenance and/or license table, the form has me in insert mode, rather than update. The relationship is, 1 software record has 1 maintenance agreement, but 1 maintenace agreements can 1 or more softwares. 1 piece of software can have 1 or more licenses and 1 license has 1 piece of software.
My foreign key in the software_inventory table is linked to the maintenance and the foeign key in the license table is linked to the software table. But in each case, the FK has to be nullable, until the record is entered into the other table to create the primary key.
I create the software record. When I enter a software record, I create the PK keys in both the software and maintenance tables and the FK in the software table. The user wants the capability to enter the maintenance and license information at another time if they want to, therefore, the PK in the maintenance table is created, but has no other info. When I come back in to modify the record, the maintenance table is in insert mode and not update mode.
Hopefully I haven't confused anyone. How do I change modes of a form?

Smart Forms - Attaching HTML file as an attachment in Mail

Hai,
I have following requirements. I have to send the Payment Advice document output as a HTML format to the vendors.
I am able to get the smartforms output as html file. The output of smartforms i am capturing
   call function '/1BCDWB/SF00000170'
      exporting
        control_parameters = w_control_parameters
        output_options     = w_output_options
        user_settings      = 'X'
        w_t001             = w_t001
        w_reguh            = w_reguh
        w_regud            = w_regud
        w_e1idrs1          = w_e1idrs1
      importing
        job_output_info    = w_job_output_info
      tables
        t_item             = t_item
      exceptions
        formatting_error   = 1
        internal_error     = 2
        send_error         = 3
        user_canceled      = 4
        others             = 5.
    w_xmloutput = w_job_output_info-xmloutput.
*-SAP Smart Forms: Result of XSF Transformation
    w_htmldata = w_xmloutput-trfresult-content[].
Currently the w_htmldata informations are stored in the form of RAW 1024 characters.
Using the below mentioned FM the attachment information i am passing through
       contents_txt               = it_message
parameters. The contents_txt support only 255 characters. But the smartforms returns RAW 1024 characters. When the HTML attachment is not showning the content properly and the data displays is misaligned. Kindly give me the suggestion how to overcome this issue !
call function 'SO_DOCUMENT_SEND_API1'
      exporting
        document_data              = w_doc_data
        put_in_outbox              = 'X'
        sender_address             = ''
        sender_address_type        = ''
        commit_work                = 'X'
      importing
        sent_to_all                = w_sent_all
      tables
        packing_list               = t_packing_list
        contents_bin               = t_attachment
        contents_txt               = it_message
        receivers                  = t_receivers
      exceptions
        too_many_receivers         = 1
        document_not_sent          = 2
        document_type_not_exist    = 3
        operation_no_authorization = 4
        parameter_error            = 5
        x_error                    = 6
        enqueue_error              = 7
        others                     = 8.

Have you upgraded to Yosemite? Then you could send the attachment using Mail Drop.
You can use Mail Drop to send files that exceed the maximum size allowed by the provider of your email account. Mail Drop uploads the large attachments to iCloud, where they’re encrypted and stored for up to 30 days.
If you have an iCloud account and you’re signed in to iCloud when you click Send, Mail automatically sends the attachments using Mail Drop. Mail Drop attachments don’t count against your iCloud storage.
If you don’t have an iCloud account, or if you’re not signed in, Mail asks you whether to use Mail Drop (select “Don’t ask again for this account” to always use Mail Drop).
If a recipient uses Mail in OS X Yosemite, the attachments are automatically downloaded and included in your message just like any other attachment. For other recipients, your message includes links for downloading the attachments and their expiration date.
You can turn Mail Drop on or off for an account. Choose Mail > Preferences, click Accounts, select your account, click Advanced, then select or deselect “Send large attachments with Mail Drop.”

Campaign determination in R/3 based in CRM campaigns

Hi,
We have CRM4.0.
Can you confirm me if I create a campaign in CRM with planned dates without condition records when I create a sales order in R/3 that campaign is determined automatically? Or the R/3 only works with pricing/condition campaigns?
Thanks and Regards,
SF

Dear Diogo (myself!) and Sara,
After some hard work finally the answer is clear. It is possible to have campaign determination in R3 sales order for an marketing trade promotion (without customer or pricing conditions).
As an example if there is a trade promotion for indoors(publicity) and no pricing discount or free goods, you can have this campaign determined in correspondent sales orders.
Indeed it is necessary to used conditions technique but not pricing condition in CRM trade/spends tab.
Please reward points if it helped.
Best Regards,
Diogo

How to set an input box in an HTML Web Resource embedded in a CRM 2013 form

I have embedded an HTML web resource that contains some input boxes in a custom CRM form. In the CRM form I have created some fields that corresponds to the input boxes in the web resource and they are hidden.
The reason to do so was the limitation of the CRM not giving me the flexibility of the layout I was looking for. So basically, the user enters the data in the web resource and once saved they write to the hidden fields. On the other hand, when the form loads
the values from the hidden fields are copied into the web resource input boxes.
I am having a hard time setting those input boxes from the corresponding hidden fields on the form. I can read the crm fields easily using JavaScript. I can also get to the HTML web resource using the following:
var target = Xrm.Page.getControl("WebResource_CriticalPath").getObject(); I also appended the contentWindow.document to the end of this and it comes back not null but when I try to get to the HTML element which is the inputbox I am trying to set
the value to, I get a null reference. I am using:
target.getElementById('input20'); to get to the element. I know this is not supported and I have to use Xrm.Page but I cannot figure out how to do so.
Also, any advice on how to do the writing back (i.e. from the element to the form field) when the record is save would be helpful.
I really appreciate any comments/help in this regard.

Hello,
What I would suggest is try to do everything from your html webresource. Add following code to set you field's value during onload:
document.getElementById('input20').value = window.parent.Xrm.Page.getAttribute('hidden field id').getValue();
Add following code to onchange hanlder to put changes back:
window.parent.Xrm.Page.getAttribute('hidden field id').setValue(document.getElementById('input20').value);
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

CRM Campaign - form attachment

Similar Messages

Maybe you are looking for