CRM survey - link to originating document.

Our scenario is:
Upon marking an activity document within CRM as complete, we want to send a completion notification to the customer along with a URL that links to the survey to collect feedback on the service. The scenario is for the IT department wanting to monitor it's performance and the customers are internal employees.
We have an action that is triggered upon marking the activity document as complete. We have a survey created and have 'hardcoded' the survey URL in this smartform. We are currently getting responses and we see the data within the CRM_SURVEY_SUITE display.
We now want to move on to the next step i.e. tying the response back to the activity document for which the response is received. I read about how an MIG can be used but am still a little confused.
Can you offer some suggestions?
Thanks and Regards,
Kevin.

Hi Kevin,
I need your help. right now i m too working on a similar scenario, were i send an URL link to the customer through mail, that has been set up as an action that gets trigger once the order is completed.
Now i am in process of fetching those results answered by the customer in the given questionaire and display it in my CRM report.
As this is really urgent, would appreciate and be thankful to you, if you could provide me ur valuable suggestions to going ahead.
Please understand I m in an urgent need of this and unable to proceed.
Please let me how to retrieve those results and display in my report.
Thanking you in advance.
Hari

Similar Messages

CRM survey - link to original document.

We create an repair order in CRM and send an URL link for an survey to collect feedback on the service to the customer through mail, that has been set up as an action that gets trigger once the order is completed.
We have an action that is triggered upon setting the status of the order document as complete. We have a survey created and have 'hardcoded' the survey URL in this smartform. We are currently getting responses and we see the data within the CRM_SURVEY_SUITE display.
Now i am in a process of fetching those results answered by the customer in the given questionaire and display it in my CRM report.
As this is really urgent, would appreciate and be thankful to you, if you could provide me ur valuable suggestions to going ahead.
Please help me how to retrieve those results and display in my report.
Thanking you in advance.
Hari

Hi Kevin,
I need your help. right now i m too working on a similar scenario, were i send an URL link to the customer through mail, that has been set up as an action that gets trigger once the order is completed.
Now i am in process of fetching those results answered by the customer in the given questionaire and display it in my CRM report.
As this is really urgent, would appreciate and be thankful to you, if you could provide me ur valuable suggestions to going ahead.
Please understand I m in an urgent need of this and unable to proceed.
Please let me how to retrieve those results and display in my report.
Thanking you in advance.
Hari

Adobe Pro creating hyperlinks to original documents when converting

This just started happeing. When I covert an HTML, Text, Word, Powerpoint, etc - it will create a hyperlink to the orginal document in the converted PDF at the bottom of each page. I do not want this hyperlink - how do I remove this feature?

Classification: UNCLASSIFIED
Caveats: FOUO
That doesn’t list anything in regards to hyper linking the original document? Just on saving?
Classification: UNCLASSIFIED
Caveats: FOUO

Urgent: Extraction of CRM Survey and change documents

Hi BW Experts,
My requirement is to extract CRM Survey which is linked to Activities as XML file and Change documents from CRM to BW. I know what are the datasources we need to use inorder to extract the Survey data to BW some of them are : 0SVY_DATA_1;0SVY_QUEST_TEXT and 0SVY_ANSWER_TEXT but I am confused in mapping Survey questions to BW as they may be of 200 char do we need to split them or is there anyother way we can map please would anyone suggest me steps to extract the Survey data from CRM to BW i.e from activation to Cube mainly I am worried about how do we map Survey questions to BW objects.
And also I need to extract Change documents,i.e changes made to the created opportunity,activity transactions, from CRM to BW as the changes are not stored in DB tables but we can view them in extras menu->change documents I think they are linked to transaction number but i donot know how to pull them to BW.Would anyone put some light on it. I appreciate it in advance.
Thanks in advance
Regards
Kishore.

Hi Kishore,
I have no experience in CRM extraction in BW.
Did you try to use 'Propose Transfer Rules' function to map objects from extract structure to the comm structure. I am assuming that you have activated all the required Business Content and replicated your extract structures.
Why do you want to map field by field? May be I did not understand your question?

Links within PDF document open linked PDF documents, but seem to replace original document rather than as additional documents.

Hello good people of the Adobe Community! I have a user of Adobe Reader XI that is having the following problem:
She is viewing, what we will call, the "main document," and this document has many links to other PDF documents. When she clicks on one of the links, the main document gets replaced by the new document. She then needs to re-open the main document to view it again. This happens with every link she clicks. I worked with the document in Reader XI and am able to open every link as an additional document, thus allowing me to immediately view both the main document and the new document.
My questions are:
Is there some setting in her Reader that I do not have turned on/off, which is why she is having this issue and I am not?
If not, then why is the user experiencing this "replacement" of the main document?
How do I help her resolve this issue?
Thank you for your time and attention.
Ben

I don't know if there is any way to configure this in the Reader preferences.
However, it can be decided in the document itself. I just created a test document (using Acrobat DC) with two links:
one to open in the same window
on the open in a new window
Both links do what I selected:
one opened in the same Reader window (replacing the original document)
the other one opened a new Reader window
When creating the links there was actually a third option: Window set by user preferences. However, I cannot seem to find such a user preference in Adobe Acrobat Reader. The default (in my case) seems to be to open in the same Reader window.

Get original URL for Link to a Document content type

Hello,
I'm having a SharePoint doc library with ItemAdded event receiver attached to it and "Link to a Document" content type enabled. My general question is:
How to get URL that the link points to?
I'll show you how I'm trying to achieve that:
SPWeb parentWeb = properties.Web;
if (properties.ListItem.ContentType.Name == LinkContentTypeName)
object urlFieldValue = properties.AfterProperties["URL"];
if (urlFieldValue != null && urlFieldValue.ToString() != String.Empty)
// continue
But I always get null so I can't even get inside IF statement. I've tried to install ItemAdded event receiver as synchronous, but it didn't make a difference. I'd appreciate any ideas.
Regards
Tomasz

This is not very convenient solution, because ItemUpdated can be executed more than once. However this certainly will work, so I'll accept this as a workaround. Actually I've found another one. I'm parsing link aspx file and I'm getting the URL
from mso:URL tag:
<%@ Assembly Name='Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c' %><%@ Register TagPrefix='SharePoint' Namespace='Microsoft.SharePoint.WebControls' Assembly='Microsoft.SharePoint' %><%@ Import Namespace='System.IO' %><%@ Import Namespace='Microsoft.SharePoint' %><%@ Import Namespace='Microsoft.SharePoint.Utilities' %><%@ Import Namespace='Microsoft.SharePoint.WebControls' %><html xmlns:mso="urn:schemas-microsoft-com:office:office" xmlns:msdt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882"><Head> <META Name='progid' Content='SharePoint.Link'></head><body><form id='Form1' runat='server'><SharePoint:UrlRedirector id='Redirector1' runat='server' /></form></body></html>
Regards
Tomasz

Combined PDF's and created links to original PDF's

Combined multiple PDF's from several individuals into on E-book. I also create a table of contents with links to original PDF's within the combined document. Problem is that each link opens in a different magnification. Page 1 is 100%, 1st link 93%, 5 link 56%, etc. Is it possible to have all pages open with the same magnification? (i.e. all open @ 100%).
Thanks in advance.

If the combined PDFs are within a single PDF file —
Use the Link Action "Go to a page view".
As the Create Go to View dialog states:
"Use the scrollbars, mouse, and zoom tools to select the target view..."
During this activity you can establish the desired zoom (page magnification of 100%).
Once the activity is complete, click the Set Link button.
Be well...

Archive link : user defined document name in attachment list

Hi
I have created a content repository (OAC0), document type and had linked the doc n content rep with an SAP business object.
I am able to attach documents to business object using archive link feature.
If I attach more than one documents to an SAP business object, for same document type, all the documents are displayed with same name in the attachment list.
Is there any way by which I can show the original document name as selected by user?
Thanks in advance.
Regards
Ruhi Hira

hi i have this problem myself all I know is that the original names are used for the following document types
HRIBENEFIT PREL FAX 0053 -
HRIBESCHKI PREL FAX 0021 2
HRICERTIFI PREL FAX 0024 -
HRICOLFOTO PREL FAX 0002 -
HRICONTRAC PREL FAX 0016 -
HRICONTRAD PREL FAX 0016 -
HRIDATASEC PREL FAX 0002 -
HRIDATES PREL FAX 0019 10
HRIDIPLOMA PREL FAX 0022 +
HRIEMPFOTO PREL FAX 0002 -
HRIEVALUAT PREL FAX 0025 -
HRIHEALTHI PREL FAX 0013 -
HRIMASTERD PREL FAX 0002 -
HRIPERAPPR PREL FAX 0019 10
HRIREFEREN PREL FAX 0023 -
HRIRESUME PREL FAX * -
HRISOCIALS PREL FAX 0013 -
HRISTUDID PREL FAX 0013 -
HRITAXCARD PREL FAX 0012 -
HRIVL PREL FAX 0010 +
HRIWORKPER PREL FAX 0016 -
read this thread:
Link:[A couple of things regarding GOS and ArchiveLink for attaching Business Doc;
i hope this wiil help you a least a little bit

CRM Survey

Hello Forum,
As per our business scenario once the Interaction Record or a Complaint is created and saved the Survey is to be triggered and once the customer on receiving an survey URL the customer clicks on the survey link URL, submits his responses to the survey and sends back. These responses are stored in SAP CRM. I want to know how to process this with the parameters for uploading .XML file in HTTP, but there are many unknown parameters in the XML files like: <b>Connector Id</b> etc. As we want do not want to give the BSP application to the consumer, please suggest
All I need is
1) I have the .XML file for the HTTP, how to go about the Connector ID?
2) How do I assign the Interaction Record to the Questioner as once it is saved the questioner is to be triggered.
Would appreciate an answer from the forum.
Regards,
Ravi

Hello Guys,
Can sombody give me some suggestion how to go about this????
Any informatin would be a lot helpful....
Awaiting a positive response
Regards,
Ravi

Link to a document - can't edit

Hi Folks,
We are in the midst of setting up a document center for our BPM docs. We have a few main folders with the actual documents uploaded and we have a bunch of other folders that i have created links to the documents in the main folders. here are the problems
im having.
1. when i click the linked document the only option i have is to download it, i can edit any other doc (not linked) in it's appropriate application just fine. is there a way to set the linked doc to edit like the doc it is linked to?
2. the versioning of the linked doc seems to have it's own set up....i don't see the same versions on it that i do on the doc it is linked to...seems wrong.
Anyone have any ideas?
thanks.
Colin Stewart

Hi Colin,
Firstly , if you want the linked documents to open in browser, you need to set the original library and linked library to open documents in browser.
You can do as :
LIBRARY->Library settings->Advanced settings
on the ‘Opening Documents in the Browser’ section, select ‘Open in browser’
Then open a document, it will be opened in browser, copy the URL of the document from the web address.
Edit the related linked document properties, change its web address with the copied URL in step3
Click Save
Repeated step 3 to step 5 for all original documents and linked documents
For the original documents and linked documents, they are different entities. The version history of the linked documents is only display the change on the linked documents. If you want to view the version history of original documents, you need to the location
of the original documents.
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

External Link to Word document question

Hello, fellow RoboHelpers!
I have a quick question that I am hoping someone can answer
for me. :-)
I am using RoboHelp X5 and use Microsoft HTML Help (.CHM) as
my file output. I would like to link a Word document to one of my
topics, so when a user clicks the link, they will be prompted to
open/save the Word document.
The following are the steps I use to do this:
1) I type the text that I want the to use for the hyperlink,
highlight it, and select the Hyperlink tool (or press CTRL+K).
2) In the Hyperlink dialog box, I select "File" from the
"Link To:" section and select my Word document.
3) I select "Yes" to add the Word document to my project
folder.
4) In the Hyperlink diaglog box, I select OK, and the link
has been created.
5) I generate my Help project and test the link.
6) When I click the hyperlink, I receive a "File Download -
Security Warning" box asking me if I want to Open or Save the Word
document.
Problem #1 -- it appears that I can save the Word document by
clicking "Save" without any problems, but clicking "Open" does not
open the Word document in Microsoft Word. Why?
Problem #2 -- The warning box displays three criteria: the
file name, what type of file it is, and "From". I have issues with
the "From" line. While the .CHM file is attempting to call the Word
document from within the .CHM file, which is what I expected it to
do ... the path is, well, ugly looking :-P
mk:@MSITStore:C:\Program%20Files\RoboHelp%20Office\
RoboHTML\HTMLMicrosoftHTML\VRHelp.chm::/ICBA.doc
Is there any way that I can clean up this path? If I could at
least get rid of that mk:@MSITStore, that would be a good start.
If anyone has some suggestions, I am all for it!
Thank you very much,
--Jessica

quote:
Originally posted by:
johnmccallum
Jessica,
The "mk:@MSITStore:" is the protocol for extracting from a
.chm file, much like an "http:" precedes a web address. I'm afraid
that just is part of the path if the Word document is embedded in
the help file.
Ahh, I am sorry to hear that that is the case. Thanks for the
information!
quote:
Originally posted by:
johnmccallum
I don't know why your "Open" doesn't work. Does it open the
document within the browser window, or just not open it at all? Are
you adding the Word document as a baggage file? I don't know if
RHX5 does this automatically with your steps as I use an older
version.
John
Yes, the Word document is added as a baggage file. If I click
"Open", the Security Warning box disappears and nothing happens
(unfortunately).
In the Hyperlink properties, I realized that I had the link
opening in the "same window", so I changed it to display in a "New
Window". Now, when I generate/click the link, the Word document
tries to open in Internet Explorer (path and all). I get the same
message box as before asking me if I want to Open or Save the
document. Still, clicking "Open" will not open the Word document in
Microsoft Word. When I press Open, the box simply disappears and
the path remains in the Internet Explorer address bar. If I select
the path in the message bar and press Enter to bring up the
Open/Save prompt again, I can save the document ... but I cannot
Open it.
A thought just occurred to me while I was typing this: Would
the fact that I am using Microsoft Word 2007 have anything to do
with why the file will not open? I remember hearing that Office
2007 is not compatible with RoboHelpX5, so perhaps that is why the
document is not opening. Still, RoboHelpX5 doesn't seem to have a
problem saving the file to your harddrive regardless of the
filetype, and the Word document I am working with is a .doc file
anyway, compatible with Word 97-2003, not a .docx.
quote:
Originally posted by:
Peter Grainge
The opening of Word documents is described on my site under
Snippets.
I took a look at your site, which says:
Opening a Word document
From time to time people ask how to open a Word document from
the help.
COMPILED CHM HELP - Rick advises that you can use an HTML
Help Shortcut control to accomplish the goal.
You simply specify the file name where you would normally
specify the application.
I tried to create a HTML Help shortcut by doing the
following:
1. I click the Insert Navigation Control button, then HTML
Help Controls > Shortcut
2. In the Button options box, I enter a text description for
the button and click Next.
3. In the Shortcut Selection, the first prompt says, "Program
to run when shortcut is activated." I search for my Word document
from within my Project Folder, select it, and press Next.
4. I leave the Font options the way they are.
5. I click Finish, and the button is created.
When I generate the project and test the button, nothing
happens when I click it. If I do specify the application (ex.
WINWORD.EXE), Word
does open when I click the button. How can I get it to call
a specific Word document?
Thanks for your time, guys!
--Jessica

Generate file to save on server from CRM survey results.

Hello,
I need to generate a file from the results of a CRM Survey running in an Internetscenario.
When mailto is used an email with the attachment POSTDATA.ATT is sent back as attachment.
How can I copy this document and save it on the customers file system?
And how can this be realised when running internet scenario without using mailto.
The scenario is running on CRM 2007.
Thanks for any ideas.
Best regards,
Salvatore

Hello Salvatore,
Did your problem resolved? if not could you please elobarte your question so our community can help you much better.
Thanks
Raja Pamireddy
CRM marketing Forum Moderator.

Ctrl/Alt click to activate link closes current document

We just upgraded from Framemaker 7.2 to 12, and there's a behavior I can't figure out. I have a book file with cross-references between FM documents. Before, in FM 7.2, when I used Ctrl/Alt+click to activate a cross-reference link and follow the marker to a different Frame document, it left the original document open, and also opened the document the link caused me to jump to. In FM 12, it is closing the original document every time I click on a link to follow it. Is there a preference setting or another way to stop Frame from closing the first document every time it opens the document the link is referencing?

Some of these resources might come in handy...They have illustrated workflows and embedded videos. For more assistance: [email protected] and [email protected]
1. 10-part blog series on reasons to upgrade from FM 7.x to FM 10: http://blogs.adobe.com/techcomm/2012/04/part-5-%C2%BD-reasons-to-upgrade-from-fm-7-x-to-fm -10-summary-thus-far.html
2. 8-part blog series on reasons to upgrade from FM 7.x to FM 11:
Part 1 - Part (1) Reasons to upgrade from FM 7.x to FM 11: Catalogs, UI, rich media and more « TechComm Central by Adobe
Part 2 - Part (2) Reasons to upgrade from FM 7.x to FM 11: Workspaces and a Friendlier UI « TechComm Central by Adobe
Part 3 - Part (3) Reasons to upgrade from FM 7.x to FM 11: Track changes and Import PDF comments « TechComm Central by Adobe
Part 4 - Part (4) Reasons to upgrade from FM 7.x to FM 11: Catalogs and Format Overrides « TechComm Central by Adobe
Part 5 - Part (5) Reasons to upgrade from FM 7.x to FM 11: Where were you in 2002? « TechComm Central by Adobe
Part 6 - Part (6) Reasons to upgrade from FM 7.x to FM 11: Book Building « TechComm Central by Adobe
Part 7 - Part (7) Reasons to upgrade from FM 7.x to FM 11: XML and Structured Editing « TechComm Central by Adobe
Part 8 - Part (8) Reasons to upgrade from FM 7.x to FM 11: “Real” support for DITA « TechComm Central by Adobe
3. 8-part blog series on reasons to upgrade from FM 7.x to FM 12.
Upgrade to FM12 INTRO: Overview of many reasons
http://blogs.adobe.com/techcomm/2014/06/why-upgrade-from-fm7-8-or-9-intro-overview-of-many -reasons.html
Upgrade to FM12 Reason #1) Fewer steps, more automation
http://blogs.adobe.com/techcomm/2014/06/why-upgrade-from-fm7-1-new-workflow-ui-powertools- more.html
Upgrade to FM12 Reason #2) Greater customization, customized workflows
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-2-workspaces-productivity-too ls.html
Upgrade to FM12 Reason #3) Collaborative and Mobile Review
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-8-or-9-3-review-cycle-with-mo bile-dropbox-and-cms.html
Upgrade to FM12 Reason #4) Fuller Format and structure control
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-8-or-9-4.html
Upgrade to FM12 Reason #5) Tools for handling large projects
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-8-or-9-5-book-building-and-ex ternal-references.html
Upgrade to FM12 Reason #6) Full DITA Compliance, Accessible Structured Editing
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-8-or-9-6-xml-and-structured-e diting.html
Upgrade to FM12 Reason #7) Direct XML editing and low-cost FM XML Author
http://blogs.adobe.com/techcomm/2014/07/why-upgrade-from-fm7-8-or-9-7-real-ditaxml-authori ng-with-a-junior-version.html
Thanks,
Saibal

CRM Survey Suite and Web Survey

Hi everyone,
I am new in CRM and have been assigned to investigate the possible ways to send surveyes to the customers/users.
In my investigations and readings, I have found that we coud use CRM Survy Suite or Web Survey.
Could any one please tell me what the difference is between the two?

Hello,
AFAIK only the CRM Survey Suite is fully integrated into the CRM Campaign management. I think the easiest way to send surveys to customers and users is a mail form which sends out a personalized link to the survey.To make the survey available in the internet your basis admins have to configure the SAP Web Dispatcher as I've described in my Blog <a href="/people/gregor.wolf3/blog/2005/11/07/setup-sap-web-dispatcher-with-url-filter-on-suse-linux-90">Setup SAP Web Dispatcher with URL Filter on SuSE Linux 9.0</a>.
Regards
Gregor

An original document cannot be printed twice error

Hi All,
Here is the thing, I am on SAP B1 2007A PL 45. I have draft Incoming Payments. Now, I choose the Payment Drafts Report and from there, I click on the relevant payment draft to highlight it. Then I click Print to print a receipt for that payment.
I choose my printer and then click on Print. The error message, "An original document cannot be printed twice. In the Print Preferences window, choose to print a single copy only." appears and nothing is printed.
The problem is, I used to be able to do this in version 2005A PL 46. I am aware of note number 1262165 but this note is not relevant to me as I have not set for the receipt to be printed once added. Any solutions to this? Thanks.

Gordon,
I refer to the note and the problem is, for me, I have not added the document and in 2005A, I could print the receipt when I select the particular payment in the draft window. In 2007A now, I can't.
In any case, I was referring to the temporary solution which was in the link posted by Jeyakanthan A above and I needed more explaination as to how to use the work around while I wait for a permanent solution in SAP.
In any case, the note you were referring to has been fixed in Patch 48. I am now on Patch 49, so obviously my problem is not related to the note.
Can someone please further elaborate on the temporary work around so that I can try it out? Based on the brief description, I did not understand how the temporary work around can help me.
Anybody at all, if you could be kind enough to explain the work around, thank you very much.
Regards,
Alvin

CRM survey - link to originating document.

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