Crm workflow

Hi,
Can any one send me the list of standard workflows in CRM and business objects in it.
Regards
Rose

Hi Sam,
If you wanted to know the workflows taking application as the filter criteria, use "Business Workflow Explorer " (SWDM) to check for the same.
Please close the thread if it answers your query and if not come up with more details.
Hope this helps.
Best Regards,
Saujanya

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Very urgent: Doubts regarding CRM WORKFLOW OF BUSINESS PARTNER CREATION

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Hello guys,
Is there any difference between SAP Business Workflow and CRM Workflow?
Are there others workflows types in SAP?
In all SAP Workflow Courses (BIT600, BIT601, BIT603, BIT610) only was talked about SAP Business Workflow, and nothing about CRM Workflow.
Thanks a lot!
Kleber

Hello Kleber,
There is not much of the differance between CRM workflows and SAP Business workflows..
Workflows are esentially part of Basis (BC) components and hence its the same across all SAP products as all these products have components of Basis(BC) in them...
To Conclude, SAP Busines workflows and CRM workflows are the same things... However when you work on CRM, the BOR objects would be belonging to CRM and not to ECC... However conceptwise , there in no change at all.. If you learn BIT100......, you can also work on CRM workflows..
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CRM Worklist: Everything you want to know about CRM workflows !

Hello,
I created a wiki page which gives all information about CRM worklist. It gives more insights on how CRM workflows are little different from workflows in another systems, how do we migrate CRM workflows to higher versions like CRM 6.0 and CRM 7.0, what are the functionality differences between CRM 5.0 and CRM 7.0 in terms of workflows and much more !!
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CRM Worklist: Everything you must know about CRM workflows !

Hello,
I created a wiki page which gives all information about CRM worklist. It gives more insights on how CRM workflows are little different from workflows in another systems, how do we migrate CRM workflows to higher versions like CRM 6.0 and CRM 7.0, what are the functionality differences between CRM 5.0 and CRM 7.0 in terms of workflows and much more !!
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CRM Workflow and ERP Workflow integration

Hi,
I need to get workflow to work across several modules. One example is that I have some actions that needs to be completed in CRM, and when that has finished I need to trigger a workflow in ERP to continue the processing. How can I send information from the CRM workflow to the ERP workflow, and status message back to CRM? I have been looking at Wf-XML options, but that seems to be across http communication only.. these systems can be on the same server. Can anyone give me some tips on how this can be done? Help is greatly appreciated!
Regards,
Thomas

Hello,
My suggestion is to trigger the events with a RFC of a Function module.
Program the Function module in the ERP system and enable it as RCF function. In this module program the trigger for the prefered object.
In the CRM workflow call a background method of the corresponding object which triggers the Function Module in the ERP system.
Another solution could be that the action which was taken in CRM leads to a replication in the ERP which already triggers a standard event.
Hopefully above guides you to a solution.
Kind regards,
Peter

CRM Workflow: Tutorial

Hi All,
I am new to CRM workflow. If anybody implemented workflow in CRM or having some document/tutorial relevant to the same, please forward it to me!.
e-mail: [email protected]
Any help will be highly appreciated(points)..
Thanks in advance, Sudeep..

HI
Sending A email via Work flow
You can trigger an action (Sending an email) on Condition (Status change) mentioning the processing time(immediately, later on),Processing types.
Assign this action profile to Transation type Service Request which has the Action Definition, emailing is done through smartforms.
ACTIONS:
Actions are used to automate your processes. For Eg:
1. You want the status to set to completed, when the contract validity gets over
2. On start of every month an order should get generated from a contract
3. Send an e-mail whenever the SLA's are breached
etc.
WIth every action you can have conditions attached. As in my first example, the condition will be contract validity is completed etc.
For the customization required for the same u an refer CR100 or help.sap.com
Action are defined to let some activity to take place with out any manual interaction. like account Manager has pproved a Campaign Budget and the Same mail has to be sent to the Campaign Manager informing about the same.
Or some thing like I have a sales order saved with out any errors and action defined will trigger the Print of the Order.
You can trigger followup activities and workflows also.
Processing Actions
1)Define an Action profile and assign it to a Transaction type.
2)For action a Schedule condition,Start condition should be fulfilled and Processing types(Smartforms,Workflows, Methods(BADI) are used to carryout the objective.
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One doubt on CRM Workflow.

Hi All,
I have a clarification to be made.
Below are some requirements from a CRM project. Now we are planning to train some one to handle this part and essentialy his role is on Workflow. Now my doubt is whether this person should take CRM training or workflow training? One thing to note here is that the person does not have any CRM background also. So my question is whether this person needs to take Workflow training or CRM training( I am not sure whether CRM training has workflow in it) or something else(meaning first CRM and then Workflow, since the project is on CRM)?
The requirements are in bold.
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informational program characteristics
program eligibility rules
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program specific options (e.g. bill protection)
enrollment related work flow steps and prerequisites
funding accounts
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Comments : Workflow or Actions can be used.
3.Ability to generate automated notifications/ticklers when program steps need to be taken.
Comments : Workflow or Actions can be defined to trigger Notification on certain events.
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7. Based on program, allow for multiple incentives or timed incentives based on workflow process completion steps.
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Thank you,
Regards,
Manesh

Hi,
The steps which u have done al are correct
Find the information below for BWA1,BWA5 and BWA7
BWA1:
1.BW adapter which will give you meta data information and if you want to chnage any settings relatede to mapping or if you want add any BDOC mapping you can do by using this Tcode
2. We c an copy BW adapter data source and we can create custom BW adapter data data source by using copy function
3. We can change the selection conditions for the data source
4. we can bdoc mapping information under mapping tab,if you want to add any new field to map with new bdoc segment ,we have to map here;for ex if you want to extract Extractnal reference number from 0CRM_SRV_PROCESS_H data source
we have to follow below steps
1.enhance Extract structure
2.Add bdoc mapping in BWA1 with perticular BDOC segment for example Sales bdoc segment mapped with Extractnal reference number
3.Add code in Mapping module of data sourc eto fetch data or write code in Badi CRM_BWA_MFLOW to fetch data for newly added fields
BWA5:it will show all activated BW adapter data source information under ACTIVE tab
BWA7: it will have all BW adapter delta enabled data source information,if your data source is not available under BWA7 ,that means you didnt enable delta for the same (not intialized )
Table information:
SMOXAFLD: Field List: Key Attributes for BWA Master Data Delta Queue
for example : DISTR_CHAN, PRODUCT_GUID, SALES_ORG are key fields for data source 0CRM_PRODSL_ATTR
SMOXRELP:BWA: Use of Segments and Fields in DataSources
BDOC segment mapping information fro the data source (which u have used in BWA1 under mapping tab)
SMOXRELP_S: Shadow Table for Table smoxrelp
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I created 2 Level Custom Workflow for a New BP Approval from CRM Screen.
In approval process, when the manager gets the screen for decision - Approval / Rejection, Once the
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Can some1 please help how to proceed ?
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Attach Invoice to CRM Workflow Task

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My requirement is to attach invoice as an hyperlink to the userdecision step. The Object Type is VBRK, Which is non-exisiting in CRM. I am working on SAP 4.7 version.
I have the invoice number attached to the Activity in CRM. Are there any exisint FMs for attaching the Business Object by making an RFC call. Searching for want of solution to this.
Thanks.

U can try following thing ,
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Any body can please send CRM TO R/3 Work Flow Scenarios. And related Documentations.
Very Urgent.
Thanks
vikram.c

Hi Rick,
I tried various things for it but nothing worked out for me. The steps I tried are :
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2) Used a start condition for the Activity Step that the status should be APPROVED or REJECTED. But in this case the workflow remains IN PROCESS.
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SAP CRM Workflow , Associate Business Object column is Empty in Worklist WorkCenter

Hi Frds,
I am new to workflow, I have created workflow, it working fine, but Order link is not coming in the Associated BUsiness Obejct colomn in Worklist Workcenter. Through Exsisting workflow we are getting Associated Business Object link but not from my workflow.
Please Help me out of it. below is the screen shot.
Thanks
Imran

Thanks It resolve now.
I have one Doubt.
Hi Karri,
I have got list of Agent using
CALL FUNCTION 'SAP_WAPI_WORKITEM_RECIPIENTS'
EXPORTING
workitem_id = wf_id
tables
recipients = lt_approvers.
how can we delete selected agant from the list lt_approvers.
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Imran

CRM Workflow question

I am working on a Marketing Campaign customization. I have created a marketing plan and campaigns following BP documentation. I have also followed the steps of 'implement workflow customizing' and done the 'General Task' assignment for External List Management. After this I went back to open Marketing Plan screen, I see an error message, system <ENTER DESTINATION> can not be reached. How to fix this?
Secondly, I picked one campagin and could crate and workflow... could see an email in inbox. Approved it, worked fine. But I am not able to create workflows for other campaigns. Workflow template opens up, but I can not move forward. Am I missing a step here? Any ideas or clues are welcome. If more info is need to fix this, please let me knwo. Thanks.
Victor

hi,
one and all this is barath and i am new to campaign execution and what all the settings that are needed to execute a campaing in realtime from scratch ...
plz.. help me i am waiting for ur favour....
the workflow settings...the action profile...the folllowin up document.. all these settings are neede for me plz.. send me the documentation....
and regarding the campaign automation and markeing calender also i need the infor maiton plz.. do the favour....
thanks & regards,
barath.

CRM Workflow notification upon close date approching

Hello,
I want to setup a workflow that looks at the close date in an Opportunity record and when there are 2 days until the Close date specificed in the Opportunity record the workflow will send an email out to the owner of the opportunity…and then repeat when there is 1 day left...
The email notification proves to work, but the notification is being sent upon the trigger event (which I have set to when a new record is created)...I have setup a Wait Action before the email notifiction of 'Until When' - Date Time Expression [<CloseDate>] - ("2D") .... (note: I tried [<CloseDate>] - period("2D") as well, but that didn't prove to be successful either.
Any direction would be very helpful.
Thank you.

syntax: Today() + Duration ("P1D")
I see a new requirement in your followup post. You are trying to change the date and you want one email per wait period. I have suggested solutions in other posts, so you have to modify the solution to your needs:
Re: Time based workflow:wait action not working
Send notification on pre-defined date

Error in Workflow in CRM 2011

A Workflow has been failing with the following error
Workflow paused due to error: Unhandled Exception: Microsoft.Crm.CrmException: Cannot create the given type without the required parameters.
   at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.CreateCrmType(WorkflowPropertyType type, Object[] values)
   at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.EvaluateExpression(ExpressionOperator expressionOperator, Object[] parameters, Type targetType)
   at Microsoft.Crm.Workflow.Activities.EvaluateExpression.Execute(CodeActivityContext context)
   at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
   at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
I am unable to open a step and it also gives the same message. Does that mean I will have to recreate the workflow?
Thanks.
JR

Thanks ...This is a standard workflow and it happens in the step to send an email. In the body of the email, a value of lookup field has to be displayed. That's where the error is occuring. CRM does not give an error when the lookup
field is added and the work flow is activated. But once the worklow is activated and if I click on view properties in the step, I get an error. Can a look up field be added?
Microsoft CRM Error Report:
Error Description:
An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Error Details:
Exception of type 'System.Web.HttpUnhandledException' was thrown.
Full Stack:
[IndexOutOfRangeException: Index was outside the bounds of the array.]
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityProperty(ExpressionBase propertyExpression)
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityPropertyForProperty(PropertySpecification property, String uiXmlName, String& slugInfo)
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.PopulateEntityProperties(EntitySpecification entitySpec, EntityBase entity, String uiXmlName)
   at Microsoft.Crm.Web.Sfa.EntityForm.get_FormEntity()
   at Microsoft.Crm.Web.Sfa.EntityForm.ConfigurePage()
   at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)
   at System.Web.UI.Control.PreRenderRecursiveInternal()
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]
   at System.Web.UI.Page.HandleError(Exception e)
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest()
   at System.Web.UI.Page.ProcessRequest(HttpContext context)
   at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
Other Message:
Error Number:
Source File:
Not available
Line Number:
Not available
Error Trace:
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
Index was outside the bounds of the array.
Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Exception Details: System.IndexOutOfRangeException: Index was outside the bounds of the array.
Source Error:
An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.
Stack Trace:
[IndexOutOfRangeException: Index was outside the bounds of the array.]
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityProperty(ExpressionBase propertyExpression) +1496
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityPropertyForProperty(PropertySpecification property, String uiXmlName, String& slugInfo) +34
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.PopulateEntityProperties(EntitySpecification entitySpec, EntityBase entity, String uiXmlName) +380
   Microsoft.Crm.Web.Sfa.EntityForm.get_FormEntity() +1101
   Microsoft.Crm.Web.Sfa.EntityForm.ConfigurePage() +994
   Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) +106
   System.Web.UI.Control.PreRenderRecursiveInternal() +113
   System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +4201

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