Delete Attachment in activity/interaction record ICWEB ???

Hello
I have implemented the deltion of attachment using following code. the commands went sucessfull but it is not deleting attachment(which is linked to activity/interaction record)
lr_entity_col = lv_bo->get_related_entities( iv_relation_name = cl_crm_cm_genil_comp=>gc_rel_bo_document_ref ).
lv_bo =   lr_entity_col->get_first( ).
       lv_bo->delete( ).
       lv_core->modify( ).
       lv_transaction = lv_core->get_transaction( ).
       lv_transaction->save( ).
       lv_transaction->commit( ).
Does anybody implemented similar logic?
Regards,
Laxman
Edited by: laxman on Jan 29, 2008 7:26 PM

Hi Laxman,
      The code you have mentioned is fine.
     But the bug might exist in UI or BOL layer. Just to be sure that save is successful, I always use the below code. You may try the same.
IF lv_transaction->check_save_needed( ) EQ abap_true.
    IF lv_transaction->save( ) = abap_true.
Regards,
Manas.

Similar Messages

Business Activity - Interaction Record

Hi Gurus,
We have created one acitivity type ZACT transaction type for business activity. When we create this activity in GUI/WEBUI using BP_Poweruser Business Role in WEB UI we could able to see the questionnaire attached to the business activity.
But when we use the IC_Agent Business Role in WEBUI, this is being taken as interaction record, but the activity is not having questionarie attached to the activity.
What is the process of getting the questionnarie attached to Business Activity,in the interaction record.
Thanks in advance.
Regards
Vinod

Dear Vinod,
We are using CRM 5.0 and creating questionnaires. Steps of Configuration
Defined Questionnaire
Defined Sections
Defined Questions
Defined Answers
Saved the Questionnaire
Activated the Questionnaire
Defined the Determination for Questionnaire
Defined Qualification Levels for the questionnaire.
Visit the following link :
Re: Custom Questionnaire - Leads
it might be helpful to you.
Regards,
Ankush

How to trigger an SMS after creation of Activity / Interaction Record

Dear Experts,
Our Client requirement is to trigger an SMS immediately after creation of an Interaction Record. I want to define an Action for this.
But what processing type should I use for SMS, (like Method Call, Smart Forms Mail / Fax / Print and Workflow). We are using an external service provider domain to send SMS to our customers. It has been configured in SCOT.
But from CRM configuration front there is no specific processing type for SMS. then how system reads telephone number from the BP master.
Kindly help me to resolve the issue, your suggestions will be highly appreciated.
Best regards
Raghu ram

Raghu,
In your case you could copy a "print" action method class and create a z-version. Then modify the print action method so that the smartform output triggers a call to your output type.
Or you could just code a new method that creates a new BCS send request using the CL_BCS document and your output type.
It just depends on how whether you want to use smartforms to build the message or build it in some other method.
Take care,
Stephen

Delete attachment linked to activity in ICWEB

Hello
I have implemented the deltion of attachment using following code. the commands went sucessfull but it is not deleting attachment(which is linked to activity/interaction record)
lr_entity_col = lv_bo->get_related_entities( iv_relation_name = cl_crm_cm_genil_comp=>gc_rel_bo_document_ref ).
lv_bo = lr_entity_col->get_first( ).
lv_bo->delete( ).
lv_core->modify( ).
lv_transaction = lv_core->get_transaction( ).
lv_transaction->save( ).
lv_transaction->commit( ).
Does anybody implemented similar logic?
Regards,
Laxman

I have added custom tab to store attach the files to Interaction recrod i.e business activity.
I m using following way to add attachment
create document child
lv_core = cl_crm_bol_core=>get_instance( ).
lv_transaction = lv_core->begin_transaction( ).
IF lv_bo->lock( ) = if_genil_boolean=>true.
    if lv_bo->is_changeable( ) = abap_true.
      TRY.
          lv_doc = lv_bo->create_related_entity(
                     cl_crm_cm_genil_comp=>gc_rel_bo_document_ref ).
        CATCH cx_crm_genil_model_error.
        CATCH cx_crm_genil_duplicate_rel.
      ENDTRY.
    endif.
regards,
Laxman

Attaching e-mails to the interaction record(Activity) via ERMS set up

Hi Experts,
                 1. Activity (Interaction record) to be created automatically on receiving an email.
                 2. Once the acitivity is created then it must be routed to employee responsible based on certain rules.
           For the above requirement we are trying to config ERMS.
During the creation of an activity it should be possible attach ( link ) the e-mail or documents to the interaction record via ERMS set up. Do we need to do any configuration to attach the e-mails to the interaction record (Activity) . Please provide inputs on this requirement.
Contributions will be highly appriciated. Thanks
Regards,
Lakshmana.P

Hello Lakshmana.P,
Typically you would not actually route an Interaction Record (IR). If some follow up action is required, it is a best practice to create a service ticket. The IR creation is more appropriate for situations in which ERMS can auto-respond with a solution to an easy question about e.g., shipping rates, return policies, retail locations, or whatever. There are default actions for routing service tickets, but not for interaction record.
Best regards,
John

Not able to attach the scanned document with Interaction Record in SAP-CRM

Hi Experts,
I have a scanned document and I am trying to attach it with Activity in Interaction Record.
I maintained the document ID refering to scanned document in table TOA01 with interaction record guid; however the attachment gets displayed in SAP-CRM GUI but i am not able to see the attachment in SAP-CRM GUI.
Please help if someone has encountered a similar issue or propose a way to attach the document with acitivity in interaction record.
Regards,
Amit Gupta.

Hello Amit,
I am not able to understand your requirement correctly. Are you trying to attach the Document as a Attachment to the Interaction record (or) trying to attach it as a Archive Link Document??
If you could give me more info.. I think I will be able to assist you with this as I have worked in this area...
Cheers..
Anand

Responsible Group Assignment for Interaction Record

The Functional configuration team is trying to determine how to assign an interaction record to Responsible Group and not to an individual User. If anyone has any suggestions or experience with how the responsible group can work, it would be greatly appreciated.
Thanks

Hi pamela
Currently you have the parner function Interaction center agent in you Interaction record i.e why it is assigning it to the user.
Interaction Record of ICWC is nothing but a business activity in the CRM online system ,if you want the responsible group to be attached to the Interaction record ,please assign the partner function Responsible Group to the Partner determination procedure assigned to your business activity as stated by sridhar..
hope this resolves your Query
Cheers!!
Regards
Raj

How can i make the email sent as an attachment to account/intrec.record ?

Hello Friends,
We are on CRM7.0 .
1. Customer can call the CIC and request IC agent for some change in his personal data ( Account details- first name , last name etc) or address data( telephone numbers changed, address changed due to reloaction etc)
2. Now we already have made developments as when IC AGENT is changing any data related to account details or account address, an email is sent to the customer saying you have requested so and so changes and its pending for approval.
3. We also have developments in place as when the concerned officer has approved the changes, an email is sent to the customer saying so and so changes are approved and updated with us.
4. Now, the requirement is, whenever this email is getting sent( request email as well as approval email) , we would also like to have it as an attachment to the account so that we can keep track as when and what mail was sent and what changes where incorporated for a particulat customer
The option to me is either attach this email to the account or attach it to the interaction record.
Can anyone please guide me on
1. Is it possible to track that email and set it as an attachment ?
2. We know that in Campaign, we have quessionair documents that get autoattached to the email's sent to target group in a campain-say for product proposal...or in some senarioes, these quessionairs are autoattached to the oppotunities when Sales Rep make the customer visit, they get these quessionairs filled. I am not functional and i dont know what backend configurations are done for it, I am a technical person. I would like to know, that is there any backend transaction or configuration seeting by which i can have emails sent to a customer get auto-attached to the interaction record or account ?
Waiting for replies.
Thanks & Regards,
Suchita

Hi,
Here is some sample coding to create attachments using cl_crm_documents,
* Fill the business object
   ls_business_object-instid = lv_guid. ( this can be your document guid )
   ls_business_object-typeid = "business object type like BUSxxxx )
   ls_business_object-catid = 'BO'
* File properties
      ls_property-name = file_description.
      ls_property-value = lv_filename_string.
      APPEND ls_property TO lt_properties.
* File info
      ls_fileinfo-file_size = lv_size.
      ls_fileinfo-binary_flg = 'X'.
      ls_fileinfo-first_line = 1.
      ls_fileinfo-file_name = lv_filename.
      ls_fileinfo-mimetype   = lc_mimetype.
* lv_pdf has data as xstring
   CALL FUNCTION 'SCMS_XSTRING_TO_BINARY'
      EXPORTING
        buffer     = lv_pdf
      TABLES
        binary_tab = lt_content_bin.
    DESCRIBE TABLE lt_content_bin LINES ls_fileinfo-last_line.
    CALL METHOD cl_crm_documents=>create_with_table
      EXPORTING
        business_object     = ls_business_object
        properties          = lt_properties
        file_access_info    = lt_fileinfo
        file_content_binary = lt_content_bin
        raw_mode            = 'X'
      IMPORTING
        LOIO = ls_loio
        PHIO = ls_phio
* ls_loio and ls_phio contains the logical and physical id's. You can read the attached data using PHIO or LOIO
To display the attachment in email
update content of attachments
    CLEAR ls_att_content.
    ls_att_content-file_name     = cl_crm_email_utility=>convert_uc_numbers_to_char( lv_fname ).
    ls_att_content-charset_file_name = lv_filename.
    ls_att_content-content_bin   = lv_pdf.
    ls_att_content-mime_type     = lc_mimetype.
    ls_att_content-content_id    = lv_guid.
    ls_att_content-is_embedded   = space.
    APPEND ls_att_content TO gt_attachment_content.
cl_crm_email_utility=>get_body_part_from_editor
exporting
iv_plain_text = lv_text
it_attachment = gt_attachment_content
importing
et_mime_data = lv_mail_data->body
changing
cv_html = lv_btf_ascii.
To send email
lv_send_request_id = cl_crm_email_utility=>send_email( iv_mail_data = iv_mail_data ).
cl_crm_email_utility=>create_send_req_from_mail_data
exporting
iv_mail_data = lv_mail_data
importing
ev_send_request_id = lv_send_request_id.
Regards,
Arun Kumar
Edited by: Arun Kumar on May 13, 2010 2:59 PM

CRM Interaction Record -- Mutilevel Categorization

Hi All -
What would be a possible use for implementing Multilevel Categorization for CRM Interaction Records if we are not implementing ERMS or CRM Service? Is it better reporting?
All available documentation point to either better functioning of ERMS (mail routing, auto response) or CRM Service (proposing templates, knowledge search)
Regards,
Pradhip.S

Hi,
It would depend of what do you want to achieve:
-Interaction Record should be used for "Interaction Center WebClient" Business Role as the main transaction type to register a contact/interaction with a customer for every channel (telephone/fax/email/face-to-face/chat, etc). Therefore the structure is simple: Description, note, a reason, a status and a priority.
-With a Service Request you are using a more structured transaction that will offer extra fields that are not available for a Interaction Record, such as:
-Two Multilevel Categorisation areas, usually for "Reason" (Subject) and for "Result" (Reason), that could be renamed to any requirement.
-Extra fields for processing such as Impact, Recommended Priority.
-Relationship with extra objects such as Related Problems, Related Request for Changes, Related Knowledge Article.
Additional a service transaction such as service request would offer:
-Find Related Problems.
-Find Related Knowledge Articles
-Autocomplete (to find automatically employee responsible/service team).
So basically you go option 1 or 2 depending of your requirement. If they are simple, you will have to configure less using an Activity (Interaction Record) rather than using a Service Request and then you would have to hide all fields that are not required.
Regards,
Lyda

Solutions captured in Interaction record

Hi,
The solutions are searched by the agent in the knowledge search.
The solutions provided form the results are recorded in the activity clipboard.
The solutions are available in the Intercation record for future reference.
Now, can we see these solutiions captured in the activity clipboard of the interaction record( business activity) when the interaction record is opened in GUI or PCUI BSP.
thanks,
Sarat.

At present we are in the Blueprint phase.
One of the Client requirement is that the solutions provided by the Call Agent should be visible to the Field engineer when the Service Order is assigned to the Field Engineer.
I saw in the SIM file that the solutions provided by the Call Agent are captured in the Interaction Record and visible in ICWC.
But my question is will these solutions be visible in the PCUI Business Activity(Interaction record).
Thanks,
Sarat.

Activity Clipboard in Interaction record

Hi Gurus
I am using CRM 7.0 EHP1 and when I create a Interaction record I don't see the activity clipboard columns. I see just caption "Activity Clipboard". I don't see anything else.
I have attached the activity clipboard profile to me role.
Please help.
Thanks
Tarang

Hi Tarang,
Activity Clip board in Interaction Center gives the details about the Customer, transactions and others. For ex when ever you are creating a complaint , the details which are available in activity clip board will be Customer , Contact Person, Process Type - Interaction record and... with respect to the Object Id in Complaint.
Activity clip board is not role specific.
regards,
Sarangamath

Interaction Record Activity

Dear friends,
In my business scenario i create interaction record for every call to any customer and i create follow up activity like visit or appointment to this customer but some times i want the system to stop the user if he create two visits with the same time in any calendar of any employee.
Best Regards,
Mohamed

Hello Mohamed,
ORDER_SAVE Badi is called during saving. Here can you
implement (Meth CHECK_BEFORE_SAVE) your own coding / requirement.
Regards,
Reshma Rao

Behaviour of Activity Clipboard of Interaction Record

Hi everyone,
I have observed a weird behaviour of Activity clipboard in CRM Interaction Center. Below are the steps I followed:
Confirmed the account in the Interaction Center. Opened Interaction Record
After performing my actions in the Interaction Record, saved the Interaction record by clicking the "SAVE" button on the Interaction Record screen.
Closed the browser(without clicking on END button on the IC).
Opened CRM WebUI and opened this new Interaction Record, I do not find any of the items in the Activity Clipboard. It is completely blank with no items.
But if I click on "END" button on the Interaction Center and then check the Interaction Record later through Inbox , I can find the items in the Activity clipboard. I need to understand if this is a standard behaviour of CRM Interaction Center that clicking END button is mandatory for saving the Activity clipboard items into database? Or Do I need to apply some SAP Note to fix this issue?
Please suggest.
Thanks,
San

Hi San,
Yes, clicking END button is mandatory to finish the customer interaction in SAP standard. Here the activity clipboard and all changes on the business objects which have been made during the cutomer interaction are saved.
Best Regards,
Sigrid

SAP ISU BP Contact - CRM Activity - CRM IC Interaction record

Hi All -
I have a cookbook which talks about migrating SAP ISU BP Contacts into CRM Activity.
Now, my question is if I do this, will this show up as a interaction record against the customer in the IC WebClient in CRM?
We are considering a design where billing supervisors will enter a BP Contact in ISU when customers directly call them about a bill. Later, if this customer calls the Cust Service Rep, we want this interaction to be visible to the CSR who will only use the CRM Webclient.
So, I guess indirectly my question is,
"Is a CRM Activity the same as an CRM WebClient Interaction record"?
or
"Is a CRM WebClient Interaction record a type of CRM Activity"?
Thanks in advance for taking your time to answer this.
Regards,
Pradhip.S

Hello Pradhip,
the CRM IC Interaction Record is technically a CRM Activity with a certain transaction type. You can configure the replication of IS-U Contacts that the created activity is shown in the Interaction Center as Interaction Record. So you will be able to see the IS-U Contacts created in ERP - for example within a Front Office Process - in CRM as replicated Interaction Records.
Kind regards,
Christian

Exit while loading of Interaction record in ICWEB

Hi Experts,
Our requirement is to update Interaction record activity clipboard before it loads for display to user.
Any idea what are the exits called when loading Interactiobn record.
Thanks in Advance
Ripal

I would suggest elaborate on the scenario , so that people can share their ideas

Delete Attachment in activity/interaction record ICWEB ???

Similar Messages

Maybe you are looking for