E-mail Actions for CRM-PCUI-CASE

Dear expets,
I am struggling to trigger an email after saving a CASE in PCUI interface.
I tried with processing type SMART FORMS and METHOD.
But nothing is working. I could trigger emails for GUI based applications which are working fine.
Please help me to resolve the issue.Your suggestions will be highly appreciated.
Best regards
Raghu ram

Hi Raghu,
Check u r configuration for action defination,
ProcessingTime(On Saving)
Parter Dependent(E-mail id maintained for Partner)
Processing Type (Smart Forms Mail)
Form (Assign u r smart form)
Assign correct Processing Class and
Processing Method
In action condition specifies condition if any.
Now check, it should work in GUI and PCUI as well
Thanks
Dipesh.

Similar Messages

Report accessible in CRM PCUI for marketing attributes for contacts

I am trying to create a report accessible in CRM PCUI home page for marketing attributes for contacts(info from CRM, not R3). Does anyone know the steps to get this done please?

Hi Abdul,
Can you tell me how did you do this. I have a similar requirement in PCUI where I need to have a two level report in PCUI.
Would request to treat this as very urgent.
Regards
Priyanka

Strat Condition for Actions in CRM

Hi,
we have a requirement to create the follow up document (complaint) in CRM for the Return orders created in ECC system and not for the return orders created in CRM system. We have configured an action for the same and the follow up document is getting created for the Return orders from ECC and CRM also. There is parameter called LOGICAL_SYSTEM in header, using this we can identify the document source system. How can we make use of this LOGICAL_SYSTEM parameter in start condition as this not part of the standard container?
Any helpful answers will be highly appreciated.
Thanks,
Rajinikanth

Hi,
You can make a copy of the method call that you have assigned in your action definition and include the logic of reading the logical system before triggering the action.Then asign this Z method call in the action definition.
As said by you there is no option of including logical system in the action condition.
Regards,
PePe

Start Condition for CRM Actions

Hi,
we have a requirement to create the follow up document (complaint) in CRM for the Return orders created in ECC system and not for the return orders created in CRM system. We have configured an action for the same and the follow up document is getting created for the Return orders from ECC and CRM also. There is parameter called LOGICAL_SYSTEM in header, using this we can identify the document source system. How can we make use of this LOGICAL_SYSTEM parameter in start condition as this not part of the standard container?
Any helpful answers will be highly appreciated.
Thanks,
Rajinikanth

Hello,
Everything is explained in the following OSS notes:
Note 502389 - Actions: Using additional attributes for conditions
Note 896175 - FAQ: Customizing
Regards,
Nicolas.

How to set a navigation case as the action for a CoreCommandButton

Hi all,
I dynamically display a CoreCommandButton on my jspx using code in the backing bean.
I want to set a navigation case to this button so that I can navigate to a separate page when clicking the button.
CoreCommanButton has a setAction method which needs a methoBinding. If my navigation case is "goMaintainPr", how do I set this as the action of my button? Can I create a methodBinding for my navigation case? If so how?
Cheers.
Kaz.

I am creating my CoreCommanButton in the backing bean like:
          CoreCommandButton editElemBtn = new CoreCommandButton();
          editElemBtn.setId(elemCd + "-edit");
          editElemBtn.setText("Edit");
and then add it to the page from the backing bean. So I need to be able to set the action to the above button like:
          editElemBtn.setAction(action); -- here, action needs to be a methodBinding. So i cannot just assign my navigation case as a String.
How do I create a methodBinding with my navigation case ?

Send mail from follow up actions for tasks in service notifications!

Dear All,
I want to send mail to the user from a follow up action in the task assigned to a service notification.
In customizing which function module I should select for follow up actions for tasks?
Thanks and Regards,
Satyajit P

Hi,
You can use function module QM06_FM_TASK_SEND_PAPER or QM06_FM_TASK_SEND_PAPER_ATTACH.The document is sent only after the associated notification is saved.You need to enter the function module "QM06_SEND_REPLY_STEP2" in Customizing of the action box as "FM when saving".

TCODE for Mail action monitor

Hi,
We are sending the mail action to the user.but it doesn't send the user which is assigned in BP.
Which tcode we can see the status of the mail action,apart from the transaction?
Regards,
muki

Hi muki,
You can see your actions in the SPPFP and your mails in the SCOT transactions.
Regards.
Manuel
PD: Dont forget give the points if the answer help you Thx
Message was edited by: Manuel Rodriguez

Urgent!! How does mailing address for contacts work in CRM 5.2?

In creating a new contact, one has the choice of selecting from one of the addresses entered for the Account the contact is associated with.
Is there a way to enter a mailing address for just the contact independent of the addresses entered for the account or at least designate one for the mailing address for the contact. When editing the contact, it shows a section to enter home address but not mailing address.
Maximum points for helpful answer!!

Originally Posted by vBDKv
It's pretty much like CMSS-3D, just better.
CMMS-3D works like this http://forums.creative.com/showthrea...l=1#post521522
CMSS leaves SBX 3D positioning for dead.

Business pacakge for CRM 2007

Hi,
we just installed CRM 2007 system. Is there any business pacakge available for CRM 2007 (as in case of CRM 2005). If so, Could you please let me know.
Thanks
Sri

Hi Hari,
We are planning to upgrade from CRM 5.0 to CRM 2007. Currently we are using CRM for Leads, Opportunity and Account & Contact Management with PCUI front end. We do have some customized iViews for Sales People and Customers. Could you please mail me the step-by-step procedure to upgrade CRM 5.0 to CRM 2007 to [email protected]
Please its urgent. Thanks a million....
Cheers,
Amit

Error in Action when CRM Order is updated as Error from R/3 update

Hi,
Currently we are in CRM 6.0 SP04 and R/3 4.7 SP14
Process:
1) B2B user places order through ISA
2) Order gets replicated R/3 from CRM through middleware (Scenario A setting)
3) If there are any changes in order on either side, changes gets replicated.
Requirement:
We have a requirement from business to trigger workflow in CRM if order is in error. Following are the possible scenarios
1) Error while saving order in CRM
2) No errors in CRM. However, Order will get error in R/3 because of inconsistent configuration or master data between CRM and R/3. The BDOC will be green while replicating to R/3 and acknowledgement to CRM.
3) BDOC status is in error
Solution approach:
We created an action to trigger event when order status set to "Contains error". The condition for Action trigger are Order have error free flag NE X(BUS 2000115 ) OR Status = I1030 OR status = I1056.
Issues:
1) Scenario : Order is successfully create in CRM without any error. Order gets replicated to R/3 u2013 BDOC is green. However, the order gets error status in R/3 because of inconsistent configuration or master data. The acknowledgement BDOC updates the error status in CRM. However, Action does not get trigger when the order is updated as Error from R/3.
Pls advise possible solution and also suggest any other way to achieve the required functionality to generate workflow for CRM order updated as Error from R/3.
Regards,
Anil Rithe

Hi Anil,
Try this, implement ORDER_SAVE BAdI. This BAdI is triggered every time an order is saved, you could put in your logic to see if the order has errors, if yes trigger your workflow.
I haven't tested but this should work for your case when the crm order is set to error status after the replication to R/3(the BDOC scenario).
This may not be the most efficient method of doing, but this would definitely work.
Make sure you use proper checks at the beginning of your order_save BAdI implementation as this badi would get executed on save of every 1-order object.
~Kiran

Actions in CRM Enterprise guide

Hi all,
Does anyone know if any documentation exists about the creation of actions in CRM besides the online help?
If you have some, could you please send it to <removed by SAP Community Network Moderator>?
Thank you,
Daniele

I hope you are talking about action profiles.
CRM release notes (https://services.sap.com/~sapdownload/011000358700001866642004E) says:
The following new action profiles are available specifically for activities in Customizing:
o ACTIVITY - for sales activities
The action profile ACTIVITY contains the following action definitions:
- ACTIVITY_FOLLOW_UP: creates a task for the responsible employee, for example, if a
contract is overdue
- ACTIVITY_PRINT: allows you to print the activity
Enter the printer you wish to use to print the activity under Basic Functions -> Actions ->
Change Actions and Conditions -> Define Conditions in Customizing for CRM.
To print an activity, specify the processing method
CRM_ACTIVITY_EXEC_SMART_FORM under Processing Types -> Set Processing. This
method is delivered with the standard configuration.
- ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee, for example, if
a contract is overdue
If you want the responsible employee to be sent a reminder e-mail when an activity is overdue,
specify smart form CRM_REMINDER_MAIL_01 under Processing Types -> Set Processing.
This smart form is delivered with the s tandard configuration.
The action profile ACTIVITY is assigned to transaction type 0000 in the standard configuration.
You can use, copy or adapt these profiles for your own activities.
See also
Further information on Actions is available in the SAP Library for CRM under Basic Functions ->
Actions.
Apart from this, section 3.1.1.2.1 in below mentioned doc (https://service.sap.com/~sapdownload/011000358700003452862005E) talks about action profile creation.
Regards,
Kaushal

WebGUI / GUI for HTML for CRM

Hi @ all,
I recently start to work with sap and Ive no idea where to get the needed information. I hope somebody here can help me.
Does somebody know where I can get a well-explained documentation about webgui for crm?
Further Ive got questions and maybe somebody can answer them:
What exactly is the difference between WebGUI and PCUI?
Does a technical difference exists between WebGUI for CRM and WebGUI for other moduls (e.g. SCM, HR).
thanks in advance

Firat
Apart from the IC Web , we have IC WinClient.
The Interaction Center (IC) WinClient is a SAP GUI-based agent desktop interface for interaction center agents that provides a framework for processing IC WinClient functions. It can be used for any business transactions via phone, e-mail, chat, paging, Web call back, or voice-over Internet Protocol (VoIP).
Coming to the point, If we have an [SAP ITS|http://help.sap.com/saphelp_crm50/helpdata/en/4f/2e6a52c3cdc44d83169b181a9c62ba/frameset.htm] installed, then we can access the Transactions via Web. ie the Web browser can communicate directly with the SAP system.
Try the below link and it would realy help to understand the various UIs available from SAP .
[UI Technology from SAP|http://help.sap.com/saphelp_crm50/helpdata/en/e7/c7af3fda5a3c17e10000000a114084/frameset.htm]
Also I hope this helped you to understand UIs (depending upon the Business requirement either IC Web/Win, SAP GUI, WEB) available in CRM and in general SAP.
Thanks
Allot points if this helps and close the thread if you are satisfied !

Quotation, customizing of output actions for email

Hi All!
I am having a problem with the customizing of an output action for email for quotation:
In SPRO, SRM Server> Cross-application> Set output actions and output format> Define actions or document output
I set the following parameters:
Action profile: BBP_PD_QUOT
Action definition: ZCUSTOM_QUOT_PA
With
Action settings:
   Processing Time: Processing when saving document
   Processing Times Not Permitted: Selection report
   Sort Order For Display: Empty
Action determination and Action Merging:
Determination Technology: Determination using conditions that can be transported
Rule Type: workflow conditions
Action Merging: set highest number of processed actions
Processing types: Smart Forms Mail
With
Form Name: BBP_OUTPUT_COVER
Processing Class: CL_PD_QUOT_PROCESSING_BBP
Processing Method: PROCESS_BBP_QUOT_MAI_BCS
Archive Mode: Main only
The problem is that, when i accepts the quotation, there is no email generated, also in BBP_PPF there isn't any output generated.
Do anyone know what could be the problem? there is something missing in the configuration??
Thank you very much in advance!
Regards,
Nicolás.-

Hi All,
I'm facing the same problem of customizing the action profile BBP_PD_QUOT. My requirement is to trigger an Email notification in case an RFQ is rejected by the buyer. For that I have created one Event Control in- Define Event Schema" for "BUS2202". The Event Control which I have added is as-
Event                         Event category
"REJECTED"               Message(low priority)
Then in Action Profile BBP_PD_QUOT, I have created one Action Definition ZTEST with all the settings as described by Nicolos above except the condition in the BADI as I dont know the BADI name he is specifiying.
I'm unable to trigger the email in case an email is rejected. So, can you please let me know BADI name with the condition you have specified.
Also please specify if I'm doing something wrong.
Help is required urgent...
Thanks And Regards
Anurag Khanna

How to Configure ReturnAuthorizationNotification Form in Action Profile(CRM

Hi All,
I am trying to assign Return Authorization Notification (ZForm) in the CRM Transaction through Action Profile. It is asking for "Object Type Name", "Context Class" 'Processing Class" and "Processing Method" parameters. Can any one explain these parameters?
Any steps by step process for assigning Return Authorization Notification Form in CRM through Action Profile in SPRO .
Thanks for answering this question.
Regards,
Dinesh

Hi Dinesh,
For sending Notification (ZForm) in the CRM Transaction through Action Profile follow below steps, i dont know for which transaction u want to create action (i.e. Lead, Activity, Sales Order)
1) In Action Profile for Lead
    Category of Object Type : Business Object Repository
    Object Type Name : BUS2000108 (this is for Lead)
    Date Profile : u r Date profle of transaction
    Used Common Profile : Blank
    Context Class : CL_DOC_CONTEXT_CRM_ORDER
2) Action Definition (Action Setting)
   Processing Time : Processing when saving document
   Processing Times Not Permitted : No Restrictions
   Sort Order For Display : 1
   Schedule Automatically : X
   Delete After Processing :
   Changeable in Dialog : X
   Executable in Dialog : X
   Display in Toolbox :   X
Partner Function : (Assign u r Partner function for which u want to send Notification mail)
Determination Technology : Determination Using Conditions that Can Be T
Rule Type : Workflow Conditions
Action Merging : Max. 1 Action for Each Action Definition
3) Processing Types
    Process Type : Smart Forms Mail
    Mail Settings : Form Name : Assign u r Zsmart form
    Processing Class: CL_DOC_PROCESSING_CRM_ORDER
    Processing Method : CRM_ORDER_EXEC_SMART_FORM
    Archive Mode : 1 Mail only
4) In Action Condition set Start and schedule condition for u r action definition
Regards,
DD's

Workflow for CRM.

Dear Experts,
I am a beginer to Workflow.
I have a scenario in CRM.
1,The requester logs into portal and creates an activity in CRM PCUI screen.
what i want to do in workflow is
When the requester creates the activity and saves their is a field with a user name.
I want to send a mail to that user name.
and after that the user will acknowledge it, then the requester should get a confirming mail.
After the user completes the task and comes back to the Portal and changes the status to completed.
then the workflow should send a mail to the requester stating that task is completed.
I will be glad if somebody can explain me the steps involved in doing this workflow.
thanks and regards
Neel

Hi Neel Kamal,
It is simple.
As you said that the responsible person will be found using masters.
You know the initiator of the workflow.
1. Go to the business object, create the subtype of the supertype. SWO1
2. In the Method find the mail id of A and B. Create one more method for finding the status.
3. Have this mail ids in a container element of the method
4. Go SWDD, create a activity step, inside that call the method which is used to find the mail id of A and B.
5. Do the binding between task-->method
and Method-->task
6. Come out and do the binding between task-->workflow container
workflow container-->task
7. Create a send mail step. In element give the B email id container element.
8. Check for the condition for status change
9. If status changed, create a send mail there give the A email id container element.
10. activate the workflow.
Finished
Thanks and Regards
Balaji K.

E-mail Actions for CRM-PCUI-CASE

Similar Messages

Maybe you are looking for