Emails attached to the Business Context - ERMS
Dear Gurus,
At the moment we have the following implemented with CRM 5.0 SP08: all customers inbound emails sent are manually linked to a Service Ticket by an Agent. This email gets a Tracking ID (the Service Ticket number) and all the subsequent email thread is linked to the Service Ticket.
You can view all emails that relate to a Service Ticket by going to the Business Context link of that Service Ticket.
The issue is: if it is the first time you search for a service ticket after login, all the emails and other documents will display under business context. However, if you end the search and do a second search, there will be only the first email and an interaction record showing-up under business context. If you navigate further down to interaction record, all the emails and documents can be found there instead of being under the Business Context of the Service Ticket.
I would only want the emails to appear under Business Context of the Service Ticket and never within the Interaction Record related to that Service Ticket. Is there a way to correct this?
I have search for OSS notes but could not find anything relevant...
The problem this is causing is that users are not getting clear visibility of the Email threads within the Service Ticket, in order to find an email the user has to open the Interaction Record (under Business Context) and drill-down to find out the relevant emails.
Thanks in advance for your help
Hello Ramki
DECISION_NOTE is a new element created in the standard decision task as of new releases (Note 1643764)
Once the user fills in the comments, they are saved as SOFM Objectsin DECISION_NOTE (this too is multiline element). All we have to do is bind it back to the workflow container in _ATTACH_OBJECTS.
Hi Ronen
Thanks for the suggestion.....I was thinking on the same lines too....if at all we have to change the approach, I need to keep it least disruptive .
Hi Rick
Will test the FM SO_NEW_DOCUMENT_ATT_SEND_API1 ...let me check if I can redefine SENDTASKDESCRIPTION in a delegated subtype of SELFITEM and use this API ....(if at all I can)....
For the wait step part.... the attachment is added to the mail step via the binding from the workflow...._ATTACH_OBJECTS from Workflow to _ATTACH_OBJECTS of the email task...not sure where you want me to set a wait step. Request you to please elaborate a bit more.
Thank you all for your kind inputs!
Will be back with my today's trials...
Regards,
Modak
Similar Messages
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This only happens with this business. No other email has this problem.
''Zenos [[#answer-671940|said]]''
<blockquote>
I suspect that activenetwork.com is the actual provisioner of the email service used by cornerstoneonline.com and there is a misconfigured server or MX record somewhere that is failing to substitute the appropriate ''from:'' address.
The ''reply-to:'' looks like a ham-fisted attempt to get replies to go back to the preferred account, but they don't help you as all the ''from:'' addresses are incorrect.
Now, cornerstoneonline.com appears to be a church-related organization:
Domain Name: CORNERSTONEONLINE.COM
Registrar WHOIS Server: whois.godaddy.com
Registrar URL: http://www.godaddy.com
Admin Organization: Cornerstone Christian Fellowshiip
(from their whois record)
and activenetworks.com provides "software for the unique needs of your church"
http://www.fellowshipone.com/features
So it would appear that cornerstone buy some services from activenetworks, (including email) and this appears in the originating address. Ideally it would be aliased to an email address on the cornerstoneonline.com domain.
I suspect that someone at cornerstone has misconfigured settings at godaddy.com, from whence they appear to purchased the cornerstoneonline.com domain.
</blockquote>
Thanks Zenos, I'll notify them about the information you gave me. -
I pushed my site live in BC and now I want to let my email run through the business catalist also
In the online help :
http://helpx.adobe.com/business-catalyst/partner/setup-pop-imap-email-accounts.html#main_C reating_email_accounts_for_users
There is talk about "site users" but this feature doesn't appear in my list under settings at all ?
Thanks,
RonI have a Creative Cloud membership (one-year)
I guess it includes web basic?..... not email then?
Thanks! -
This problem occurred after the most recent update to firefox 8.0.
After right clicking on the attached file, I click on save link as.
The correct file type is recognized. However the file name is converted to "attachment.ashx".
When I rename the file, it downloads properly and is opened by the appropriate program.
However, I should not have to rename each downloaded file.
In particular, this is happening with Word files and with Scientific Notebook (.tex) files.Cor-el, thank you for your advice. I was able to navigate to my Profile Folder and I deleted the mimeTypes.rdf file. I then closed Firefox and restarted it. The problem was still there, and I found that the mimeTypes.rdf file had been re-created.
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Guess the title should tell everything. It always worked, since update cant open attachements
Similar problem here. My Ical refuses to edit or delete events. Viewing is possible, though sometimes the whole screen turns grey. Adding new events from mail is still possible. The task-pane completely disappeared. My local apple technic-centre messed about with disk utility for a bit and than told me to reinstall leopard. I could of course do that, but it seems to me that reinstalling Leopard just to fix iCal events is a bit invasive.
I tried also tried removing everything, installing a new copy of iCal from the leopard-cd, software updates, all to no avail.
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Attaching Business Context to email action
Hi gurus,
We currently send the contents of a Service Ticket as a PDF to third party contractors using a smartform action.
What we would really like to do is include the Business Context objects as attachments (e.g. inbound/outbound emails and so on).
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Andrew G.Alternatively, if we could send all file attachments that would be a start, but ideally we'd like to send all the contents of the Business context as separate attachments.
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Incoming Email not showing up in business context
Hi,
We route incoming emails through ERMS to a service org. Then through the inbox, we select email and click on 'interact' button to create a service ticket manually. We notice that email does not show in the business context during the interaction but shows up after we click the end button and come back and look at the service ticket again..This works for us in older CRM 5.0 release but is not working in CRM 7.0. Any pointers on the issue? How can we make the email to show up in the business context during the current interaction. Please note that we do not create a separate interaction record for each interaction. Service ticket is our interaction record for interact purposes..
Thanks
DanHello Dan,
Can you please check SAP note 1336278 : ERMS not creating doc flow between IR and ST - Part II, this might help!
Please award points if this pointer helps!
Regards
Lata -
Follow up email creates a interaction record in business context area
Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
DeepaHi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa -
Business Context - Smartform Attachment
Hi Experts,
I recently upgraded from CRM 6.0 to CRM 7.0 EHP2. In the business context section in interaction center for complaint there is link for smartform attachment.
On clicking the link the attachment does not show up in the new window. This works well in CRM 6.0 system. Could this be a configuration or there is some other reason? Thank you for your time.
Regards,
Dhruv KashyapHi Vijay
One solution is to, you define the attachments such as resource then you can use the resources to get the number of attachment for each event type.
Regards,
Shirin -
Clicking on my e-mail link, [email protected], loads the business side link right underneath. I click on my e-mail address, the business side flashes on the screen, but again when I try to click it, the whole thing disappears.
The same thing is happening with the "reply" button drop down menu for "reply to sender" and "reply to all" menu items.It seems like you already have an old installation of Story.
You will have to remove it first before installing the latest one.
So the steps would be:
- Open 'Applications' folder in finder and move 'Adobe Story' app to Trash. Remove it from Trash too.
- Search 'Adobe Story' in Spotlight to make sure that this application is not installed on a different drive. If installed then remove that version too.
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Zip the data and send as an email attachment
Hi,
I have a requirement where I want to send the log as an email attachment. The log size is very huge about 20MB. When I try to send this log as an excel attachment through FM SO_DOCUMENT_SEND_API1 its throwing an error related to the attachment size. Is there any way to zip the data and send the zipped attachment?
Any help is really appreciated.
Thnaks,
Rajinikanth Gwhich might help you getting the file from the pc or you can change the source path and then send it to the following reciptant
data method1 like sy-ucomm.
data g_user like soudnamei1.
data g_user_data like soudatai1.
data g_owner like soud-usrnam.
data g_receipients like soos1 occurs 0 with header line.
data g_document like sood4 .
data g_header like sood2.
data g_folmam like sofm2.
data g_objcnt like soli occurs 0 with header line.
data g_objhead like soli occurs 0 with header line.
data g_objpara like selc occurs 0 with header line.
data g_objparb like soop1 occurs 0 with header line.
data g_attachments like sood5 occurs 0 with header line.
data g_references like soxrl occurs 0 with header line.
data g_authority like sofa-usracc.
data g_ref_document like sood4.
data g_new_parent like soodk.
data: begin of g_files occurs 10 ,
text(4096) type c,
end of g_files.
data : fold_number(12) type c,
fold_yr(2) type c,
fold_type(3) type c.
parameters ws_file(4096) type c default 'c:\debugger.txt'.
Can me any file fromyour pc ....either xls or word or ppt etc ...
g_user-sapname = sy-uname.
call function 'SO_USER_READ_API1'
exporting
user = g_user
PREPARE_FOR_FOLDER_ACCESS = ' '
importing
user_data = g_user_data
EXCEPTIONS
USER_NOT_EXIST = 1
PARAMETER_ERROR = 2
X_ERROR = 3
OTHERS = 4
if sy-subrc <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
endif.
fold_type = g_user_data-outboxfol+0(3).
fold_yr = g_user_data-outboxfol+3(2).
fold_number = g_user_data-outboxfol+5(12).
clear g_files.
refresh : g_objcnt,
g_objhead,
g_objpara,
g_objparb,
g_receipients,
g_attachments,
g_references,
g_files.
method1 = 'SAVE'.
g_document-foltp = fold_type.
g_document-folyr = fold_yr.
g_document-folno = fold_number.
g_document-objtp = g_user_data-object_typ.
*g_document-OBJYR = '27'.
*g_document-OBJNO = '000000002365'.
*g_document-OBJNAM = 'MESSAGE'.
g_document-objdes = 'Manohar testing by program'.
g_document-folrg = 'O'.
*g_document-okcode = 'CHNG'.
g_document-objlen = '0'.
g_document-file_ext = 'TXT'.
g_header-objdes = 'Manohar testing by program'.
g_header-file_ext = 'TXT'.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
method = method1
office_user = sy-uname
ref_document = g_ref_document
new_parent = g_new_parent
importing
authority = g_authority
tables
objcont = g_objcnt
objhead = g_objhead
objpara = g_objpara
objparb = g_objparb
recipients = g_receipients
attachments = g_attachments
references = g_references
files = g_files
changing
document = g_document
header_data = g_header
FOLMEM_DATA =
RECEIVE_DATA =
File from the pc to send...
method1 = 'ATTCREATEFROMPC'.
g_files-text = ws_file.
append g_files.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
method = method1
office_user = g_owner
ref_document = g_ref_document
new_parent = g_new_parent
importing
authority = g_authority
tables
objcont = g_objcnt
objhead = g_objhead
objpara = g_objpara
objparb = g_objparb
recipients = g_receipients
attachments = g_attachments
references = g_references
files = g_files
changing
document = g_document
header_data = g_header
method1 = 'SEND'.
g_receipients-recnam = 'MK085'.
g_receipients-recesc = 'B'.
g_receipients-sndex = 'X'.
append g_receipients.
call function 'SO_DOCUMENT_REPOSITORY_MANAGER'
exporting
method = method1
office_user = g_owner
ref_document = g_ref_document
new_parent = g_new_parent
importing
authority = g_authority
tables
objcont = g_objcnt
objhead = g_objhead
objpara = g_objpara
objparb = g_objparb
recipients = g_receipients
attachments = g_attachments
references = g_references
files = g_files
changing
document = g_document
header_data = g_header.
this code might help you -
Assign Script to Call List Business Context
Hi,
I am battling to find a method to assign an Interactive Script to a call list programatically.
the standard method of achiving this is:
1. Transaction CRMD_TM_CLDIST
2. Expand the desired Call List in the left pane
3. Click on the "Business Context" option in the left pane
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This process updates field SCRIPT_ID in DataBase table CRMD_TM_CL_CMPGN (which is linked to Entity Type CRM06189).
I have traed and searched for an FM of Class/Method to perform this programmatically, to no avail - any assistance is appreciated.
Many thanks
StevenEasiest method to achieve this is as follows.
Create the Campaign.
Select the communication medium as Call.
Select the interactive script which is visible field after you select the comm medium.
Assign the target group in campaign and execute.
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Hi,
In business context tab I am getting service contracts attached to my transaction. I dont want to have service contracts in the business context tab.
I just want business activites and attachments in business context tab.
Please let me know how can this be acheived.
Regards
YogeshHello,
Basically the business context area is displaying data stored in the activity clipboard. So you might try to adapt the following IMG:
SPRO >> CRM >> Interaction Center WebClient >> Basic functions >> Define activity clipboard profile
Try to remove object BT_SC from the corresponding profile used in your business role.
And if that doesn't work, you can try to debug method COLLECT_BUSCONTEXT of class CL_ICCMP_BT_CUCOBUSCONTEX_IMPL to see where you could adapt standard logic to filter BDC information.
Kind regards,
Nicolas Busson. -
Cannot open email attachment in SRM
Dear Gurus,
I am using FM 'SO_NEW_DOCUMENT_ATT_SEND_API1' to send an email with attachment to SRM. Email and attachment can be opened successfully in the backend gui. However, in the browser the email can be opened but not the attachment (attachment appears as a paperclip).
To exclude the FM as the cause, I manually created the email from within the Business workplace but with exactly the same result. Is there a config setting which must be set before you can open attachment in the browser.
Many Thanks
PaulWhat type of attachment it is?
Start Firefox in Safe Mode to check if one of the extensions (Firefox/Tools > Add-ons > Extensions) or if hardware acceleration is causing the problem (switch to the DEFAULT theme: Firefox/Tools > Add-ons > Appearance).
<b> To Enable SafeMode </b>
*You can open Firefox 4.0+ in Safe Mode by holding the '''Shift''' key when you open the Firefox desktop or Start menu shortcut.
* Or open the Help menu and click on the '''Restart with Add-ons Disabled...''' menu item while Firefox is running.
*''Once you get the pop-up, just select "'Start in Safe Mode"''
If it works in Safe Mode and in normal mode with all extensions (Tools > Add-ons > Extensions) disabled then try to find which extension is causing it by enabling one extension at a time until the problem reappears.
Close and restart Firefox after each change via "Firefox > Exit" (Windows: Firefox/File > Exit; Mac: "Firefox > Quit Firefox"; Linux: "Firefox/File > Quit")
* https://support.mozilla.org/en-US/kb/troubleshoot-firefox-issues-using-safe-mode
*https://support.mozilla.org/kb/Safe+Mode
*https://support.mozilla.org/kb/Troubleshooting+extensions+and+themes -
Link action profile generated mails to Business context of service ticket
Hi,
how to link action profile generated mails to business context of service ticket.
The business context links emails sent manually from the e-mail function on the navigation bar, but automated emails that are sent using email actions (post processing frame work u2013 actions and action profiles), donu2019t get linked to the service ticket.
Thanks in advance
Madhav.Alternatively, if we could send all file attachments that would be a start, but ideally we'd like to send all the contents of the Business context as separate attachments.
Thanks!
Andrew G.
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