Follow up doc in R/3 using action profile
Hi
1)How to create a follow up doc i.e billing doc in r/3 for sales order created in crm?
2) How to create a New Tab Using EEWB for Marketing campaign? its showing only basic data,channels...
Regards,
sanjana
Dear Manfred,
Thank you very much for quick response. I have used method called APPOINTMENT_OFFER and LEAS_NOTIF_01 I am getting the following exception. I have also tried with some other methods they also giving same exception.
Exception Details
CX_SY_MOVE_CAST_ERROR - Source type \CLASS=/CRMS/CL_CRM_CMG_PPF is not compatible, for the purposes of assignment, with target type
Method: CL_ACTION_EXECUTE=>GET_REF_OBJECT
Please advice.
Thank you and Regards,
Niranjan
Similar Messages
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Send smartforms via email using action profiles
hi,
i am trying to send smartforms via email using action profiles and i would like to know if anyone has any document or know any steps to do the same. i have created the smartform and i created the action in an action profile. i selected the option "Smartforms Mail". and i have mentioned my smartform in it.
I have previously worked with action profiles to trigger workflows which sent a mail. That was relatively easier as i could mention that the mail be sent to my mailbox. But in the smartforms option, i dont know how to give the instruction that it be sent to my mailbox.. is there any place i can set it? The action is not person dependant and is done whenever saving a document.
Please guide.
Thanks,
NishaHi Nisha,
As u worked on Action profiles, i recommend u use action profile with permitted Process type as Smart Forms Mail to send the mails which contains the data in Smartform u created.
Use below mail setting
Form Name (u r ZSmartform)
Processing Class CL_DOC_PROCESSING_CRM_ORDER
Processing Method CRM_ACTIVITY_EXEC_SMART_FORM
Archive Mode 1 Mail only User
In Action definition details u can mentioned the Processing time, Partner dependent for action to who u want to send the mail, further in action condition using schedule and start condition u can set the criteria to mail trigger.
Hope it'll help u.
Regards,
Dipesh. -
Follow-up Activities in Case Management using Actions
Hi Gurus,
I am configuring the case Management, On save of the case document I would like to create the Activities automatically and assign it to various departments who are responsible. One way of doing this uisng Actions. I have created a Z* Action profile and assigned object as BUS20900 and context class as CL_SCMG_CASE_CONTEXT_PPF. I am not able to find the right method to create the Activities, could you please help me.
Thank you and Regards,
NiranjanDear Manfred,
Thank you very much for quick response. I have used method called APPOINTMENT_OFFER and LEAS_NOTIF_01 I am getting the following exception. I have also tried with some other methods they also giving same exception.
Exception Details
CX_SY_MOVE_CAST_ERROR - Source type \CLASS=/CRMS/CL_CRM_CMG_PPF is not compatible, for the purposes of assignment, with target type
Method: CL_ACTION_EXECUTE=>GET_REF_OBJECT
Please advice.
Thank you and Regards,
Niranjan -
Can i Change/Update the Lead Status using Action profile of Activity.
Hi,
I have created one Lead, and on the basis of Qualification level action triggers and Ativity getting generated.
I want to know that it is possible by using functions(Action Profile/conditions) in activity, If i change the status reason of Activity (as Accepted) Earlier Leads status would change.(as Close)
Please resolve with solution.
Regurds,
Dipesh.Hi Dipesh,
What I understand is, u wish to change the status of preceding lead transaction when the activity status reason is changed to accepted.
1. This functionality can be achieved using ORDER_SAVE Badi. This Badi implementation shall check the activity reason changed to accepted, if yes, read the doc flow, get the lead transaction and change its status to close.
2. As per my knowledge use of action profiles and conditions will not be helpful in this case.Else, create an action definition as Activity reason changed, put a condition which like Activity reason= Accepted.
In the action definition Processing type use method call.
Here u will have to create a new implementation of the BADI of action profile, and put the same logic as stated in point 1.
But in think implementing point 1 should be easier.
Wish the information is useful.
Regards,
Shalini Chauhan -
Sending an email using action in complaint transaction
Hi,
I am using complaint transaction. I want to send an email to employee responsible. Initially I create and save the complaint transaction. After saving it, i open the transaction again and change the employee responsible at that time the email should go to new employee responsible.
Can you please the list of steps to be followed.
ThanksHi Vinay,
You can use action defintions to send emails to your employee responsible.
for that pls check action profile 'Order_Messages' and within this, action definition
'ORDER_CONFIRMATION'.
Check in there. Partner funtion is assigned to it, in second level customizing and smart form to be mailed in third level customizing.
Prerequisite: emails should be maintained in BP master.
For your requirement you can do following settings:
In second level customizing(i.e. selecting the action definition and double click on the same)
Enter the partner funtion of Emp. responsible. in 'Partner Determination for the Action' Details. and check 'Partner Dependent'.
Secondly, in details for 'Action Determination and Action Merging' in 'Action Merging' details select 'Max. 1 Unprocessed Action for Each Action Definition.
Save the settings.
Schedule the actions using action scheduling.
Best Regards,
Pratik Patel
<b>Reward with Points!</b> -
Hi all,
Me sending service Quotation to customer as email by using action profile. problem facing here is, while sending email, sender name is going sy-uname so i was trying to set some default name in From address of mail body. Actually standard class and method which i used for this process is "CL_DOC_PROCESSING_CRM_ORDER=>CRM_SRVORDER_EXEC_SMART_FORM" . In this method signature is_mail_sender is empty while processing and this parameter is used as importing parameter while calling FM "Function_Name" . Can any one give me some idea how to do this customization.
call function function_name
exporting
archive_index = is_archive_index
archive_index_tab = ct_archive_index_tab
archive_parameters = is_archive_parameters
control_parameters = control_parameters
mail_appl_obj = is_mail_appl_obj
mail_recipient = is_mail_recipient
mail_sender = is_mail_sender
Thanks all,
AnbuHi Anbu,
I believe note 573736 content will help you
Kind regards,
Garcia -
Action Profile - Display SMART FORM in PDF
Hi All,
I have a requirement in action profile, in which when a SMART FORM PRINT action is triggered in CRMD_ORDER, the smart form should be displayed in PDF. Then the user should be able to save or print the pdf form.
Can some body provide some pointers?Hi,
You can achieve this using action profile in your transaction type, just create new action definiation in action profile using Process type Smart Forms Print assign your smart form, define action conditions for this definiation.
You can take look at standard Action Profile for reference ACTIVITY definiation ACTIVITY_PRINT
Regards,
Dipesh. -
Mail Forms through Action Profile
Hi Experts,
In one of the business requirement we need to trigger the Mail froms to users & customers with survery & questions attached to the mail form.
Can we trigger this Mail form using Action Profile? Or Is it only the smart forms that can be triggered using Action Profile?
If mail forms can also be triggered can you please explain what configurations need to be maintained?
Hoping to find a solution here.
Thank you in advance.
Rgds,
Sai Srinivas IvaturiHi Sai
Typically a Mail Form can be triggered from an Action attached to a Business Transaction.
The Action Profile is configured with the Transaction Type standard maintenance via SPRO-IMG.
Action Profiles and Actions are configured under SPRO-IMG for CRM "Basic Functions-Actions".
You will need to create/adjust an Action Profile and an Action within this to meet your needs, then Define Conditions for the Action to be triggered.
Refer to SAP Help for more content on this, you can also refer to the Best Practice guides for SAP CRM as they step by step logic for setting up.
Regards
Arden -
Hi CRM Gurus!!!!! Action Profile
Hi CRM Gurus,
I am trying to send an Email from an Activity by using Action Profile. But unable to send an Email.
please help me in configuration steps.
Points will be Rewarded.
Thanks in Advance.
Thanks,
RonyHi Gurus,
I'm not sure if I'm missing the point here, and apologise if I ma as I'm still relatively new to SAP.
Is this topic referring to CRM > Actions In Transaction?
We currently have an Action configured in SPRO for the ICWC that launches a smartform, sending the contents of the service ticket to one of our partner functions. Unfortunately, the standard Action recording does not record all the details we want, only the status, description of the action and the date/time.
I want to change this so that the sender/recipient is also recorded for the user to see, but I cannot see a way to go about this without copying and recoding the SAP-standard BSP CRM_IC/SrvTAction.htm.
Does anyone have any suggestions? I apologise if this is not linked to the thread - if this is the case please let me know and I will post elsewhere.
Many thanks in advance,
Andrew Griffin. -
Action profile for send email to multiple partners
Hi
i need to send Smartforms mail using action profile to all partners assigned in the partners tab.
Is there some standard way of doing it other than creating partner dependent action profile for each partner?
Thanks
Ittyhi Itty,
based on my knowledge and experience, there is 2 ways for sending a smartforms via mail in action, ie :
1. using smartforms mail
2. using method.
for option 1, only can be send to one target only. therefore usually i used the option 2.
in option 2 basically you create an implementation class from defenition class EXEC_METHODCALL_PPF.
the implementation class basically just a program, so in this implementation class you can get all the partners in the partners tab using function modul CRM_ORDER_READ and get all recipient mail, generate the smartforms and send it as attachment to all mail target.
hopes it helps
cheers -
Follow up task without using the action profile
Hi,
Is it possible to create the follow up task without using the action profile? If so, please let me know how we can do that?
as per the requirements, i have to the custom coding that will automatically create follow-on task triggered by status change on the all the transaction type. Please guide me how can we do that.
Task details (task id, description), I'm reading it from the custom table.
Thanks for your help.
Regards,
VaibhavThanks Naresh for the response.
Not sure if I can use the CRMV_EVENT. Even I'm not aware how to use that. Let me tell what i am doing in the logic.
- implementing the logic in the badi order_save (method - CHECK_BEFORE_SAVE)
- get the header and item details using the FM CRM_ORDER_READ.
- get the status of header / item from the output of CRM_ORDER_READ.
- compare the status with the custom table (having info of hearder type, item type, status, tast id, task description etc)
- if status is different, create the task using the details from the custom table.
now i want to write the logic to implement the last step. Do we have any standard FM where I can pass the task ID and it will create the task? Please help. -
Update Lead Status on save of follow up opportunity using Action
*I am exploring the possibility of updating the status of lead(preceding transaction) as "closed" on saving the follow up opportunity. Can we achieve this functionality using Methods in Action Profile?*
Hi Amit,
You can try calling 'CRM_STATUS_MAINTAIN_OW' Function Module on saving the followup opportunity.
Cheers
Ajay -
How to use Action/Input maps
It seems to me that the move to sharing actions menus, buttons, and other components is a logical one, given that it is desirable to have all references to the action reflect its enabled state.
The question that arises is: which ActionMap object to use as the central store? Do you create your own and pass it on somewhere?
And, if you try to do anything with homegrown InputMaps then the components stop seeing the events. I wish there was a definitive YOU MUST DO IT THIS WAY tutorial.
Why is there no factory API that can create UI components pre-attached to actions and with accelerators or mnemonics already set? Then we would not need to write half the code we do now. My solution:
public class ComponentFactory {
ActionMap myMap;
public ComponentFactory(ActionMap map) {
myMap = map;
public JButton createButton(String actioncommand) {
Action a = myMap.get(actioncommand)
if(a==null)
return null;
return new JButton(a);
public JMenuItem createMenuItem(String actioncommand) {
// etc...
public void setAction(Action a) {
myMap.put(a.getValue(ACTION_COMMAND_KEY),a);
public void setEnabled(String actioncommand, boolean state) {
Action a = myMap.get(actioncommand);
if(a!=null)
a.setEnabled(state);
}Is there any concensus as to the best way to handle ActionMaps/InputMaps?Hugh,
>
The tutorial is a touch short on this subject, whilst
it is good on how to create and use actions with
toolbars and the like, the section on InputMaps and
ActionMaps is far too brief to get the wider picture.
The API docs on the same is about one paragraph's
worth.okay, I just checked the tutorial - it's a bit short on the inputMap/actionMap indeed.
>
You are mixing up two different issues:
a) customize a button with an action
b) bind a keyStroke to an action for an arbitrary
jComponent
a) has nothing to do with b)If b) has nothing to do with a) why have MNEMONIC_KEY
and ACCELERATOR_KEY on the action?Hmm... where do you see a contradiction to my statement? Those keys are part of a) as they are used for customization of the AbstractButtons: the button's mnenmonic/accelerator properties are set to the corresponding values of the action. This propertyChange triggers an update of the keyBinding to the button's "pressed"/"doClick" actions as registered in the actionMap. They are never used (at least not internally by Swing) for b)
Historically the action is older than the inputMap/actionMap: basically it's an ActionListener (which is more or less a command pattern) plus some (view) state. This "plus" was designed right in the beginning of Swing for a) to enable state sharing between different "buttons" but not really integrated until version 1.4. parallel to that the need for a general mechanism of binding between keyStrokes and "commands" became obvious and inputMap/actionMap were introduced in 1.3. The only action state that's needed for this mechanism to work is the enabled property. All values are ignored - so currently they somehow appear to be overloaded in the context of the inputMap/actionMap. Personally I think they are very powerful because of this extra flexibility.
>
There is still not a single diagram; and I maintain
that it is less than useful to beginners who are not
familiar with the terminology used. Well, IMO diagrams are not everything - I still think it much easier to understand than the dnd spec or the focus spec f.i.
>
you are free to use whatever object you want as akey
- write a utility method to use the name, if feellike
doeing so. There is nothing in the framework that
would single out the name as "the" key to use, The keybindings document specifically states:
"New actions can be added to a component equally
easily."
"The conventional key for an action is it's
name." If there is a conventional way then it
should be encouraged with an appropriate API. I get your point. And I definitely agree on following a convention if there is one. Except when the convention is quite immature (to formulate mildly) - and not even followed by Swing internally: most of the default actions registered in the actionMap don't even have a name, the binding is done by string literals ... duplicated in at least two places: the XXLookAndFeel and the ui-delegates.
Greetings
Jeanette -
Use action to send e-mail and attach e-mail to docflow
Hello guys,
I am having troubles achieving the following:
My task is to create an action for a specific transaction type and send out an e-mail (I already finished this part). The e-mail should be available in the transaction history of the transaction.
I created an action profile and an action for leads and used the method call to be able to use BAdI EXEC_METHODCALL_PPF. Based on implementation CRM_COMPL_MAIL I was able to send out my e-mail with a custom mail form.
Now the question is how can I put this e-mail to the doc flow of the business transaction (lead)?
Does somebody have an idea how to achieve that?
Best regards
SaschaHello,
in the meantime I achieved the following:
- Implemented custom method for action
- method is triggered when a new lead is saved
- custom method determines a mail form and creates an e-mail with function modules CRM_ERMS_MAIL_COMPOSE and CRM_ERMS_MAIL_SEND
- create an custom activity with a Z process type for e-mail
- attach the activity to the lead to make it available in the transaction history
Now I am having troubles with putting the content of the created e-mail to the activity. Can somebody help me here? I am trying to achieve that by using BOL programming and putting the content to BTHeaderTextSet and BTTextHAll of the BTOrder that I created for the activity.
Best regards
Sascha -
Issue in creating Lead Follow UP- Action Profile
Hi,
I am creating a Lead From a Lead automatically through Action Profile. The Condition is Based on the Questionaire Qualification level. When the follow up is created the Qualification level values disappered.
We suspet that the lead copies the Qualification Level. Can any one help in Stoping the copy control of the Qualification level field alone.
Is their any Badi for this?
With Regards,
Selvam tHi,
Please check badi CRM_COPY_BADI. It is used to control which fields should be copied.
For qualification level, I think method LEAD_H should help.
Best regards,
Maggie
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