How to attach files to a business partner in CRM

Hi experts,
The aim is to develop a program with the same functionality as the way CRM  attaches files to business partners (via a browser).
For example, I want to attach an excel file ( or whatever ) to a given Account ID via a program, so when refreshing the browser it appears there.
What steps do I have to do to achieve this?
I read that I should use the class CL_CRM_DOCUMENTS and the method CREATE_WITH_FILE, but I don't know how to link the document with the Account ID (BP)

Going ahead in the development of the program I have found a new problem to face.
When seeing the details of a business partner, if I execute the program to attach new files and afterwards go back and get in again in the BP details to see the new attached files, these files aren't refreshed in the DocList.
To see them i have to log out and log in again. In that case i can see the new attached files.
I have seen the method CRM uses to do this. The name of the  method  triggered when pushing on the button is OP_ADDDOC2DOCLIST( ).
Do I have to use this method to refresh the DocList so i can see the attached files without having to log out?
Thank you again.

Similar Messages

  • How to attach files in the new BT Yahoo system

    Can anyone tell me how to attach files to an email in the new system, please? I have a particular reason which is too complicated to go into here why occasionally I want to send files using web-mail rather than an email client (yes, I do know that's the best way). When I click the "attach" tab, I get an (apparently) helpful page which enables me to add several files at once. But there's no "continue" or "do it" button to get me back to the email I've started, and since ther's no tabs in the new system, I'm stumped.
    Solved!
    Go to Solution.

    Have you seen this thread? Not an elegant solution, but it appears to work for some bizarre reason.
    https://community.bt.com/t5/Email/Email-won-t-accept-attachments-error-18-temporary-It-isn-t/td-p/14...

  • How to attach files in the SMTP mail?

    Hi All
    Anyone know how to how to attach files into the mail configured
    with SMTP while changing the workstatus. The SMTP mail is working
    fine, but my requirement is to attach a file which is having static information
    like instructions for users or something like that.
    Please help me on this..
    My Version of BPC is MS 7.X
    Regards,
    Baijuchandran.B

    Have you seen this thread? Not an elegant solution, but it appears to work for some bizarre reason.
    https://community.bt.com/t5/Email/Email-won-t-accept-attachments-error-18-temporary-It-isn-t/td-p/14...

  • How to attach files from "Office" to E Mail

    Hi,
    I am using a Nokia Lumia 720. and I have an outlook account, which I use with regularity.
    I have faced a problem which is still not resolved - how to attach files in the mail.
    1. You open Outlook Mail or any mailbox that you are using and then you click on the "attach file" icon and you are taken directly to Albums. But the word, excel files which you want to use are stored in "Office". There is no way you can attach a file from "Office"  after you have typed your mail.
    2. So I used to go to "Office" first, select the file, share it in Outlook or any mail I am using, and then type out my mail. But in this way I could send only one attachment.
    I believe that there is a way to address this issue and I would like to know how?
    Shall be obliged for your suggestion/solutions.
    Regards
    Biplab Paul

    hi mate, in the upcoming Lumia Black update, the Microsoft part of the update (GDR3) has enhanced support for attaching Office format files. the Lumia black update is expected to start rolling out in early 2014.

  • How to attach files to the thread we post in this forum?

    How to attach files to the thread we post in this forum?
    I’m wondering why there is no feature that allows attaching files from our hard drives! It is not practical to upload our file first in a certain web to provide it as a link in the post.
    Is there a way to attach our files directly from our hard drive to the post?
    Please, have a look on the screenshot below that shows a forum which includes all the very basic features!
    Thank you for the help
    Best
    Jamal

    Pierre,
    Just a guess on my part, but I would suspect non-image files in this case.
    As Ted points out, that WAS possible early on, and then the capbility to attach non-image files, was actually retained by a certain few forums, though not for long. This change was coincidental with a major spam attack, and at least one disgruntled user attempting to attach some rather nasty "stuff." I do ot know if those events prompted the change, as I was not part of the decision making group, that initiated the change.
    Though 95% of the files that I wish to attach, ARE image files, there are times, where a TXT file would be ideal, say for a crash log, or similar. Now, I can convert that TXT to a PNG, but then one has to work with pixel x pixel dimensions, and some files, like those crash logs, can be rather long.
    Personally, I find the loss of the Attach File (was via a button at the bottom-left of the editing screen) to be a sad comment on the actions of some, on these forums, but then that just reflects life outside of the forums.
    Hunt
    PS - I am glad that you found that little article useful Especially in the PS, PrPro, PrE and Encore forums, screen-caps can tell so very much about what is going on with a person's program, system or their Projects/Images.

  • How to attach file with an email in travel and expenses

    Hi Experts,
    I am new to sap cloud application studio.
    We have requirement that need to attach any type of files in the mail,
    I have gone through this : How to send an email with attachments in SAP Cloud Application Studio
    But compilation error at import AP.FO.ACTIVITY.GLOBAL., so not able to work with that lines of code.
    I am using these lines of code to send email.
    EMailUtilities.SendEMail(lang, bcc, cc, toAddress, htmlContent, from name, subject);
    So am not able to getting how to attach file with this code.
    Please help me regarding this.
    Thanks & Regards,
    Preethi Ande

    Hi Preethi,
         I am trying to send mail from custom BO in Travel on Demand System.I am getting  compilation error.please look into the attached screenshot for the code.
    Please assist me on this,                                Thanks in advance
    regards,
    Sendhilazhagan

  • New user created. How to create Central Person and Business partner

    Hi,
    I got a new users created in SRM 5.0 .how to create Central person and business partner.
    Without CP & BP we cannot work. please guide.
    Regards
    G.Ganesh Kumar

    HI GANESH
    As you aware , assign the user to organisation structure via users_gen , the system will create a BP and Central Person , Position and user for you.
    br
    muthu

  • How to attach file with PR and PO?

    Hi all
    How to attach file (Drawings ,execl,etc..) with PR and PO
    Please help on this
    Thanks
    Regards
    Dhinesh

    Hi
    Thanks
    But If i select  system > service for object in change mode i am getting error "No
    service availale" like that ,how to sort it out and attach the file
    And more ever that icon (service for object) is not coming in change mode ,i selected
    by menu path .How to make it display as icon in bar
    Regards,
    Dhina

  • To Get the list of sales orders for a Business partner in CRM.

    Hi all
    Is there any Function module or BAPI to get the Sales orders for a Business partner in CRM. I know there is a BAPI to get the list of sales orders for a customer in ECC, but I donu2019t know how to get the list of sales orders for a Business Partner in CRM.
    Can anybody tell me if there is an inbuilt function module or BAPI available?
    If not how can I pick the sales orders of a business partner in CRM? Between which tables should I apply a join and write SELECT statement to get list of sales orders for a business partner in CRM.

    Hi Jessica,
    Try CRM function module CRM_BUPA_READ_ORDER_OBJECTS.
    You'll get a table with the documents associated to that partner, where you can work on.
    Kind regards.

  • Transfer deltas on Business Partner from CRM to MDM

    Hi all!!
    I have to send the deltas on Business Partner from CRM to MDM. I know this is done with Change Pointers and the extractors.
    I have the FM CRM_BUPA_EXTRACT to extract the data but I don´t know how do it.
    Can someone guide me on this, please??? Is urgent.
    I will be very thankful with your help.
    Thanks in advance and regards,
    Manuel

    Hi Ahmed,
    Check out the Delta Load settings on the CRM side.
    Take input from the functional consultants around you.
    <b>Reward points if it helps.</b>
    Regards,
    Amit Mishra

  • I have a query relating to creation of Business Partner in CRM

    Hi Group,
    I have a requirement that, I need to created a Business Partner in CRM by using a BAPI. I don't have an idea of which BAPI to be used for doing this.
    So please kindly provide me the details of the BAPI to fulfil this requirement.
    I need your valuable suggestions on this issue.
    thanks in advance.
    Regards,
    Vishnu.

    Vishnu,
    You can use 'BAPI_BUPA_CREATE_FROM_DATA' to create BP's in CRM .
    Look under CRM General&Framework forum,search for this BAPI you get tons of threads with examples.
    Thanks,
    Thirumala.

  • Create or Update Business Partner in CRM  ?

    Dear Folks  ,
    Scenario is to Create or update Business partner in CRM from  thirdparty system  via PI
    It would be great if you could  clarify the following
    Hope we have BAPI to create and Update Business partner in CRM system but my question is
    1. Can we use any predelivered PI content - Message Interfaces - as proxies ( Server proxies ) to create BP from system ?
    2. Same interface will work for Update as well ? 
             IF so what is that content ?  where to find for our PI System ?
    3. Can we use the same way for Client proxies as well  when we want to update the business partner ?
    4. What are the inbound and outbound Message Interfaces are available ?
    Any help will be highly appreciated
    Thanks.,
    Shiva

    Hi Ravi ,
    I think that i am not described my question properly    , Say i have CRM system where i have to create BP for this input comes from external system (forget about the system ) , Here i want to use Proxy (Server proxy ) which helps me create Business partner in CRM system .
    Here my question is If sap delivers the  Inbound interface ( where server proxy already generated by SAP) , which i will use to create BP ?
    Can we do in this way ?
    Thanks
    Shiva

  • How to Attach files in background .

    HI all ,
    How can I attach files in background in CRM .
    Thanks ,
    Naval Bhatt .

    DATA: ls_bor type sibflporb,
          lv_bor TYPE SWO_OBJTYP,
          lv_loio TYPE skwf_io,
          lv_phio TYPE skwf_io,
          lv_error TYPE skwf_error.
    DATA: wa_result_tab TYPE string,
          result_tab TYPE STANDARD TABLE OF string,
          lin TYPE i,
          long_nombre TYPE i,
          long_total TYPE i,
          desplazamiento TYPE i,
          filename_aux TYPE skwf_descr.
    CALL FUNCTION 'CRM_ORDERADM_H_READ_OW'
      EXPORTING
        iv_orderadm_h_guid               = guid
      IMPORTING
        EV_OBJECT_TYPE                   = lv_bor
      EXCEPTIONS
       ADMIN_HEADER_NOT_FOUND           = 1
       OTHERS                           = 2
    IF sy-subrc <> 0.
    MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
             WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
    ENDIF.
    MOVE:lv_bor TO ls_bor-typeid,
    'BO' TO ls_bor-catid,
    guid TO ls_bor-instid.
    CALL METHOD cl_crm_documents=>create_with_file
    EXPORTING
    file_name = filename  
    directory = path     
    business_object = ls_bor
    IMPORTING
    loio = lv_loio
    phio = lv_phio
    error = lv_error.
    CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'
    EXPORTING
    wait = 'X'.
    more details here ..
    http://scn.sap.com/community/crm/webclient-ui-framework/blog/2013/09/30/attachment-to-business-partner-or-product-in-crm

  • How to create Business Partner in CRM 2007

    Hi gurus!! how are you? I´m a rooky to sap crm and I would like your help and guidance to know how can I create a Business Partners and Roles.
    Whatever detailed help or documentation you may give me will be rewarded =)
    Thanks a lot in advanced!!!
    Lorena.

    Hello!
    In the WebUI there are different Business Partner Types (Person, Organization, Group).
    From user perspective you can differentiate between:
    - Corporate Account (Organization)
    - Individual Account (Person)
    - Group Account (Group)
    - Employee (Person)
    - Contact Person (Relationship) (Person)
    All these Business Partner have an own Overview-Page. Usually you can create the Business Partner starting from the related Search-Result-List (by default the new-button is not available for Employees as a Sales Rep usually doesnu2019t create new Employees u2026).
    You can assign Business Partner Roles to these Business Partners (there is an own Assignment-Block within every Overview-Page of a Business Partner). Some roles will also get assigned automatically, if you create this Business Partner.
    However it is possible to assign multiple roles to the Business Partner. Itu2019s also possible to have different Views of one Business Partner. E. g. an Individual Account can also be a Contact Person for another Account. But here it is not the Role determining the View it is the Contact Person Relationship doing this.
    The Role itself also has an impact on the UI of the Business Partner as dependent on the Roles some Assignment-Blocks are displayed or not.
    I hope this was not confusing u2026
    Best regards
    Arno

  • How to attach files in a Oracle BPM Studio process?

    Hi,
    I'm trying to design a process with some screenflows for entering information and I'm creating presentations for each screen. The thing is that I don't know if it's possible to have an attaching file option in the presentations or if I have to do it handcoding.
    Thanks everyone.

    You can use methods listed inside Fuego.IO, but they don't work if you run your process in a client, I mean not the server.
    You can use JSP or methods developed in java in order to upload your files and Fuego.IO methods to access them after you upload them.
    Another thing you should consider is that if you upload files using Fuego library, there's a size limit for files.
    Take a look on How to Use FileChooser on for Client files
    Hope this help.
    Pablo

Maybe you are looking for

  • Windows 8 Release Preview on Mac Mini mid 2011

    I was wondering if its possible to install Windows 8 Release Preview on a Mac Mini mid 2011 via Bootcamp (Mainly for gaming purposes)

  • Connect macbook to tv - not working

    Hi, I have a macbook pro (2011) and bought the latest apple tv.  I cant see the airplay icon - it appears on my i-tunes, but not on the screen. Please can anyone help?

  • Has the "reset data and documents" disappeared

    Has the "reset data and documents" disappeared from the advanced settings on icloud.com after signing in?

  • Mozilla does not load Social Media Icons

    Hello to all, i attached the screenshot from a website which does not display the icons. I hope you can help me to fix the problem. *With a WordPress backend it is problematic to click the rubrics right.

  • Installation not working from server

    I used the CCpackager to prepare the install on Windows. I have the design tools suite (acrobat PS, Ill Indesign + some stuff) I have to make 2 directories, one for acrobat, and one for the rest. Well I didn't have to, the packager did ! And I have t