How to create activity template for email campaign in CRM 5.0

Hi,
I tried attaching only a simple activity transaction type (Z005) to communication type email in SPRO > CRM > Marketing > Marketing Planning and Campaign Management > Campaign Execution > Define communication medium.
After doing this, I was expecting that when I execute my campaign for channel email, emails will be sent to the customers and activity transactions of type Z005 will be created for each outbound email.
Activity transactions are created, but I think I would like to maintain more details (description, responsible org etc.), which should be possible using activity template.
I am struggling with creating activity template. I created a normal transaction of type Z005 and tried to maintain it as a template (which was obviously wrong), and the system gave me a message that I need to attach a template transaction of template type D.
How do I create an activity template of type D?
Any help would be appreciated.
Regards,
Kaushal

Hi Kushal,
As your are in CRM 5.0 you can create Activity template from SAP GUI. Just execute CRMD_ORDER and select your Activity type (ZOO5) and in Menu click on Extras->Template->Create just enter required details such as (description, responsible org etc.) save the template it will create Activity template number. While creating Email Campaign just enter activity template number.
Execute Email Campaign it should create Activity with required details.
Regards,
Dipesh.

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Question close. This issue has been resolved.

Creating Activity object for a Service Request object...

<b>[This thread was migrated from the On Demand Developer Forum in the old Siebel Community] </b>
drangineni
New Contributor
Ho do we use Activity object of a Service Request object. I am trying to
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Re: Creating Activity object for a Service Request object...
BigSlick
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drangineni
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Hi, I am using C# .
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Re: Creating Activity object for a Service Request object...
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drangineni, assuming you know the service requestid or externalId of the
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Re: Creating Activity object for a Service Request object...
drangineni
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thrown and the Activity gets added, but a new Service Request object is
created, but the Activity gets added to an existing Service Request
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ServiceRequest[0].ListOfActivity[ActivityLength].Description =
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12-09-2006 09:53 AM
Re: Creating Activity object for a Service Request object...
drangineni
New Contributor
Thank you BigSlick.
The following error is thrown when I use the
ServiceRequestInsertOrUpdate(objInput)
"No user key can be used for the Integration Component instance 'Service <br/>
Request_Action'.(SBL-EAI-04397)"
When I use the prxySrvcRequest.ServiceRequestInsert(objInput), no error is
thrown and the Activity gets added, but a new Service Request object is
created, but the Activity gets added to an existing Service Request
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int ActivityLength = 0;
WSOD_ServiceRequest.ServiceRequest1[] ServiceRequest = new
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ServiceRequest[0] = new WSOD_ServiceRequest.ServiceRequest1();
ServiceRequest[0].ServiceRequestId = this.Request.QueryString["id"];
ServiceRequest[0].ListOfActivity = new
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ServiceRequest[0].ListOfActivity[0] = new WSOD_ServiceRequest.Activity();
ServiceRequest[0].ListOfActivity[ActivityLength].Description =
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ServiceRequest[0].ListOfActivity[ActivityLength].Display = "Task";
ServiceRequest[0].ListOfActivity[ActivityLength].Subject = "My Subject";
WSOD_ServiceRequest.ServiceRequest prxySrvcRequest = new
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WSOD_ServiceRequest.ServiceRequestWS_ServiceRequestInsertOrUpdate_Input
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objOutput = new
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Session objSession;
objSession = (Session) Application["Session"];
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try
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catch(Exception e)
12-10-2006 08:49 AM
Re: Creating Activity object for a Service Request object...
BigSlick
Valued Contributor
Ah yes, I forgot you also need to specify a unquie Id for the activity.
It's kinda strange.
Try adding this:
ServiceRequest[0].ListOfActivity[ActivityLength].ActivityId = "DummyId";
//OD will overwrite this with a real Id
Or if you have a unquie ID for your Activities you can use:
ServiceRequest[0].ListOfActivity[ActivityLength].ExternalSystemId = <Your
Unique Value>;
Hope that helps,
BS
12-11-2006 10:52 AM
Re: Creating Activity object for a Service Request object...
surgientweb
New Contributor
Hi all,
I have a similar problem, but mine is returning a message that field
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obvious that Display is a required field, but my WSDL did not include a
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I tried adding a field called Display to the WSDL and the proxy class, but
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On top of that Display is not shown in the list of fields for Activity
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Re: Creating Activity object for a Service Request object...
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Figured it out.. the field "Display" is also known as "Activity"........
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//input.ListOfActivity[0].DueDate =
DateTime.Now.AddDays(7).ToShortDateString();
input.ListOfActivity[0].Owner = this.defaultLeadOwner;
input.ListOfActivity[0].Type = "Call";
input.ListOfActivity[0].ActivityId = "DummyId";
input.ListOfActivity[0].ExternalSystemId = "web";
//input.ListOfActivity[0].Display = "Task"; //doesn't work
input.ListOfActivity[0].Activity = "Task"; //does work.
01-06-2007 05:17 PM
Re: Creating Activity object for a Service Request object...
raskawa
First Time Contributor
Hi,
This is surgientweb (under my own login now..)
Anyway, I wanted to add that I figured out that there are two ways to add
a Activity to a Lead. Via the Lead object (by getting a ListOfActivities)
OR by creating a Activity directly and just adding your "LeadID" to it (or
you can also add a "ContactID" to relate the activity to a Contact.)
Feel free to email me for a code example (raskawa....at....gmail)
-David
01-09-2007 02:58 PM

Hi Stephane,
You can definitely read the categories using Tables in CRM. The logic is a bit complicated though.
Use the following steps to retrieve Categories using Std. CRM Tables:
1. Pass transaction GUID in field GUID of table CRMV_REPORT_SUBJ and get KATALOGART, CODEGRUPPE and CODE field values in lv_catalog, lv_codegrp and lv_code.
2. Now you need to concatenate these 3 fields values carefully like this:
CONCATENATE lv_catelog lv_codegrp ' ' lv_code into lv_category1.
Remember there are 4 spaces between lv_codegrp and lv_code.
3. Now pass this lv_category1 in field OBJEXT in table CRMC_ERMS_CAT_OK and get OBJGUID in field lv_objguid.
4. Pass this lv_objguid in field OBJ_GUID and LNK_TYPE = 'IS_CODE' in table CRMC_ERMS_CAT_LN and get value of CAT_GUID in lv_cat_guid.
5. Pass this lv_cat_guid in field CAT_GUID in table CRMC_ERMS_CAT_CA and get value of CAT_ID in field lv_cat_text.
Remember this lv_cat_text is the text value of your last level of category of transaction.
6. To get its upper cateogry level value, simply use table CRMC_ERMS_CAT_HI and get parent guid value and pass this as CAT_GUID again in table CRMC_ERMS_CAT_CA to get its text.
Alternatively, you can also use class method cl_crm_ml_category_util=>get_parse_all to get all levels of categories.
Hope this helps.
Thanks
Vishal

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