How to record Campaign reference in Interaction Record?

Hi!
When I execute a campaign for a number of Business Partners / Customers in my Target Group, I would like each of those customers get a reference to that campaign in their interaction log.
How do I set up the system to do that? I'm using CRM 2007.
Best regards,
Christian

Hi Christian,
Did you get any solution? if yes plz let me also know the solution as we are working on the same thing and we are facing problem in updating the interaction object
Thanks in advance,
JM

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Dear Experts,
Our Client requirement is to trigger an SMS immediately after creation of an Interaction Record. I want to define an Action for this.
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But from CRM configuration front there is no specific processing type for SMS. then how system reads telephone number from the BP master.
Kindly help me to resolve the issue, your suggestions will be highly appreciated.
Best regards
Raghu ram

Raghu,
In your case you could copy a "print" action method class and create a z-version. Then modify the print action method so that the smartform output triggers a call to your output type.
Or you could just code a new method that creates a new BCS send request using the CL_BCS document and your output type.
It just depends on how whether you want to use smartforms to build the message or build it in some other method.
Take care,
Stephen

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Hi Gurus,
We use CRM 7.0
I have service order for the follow up transaction of interaction record.
I define many actions for changing status of service order. I do it in actions with a method implemented from EXEC_METHODCALL_PPF. I provide e-mails with this badi. But whn I look to mails, I see that data is attached to mail as a pdf document. I don't want this attachment. I want to see what I am sending directly inside the mail, front page of mail, when user open mail he/she should see data directly, not with opning an attachment. I don't know why an attachment is created...what cause which paramter do it... I want a simple mail and seen directly. How can I do this? Please help me..

Hi.
Please check your SCOT parameters.
Regards

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Hi all,
I'm working with the IC web client.
In the interaction record screen the is a link to actions.
But how to create new actions ? schedule actions ?
Component "ICCMP_BT_INR"
View "InrHeaderViewSet"

Hi Eran,
Gret is absolutely right ..The actions are transaction type specific and can be attached along in the customizing as mentioned above by gret , these can then be tested in the SAP gui first for their scheduled and start conditions and then in the ICWC.
There is no special settings for actions in ICWC if they are there in your transaction they will come in the ICWC.
Hope this helps
Regards
Raj

How to see results for surveys in CIC Interaction record under script prfl?

Dear Experts,
In Interaction Record>Under Script tab> I have filled a survey-> upon entering all answers and saving->System showing a message, that survey has been sucessfully saved.
But I dont know where these surveys are getting stored. and I could not find the created survey or results next time when I opened the same Interaction record.
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Best regards
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Hello,
Have you found solution to this case?
BR
Piotr

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Hi all,
I have a requirement to include interaction record in business context assignment block for a new business role. The spro settings seems to be okay as i compared with existing business role settings.
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Plz help me out in this ..
Thanks,
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Hi Andrei Vishnevsky,
The Runtime Framework Profile is maintained for the business role as you specified above.
I can see in debugging that IR is getting created in GET_INTERACTION_RECORD and being inserted into the collection in the class: CL_ICCMP_CUCOIREC_IMPL method : EH_BP_CONFIRMED. But in business context the IR record is missing in the collection.
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Karthik

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Hi Guys
We have a requirement ,where we need to make the interaction record "not editable " when we set the user status to "Complete" and after "Save" button is pressed.
Please note that we can't make use of status profile settings as we have to enter some information after the status is complete , that means
after user selects status "Complete" he has to select the value from another drop down and then Save.
Standard offers such that once the Complete is chosen in dropdown the whole screen is frozen.
Once he saves it , the document should be locked(read only/non editable)
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Regards
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Hello,
We had a similar requirement.
The best way we found was to implement the enhancement spot in the beginning of method LOCK_ORDERS of class CL_CRM_METHODS_BTIL. Here, you can prevent the user from editing a business transaction. Be aware this method is called for any BT, so you need to adjust your custom development accordingly.
Hope this helps.
Best regards,
Sylvain AGUETTAZ

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Hi
I need the table names for Interaction Record Notes, Description Field, Reason Code & IC Agent. Please assist.

Hi Sunglad,
The header data of the interaction record (incl. description) is saved in table CRMD_ORDERADM_H.
The reason code can be found in table CRMD_SRV_SUBJECT.
The connection between CRMD_ORDERADM_H and the CRMD_SRV_SUBJECT is rather complex:
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get transaction guid from crmd_orderadm_h.
get guid_set from crmd_link where crmd_link-guid_hi = transaction guid and objtype_set = 29.
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select * from crmd_srv_subject where guid_ref is in all guid's found above.
The text can be found in table STXH. I guess you need a function module (READ_TEXT) to
retrieve the text.
Hope this helps.
regards,
Wim Olieman

Interaction record as follow up transaction inside a service order

Hello,
We have a process in ICWebClient where the flow is:
1) confirm an account
2) create an interaction record
3) create a service order with reference to an interaction record
4) Within a service order sometimes using follow up option we will need to create an interaction record.
We are done with 1..3 options and I am unsure about the 4th step .. how can we achieve this?
Any inputs in this regard are rewarded and appreciated.
Thank you,
Vijay

Hi,
Typically navigation between views can be achived by implementing plugs. In yous case as soon as you select Interaction record from drop-down list it should navigate to Interaction Record view.
When you select some value in a drop an event is triggered, within this event you can call the outbound plug within which you need to call navigation link. A navigation link is created in Run time repository which defines the source and destination views. Look at some of the existing examples you will get an idea.
Hope it helps.
-ASB

Follow-Up Dropdown Lists Not Appearing in Interaction Record

Dear SAP experts,
I have setup Interaction Record as the leading transaction in the WebIC. In the Follow-Up area, user should be able to select a list of Transaction Type from the drop down menu eg: Sales Order, Service Request etc. I have configured the following but the dropw down menu is still not showing any items. I can however see the items only in SAP GUI, but NOT in the WebUI.
1) Define Copying Control for transaction type eg: ZSIR (interaction record) --> ZSRV (service request)
2) Defined the Transaction Type
3) Defined Business Transaction Profile for ZSIR (interaction record) with Dependent Business Objects include ZSRV (service request)
Could anyone tell me what i am missing? Do i need to perform the copy control for Item Cat as well?
Please advice.
Thanks

I have not even come to that part yet. What i need now is the list of transaction types to be appeared in the Follow-Up drop down. How does partner determination cause whether the list appeared in the drop down or not. There's something really weird, when i unchecked the Settings for Activities for Business Activity Copy Control, one of the item does appeared in the drop down.

How do I count the number of records returned in the CMIS query

How do I count the number of records returned in the query CMIS?
SELECT COUNT(*) FROM ora:t:IDC:GlobalProfile WHERE ora:p:xRegionDefinition = \'RD_PROJETOS_EXCLUSIVOS\''}
Euler Homero

Hi Euler,
interestingly enough, the reference guide for CMIS ( http://wiki.alfresco.com/wiki/CMIS_Query_Language ) that I found does not mention the COUNT function at all. On the other hand it states that: "The SELECT clause identifies which virtual columns to return in the result set. It can be either a comma-separated list of one or more queryNames of properties that are defined by queryable object types or * for all virtual columns."
There are, however, some other posts like e.g. http://alfrescoshare.wordpress.com/2010/01/20/count-the-total-number-of-documents-in-alfresco-using-sql/ which state that they could make it working.
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Hello experts,
We are currently getting error message: "Document is being distributed - changes are not possible" when saving an Interaction Record in Web IC (We use CRM 6 - 2007).
We've noticed that saving an interaction record triggers an outbound BDoc of type "BUS_TRANS_MSG". In order to prevent this BDoc to be generated, we deactivated the processing for the One-Order BDoc with transaction SMW3_0. However, this had the side effect that quotations were not replicated from CRM to ECC so we can't really use this approach.
Has anyone faced this issue before? Do you know how to fix it?
Thanks.

Hi
The initital status of Interaction record must ensure that transaction is not relevant for distribution. This ensures that CRM doesnot try to send the transaction to ERP through middleware.
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Here, select your status profile and click on the intiial status, scroll down and go to 'to be distributed' and select the radio button 'Forbidden'
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Many Thanks
Ravindra

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Hi All,
When I click the END button to wrap a call, an empty
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Thanks,
Bin

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Hello Forum,
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If so how did you acheive this.
I have done the following
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Thanks
Amar

Glen,
I tried to create customized catalog with Category "F" which is Activity -Reason and the system did not allow me.
So i used A1 (SAP delivered) which has category "F" and used it to assign Code Group Profile and Code Groups.
I created Subject Profile with Subject Category "F" and assigned the Code Group Profile.
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Amar

How to record Campaign reference in Interaction Record?

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