Interaction history search - Business activity - default

Dear Experts,
      In Intearction history search we need to show the Business activities to be defaulted when the screen is launched. How could we acheive this?
Thanks & REgards,
Kanthimath

Hi Kanthimath,
Did you manage to find an answer? I have an similar requirement in my project.
Thanks,
Angel

Similar Messages

  • How to enhance Interaction History Search in CRM 2007?

    Hi experts,
    Is there any BADI available to enhance the existing Interaction History Search in IC Agent Profile?
    Thanks and Regards,
    Rohit

    Dear Rohit,
    Using the below steps you can quickly find out the BADIs related to any transaction.
    1) Put a breakpoint in the FM SXV_GET_CLIF_BY_NAME
    2) Run your transaction(e.g. Interaction History Search). It will stop at the breakpoint you have in the above FM.
    3) Chekc the value of the Fm parameter name. This will contain the BADI names.
    Alternatively you can get the BADI names the following way
    1)Go to the method GET_INSTANCE of the class CL_EXITHANDLER and put a break point there.
    2) Run your transaction(e.g. Interaction History Search). It will stop at the breakpoint you have in the above method.
    3) Chekc the value of the filed  exit_name. This will contain the BADI names.
    Hope this helps.
    Regards
    Anupam
    Edited by: Anupam Koley on Aug 11, 2008 11:55 AM
    Edited by: Anupam Koley on Aug 11, 2008 11:57 AM

  • Add custom fields to Interaction History Search.

    Hi,
    My requirement is to add two new attributes to the interaction history search screen.
    1) Process Type
    2) Creatyed By
    I have added these two fields to the Search Query Structure through Append Structure.
    Now problem is to do the backend logic.Means two restrict the records based on these values.
    Are there any BADI's available for this?
    Please advice.
    Version : CRM 2007.
    Thanks,
    Adi.

    Hi,
    Go through the following blog may be useful to you
    /people/stephen.johannes/blog/2008/01/25/crm-40-to-52-customerh-fields
    Regards,
    Deepak

  • Interaction history search problems

    Hi Gurus,
    Good day,
    I am having problem when i save a service ticket its getting saved 3 times 2 times as business activity with blank description and one time as customised transaction, and when i search in interaction history its not showing anything but the record exsists in the table.
    Regds
    Jitender

    Please check below thread if it helps:
    http://scn.sap.com/thread/3351726
    Thanks
    Kumar

  • Interaction History. Pass Business Activity ID into ZComponent

    Hello,
    I have a requirement to pass Activity ID into custom ZView. The main component for interaction history is ICCMP_BT_ACT. I've done binding to custom controller before but this one doesn't have it.
    I've adden new button to the screen to invoke ZView. So the question is how do I pass the selected activity Id now?

    Here is what I've done so far:
    1. In the main component ICCMP_BT_ACT I've redefined method WD_USAGE_INITIALIZE of component controller class and added following lines:
      CASE IV_USAGE->USAGE_NAME.
        WHEN 'ZComponent'.                                  "#EC NOTEXT
          TRY.
              CALL METHOD IV_USAGE->BIND_CONTEXT_NODE
                EXPORTING
                  IV_CONTROLLER_TYPE  = CL_BSP_WD_CONTROLLER=>CO_TYPE_COMPONENT
                  IV_NAME             = 'ICCMP_BT_ACT/BSPWDComponent'
                  IV_TARGET_NODE_NAME = 'BTAdminH'
                  IV_NODE_2_BIND      = 'BTAdminH'.
            CATCH CX_ROOT.
          ENDTRY.
    ENDCASE.
    2. In my ZComponent I've added context node BTAdminH, attribute GUID
    3. When reading data from context node LR_CURRENT is not bond  
    LR_CURRENT ?= TYPED_CONTEXT->BTADMINH->COLLECTION_WRAPPER->GET_CURRENT( ).
       IF LR_CURRENT IS BOUND.
         LV_GUID_STRING   = LR_CURRENT->GET_PROPERTY_AS_STRING( IV_ATTR_NAME  'GUID' ).   
      ENDIF.
    Am I missing some steps???

  • How customizing "Customer Interaction Search - Interaction History

    Hi,
    I want to customizing the search for "Interaction History". I'm using standard Navigation Bar Entre named "INTERACTION_HISTORY".This entry call link "InteractionHistoryView".
    In Interaction History you can filter by "Show". This field has CRM Lead, Business Activity, CRM Order,Sales, Services Process and task. I want to remove CRM Order and CRM lead.
    Any idea?
    Regards,
    Lyda

    Hello Lyda,
    In version 4.0 and version 5.0, I didn't found any customization for that.
    This because if you check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see this values hard-coded.
    So, for achieve this, we did some development to filter the entries in this view (copy the view, replace it in runtime profile, replace the controller class...)
    Kind regards.
    Bruno

  • Add Custom field of a Z Table in Search structure of Interaction History

    Hi,
    I am trying to add a field in the IC Interaction History. I have enhanced the BOL structure for BTQuery10 and displayed the field in the Web UI. I have implemented the  BADI CRM_RF_SEARCH_EEW, Added entry to CRMC_REPDY for the field.
    But when i enter any value in the Field it is not executing the BADI.  I tried with the Break Point but it has not executed the BADI.
    Please help how to add a Custom field of a Z Table in the Search structure of Interaction History.
    Regards,
    Rajender

    Hi Rajendra,
    You can try this approach.
    You can redefine the genil CL_CRM_BTIL->get_query_dynamic_result method (oneorder) and write the logic only for required object else all the one order objects will be affected.
    Inside the genil modify the search parameters to include additional object id's which corresponds to custom search parameter.
    Check the below logic which is used for activity search based on custom field, in your case modify it with the interaction history object details. Logic is to fetch all the one order object guids based on custom search( via select on custom table) and pass it as input parameter in search.
    DATA :   it_selection_parameters1   LIKE         it_selection_parameters,
                    ls_selection_parameters    LIKE LINE OF it_selection_parameters,
                    ls_selection_param         LIKE LINE OF it_selection_parameters1,
                    lv_attr                    TYPE name_komp.
      DATA:   lt_orderadm_h       TYPE          crmt_orderadm_h_wrkt,
                   it_act_guids        TYPE          crmt_object_guid_tab,
                   lt_requested_obj    TYPE          crmt_object_name_tab,
                   srch_str            TYPE          c                 LENGTH 40,
                  gv_activity_h       TYPE          crmt_object_name  VALUE 'ACTIVITY_H',
                  ls_orderadm_h       LIKE LINE OF  lt_orderadm_h.
    it_selection_parameters1[] = it_selection_parameters[].
      IF iv_query_name EQ 'BTQuery1O'.
        LOOP AT it_selection_parameters INTO ls_selection_parameters.
          CASE ls_selection_parameters-attr_name.
             REPLACE ALL OCCURRENCES OF '*' IN srch_str WITH '%'.
              srch_str = ls_selection_parameters-low .
              IF srch_str CA '%'.
                SELECT ref_guid
                     FROM "Ztable"
                     INTO TABLE it_act_guids
                     WHERE order_typeg LIKE srch_str .
              ELSE.
                SELECT ref_guid
                    FROM  "Ztable"
                    INTO TABLE it_act_guids
                    WHERE order_typeg = srch_str.
              ENDIF.
              INSERT  gv_activity_h  INTO TABLE lt_requested_obj.
              CALL FUNCTION 'CRM_ORDER_READ'
                EXPORTING
                  it_header_guid       = it_act_guids
                  it_requested_objects = lt_requested_obj
                IMPORTING
                  et_orderadm_h        = lt_orderadm_h
                EXCEPTIONS
                  document_not_found   = 1
                  error_occurred       = 2
                  document_locked      = 3
                  no_change_authority  = 4
                  no_display_authority = 5
                  no_change_allowed    = 6
                  OTHERS               = 7.
              IF sy-subrc NE 0.
              ENDIF.
              IF lt_orderadm_h IS NOT INITIAL.
                LOOP AT lt_orderadm_h  INTO ls_orderadm_h.
                  ls_selection_param-attr_name = 'OBJECT_ID'.
                  ls_selection_param-sign   = 'I'.
                  ls_selection_param-option = 'EQ'.
                  ls_selection_param-low    = ls_orderadm_h-object_id.
                  ls_selection_param-high   = ''.
                  IF sy-tabix = 1.
                    DELETE it_selection_parameters1 WHERE attr_name = 'Zttarname'.
                  ENDIF.
                  APPEND ls_selection_param TO it_selection_parameters1.
                  CLEAR:  ls_orderadm_h.
                ENDLOOP.
              ELSE.
                RETURN.
              ENDIF.
      ENDCASE.
        ENDLOOP.
      ENDIF.
      CALL METHOD super->if_genil_appl_intlay~get_dynamic_query_result
        EXPORTING
          iv_query_name           = iv_query_name
          is_query_parameters     = is_query_parameters
          it_selection_parameters = it_selection_parameters1
          iv_root_list            = iv_root_list.
    Hope this helps.
    Cheers,
    Sumit Mittal

  • Business Activity - Interaction Record

    Hi Gurus,
    We have created one acitivity type ZACT transaction type for business activity. When we create this activity in GUI/WEBUI using BP_Poweruser Business Role in WEB UI we could able to see the questionnaire attached to the business activity.
    But when we use the IC_Agent Business Role in WEBUI, this is being taken as interaction record, but the activity is not having questionarie attached to the activity.
    What is the process of getting the questionnarie attached to Business Activity,in the interaction record.
    Thanks in advance.
    Regards
    Vinod

    Dear Vinod,
    We are using CRM 5.0 and creating questionnaires. Steps of Configuration
    Defined Questionnaire
    Defined Sections
    Defined Questions
    Defined Answers
    Saved the Questionnaire
    Activated the Questionnaire
    Defined the Determination for Questionnaire
    Defined Qualification Levels for the questionnaire.
    Visit the following link :
    Re: Custom Questionnaire - Leads
    it might be helpful to you.
    Regards,
    Ankush

  • How to default "Reason" in a Business Activity transaction

    Hi experts,
    When I create a Business Activity, I am able to default Priority and Goal. When it comes to 'Reason' I am unable to default because there is no direct assignment in Trans type in Customizing header. We can assign only the Subject Profile for the Reason but not the reason code.
    Can anybody give some idea to default the reason code in the Activity document. It's an urgent req. Pl reply ASAP.
    Ranjan

    In customizing in the crm server there is no way of doing it without programming.
    But if you program, you should rather do it with the post processing framework (actions) than with the events: just create an event which is executed automatically (an always-true schedule condition and also an always-true start condition). This is calling then a self-written method which sets the reason via an CRM_ORDER_MAINTAIN. The reason code itself then can be passed as a container parameter.
    The benefit of this approach is that the predefinition can be enabled or disabled via customizing per transaction type.
    Kai

  • Interaction history under Account Management not showing all quotes

    We just noticed that when you look at a customer's account in the PCUI and look at the interaction history tab, not all quotes for this specific account show up.
    Has anyone experienced this before and if so, what is the issue??
    Thanks.

    I also noticed that this occurs in the CRM GUI as well. If you search for all business transactions for a specific soldto and the amount is greater than 100, it only returns the first 100. I assume this is what the PCUI does by default.
    Is there a way to return all the transactions?

  • Interaction History in Account assignment block

    HI,
       We are creating the Activity for the accounts and it is visible in the planned activity of my accounts screen. when the document is closed it disappears. i am not able to find any documents in the interaction history assignment block in account. do i need to do any config to make the documents visible.
    with regards,
    selvam t

    Hi Selvam,
    I assume that you are using CRM 7.0 Ehp1 or above.(If not please update your question with your CRM Version)
    As suggested by Jothivenkatesh, you can check your configurable data retrieval parameter in the view BP_BPBT/AccountInterHistOV.
    Adding to that check the following SAP Notes 1836225,1798771 and makes sure your business function 'CRM_INF_1' is active.
    Consider this SAP note 1913254,if you had implemented any authority check BADI's in CRM.

  • Total record display in resultlist (interaction history)

    Hi all,
    May I know how can I add the total search data so that it can display in the interaction history page to show the total record found?
    In most cases, like in Activity, it will show the total record found in resultlist. But not in interaction history page.
    Can anyone advise?
    Thanks

    I am using version 5.2 so I am not really sure if it is exactly the same in 6.0 (aka 2007). Try searching the IMG. Or wait for someone else to reply to this tread
    /Anders

  • How to add ECC Sales Orders to Interaction History?

    I have configured the Interaction History Profiles through IMG --> CRM --> IC WebClient --> Master Data --> Define Interaction History Profiles. In the profile, I added transaction type TA along with other custom transaction types. The new profile was assigned to the functional profile on the business role. However, I am unable to see any sales order history in the interaction history (but am able to see the other custom transaction types).
    I made similar configuration changes to the account fact sheet. Here I followed instructions from this blog: http://sites.google.com/site/rupeshpatil/tweets/addsalesordertoaccountfactsheet . I used transaction type TA for the search display. The account fact sheet is able to retrieve the ECC sales orders without any problems.
    I am also having the same issue with agent inbox search for sales orders, but this is not as critical.
    The ERP Sales Order Profiles have also been set up to use the ECC client with document types OR and TA, and have been assigned to the functional profile on the business role. IMG --> CRM --> IC WebClient --> Business Transaction --> ERP Sales Order --> Define Profiles for Sales Order

    Hi Jerry
    Check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see these values hard-coded.
    Allowed Business object types:
        gc_object_type-businessactivity TO me->gt_object_type,   " BUS2000126
        gc_object_type-service          TO me->gt_object_type,   " BUS2000116
        gc_object_type-lead             TO me->gt_object_type,   " BUS2000108
        gc_object_type-sales            TO me->gt_object_type,   " BUS2000115
        gc_object_type-complaint        TO me->gt_object_type,   " BUS2000120
        gc_object_type-task             TO me->gt_object_type,   " BUS2000125
      New from CRM 7.0
        gc_object_type-opportunity      TO me->gt_object_type,   " BUS2000111
        gc_object_type-incident         TO me->gt_object_type,   " BUS2000223
        gc_object_type-problem          TO me->gt_object_type,   " BUS2000224
        gc_object_type-contract_sales   TO me->gt_object_type,   " BUS2000121
        gc_object_type-contract_service TO me->gt_object_type.   " BUS2000112
    Rupesh

  • "Business Activty template' in place of "Business activity " under "create"

    Hi Gurus,
    the matter is, In CRM7.0 we have copied standard "sales pro" role and customized it according to our requirement. same way we also created 'z'  Business activity from standard "0000"  and did all other customization as well like maintain category, assign category, reasons,goal everything necessary.
    Now when you login to CRM7.0 WEBUI , from Activity work centre, we click our 'z' business activity under "create".
    a popup window opens up and give stwo oprtions:
    1.interaction log
    2.Task
    (it is correct till here)
    now when i choose "interaction log" with an intention to see 'z' Business activity transaction, but to my surprise i see " 'z'business template which i never configured.
    but same transaction i open by going to "Search" option , then dragging "new" icon, my 'z' business activity opens up..
    can somebody help me understand why is it happening and how can i resolve this....
    where as in standard "salespro" role , if log-in everything is perfect no issues there.
    then where did i went wrong or missed.
    Please help it is critical...
    Thanks,
    G.one

    actually in CRM webui:
    there are two logical links:
    a)Activity (it represents Templates for Activity & task in GUI)
    b)Interaction logs (it represents Activity transaction types only).
    That's all we needed to know.
    Thanks,
    G.One

  • Business Activity in SAP CRM 7.0 WebUI

    Hello SAP Experts,
    In SAP CRM 7.0, under maintain activities, I have assigned categories to class interaction log, appointments and tasks.
    The same categories have been assigned to some business activities. For example Category Sales Call (001) is assigned to Interaction Log. The sales call is in turn assigned to Transaction Type- Business Activity.
    When I log on to web ui, I am able to see this business activity under Interaction Log and create the transaction.
    In the same way, when I assign category u2013CX4 (Telephone Call) to class Phone Call to a Transaction Type-Sales Call (0001-business activity), I am not able to see the same in web ui.
    The same holds good when categories are assigned to Class Miscellaneous, Letter, Meeting, E-mail etc, are in turn assigned to transaction types are visible in web ui.
    Kindly clarify, whether all the business activities fall under APPOINTMENT, INTERACTION LOG, TASK, E-MAIL AND VISIT PLAN in WEB UI.
    The other category class, apart from the above mentioned, where can they be used?
    If yes, how do I do the customizing which would enable me to see all in WEB UI?
    Thanks in advance
    Regards,
    Srinivasan.R

    Hi Raghavendran,
    I am facing the same problem. Other than Appointments,Tasks,Email and Interaction record I cannot create any other Activities.
    I defined a new Transaction type assigned the category Misc but cannot create the Activity on WEBUI. As Raja suggested I have also assigned the Channel as WEBUI and ICWEBCLIENT but still does not work. Is there any Role specific customization that needs to be performed?
    Please let me know if your issue is resolved and how you resolved it.
    Any help will be greatly appreciated.
    Thanks,
    Pooja

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