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 Ivaturi

Hi 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

Similar Messages

  • How to Configure ReturnAuthorizationNotification Form in Action Profile(CRM

    Hi All,
    I am trying to assign Return Authorization Notification (ZForm) in the CRM Transaction through Action Profile. It is asking for "Object Type Name", "Context Class" 'Processing Class" and "Processing Method" parameters. Can any one explain these parameters?
    Any steps by step process for assigning Return Authorization Notification Form  in CRM through Action Profile in SPRO .
    Thanks for answering this question.
    Regards,
    Dinesh

    Hi Dinesh,
    For sending Notification (ZForm) in the CRM Transaction through Action Profile follow below steps, i dont know for which transaction u want to create action (i.e. Lead, Activity, Sales Order)
    1) In Action Profile for Lead
        Category of Object Type : Business Object Repository
        Object Type Name : BUS2000108 (this is for Lead)
        Date Profile : u r Date profle of transaction
        Used Common Profile : Blank
        Context Class : CL_DOC_CONTEXT_CRM_ORDER
    2) Action Definition (Action Setting)
       Processing Time : Processing when saving document
       Processing Times Not Permitted : No Restrictions
       Sort Order For Display : 1
       Schedule Automatically : X
       Delete After Processing :
       Changeable in Dialog : X
       Executable in Dialog : X
       Display in Toolbox :   X
      Partner Function : (Assign u r Partner function for which u want to send Notification mail)
      Determination Technology : Determination Using Conditions that Can Be T
      Rule Type : Workflow Conditions
      Action Merging : Max. 1 Action for Each Action Definition
    3) Processing Types
        Process Type : Smart Forms Mail
        Mail Settings : Form Name : Assign u r Zsmart form
        Processing Class: CL_DOC_PROCESSING_CRM_ORDER
        Processing Method : CRM_ORDER_EXEC_SMART_FORM
        Archive Mode : 1 Mail only
    4) In Action Condition set Start and schedule condition for u r action definition
    Regards,
    DD's

  • Smartform Mail Sending via Action profile

    Hi,
    we have a big problem, because our sended emails going into customers spam filter. We hava SAP CRM 5.0 and we send the emails via action profile.
    For that we use the standard for sending smartforms via action profile. Follwing problems are occured:
    1) email recipient is fill only in the cc field, not in the to field of an email
    2) the subjet ist the sam as the dcument name
    3) the emial is sended without text only whith attachment
    So my question are:
    how can i customize that the email is wirtten in the to field and how i can change the subject of this mail.
    Is ist possible to add a text to the email? Maybe not, but than we could add a disclaimer in the mail hub - so my firts questions are more importent for me.
    Thank you for your help
    Stefan

    Hi,
    To manipulate the subject Refer   Note 895550 - Name of Smart Form used as e-mail subject 
    Im not sure why the email recipient is in CC instead of To. Please check your Action settings. How are you determining the recipient? if it's by partner function, it should automatically be filled in To field.
    Smartforms can be sent either as Text or pdf attachment. This is controlled globally in SMTP settings in SCOT. I believe you can choose attachment option and also add some text by manipulating the Action class.
    HOpe this helps.
    Shaik

  • Link Adobe Form to Action Profile

    Hi,
    I need to link and action profile in CRM to a custom adobe pdf form.
    But it appears that I can not fill in the action profile a method class with an adobe form.
    Are there any solutions?
    Points rewarded for any help.
    Yann

    The only solution I found is to cheat a bit with SAP.
    I set up a smartform name, a specific class with a method.
    Within that method, I manually change the form name to use my Adobe form.
    Hope this might help. Works well for me.
    Yann

  • Sending Adobe form in perzonalized mail forms

    Hi
    I created a personalized mail form and I want to send the Adobe PDF form of the contract to the customer along with the personalized mail forms.
    I know how to send  a personalized mail form, but not sure how do we attach the generate the PDF and attach it to mail form through actions.
    Regards,
    Deepthi.

    Hi Bhargavi,
    In your action method first get the  FM name for your Adobe form using
    fp_function_module_name.
    Then you need to call Adobe form FM.Importing lv_formoutput.
    Then you need to call bcs interface. sample logic
    lcl_send_request - cl_bcs=>create_persistent( ).
    lv_pdfsize = zstrlen(  lv_formoutput-pdf ).
    lt_pdfcontent = cl_document_bcs=>xstring_to_solix( ip_xstring = lv_formoutput-pdf ).
    append the mail body to lt_text.
    append  mail subject to ls_subject.
    then
    lcl_document = cl_document_bcs=>create_document( i_type = 'RAW'
                                                                                            i_text = lt_text
                                                                                             i_length = '25'
                                                                                             i_subject = ls_subject ).
    atach pdf to mail using
    call method lcl_document->add_attachment
         exporting
         i_attachment_type = 'PDF'
         i_attachment_subject = ls_mail_sub
         i_attachment_size = lv_pdf_size
         i_att_content_hex = lt_pdf_content.
    lcl_send_request->set_documnt( lcl_document ).
    lcl_receipient = cl_cam_address_bcs=>create_internet_address( i_address_string = email id ).
    lcl_send_request->add_recipient( i_recipient = lcl_recipient ).
    lcl_sender = cl_cam_address_bcs=>create_internet_address( i_address_string = sender email id ).
    lcl_send_request->set_sender( i_sender = lcl_sender ).
    lv_sent_to_all = lcl_send_request->send( i_with_error_screen = 'x' ).
    commit work.
    Regards,
    Tejaswini P.

  • To create varaibles in Mail Forms for Order Confirmation

    Hi All,
    I am having an requirement to send an email for order confirmation with some customer dependent data and some product data to be sent along in the mail, This has to be done through action.
    I want to use mail forms for this but in this I am not able to create variables in the mail form through which i can pass th value to the variables in the mail form.
    Please suggest what to do for variable creation in mail form.........
    Is there any standard oder confirmation template available as it is available for campaign??????
    Thanks and Reagrds
    Mayank

    Hi Mayank,
    I am not sure but u can try below standard smartforms :
    CRM_SERVICE_CONF_EXT
    CRM_ORDER_SERVICE
    Regards,
    Dipesh.

  • 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 t

    Hi,
    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

  • For creation of follow up transactions automatically through Actions do we require copy control?

    Hi All,
    I have to create folow up transactions automatically when quotation gets approved. My question is when we create a follow up transaction automatically through Action Profile is it required to have copy control settings or not?
    Thanks,
    Rao

    the idea of using copy control would be to copy the data as needed from the base transaction so that your follow up transaction data is consistent. You need to check your requirement and find attributes that needs to be copied over before you determine this.
    I hope this helps.
    Thanks,
    Aparna

  • HI FRIENDS; THIS IS REGARDING FORMATTING PERSONALIZED MAIL FORM

    HI GURUS ,
    PLZ LET ME KNOW HOW TO FORMAT A PERSONALIZED MAIL FORM TO SUITE MY PAGE SETTINGS,
    WILL DEFINITELY AWARD REWARD POINTS FOR THE HELPFUL ANSWERS,
    THANKS ,
    JAI

    Hi,
    Personalized mail form can be modified either in the "Design" area or "Source" area of the mail form. There are several options available to modify the mail form through various icons there. One of an important personalized option that is used is e.g. in a mail we need to personalization like Dear X (where X is taken from the BP record) you can personalize by pulling up attributes from Attributes window in the left hand side.
    You can also do modifications in the "Source" area of the mail form but in that case you need to be comfortable in HTML programming. Also, you have to ensure that you are using correct version of HTML as SAP is using.
    Regards,
    Deepak

  • 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.

  • Link action profile generated mails to Business context of service ticket

    Hi,
    how to link action profile generated mails to business context of service ticket.
    The business context links emails sent manually from the e-mail function on the navigation bar, but automated emails that are sent using email actions (post processing frame work u2013 actions and action profiles), donu2019t get linked to the service ticket.
    Thanks in advance
    Madhav.

    Alternatively, if we could send all file attachments that would be a start, but ideally we'd like to send all the contents of the Business context as separate attachments.
    Thanks!
    Andrew G.

  • Dispute Case Action Profile

    Hi can some body guide me through the key settings which we have to do in Dispute Management - Action Profile Configuration.
    Also what needs to be maintained by ABAP other than smart forms. I have done settings as per standard configuration guide
    by copying standard profile but it is not working.
    please explain the entire process if possible. points will be awarded for sure.

    Hi,
    Is your correspondence send by mail? Check your maintenance of you processing details. There is two checks:
    1. In your action profile check per action definition if your processing types have been maintained. E.g. set to external communication and check default - all correct details have to be filled in with the tab document
    2. Check the configuration of your conditions. Per action definition the processing details need to be correct. Check what communication method is set up in there. If mail try setting it to 'Internet mail'.
    Hope that helps.
    Regards,
    Richard

  • Mail title in Actions

    Hi All,
    When I send a mail through Actions in my activity "After Sales" the mail received by my customer the subject is the name of the smartform "ZAGREEMENT". But I need the smartform desc to be the subject of the mails.
    I have checked some notes but am unable to proceed.
    In Action Profiles I have maintained :
    Processing Type of Action       External Communication
    Form Name                                ZAGREEMENT
    Form Type                                 Smart Forms
    Format                                       CRM_ACTIVITY_EXEC_SF
    Personalization Type                 Recipient-Specific Variable Replacement
    I have created a class ZCRM_ACTIVITY_EXEC_SF to update Tdtitle in *s_output_options but the effect is NIL.
    Can you tell me how to change the title by creating Z class and also can we do it by method of some customizing.
    Regards,
    Anuradha

    Hi Naresh,
        I have similar problem as you answered... Here my doubt was How do you populate &VBKD-BSTKD& / &VBAK-VBELN&
    fields... if it is system fields (like date time and user) its picking up... But values &VBKD-BSTKD& / &VBAK-VBELN& are not getting populated....
    I gone through the help but its saying as below..
    Use
        When faxing or printing, you can use parameters in the title, which are
        then evaluated when the document is sent.  As a result, the sent
        documents can be identified more easily, for example, if you have
        specified the document number as a parameter.
        If you send faxes via SAPconnect, the title appears in your outbox.  If
        you print the message, the title appears in the spool list.
    Dependencies
        Parameters have to be evaluated by a special program with form routine
        (Exception: System fields, such as SY-UNAME or SY-DATE). You specify the
        <b>program and form routine in the correponding fields in the tab page
        General data.</b>
    Could you please help me on this....
    Rayudu

  • Displaying Adobe Form through CRM WEB UI

    Hi Experts,
    Currently I am working on CRM Technical which is very new to me. I've got a requirement to display the Adobe form through CRM WEB UI. The requirement is like this.
    In a screen of WEB UI there is a option of OUTPUT preview. When i select the specific billing document and when i click on OUTPUT Preview tab it should display the Adobe Form which was developed in SAP GUI using txn SFP. I have done some R&D on it and i found that an ACTION Profile need to be created for this kind of requirements. But in my research i found only Smartforms can be displayed using the ACTION point.. Could anyone help me out how to display the Adobe Form using the Action......
    Regards,
    Aarthi.
    Moderator message: please have a look in the dedicated forum for "Adobe Interactive Forms".
    Edited by: Thomas Zloch on Jan 11, 2011 1:51 PM

    Hi Robert,
    I came across this post after implementing the same solution.  It works fine for me in SAPgui, i.e. it creates an entry in the spool which I can priview or print, but when I use the webUI it just opens a new window with a white background and the message 'Error in smartform'.
    Nitin, did you manage to come up with any solution?  Or did this work for you?
    Regards,
    Simon

  • How do i change the path of data ajax false from returning to homepage, when using a PHP mail form in jquery mobile?

    I have a put a php mail form in the quote page of my mobile site. However when i send the form it returns to the route page rather than the quote page, i have used the data ajax false action as i dont want to send via ajax. i have left the thanks page blank as i want it to remain on the same page showing sent or declined message.  Can someone help please? 
    <?php
    // OPTIONS - PLEASE CONFIGURE THESE BEFORE USE!
    $yourEmail = "[email protected]"; // the email address you wish to receive these mails through
    $yourWebsite = "www.firstcalltransport.co.uk"; // the name of your website
    $thanksPage = ''; // URL to 'thanks for sending mail' page; leave empty to keep message on the same page
    $maxPoints = 4; // max points a person can hit before it refuses to submit - recommend 4
    $requiredFields = "name,email,collection,delivery,comments"; // names of the fields you'd like to be required as a minimum, separate each field with a comma
    // DO NOT EDIT BELOW HERE
    $error_msg = array();
    $result = null;
    $requiredFields = explode(",", $requiredFields);
    function clean($data) {
      $data = trim(stripslashes(strip_tags($data)));
      return $data;
    function isBot() {
      $bots = array("Indy", "Blaiz", "Java", "libwww-perl", "Python", "OutfoxBot", "User-Agent", "PycURL", "AlphaServer", "T8Abot", "Syntryx", "WinHttp", "WebBandit", "nicebot", "Teoma", "alexa", "froogle", "inktomi", "looksmart", "URL_Spider_SQL", "Firefly", "NationalDirectory", "Ask Jeeves", "TECNOSEEK", "InfoSeek", "WebFindBot", "girafabot", "crawler", "www.galaxy.com", "Googlebot", "Scooter", "Slurp", "appie", "FAST", "WebBug", "Spade", "ZyBorg", "rabaz");
      foreach ($bots as $bot)
      if (stripos($_SERVER['HTTP_USER_AGENT'], $bot) !== false)
      return true;
      if (empty($_SERVER['HTTP_USER_AGENT']) || $_SERVER['HTTP_USER_AGENT'] == " ")
      return true;
      return false;
    if ($_SERVER['REQUEST_METHOD'] == "POST") {
      if (isBot() !== false)
      $error_msg[] = "No bots please! UA reported as: ".$_SERVER['HTTP_USER_AGENT'];
      // lets check a few things - not enough to trigger an error on their own, but worth assigning a spam score..
      // score quickly adds up therefore allowing genuine users with 'accidental' score through but cutting out real spam
      $points = (int)0;
      foreach ($badwords as $word)
      if (
      strpos(strtolower($_POST['comments']), $word) !== false ||
      strpos(strtolower($_POST['name']), $word) !== false
      $points += 2;
      if (strpos($_POST['comments'], "http://") !== false || strpos($_POST['comments'], "www.") !== false)
      $points += 2;
      if (isset($_POST['nojs']))
      $points += 1;
      if (preg_match("/(<.*>)/i", $_POST['comments']))
      $points += 2;
      if (strlen($_POST['name']) < 3)
      $points += 1;
      if (strlen($_POST['comments']) < 15 || strlen($_POST['comments'] > 1500))
      $points += 2;
      if (preg_match("/[bcdfghjklmnpqrstvwxyz]{7,}/i", $_POST['comments']))
      $points += 1;
      // end score assignments
      foreach($requiredFields as $field) {
      trim($_POST[$field]);
      if (!isset($_POST[$field]) || empty($_POST[$field]) && array_pop($error_msg) != "Please fill in all the required fields and submit again.\r\n")
      $error_msg[] = "Please fill in all the required fields and submit again.";
      if (!empty($_POST['name']) && !preg_match("/^[a-zA-Z-'\s]*$/", stripslashes($_POST['name'])))
      $error_msg[] = "The name field must not contain special characters.\r\n";
      if (!empty($_POST['email']) && !preg_match('/^([a-z0-9])(([-a-z0-9._])*([a-z0-9]))*\@([a-z0-9])(([a-z0-9-])*([a-z0-9]))+ ' . '(\.([a-z0-9])([-a-z0-9_-])?([a-z0-9])+)+$/i', strtolower($_POST['email'])))
      $error_msg[] = "That is not a valid e-mail address.\r\n";
      if (!empty($_POST['url']) && !preg_match('/^(http|https):\/\/(([A-Z0-9][A-Z0-9_-]*)(\.[A-Z0-9][A-Z0-9_-]*)+)(:(\d+))?\ /?/i', $_POST['url']))
      $error_msg[] = "Invalid website url.\r\n";
      if ($error_msg == NULL && $points <= $maxPoints) {
      $subject = "Automatic Form Email";
      $message = "You received this e-mail message through your website: \n\n";
      foreach ($_POST as $key => $val) {
      if (is_array($val)) {
      foreach ($val as $subval) {
      $message .= ucwords($key) . ": " . clean($subval) . "\r\n";
      } else {
      $message .= ucwords($key) . ": " . clean($val) . "\r\n";
      $message .= "\r\n";
      $message .= 'IP: '.$_SERVER['REMOTE_ADDR']."\r\n";
      $message .= 'Browser: '.$_SERVER['HTTP_USER_AGENT']."\r\n";
      $message .= 'Points: '.$points;
      if (strstr($_SERVER['SERVER_SOFTWARE'], "Win")) {
      $headers   = "From: $yourEmail\r\n";
      } else {
      $headers   = "From: $yourWebsite <$yourEmail>\r\n";
      $headers  .= "Reply-To: {$_POST['email']}\r\n";
      if (mail($yourEmail,$subject,$message,$headers)) {
      if (!empty($thanksPage)) {
      header("Location: $thanksPage");
      exit;
      } else {
      $result = 'Your mail was successfully sent.';
      $disable = true;
      } else {
      $error_msg[] = 'Your mail could not be sent this time. ['.$points.']';
      } else {
      if (empty($error_msg))
      $error_msg[] = 'Your mail looks too much like spam, and could not be sent this time. ['.$points.']';
    function get_data($var) {
      if (isset($_POST[$var]))
      echo htmlspecialchars($_POST[$var]);
    ?>
    <!DOCTYPE HTML>
    <html>
    <head>
    <meta charset="utf-8">
    <title>Untitled Document</title>
    <link href="CSS/stylesheetnew.css" rel="stylesheet" type="text/css">
    <link href="../jquery-mobile/jquery.mobile-1.0a3.min.css" rel="stylesheet" type="text/css">
    <script src="../jquery-mobile/jquery-1.5.min.js" type="text/javascript"></script>
    <script src="../jquery-mobile/jquery.mobile-1.0a3.min.js" type="text/javascript"></script>
    <style type="text/css">
      p.error, p.success {
      font-weight: bold;
      padding: 10px;
      border: 1px solid;
      p.error {
      background: #ffc0c0;
      color: #F00;
      p.success {
      background: #b3ff69;
      color: #4fa000;
    </style>
    </head>
    <body>
    <div data-role="page" id="home">
      <div data-role="header" data-position="fixed">
       <h1>FIRSTCALL TRANSPORT</h1>
    </div>
        <div data-role="navbar" data-position="fixed">
                                    <ul>
                                      <li><a href="#about">About</a></li>
                                      <li><a href="#services">Services</a></li>
                                      <li><a href="#contact">Contact</a></li>
                                      <li><a href="#quote">Quote</a></li>
                                    </ul>
      </div>
      <div data-role="content"> </div>
         <div data-role="footer" data-position="fixed" > </div>
    </div>
    </div>
    <div data-role="page" id="quote">
      <div data-role="header" data-position="fixed">
        <h1>GET A QUOTE</h1>
      </div>
      <div data-role="content">
       <?php
    if (!empty($error_msg)) {
      echo '<p class="error">ERROR: '. implode("<br />", $error_msg) . "</p>";
    if ($result != NULL) {
      echo '<p class="success">'. $result . "</p>";
    ?>
    <form action="<?php echo basename(__FILE__); ?>" method="post" data-ajax="false"  >
    <noscript>
      <p><input type="hidden" name="nojs" id="nojs" /></p>
    </noscript>
    <p>
      <label for="name">Name: *</label>
      <input type="text" name="name" id="name" value="<?php get_data("name"); ?>" /><br />
      <label for="email">E-mail: *</label>
      <input type="text" name="email" id="email" value="<?php get_data("email"); ?>" /><br />
            <label for="company">Company:</label>
      <input type="text" name="company" id="company" value="<?php get_data("company"); ?>" /><br />
      <label for="collection">Collection: *</label>
      <input type="text" name="collection" id="collection" value="<?php get_data("collection"); ?>" /><br />
        <label for="delivery">Delivery: *</label>
      <input type="text" name="delivery" id="delivery" value="<?php get_data("delivery"); ?>" /><br />
      <label for="comments">Message: *</label>
      <textarea name="comments" id="comments" rows="5" cols="20"><?php get_data("comments"); ?></textarea><br />
      <input type="submit" name="submit" id="submit" value="Send" <?php if (isset($disable) && $disable === true) echo ' disabled="disabled"'; ?> />
    </p>
    </form>  </div>
         <div data-role="footer" >  </div>
      </div>
      </div>           
    </body>
    </html>

    My wife has left me for four weeks, favouring to be with our son who lives 4,000 km away. I now have to cook for myself and the steaks taste horrible. What am I doing wrong?
    If you do not know what I have (not) done to make the steak taste horrible, my question is as hard to answer as your question above.
    Please give us more info like giving us the code that sends the page to the homepage rather than to the previous page.

Maybe you are looking for

  • Why should we create data type

    Hi all, I have a basic question! why do we create data type and then wrap it as message type? why dont we directly create a message type and use that ? please give the answers. Thanks in Advance.

  • How to process files sequentially in PI using bpm

    Hi Folks, I am really looking for one requirement like, Sender file adapter has to pick multiple files by file name based with some time gap? Can we?normally i am getting 40 files in the source directory with some time gap like 1hr and 2 hours.but my

  • Have a question about WSGEN

    hi,all i am a beginner, now step by step doing a test based on your article. in building process,BUILD FAILED,say "could not create task of type:wsgen.Common solutions are to use taskdef to declare your task,or, if this is an optional task, to put th

  • Photoshop CC: Selecting single paths without isolating

    Hello If I have two vector shapes on top of one another, when I drag over both to select a few nodes from the top one, it selects both (this is now a 'feature'). I don't want this. I know if I want to select only the top one now that I have to isolat

  • Need Solve anthorize more than 5 computers

    Please Solve My Problem .. i need your fix .. <Edited By Host>