Pre-Populating the header data in the survey attached to an activity in CRM

Hello Gurus,
I have a question regarding Pre-Populating the header data in the survey attached to an activity in CRM Mobile 4.0. That in can we define a Functional module for a PBO (Process Before Output) for a survey u201CZ_SVY_Templateu201D in CRM 4.0.
So that when a Sales rep opens the Survey in CRM Mobile 4.0 the Organizationu2019s Header data should automatically be displayed in the u201CZ_SVY_Templateu201D, so that he just needs to fill out only the remaining additional blank fields in the survey.
<< Moderator message - Please do not offer points >>
Thanks,
Siddhu
Edited by: Rob Burbank on Oct 8, 2010 2:16 PM

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Rob

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About pre-populationg the data in the survey Attached to an activity in CRM

Hello Gurus,
I have a question regarding Pre-Populating the header data in the survey attached to an activity in CRM Mobile 4.0. That in can we define a Functional module for a PBO (Process Before Output) for a survey u201CZ_SVY_Templateu201D in CRM 4.0.
So that when a Sales rep opens the Survey in CRM Mobile 4.0 the Organizationu2019s Header data should automatically be displayed in the u201CZ_SVY_Templateu201D, so that he just needs to fill out only the remaining additional blank fields in the survey.
<< Moderator message - Please do not offer points >>
Thanks,
Siddhu
Edited by: Rob Burbank on Oct 8, 2010 2:15 PM

Moderator message - Welcome to SCN
Please read [Rules of Engagement|https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement], How to post code in SCN, and some things NOT to do... and [Asking Good Questions in the Forums to get Good Answers|/people/rob.burbank/blog/2010/05/12/asking-good-questions-in-the-forums-to-get-good-answers] before posting again.

Find the URL of the survey attached in an activity

Hi experts,
I have one campaign, when we run the campaign it creates the activities to which survey is attached as a questionaire.
Our scenario:
when ever a user logs in to the EP. He sees the survey as a hyperlink.
Our requirement:
how to get the url of the survey attached

Hi,
survey is attached in an activity as a questionaire.

Pre-Populating the JSP file

IM following Validtaion.xml for my field level validations
The problem is...i have a comboBox...and that combo box shoudl get prepopulated on the load ..
When i click a link..for example : from the menu...the call will actually fire the actionTag that is coupled with the struts-config file and will fire a action class.
Now once the execute method is called...i have to populate that combo from the same class which will set the attribute in teh request.
So for the first time...my combo box is getting populated using that atttribute values...but when i click on any button , the populated values are getting lost due to the validation.xml gets activated, and the request attributes are lost ...
Since i have a Validtaion frame work...as when i click the submit button ,the control invokes the validation frame work and looses all the pre populated values..
Is thr any one to guide me why this is happening and how to come out of thios pain full situvation.
Any luck..pls mail me to [email protected]
Thanks in ADVANCE
Ganesh

Have you declared the backing beans where the values of the combo box are stored at session scope ?

Pre populating the database field when a user logs into web forms

Hi,
When my users log into the web forms application I want the database name field to be pre populated, how do I do this, I presume it can be defined in the config files ?
Thanks in anticipation.
SDG.

Hi,
I think u are refering to the username, password, database field (connect string)
here. If this is the case then you can use LOGON(username, password||'@'||connectstring) procedure and hardcode the connect string.
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Rajesh Alex

Pre populate the Primary contact field on Activity when created from an opp

Is there a way to auto populate the Primary contact field when a task is created from an opportunity with a primary contact? Can it be done thru a custom weblink? I think Bob B. may have had some weblink documentation?

There are a couple of options to solve this issue. One option would be to use a post-default to set the value. This option would allow you the ability to use logic to determine whether it is populated or not. The other option would be to use a custom weblink that populates the value, but I don't know that you would be able to use logic in the weblink option. I have docs on these options, so you can contact me via email and I send you what I have.
Good luck,
Thom

Can someone reply this - pre-populating (bulk load) the OID - URGENT

gurus,
i'm using following -
Database --> Oracle 9i
Portal --> Oracle Portal 9iAS Release 2
there are about 10,000 portal users. i would like to pre-populate the OID from the existing employee repository (employee repository is a custom Oracle database).
question - is there a white paper that gives u all the api's required to do so. i've to accomplish the following tasks -
1. create users
2. give them privileges
3. assign them to groups
4. assign a default groups to users
i need to achieve above as part of pre-populating the OID.
ideas anyone ....?
thanx a bunch.

Hero,
I just went through an exercise were I did a bulk load of users and did exectly the four steps you're asking for. I also applied the users to desinated groups.
I'm on a HP-UX but solution can apply to any O/S.
How do I get this to you?

Pre-populate the OID

gurus,
i'm using following -
Database --> Oracle 9i
Portal --> Oracle Portal 9iAS Release 2
there are about 10,000 portal users. i would like to pre-populate the OID from the existing employee repository (employee repository is a custom Oracle database).
question - is there a white paper that gives u all the api's required to do so. i've to accomplish the following tasks -
1. create users
2. give them privileges
3. assign them to groups
4. assign a default groups to users
i need to achieve above as part of pre-populating the OID.
ideas anyone ....?
thanx a bunch.

Hero,
You want to ...
1. create users
2. give them privileges
3. assign them to groups
4. assign a default groups to users
You will need to do this in the following sequence of steps...
1. Populate the user entries in OID, and assign the default group
2. Create the groups in OID and assign the users to them
3. Assign the appropriate portal privileges to the groups
For step 1 and 2, I'll have to refer you to the OID Administrator's Guide for Release 9.0.2.
This document contains a lot of good information, but in particular, you'll want to review Appendix I ...
"Migrating User Data from Application-Specific Repositories". This addresses the LDIF migration tool
and describes the schema elements needed for the IAS user accounts.
For step 3, the easiest way would be to assign the privileges to the groups through the user interface. Once the groups are defined
in OID, you can select them via the Portal UI to assign the portal privileges to them.
The proper place to locate portal instance-specific groups is under the portal instance group base, which is
cn=portal_groups, cn=groups, <subscriber_base>. The following white paper
may be helpful to understand the organization of the directory information tree.

SURVEY SUITE - prepopulating the survey field

Hi All,
I am new to SAP CRM and i was trying to create a survey using SURVEY SUITE with some of the fields pre-polulated based on the business partner id. i want to know how it can be done.
any help would be highly appreciated.

Hi,
for pre populating the fields on the survey you can write the code in the PBO function module of the survey which gets called before the survey is displayed.
Open the survey in the survey suite.
Press CTRL + F12 which will open the survey attributes.
it will show two standard function modules.
copy the standard PBO fm to Z one and make the required changes.
hope this will solve your problem.

How to get the Survey result with a External Provider

Hi all
We have an scenario where we create a Survey and it's executed for a third party, and then they send to us the results for example in a excel sheet.
Some know how we can upload the survey results per each client into CRM,
Best Regards.

Go for ELM processing.....create mapping and ELM the file in the system....In the BADI enhancement for processing steps, define the logic for processing the response through an activity....
Create Activity
Attach the questionaire to the Activity...
ELM the file that you received
Process the file filling up answers on the activity questionaire...
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Nikhil

How to create values for a survey on creating an Activity

Hi,
How can i obtain the template for answers of a survey so that i can fill in my question/answer combination and attach it to a new activity?
I have been able to find the MF 'SURVEY_TEMPLATES_GET' which returns me an internal table of 'values template' which actually is an XML string. The XML however doesn't contain all the possible answers / questions.
My idea was to get the template XML, clean the values and fill in my own and finally add the survey answers to an activity using FM 'CRM_ORDER_MAINTAIN'.
Does anyone have an idea on how i can proceed?
P.S: The solution is to be implemented on CRM 4.0
Thanks in advance.
Regards,
Indradeo
Edited by: Indradeo Digumber on Sep 29, 2011 3:57 PM

Hi Marisa,
Thanks for the tip. I'v actually been able to find a solution. Luckily SAP has got some classes that does the xml answer manipulation. Here is the algo :
1. Create an instance of the class cl_crm_svy_runtime to obtain the survey template:
CREATE OBJECT go_svy_runtime
   EXPORTING
     i_application_id = 'CRM_SURVEY_ACTIVITY'
     i_survey_id      = 'MULTI-APPEL'
     i_survey_version = '0000000001'
     i_language       = 'F'
     i_media_type     = svydb_mtype_screen
     i_valueguid      = space
   EXCEPTIONS
     survey_not_found = 1
     values_not_found = 2
     survey_outdated = 3
     OTHERS           = 4
2. Get the survey template (xml):
CALL METHOD go_svy_runtime->get_xml
IMPORTING
    e_survey_xml     = xml_content .
3. Create an instance of the class cl_crm_svy_values (to be able to manipulate the values):
CREATE OBJECT go_svy_values
EXPORTING
    i_internal_values_xml   = xml_content
EXCEPTIONS
    error_in_generation     = 1
    error_in_parsing        = 2
    error_in_transformation = 3
    OTHERS                  = 4.
4. Set your survey values (question, answer, values):
CALL METHOD go_svy_values->values_set
EXPORTING
    i_question_id = 'q1'
    i_answer_id   = 'a1'
    it_values     = lt_values.
5. Convert the values back to xml:
CLEAR xml_content. " Important!
CALL METHOD go_svy_values->update_values_xml
IMPORTING
    e_public_values_xml     = xml_content
EXCEPTIONS
    error_in_generation     = 1
    OTHERS                  = 2
6. Convert the xml to hexadecimal:
CALL FUNCTION 'CRM_SVY_DB_CONVERT_STRING2HEX'
EXPORTING
    s = xml_content
IMPORTING
    x = ls_survey-valuexml.
7. Build the survey structure and call the crm_order_maintain FM:
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
EXPORTING
    it_survey         = lt_survey
CHANGING
    ct_input_fields   = lt_input_fields
EXCEPTIONS
    error_occurred    = 1
    document_locked   = 2
    no_change_allowed = 3
    no_authority      = 4
    OTHERS            = 5.
And this should enable you to add add the values dynamically to your activity. Sorry for not providing more detailed information, i'm currently completing the development. Feel free to contact me if you have questions about the solution i have found.
Regards,
Indradeo Digumber

Pre-populating Server's Current Date in the form- How to??

The simplest way of doing this is writing one-line formcalc script.
This is not fair when the user changes his local system date/time.
I need to know how to pre-populate the server date in the form?
One way of doing this is writing a web service.
Any other simple solution to do this??
Thanks,
Nith

If you are using LiveCycle Forms (7.x, ES, or ES2), with .pdf rendering on the server or the client, you can execute the script server side. Otherwise you have no other option but to access an external resource (REST, Web Service, JSP/servlet, etcetera) for the time, if you need to accurately capture form open time on the desktop.
Steve

Populate DDL from the pre-populated field

Hello,
I previously have from done by enter the value in the userID to populate the DDL, then user can select one of the values from the DDL to populate the others fields. Now the userID field is a pre-populated field and they want to populate the DDL from that userID field (without entering any value) to populate the other fields.
Can any one please advise on how to get it done.
Thank You in advance,
Han Dao

Hi Steve,
The data is coming from web service that created in Workbench ES for all the fields including the DDL.
Thanks,
Han

How to display the header data on different position in alv report

hi all,
how to display the header data on different position in alv report.
for example ,
customer                                                   name
xxxx                                                         xxxx
                 vendor        name     street
                  xxxx         xxxx      xxxxx
pls   help me .

hi
as per my understanding you need to trnasfer header internal table data to pdf..
please check the following links for internal table to pdf..
Convertion of Internal table data to PDF
This link is related to ur issue
Re: how to insert the calling of the FM: OTF to PDF
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Hi Guys,
I have installed IDES ECC 5.0 successfully without any errors. But I don't see the data in tables like PA0001 etc. Can some body give me the steps for populating the tables with test data. I was able to sign on using DDIC in client 000.
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Pre-Populating the header data in the survey attached to an activity in CRM

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