SAP REx 3.2 Predefined list of activities for visit type while creating visit on iPad

Question

Colleagues, our customer wants to have a different predefined list of activities for different visit types while creating a visit on iPad. I have seen such functionality in SAP Demo for REx 3.2 on iPad. Could you tell me what I should do to have such functionality?

Answer 1

Hello Viktor,
There are no REx customisation available to mainatin the set of activities that can be assigned to a visit.
In the REx iPAD & iPhone solution, all the surveys, journals and activities are shown together as activities.
For example in the first screenshot provided by you, for the newly created visit the activities shown plannogram check, trade assets, store sales performance and promotion compliance are the surveys and journals assigned to the CRM transaction type of the REx visit Business Review. We can assign activities which are customised in the SPRO path mentioned by me in the previous post. In the device when we go to the details of the visits and activities then we can see that the surveys and journals assigned to these activities are grouped seperatly.
So if want only specific activities (in iPAD & iPhone surveys and journals are activities) to be available for a visit then we should set the CRM customisation for surveys and journals accordingly.
Regards
Pramod