Strat Condition for Actions in CRM

Hi,
we have a requirement to create the follow up document (complaint) in CRM for the Return orders created in ECC system and not for the return orders created in CRM system. We have configured an action for the same and the follow up document is getting created for the Return orders from ECC and CRM also. There is parameter called LOGICAL_SYSTEM in header, using this we can identify the document source system. How can we make use of this LOGICAL_SYSTEM parameter in start condition as this not part of the standard container?
Any helpful answers will be highly appreciated.
Thanks,
Rajinikanth

Hi,
You can make a copy of the method call that you have assigned in your action definition and include the logic of reading the logical system before triggering the action.Then asign this Z method call in the action definition.
As said by you there is no option of including logical system in the action condition.
Regards,
PePe

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The condition for action don't work with user status

Hello,
we have some problem with define conditions for actions of SLA Monitoring:
Schedule condition with system status (Example:"&CRM Service Product Item.System Status& = I1002") is implemented.
But schedule condition with user status ("&CRM Service Product Item.User Status& = E0005ZLFC0001") is not implemented i.e. the action for message with user status = "E0005ZLFC0001" is not executed.
Please help us.
Best regards,
Alexander.

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Click Bejeweled HD Support at that link.

ABAP coding in defining start condition for action.

Hi Everybody,
Can anyone tell me if ABAP coding is possible for giving condition for action? If yes, where? Is it in condition editor? I have 3 validations to be done:- 1) Filter service contract (transaction type USC), 2) Filter the active contracts, 3) Filter contracts which doesn't have billing cycle in current month.
So, do you think these validations can be done in start condition of action? First two validations are static in nature and thus can be done. But, how about the last condition?
Please help.
Regards,
Sanj.

Hi Sanj
I would do this.
1. The transaction type cannot be changed, therfore I will set this up in the scheduling condition.
2. Active contracts. Depends on teh definiton of active. If it is based on some status then I will use scheduling condition.
3. use one of the dates in the date profile to determine if the billing date is in the current month or not.
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Thanks

Error in Action when CRM Order is updated as Error from R/3 update

Hi,
Currently we are in CRM 6.0 SP04 and R/3 4.7 SP14
Process:
1) B2B user places order through ISA
2) Order gets replicated R/3 from CRM through middleware (Scenario A setting)
3) If there are any changes in order on either side, changes gets replicated.
Requirement:
We have a requirement from business to trigger workflow in CRM if order is in error. Following are the possible scenarios
1) Error while saving order in CRM
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3) BDOC status is in error
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Pls advise possible solution and also suggest any other way to achieve the required functionality to generate workflow for CRM order updated as Error from R/3.
Regards,
Anil Rithe

Hi Anil,
Try this, implement ORDER_SAVE BAdI. This BAdI is triggered every time an order is saved, you could put in your logic to see if the order has errors, if yes trigger your workflow.
I haven't tested but this should work for your case when the crm order is set to error status after the replication to R/3(the BDOC scenario).
This may not be the most efficient method of doing, but this would definitely work.
Make sure you use proper checks at the beginning of your order_save BAdI implementation as this badi would get executed on save of every 1-order object.
~Kiran

Conditions for triggering actions - times in SLA

Dear CRM experts,
I'm configuring actions in SAP CRM 2007 - Service Scenario: in particular, I'm trying to configure actions for triggering of e-mails when SLA deadlines are reached.
Let's assume that the following are the dates in my service ticket:
Opening of the ticket --> 10/05/09 - 10:15 A.M.
First level of escalation --> 10/05/09 - 02:15 P.M.
To Do By --> 10/05/09 - 06:15 P.M.
When I write the Starting Condition for the action, I can only compare the Date Types (Opening of the ticket , First level of escalation, To Do By ) with the Local Date of the System...
The problem is that the condition considers only the DATE(10/05/09), but not the TIME!!
But in our scenarios, the time is a critical parameter!
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regards,
Andrea Ricci

Dear Andrea,
I have similar requirement,Where as i have maintained the first respone as date type and in duration i have maintained 15 Min.
Where as in action condition I have maintained Fisrt response<current date. Notification receipt as Todays date and time.
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Ashwin

Conditional option for Action link in OBIEE 11G

Hi
I am unable to select the conditional option for action links on a column(s) in 11g. Please help me with a solution to this or information on this.
Thanks

Hi,
What error are you getting? Or the conditional option is invisible?
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Arul

Defining action and condition for Marketing campaign

Hi All,
I have a requirement in my project regarding defining condition on the basis of standard fields available in u201CGeneral Datau201D assignment block of campaign.
I have to define condition for fields like tactics, communication medium, currency. These field are not available as standard while defining condition for an action. There is a way to add these standard field while defining condition.
Any pointer, how to add required standard fields in define condition.
Regards,
Nikhil

HI Nikhil,
There are two solution approaches which i can think of:-
1) Enhance the BOR object for campaign. The object type for Campaing is BUS2010020.
You might have to take technical help here to enhance this and create a custom object. In that custom object you can bring the standard fields which are not normally appearing while scheduling conditions.
But the cons. with this appraoch are that it may take some time for this technical development. Also you will have to analyze the impact as this object might be used at multiple places and could be a big impact or small impact.
2) Create a custom FM where you can define your conditions using the fields which you are not seeing otherwise.
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Actions in CRM Enterprise guide

Hi all,
Does anyone know if any documentation exists about the creation of actions in CRM besides the online help?
If you have some, could you please send it to <removed by SAP Community Network Moderator>?
Thank you,
Daniele

I hope you are talking about action profiles.
CRM release notes (https://services.sap.com/~sapdownload/011000358700001866642004E) says:
The following new action profiles are available specifically for activities in Customizing:
o ACTIVITY - for sales activities
The action profile ACTIVITY contains the following action definitions:
- ACTIVITY_FOLLOW_UP: creates a task for the responsible employee, for example, if a
contract is overdue
- ACTIVITY_PRINT: allows you to print the activity
Enter the printer you wish to use to print the activity under Basic Functions -> Actions ->
Change Actions and Conditions -> Define Conditions in Customizing for CRM.
To print an activity, specify the processing method
CRM_ACTIVITY_EXEC_SMART_FORM under Processing Types -> Set Processing. This
method is delivered with the standard configuration.
- ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee, for example, if
a contract is overdue
If you want the responsible employee to be sent a reminder e-mail when an activity is overdue,
specify smart form CRM_REMINDER_MAIL_01 under Processing Types -> Set Processing.
This smart form is delivered with the s tandard configuration.
The action profile ACTIVITY is assigned to transaction type 0000 in the standard configuration.
You can use, copy or adapt these profiles for your own activities.
See also
Further information on Actions is available in the SAP Library for CRM under Basic Functions ->
Actions.
Apart from this, section 3.1.1.2.1 in below mentioned doc (https://service.sap.com/~sapdownload/011000358700003452862005E) talks about action profile creation.
Regards,
Kaushal

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 .
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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
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    Object Type Name : BUS2000108 (this is for Lead)
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   Executable in Dialog : X
   Display in Toolbox :   X
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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
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    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

What is Start Condition is Actions

Hi Gurus
What is Start Condition in Actions?
Thanks
Mahi

Hi Mahesh,
An Action is only started when you define a Start Condition for that Action. And also that start condition gets triggered for that Action that Activity will start.
Below is complete example that will help you to understand this scenarios better.
You create a transaction, for example, a contract, or a marketing object, for example, a marketing campaign. The processing of actions can be structured in three segments:
Planning Actions
Starting Actions
Monitoring Actions
Planning Actions
The system uses the action profile assigned to the transaction type to check which actions are possible for the transaction. If you are working in CRM Marketing, you have assigned an action profile to a marketing object in the Marketing Planner beforehand.
The system checks if the schedule conditions are fulfilled, and for which actions. The following takes place when the schedule conditions are fulfilled:
The system enters actions with the indicator Schedule Automatically into the action list in the transaction document or marketing object. They are active.
You can manually add (schedule) other actions from the profile. They appear in the input help in the action list. They are inactive.
You can schedule actions with the indicator Display in Toolbar using the application toolbar of the document. They are also inactive. There is further information in processing actions using the application toolbar.
It is only possible to start scheduled actions.
Starting Actions
When the start conditions are fulfilled, or if no start conditions have been defined, the system triggers the action at the processing time defined in Customizing.
The following possibilities are available for starting:
starting automatically
The system triggers the action automatically when the start condition for a scheduled action is fulfilled.
starting manually via the action list
You have to have selected the indicator Execute in Dialog in the action definition for this function.
You start the action from the action list using the symbol Execute Action.
starting manually via the application toolbar for sales transactions, and via the Object Services toolbar for marketing objects
You have to have defined the indicator Display in Toolbar and the processing time as Immediate in the action definition for this function.
You start the action using the Actions pushbutton in the application toolbar for sales transactions and in the Object Services toolbar
When starting the action the system uses the processing medium (method or Smart Form or workflow) preset in Customizing.
Monitoring Actions
On the Actions tab page in the transaction document, you can continually monitor which actions are planned or have already been started and executed. There is further information under action list.
You can change condition and processing parameters for start conditions in the action list for actions which have been flagged in Customizing as Changeable in Dialog .
You can monitor and start actions of several transaction documents or marketing objects using the action monitor. There is further information under action monitor.
For complete information on Action Management have a look at the following link:
http://help.sap.com/saphelp_crm50/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm
Thanks and Regards,
Samantak.
Rewards points for useful answers.

Skillbuilders modal dialog - condition for parent page dialog

Hi
When using this awesome plugin, I have a dynamic action on my calling page that deals with the selection from the dialog.
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($v('P110_PROD_SEARCH') == 'BLAH')
where the js expression is making sure I run the correct dynamic action, particularly when I have a few buttons on the page invoking different variations of the modal dialog.
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In light of a recent question of mine regarding a potential APEX bug (Display item with HTML affected by dynamic action and since we can't put conditions on actions - I was wondering if I could incorporate something into my dynamic action condition to stop the entire dynamic action from executing if modalPageCloseValue is null - but it seems to be out of scope?
Scott

Scott,
You're current condition is:
$v('P110_PROD_SEARCH') == 'BLAH'Just change that to:
$v('P110_PROD_SEARCH') == 'BLAH' && this.data.modalPageCloseValueRegards,
Dan
blog: http://DanielMcghan.us/
work: http://SkillBuilders.com/APEX/
twitter: https://twitter.com/dmcghan

How to set the conditions for item deletion approval workflow?

Hi,
I have created approval workflow for item modifications ie, when user try to modify an item, it will send a mail to Project Manager. For that I set the conditions in Change the behavior of the overall task: 1. When the task process starts 2 . When the task
process completes .
Change the behavior of the single task: 1.when a task is Pending.
[I followed this https://www.nothingbutsharepoint.com/sites/eusp/Pages/5-Steps-to-Enhance-SharePoint-2010-Approval-Workflow.aspx ]
My Requirement is that I want to set this same workflow for the scenario: when the user deletes an item it will send a mail (intimation mail for item deletion) to Project Manager. here i dont want to send modification mails when user deletes an item.
When user modifies an item: 1. intimation mail, 2. Approve/Reject mail 3. intimation for approval / rejection mail.
When user deletes an item: 1. intimation mail.
How can we set it in one approval workflow?? where i have to set the condition for sending either item modification mails or deletion mail.
Thanks,
Praveen ji

Hi,
According to your post, my understanding is that you wanted to start approval workflow when item deleted.
You should first make some changes to trigger the workflow when you delete the item.
You can use the Event Receiver to achieve it.
In order to trigger workflow on item delete you need to create event receivers and from event receiver call the workflow already attached with list.
http://ravendra.wordpress.com/sharepoint-workflow-on-list-item-delete/
You can also create custom action to start the workflow, you can refer to the following article, then modify the workflow as your need.
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=50
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Faxing adobe pdf forms using actions in CRM service process

Hi experts,
Does anybody has experience in sending adobe PDF forms as a fax using actions in CRM service processes? Currently I use this by implementing a PPF BAdI, but what else configuration, software and hardware requirements I need to make faxing work in CRM?
Is it possible to use 3rd party software to send the fax for example winfax and transfer the fax number to this?
Regards:
Gabor

Dear Dezso,
As far as I remember, we already know each other
Our company have been using winfax in the past for sending fax messages. Now that they will use SAP-CRM shall they buy a new fax server? I have looked after Topcall, it might be useful with RFC?
In CRM service order, I use the EXEC_METHODCALL_PPF BAdI implementation to collect the data from the service order, and then use the standard function modules to "print" or "fax" the PDF document (call function FM_NAME).
At this function module, which structure do I neet to enter the recipient's fax number (I read somewhere that I have to use DEVICE='TELEFAX' in the output_options - is it true?) ?
Or should I communicate from the BAdI with Business Communication Services (create recipient and similar methods)?
Is there any way to send the fax from the local machine where the user uses the SAP GUI?
Thank you very much in advance for your help and support!
Gabor

Create Conditions for CRMD_ORDER (Rebate)

Hi,
Can you please tell me if we have any STD FM/BAPI for creating conditions for CRMD_ORDER (Rebates)?
Thanks
Ashu

Hi Ashu,
SAP CRM Web UI will not call CRMD_ORDER. The Web UI will also access the same old One Order API's that are used to create the One Order Objects. So, whether it's a SAP GUI or Web UI, the Model is same and consistent across other layers.
So, if you put a debug point in the One Order API layer, you can very well notice that the debug point is it across from the upper layers.
If you can debug the data, then you might probably get some more data which you might have missed while making the call.
Hope this helps.
Thanks,
Samantak.

ACTIONS IN CRM

Dear Guru"s ,
i would like the knew whats the difference between Schedule Conditions and Start Conditions in Actions , Can we use both the Conditions at a time ? In which Scenerio ? Pls explain in detail with examples - whats the relevance of Schedule and Start Conditions. Thanks in Advance , Full points wil be awarded.
Any screenshots r pdfs can be send to my id - [email protected]
Thanks ,
Hari Krishna
Edited by: HARI KRISHNA on Jan 31, 2008 4:40 PM

hi
to add on to what i have said earlier,here is the step by step procedure to apply the start and schedule condition
1. Select the action profile
2. Selection the action definition to which you need to change the condition
3. Then you have to click on "Edit condition" button in the "Schedule condition tab" as shown in the 2nd screenshot of the document sent.
4. Now, you will get into another screen and then under Condition Definition, click on Click to create the condition.
(As shown in 3rd screenshot of the document)
5. This will again take you to the screen where you change the condition.
Here, follow the following steps.
a. First place the cursor on the Expression 1 and fill the expression1 by double clicking it.. i.e, double click on "Phase" as shown in the screen shot 4. (Highlighted with yellow line)
b. Now, place the curson under op...(Operator) to select the operator from the operators list at the top left side of the screenshot. Here, select the "=" to operator.
c. Now, place the cursor on Expression 2 and fill the expression2. This expression2 must be a constant. So, under constant field, click for help and select one of the existing constants, with which you can make it a valid condition.
In the screenshot, "Z1" is a constant, and which is defined as "Phase1" by us.
d. After finishing the expression, click on "Continue/Transfer" button.
Note:
Normally, we schedule the condition, in the scenario of sales methodology inorder to show the actions only related to a particular phase and not all the actions of all phases.
In the screenshot4, "Z1" is a constant, and which is defined as "Phase1" by us. i.e, if phase = z1, only then the particular action definition will be displayed.
Hope it is clear.more u can find on this link
http://help.sap.com/saphelp_crm60/helpdata/en/65/bacdcb2e164428adde4137a39685cf/content.htm
regards
ashish

Strat Condition for Actions in CRM

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