Use action to send e-mail and attach e-mail to docflow

Hello guys,
I am having troubles achieving the following:
My task is to create an action for a specific transaction type and send out an e-mail (I already finished this part). The e-mail should be available in the transaction history of the transaction.
I created an action profile and an action for leads and used the method call to be able to use BAdI EXEC_METHODCALL_PPF. Based on implementation CRM_COMPL_MAIL I was able to send out my e-mail with a custom mail form.
Now the question is how can I put this e-mail to the doc flow of the business transaction (lead)?
Does somebody have an idea how to achieve that?
Best regards
Sascha

Hello,
in the meantime I achieved the following:
- Implemented custom method for action
- method is triggered when a new lead is saved
- custom method determines a mail form and creates an e-mail with function modules CRM_ERMS_MAIL_COMPOSE and CRM_ERMS_MAIL_SEND
- create an custom activity with a Z process type for e-mail
- attach the activity to the lead to make it available in the transaction history
Now I am having troubles with putting the content of the created e-mail to the activity. Can somebody help me here? I am trying to achieve that by using BOL programming and putting the content to BTHeaderTextSet and BTTextHAll of the BTOrder that I created for the activity.
Best regards
Sascha

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Problem in Sending .txt as an attachment to mail

Dear Experts,
I am working on a file to mail scenario. I have searched a lot in sdn, but could not locate the exact answer for the same.
I am using file adapter to pick up a txt file from a location and supposed to send this as an attachment to mail(in box).
My scenario is ready, have configured the IR and ID. there are only 5 fields at the sender side, have done one to one mapping at the receiver side.
question is
1) Do I have to use content conversion at the sender side in order to read the file in XI or....
2) Can i send the payload of the message as an attachment? Do i have to configure anything else for the same for eg
3) where i have to configure my sender and receiver, has to be in mail adapter or in xml payload?
Kindly provide your valuable suggestions or idea to proceed , as i am confused how to proceed wz the same.
Thanks
Virendra

Hi,
1) Do I have to use content conversion at the sender side in order to read the file in XI or....
Since ur source is a .txt file... to convert it to a xml format u need to use the FCC in file adapter.
2) Can i send the payload of the message as an attachment? Do i have to configure anything else for the same for eg
You can send the payload of a message as a attachment.
I hope u dont want to send the XML structure as a attachment... In receiver...first u have to convert the XML to a .txt file and then
u need to send this .txt as a attachment..
If this is ur requirement u can do it by using the inbuilt EJB's and a Mail adapter in receiver.
The inbuilt bean is MessageTransformationBean... which can convert a XML structure a Text file.
and then u have to pass it to Mail adapter... Please keep in mind the sequence of processing.
If clarification needed u can put a post again
3) where i have to configure my sender and receiver, has to be in mail adapter or in xml payload?
U need to configure both sender and receiver. Sender is a file adapter and receiver is a Mail adapter.
Decide first u want to use mail package or not..
For ur scenario u can do both ways using Payload or XIALL..
Babu

E-mail and Attachment Problem on web...

hi guys,
I developed a form in forms 6i for my client/server application. It was working well in c/s environment. I use to generate a PDF file and send the same file via attachment to the person by giving its e-mail address.
But the same form is not working when i have deployed the form on web via forms9iAS.
My code that use to send the e-mail and attachemnt was like this:
Declare
Outlook_Object OLE2.OBJ_TYPE;
Mail_Object OLE2.OBJ_TYPE;
Item1 OLE2.OBJ_TYPE;
Item2 OLE2.OBJ_TYPE;
OLEPARAM ole2.list_type;
var_Send OLE2.OBJ_TYPE;
var_Attach1 OLE2.OBJ_TYPE;
var_Attach2 OLE2.OBJ_TYPE;
plist ParamList;
starting_date varchar2(10);
ending_date varchar2(10) ;
FileName varchar2(80);
Lstarting_date varchar2(10);
Get_Employee_ID varchar(200);
Get_Where varchar(200);
Mail_Subject varchar2(500);
LcBody varchar2(2000);
BEGIN
-- Begining sending e-mail to Departmental Heads
go_block('vBasc_inf');
first_record;
     ---while :system.last_record = 'FALSE'
     loop
          if      :vBasc_inf.chkSend = 'Y' THEN
               Plist := get_parameter_list ('Attendance');
                    if not Id_null(Plist) then
                         destroy_parameter_list(Plist);
                    end if ;
                    Plist := create_parameter_list('Attendance');
                    Starting_Date := To_char(:NonDatabase.txtStarting_date,'dd/mm/yyyy');
                    Ending_Date := To_char(:NonDatabase.txtending_date,'dd/mm/yyyy');
               LStarting_date := to_char(:NonDatabase.txtStarting_date,'yyyy-mm-dd');
               --FileName := 'c:\bss\attendance\'
               -- || substr(:vBasc_inf.txtbranch,1,1) ||'-'
               -- || Rtrim(substr(:vBasc_inf.txtDepartment,1,3)) || '-'
               -- || LStarting_date || '.pdf';
               FileName := 'c:\bss\attendance\'
               || :vBasc_inf.Employee_id ||'-'
               || LStarting_date || '.pdf';
                    mail_subject := 'Attendance Sheet ' || To_char(:NonDatabase.txtStarting_date,'dd-Mon-yy') || ' to ' || To_char(:NonDatabase.txtending_date,'dd-Mon-yy') || ' (' || :vBasc_inf.department_id || ')' ;
--                    host('Del ' || filename ,NO_SCREEN );
                    --Add_parameter(plist,'PBranch_id',text_parameter,:vBasc_inf.branch_id);
                    --Add_parameter(plist,'pdepartment_id',text_parameter,:vBasc_inf.Department_ID);
                    Add_parameter(plist,'pstarting_date',text_parameter,Starting_date);
                    Add_parameter(plist,'pending_date',text_parameter,Ending_date);
                    Add_parameter(plist,'PEmployee_id',text_parameter, :vBasc_inf.employee_id);
                    Add_parameter(plist,'PARAMFORM',text_parameter,'NO');
                    Add_parameter(plist,'DESNAME',text_parameter,FileName);
                    Add_Parameter(plist,'DESTYPE',TEXT_PARAMETER,'FILE');
                    Add_Parameter(plist,'DESFORMAT',TEXT_PARAMETER,'PDF');
                    run_product(reports,'EmployeeWise_AttendanceSheet',synchronous,batch,filesystem,plist,screen);
                    SET_APPLICATION_PROPERTY(CURSOR_STYLE,'BUSY');
                    Outlook_Object := OLE2.CREATE_OBJ('Outlook.Application');
---               OLE2.Set_Property(Outlook_Object,'UserName', 'Daily Attendance');
---               message ('Yes');
---               message ('Yes');
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,'MAPI');
                    Mail_Object := OLE2.INVOKE_OBJ(Outlook_Object,'GetNameSpace',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    --newMail
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,0);
                    Item1 := OLE2.INVOKE_OBJ(Outlook_Object,'CreateItem',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    -- If you want to display outlook new message screen
--               Item2 := OLE2.INVOKE_OBJ(Item1,'Display');
          ole2.set_property(Item1,'To',:vBasc_inf.e_mail);
          ---ole2.set_property(Item1,'To','[email protected]');
                    ole2.set_property(Item1,'Subject',Mail_Subject );
                    LcBody := :vbasc_inf.emp_name||','|| chr(13) ||chr(13) || :nondatabase.txtmessage ;
                    ole2.set_property(Item1,'Body',LcBody );
                    --ole2.set_property(Item1,'Body','This is First mail of Attendance Sheet');
                    var_Attach1 := OLE2.GET_OBJ_PROPERTY(Item1,'Attachments');
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,FileName);
                    var_Attach2 := OLE2.INVOKE_OBJ(var_Attach1,'add',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    var_Send := OLE2.INVOKE_OBJ(Item1,'Send');
          end if ;
          :vBasc_inf.chksend := 'N';
     IF :system.last_record = 'TRUE' THEN
               set_item_property('vBasc_inf.CMDCHECKALL', label, 'Check All');
          EXIT ;
     END IF ;
          next_record;
          end loop ;
          OLE2.RELEASE_OBJ( Item1);
          OLE2.RELEASE_OBJ( Mail_Object );
          OLE2.RELEASE_OBJ( Outlook_Object );
          SET_APPLICATION_PROPERTY(CURSOR_STYLE,'DEFAULT');
          first_record;
          Message('Mail sent seccessfully.........');
          Message('Mail sent seccessfully.........');
-- Ending sending e-amil to Departmental Heads
END;
BUT now on web its giving me the following error:
REP-0081: Error during the IO operations.
REP-0110: Unable to open file 'C:\bss\attendance\14210-01/01/2005.PDF'.
scaba 14
What changes i have to made to this form to run well on web?
Or is there any other way to send mails and attachment in forms 6i for web using oracle9iAS?
Pliz help.
Imran Baig

I have changed my Code from run product to :
Declare
Outlook_Object OLE2.OBJ_TYPE;
Mail_Object OLE2.OBJ_TYPE;
Item1 OLE2.OBJ_TYPE;
Item2 OLE2.OBJ_TYPE;
OLEPARAM ole2.list_type;
var_Send OLE2.OBJ_TYPE;
var_Attach1 OLE2.OBJ_TYPE;
var_Attach2 OLE2.OBJ_TYPE;
plist ParamList;
starting_date varchar2(10);
ending_date varchar2(10) ;
     FileName varchar2(80);
Lstarting_date varchar2(10);
ln_emp_id number(8);
lc_email varchar2(100);
Get_Employee_ID varchar(200);
Get_Where varchar(200);
Mail_Subject varchar2(500);
LcBody varchar2(2000);
lc_msg_txt VARCHAR2(2000);
     lc_slc_stmt VARCHAR2(4000);
     lc_slc_stmt2 VARCHAR2(4000);
     lc_Slct_Smry VARCHAR2(4000);
     lpl_para_id PARAMLIST;
lc_alert_btn NUMBER;
LC_RP_HD          VARCHAR2(4000);
LC_RP_HD2 VARCHAR2(4000);
Lc_Rp_Order VARCHAR2(4000);
web_message varchar2(4000);
cursor C1 is
select emp_employees.employee_id, emp_emp_info.e_mail
     from emp_employees, emp_emp_info
     where emp_employees.employee_id = emp_emp_info.employee_id
     and emp_emp_info.e_mail is not null
     and emp_employees.employee_id between :emp_date_blk.from_id and :emp_date_blk.to_id
     and emp_employees.employee_id = 14210
     order by emp_employees.employee_id;
BEGIN
     OPEN C1;
     IF C1%ISOPEN THEN
          LOOP
               FETCH C1 INTO ln_emp_id, lc_email;
               EXIT WHEN C1%NOTFOUND;
                    Plist := get_parameter_list ('email_sal_slip');
                         if not Id_null(Plist) then
                              destroy_parameter_list(Plist);
                         end if ;
                    Plist := create_parameter_list('email_sal_slip');
                    FileName := 'c:\'
               || ln_emp_id || '.pdf';
               mail_subject := 'Salary slip for the month of ' || To_char(:emp_date_blk.from_date,'Month-yyyy') ;
               lc_slc_stmt := User_Selection(lc_msg_txt, lc_slct_smry,lc_Rp_Hd,lc_Rp_Hd2,lc_Rp_Order);
               lc_slc_stmt := 'P_where=' || '"' || lc_slc_stmt || '"';
               lc_Rp_Hd := ' Rp_Heading=' || '"' || lc_Rp_Hd || '"';
                    lc_Rp_Hd2 := ' Rp_Heading2=' || '"' || lc_Rp_Hd2 || '"';
                    lc_Rp_Order := ' P_Order_BY=' || '"' || lc_Rp_Order || '"';
                    Add_parameter(plist,'PARAMFORM',text_parameter,'NO');
                    Add_parameter(plist,'DESNAME',text_parameter,FileName);
                    Add_Parameter(plist,'DESTYPE',TEXT_PARAMETER,'FILE');
                    Add_Parameter(plist,'DESFORMAT',TEXT_PARAMETER,'PDF');
                    --run_product(reports,'EmployeeWise_AttendanceSheet',synchronous,batch,filesystem,plist,screen);
                    Execute_Report('EMP_SAL_SLIP', 'EMP_SAL_SLIP.rdf', 'EMP_SAL_SLIP.PDF', 'PDF', 'BSSRepSrvA', 'ora-test-app', lc_slc_stmt2, web_message);
                    SET_APPLICATION_PROPERTY(CURSOR_STYLE,'BUSY');
                    Outlook_Object := OLE2.CREATE_OBJ('Outlook.Application');
---               OLE2.Set_Property(Outlook_Object,'UserName', 'Daily Attendance');
---               message ('Yes');
---               message ('Yes');
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,'MAPI');
                    Mail_Object := OLE2.INVOKE_OBJ(Outlook_Object,'GetNameSpace',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    --newMail
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,0);
                    Item1 := OLE2.INVOKE_OBJ(Outlook_Object,'CreateItem',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    -- If you want to display outlook new message screen
--               Item2 := OLE2.INVOKE_OBJ(Item1,'Display');
          ole2.set_property(Item1,'To',lc_email);
          ---ole2.set_property(Item1,'To','[email protected]');
                    ole2.set_property(Item1,'Subject',Mail_Subject );
                    ole2.set_property(Item1,'Body',LcBody );
                    --ole2.set_property(Item1,'Body','This is First mail of Attendance Sheet');
                    var_Attach1 := OLE2.GET_OBJ_PROPERTY(Item1,'Attachments');
                    OLEPARAM := OLE2.CREATE_ARGLIST;
                    OLE2.ADD_ARG(OLEPARAM,FileName);
                    var_Attach2 := OLE2.INVOKE_OBJ(var_Attach1,'add',OLEPARAM);
                    OLE2.DESTROY_ARGLIST( OLEPARAM );
                    var_Send := OLE2.INVOKE_OBJ(Item1,'Send');
          END LOOP;
     CLOSE C1;
     OLE2.RELEASE_OBJ( Item1);
          OLE2.RELEASE_OBJ( Mail_Object );
          OLE2.RELEASE_OBJ( Outlook_Object );
          SET_APPLICATION_PROPERTY(CURSOR_STYLE,'DEFAULT');
          Message('Mail sent seccessfully.........');
          Message('Mail sent seccessfully.........');
     END IF;
END;
Have used d2kwutility to execute my report. i have also instaled outlook on my application server.
Now when i try to run my report and send e-mail it gives the following error.
ORA-305500
What is this error about and how to resolve it?
Imran

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Message was edited by: Ron van der Sterren

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refer to this blog.
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        <xs:element name="To" type="xs:string" minOccurs="0"/>
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</xs:schema>
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milan

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