View Interaction Record as per user

Hi All,
I want to view all the interaction record as per the user. Let me clear about this.
I hv configure the agent inbox profile and assign the quick search to it. But still I am not getting the interaction record as p[er the user. I f I log in In some user name Ex:-xxx I should see only the interaction record under user XXX. Can anybody let me know the answer.
Thanx
Chinmaya

Hello Chinmaya.
Well, that depends on your business logic.
I only had implementation scenarios, where users had the need to consult it's customer historic interactions. So in this case, it doesn't matter who was the user that treated a past interaction record... they are free to view it, as long they belong to the same group responsible.
In your scenario, you just want to be available a search for the interaction records created by the logged user, or restrict all possible searches to documents created by the logged user?
Kind regards.

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Hello All,
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Hi Guys
We have a requirement ,where we need to make the interaction record "not editable " when we set the user status to "Complete" and after "Save" button is pressed.
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Hello,
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T101_cyberdyne wrote:
how can i make this view as default for public user?
Flip the report into Detail view on page load using an Page Load dynamic action with the following Execute JavaScript Code true action:
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Blog: baron72.wordpress.com
Twitter: Follow @backpackerd00d
My Wiki Articles:
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Please remember to mark your question as "answered" if this solves (or helps) your problem.

Not directed to Interaction Record automatically after confirmation of BP

Hello Experts,
i'm currently working on a requirement to direct a user to the Interaction record creation view automatically after confirmation of an account and installed base. Consequently i have maintained following customizing setting within our account identification profile:
Account Navigation:
Object type = BT126_INR, UI Action = D
I have tested the following scenario's:
1. In case when i confirm an account AND installed then automatically the Interaction Record create view is being displayed --> OK.
2. In case when i confirm an account which is not linked to an Installedbase then nothing happens. --> NOT OK
3. In case when i confirm an installed base and the related account afterwards then nothing happens --> NOT OK
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Hello, Sander.
First of all identify which view and component you use while confirming partner (e.g. which view/component Confirm button belongs to).
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CALL METHOD me->process_after_confirm
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lr_objcomp_cust = ir_bupa_controller->get_objcomp_cust_instance( ).
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Hi,
While confirming BP on ICWebclient we get the list of Interaction records. In our case we are getting only last 4 interaction records history on BP confirm view. But if you search through Interaction History then you get the complete list with back-Forward pages.
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Regards
Hemant.

Hi Walter,
Thanks for your reply...
Since iam a technical person so not having much idea but I checked in SPRO currently it is as below...
PFCG role Area TIme Frame description
IH Y A
(Y A--this Year)
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I found that when you confirm BP then only the last 4 interaction records will be displayed as per standard is it true??Can we modified it??
Regards
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Suppression of automatic interaction record

Hi All,
I have a requirement like this:
User entered the business partner and confirm the account.
1) when user presses 'SAVE' button automatically interaction record will create(this is standard functionality working fine).
2) when user enters customer note or reason code and presses enter , BADI CRM_IC_IARECORD method BEFORE_IR_CREATE should trigger, here i need to check customer entered note or not.
but at this point BADI is not triggering when user presses 'END' button.
How to activate this BADI everytime when user presses 'END' button.
Please give me advice , i am new CRM.
Thanks,
Rami.

Hello Rami
We did something similar whereby an IR would be created only if the reason field was populated and it works great. You need a good developer to help with this.
We created logic whereby the IR was created when a certain field was populated else nothing was created. In order to suppress the Interaction Record save, it was necessary to enhance the component with the u201CCancelu201D and u201CEnd Buttonsu201D:
Object(s) name CRMCMP_IC_FRAME/HiddenView
The htmlb_event->server_event that is handled by the view controller for the hidden view (ZL_CRMCMP_I_HIDDENVIEW_IMPL is the view controller) is u201CforwardCallu201D. So the handler method is EH_ONFORWARDCALL. This method was redefined.
If either the u201CCancelu201D or u201CEndu201D button is clicked, the same htmlb_event is raised u2013 u201CforwardCallu201D, so the handler handles the same event for both buttons. It differentiates between the two buttons by the value that is held in attribute param1-value when the handler method is called. If the u201CCancelu201D button was clicked, then the value of this field would be 'CancelInteractionRequest', otherwise if the u201CEndu201D button was clicked it would be 'InteractionEndRequest'. These names correspond to the internal CRM event names.
In order to effectively suppress the interaction record from saving it is necessary to perform the same logic that would be called by the event handler if the u201CCancelu201D button was pressed. In other words, if the user clicked the u201CEndu201D button, in order to suppress the interaction record the system needs to first execute the cancel logic and then the end logic. However, we donu2019t want to suppress the automatic save of the Interaction Record if the Interaction Record has been filled in and can tell if the interaction Record needs to be saved by the value in the u201Creason codeu201D field on the interaction record. So, the double step of first calling the u201CCancelu201D logic and then the regular u201CEndu201D logic must only occur if the u201Creason codeu201D on the Interaction Record is blank. This can be done for any fields..
Regards
Muneeb

Interaction Record Activity

Dear friends,
In my business scenario i create interaction record for every call to any customer and i create follow up activity like visit or appointment to this customer but some times i want the system to stop the user if he create two visits with the same time in any calendar of any employee.
Best Regards,
Mohamed

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ORDER_SAVE Badi is called during saving. Here can you
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Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
Deepa

Hi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa

Follow up email creating a interaction record

Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
Deepa

Hi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa

View Interaction Record as per user

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