Workflow - Lead to Oppotunity

Hi friends,
I am looking for solution or approach for my requirement.
Issue: We are creating a Opportunity from Lead based two conditions.
Condition 1: Lead status is HOT
Condition 2: If Channel Partner exists in Partner tab.
If above two conditions are met, we are triggering Opportunity from lead as followup and changing the lead status to close, lead reason to close to oppotunity.
I knew we have standard workflow to trigger the opporunity from lead.My question here is how to include my new condition (If Channel Partner exists in Partner tab.) in standard workflow.
I am thinking of using actions and workflow.Can anybody help me on this?
If workflow suits my requirement, how to configure workflow in this scenario by adding custom defined condition.
Please help me or suggest me the right approach.
Thanks,
Ajay

Hi,
I saw our system which is CRM4.0.
I found some steps like below.
Task:TS10008156,TS10008154,etc
Pls check these Tasks.
Regards,
Yohei

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Error in workflow Lead to Opportunity

Hi,
I am using BB guide to customize Lead. Completed all the steps mentioned in the BB guide to start the standard workflow WS10001011 but getting following error while testing it. Pl guide how to resolve this issue?
Error processing following event linkage:
BUS2000108 ATTRIBUTECHANGED WS10001011
Following error occurred:
WD 274
WS10001011
Message text:
Workflow definition of task 'WS10001011' cannot be activated
Event container appended as attachment.
Event linkage with errors deactivated.
Regards
Ambar Adhav

I have completed following procedure to activate this workflow as mentioned in BB guide, pl guide if something more is required
Process of WS10001011
The workflow Create Opportunity from Lead is started when a lead is saved with qualification level Hot and status Error-free. The system uses the lead-specific attributes Priority and Lead Group to check whether an opportunity can be automatically created, or a sales employee first needs to decide. If the sales employee decides that an opportunity can be created, the lead status is set to Accepted by Sales, and an opportunity is created in the background.
If necessary, this is forwarded to the sales employee to check. If the sales employee rejects the lead, the lead status is set to "rejected by sales", and the initiator is informed by mail.
The workflow is ended if no opportunity is created and
o     the lead is deleted or
o     the qualification level of the lead is changed to a value other than Hot or
o     the status of the lead is changed to a value other than Error-free.
Procedure
1.     Access the activity using one of the following navigation options:
Transaction code     OOCU
SAP CRM IMG menu     CRM  Basic Functions  SAP Business Workflow  Perform Task-specific Customizing
2.     Choose application component abbrev. CRM-BTX-LEA
3.     Choose Activate event linking (if not activated already).
4.     On the Event Linkage: Triggering Event screen expand workflow 10001011
5.     Activate the events CRM Lead Attribute Changed and CRM Lead SetErrorFree.
6.     Choose Assign Agents.
7.     Assign the sales rep to the Tasks TS 10008152 and TS 10008153 and WS 10001011 by positioning your cursor on the relevant task and choosing Create agent assignment.
8.     Select Object Type User and press Continue.
9.     Select the sales rep SALES_REP using the dialog box and then choose Generate.
10.     The sales employees are now assigned to the chosen task.
11.     Repeat this procedure for the 2nd and 3rd task as well.

Standard Workflow - Lead to Opportunity -Issue

Hi All,
i am working on stand alone CRM 5.0. the standard workflow WS10001011 (Lead to Opportunity) does not have complete workflow definition , it has only the event start, it does not have other steps in the workflow .is there any sap Notes or batches which address this issue.
Thanks in Advance
vels

Hi,
I saw our system which is CRM4.0.
I found some steps like below.
Task:TS10008156,TS10008154,etc
Pls check these Tasks.
Regards,
Yohei

Changes not showing up

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Is it a PDF form or web form?
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For web forms, changes automatically show up online. If they don't its likely you are modifying a duplicate of the form, and not the one posted.
If that's not the case can you provide more details on your workflow leading up to this issue?
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I am getting white edges on the bottom and right sides of documents that have full bleed.
Please tell me how I can correct this.
Screen Cap:

Without full information as to how the PDF file was created including settings use for same, the workflow leading up to this point (I assume your screen display in of the document in Acrobat?), and other information about the document (including the current settings within the PDF file of the bleed and trim boxes) as well as your Acrobat preferences, there isn't much help we can provide here.
- Dov

Workflow on Email shoot for Un-Attended Lead more than 24 hours in MS Dynamics CRM 2011?

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So, if any RM will not attend his Lead until 24 hours then 1 Auto Email should send to his BM.
Actually the Problem is how to set BM Email into Email Template's "To" Field and i cannot fix any 1 BM there.
PLEASE HELP!

MatejLach wrote:
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Seems like a permissions error to me... maybe check the actual file it is attempting to scan... I know it is in your home folder, but just to be sure, you might want to check that everything is sane.

Sap workflow ws10001011 - convert lead into opportunity

Hi
There is a workflow
There is a workflow ws10001011 which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang

Hi,
Second alternative of using workflow would be better to convert Lead into Opportunity , once LEAD is HOT and Error free.
This workflow is standard functionality offered by SAP for requirement of converting LEAD into Opportunity.
Hope this helps,
PD

Lead to Oppy Method call or Workflow

Hi All,
When shall we use the option of method call and workflow for automatic creation of Oppt from lead.
We can use method call and also workflow for it. but whats the pros and cons of these two methods.when do we use what.
Sanjana

Hi Sanjana
The correct (and customizable) way to do so is to use the so-called post processing framework (PPF), which exists in CRM only. In transaction sppfcadm you can define an action profile with an action which calls a COPY_DOCUMENT and passes as a parameter the opportunity process type. You then have to define a start condition (e.g. qualification status = hot) and a planning condition (e.g. status = closed) and then it runs automatically.
Please also have a look at the existing examples for the opportunity sales methodology, in standard customizing there is something similar set up between activities and opportunities.
Regards, Kai

Lead Status Field Updation Using Workflows

Hi,
Could anyone suggest me how to update Lead Status field using workflows since that field not visible at the workflow level. we can update using Lead Qualification Script . Is there any other way other then qualification script. Any help would be appreciated.
Thanks & Regards,
Ambarish.

The Status field for Lead is a read-only field. The updates you see are done by the system. Workflow cannot update read-only fields.

Lead to Opportunity workflow

Hi Guys,
We have new CRM online system. I have created a custom lead type by copying the Lead transaction type. When I create a lead and assign status "hot" & priority "very high" isnt it supposed to create an opportunity automatically? Or atleast it should send a workflow to the sales rep to manually create an opportunity. None of that is happening. Am I missing any settings for this?
Ani

Hi Ani,
I know this is too late. I seacrhed forum as I need some more details on this.
The standard workflow WS10001011 for Lead to Opportunity creation should be activated for this. Please refer to the link below
http://help.sap.com/saphelp_crm40/helpdata/en/b4/5576d40037db419df42bdf18ee8503/frameset.htm
We are about to start the work on this. Please let me know the details and any other challenges you have experienced if you have completed this already.
Thanks,
Raj
Thanks,
Raj

Workflow for crm lead creation

Hi,
while creating the lead in crmd_order transaction. i need partnerfunction value in Business object repository. so i have created one subtype for that, then i created the attribute as a data dictonary field then system has asked to generate the code automatically wt is my doubt is is that the correct data system retrieves ( so any body give me the clarity that how to create the attributes and access the attributes in bor )

Hi,
I am not sure about Lead transaction but in general Partner Functions are maintained in IHPA table. You can get the Partners based on the object number for Lead. To fetch the correct Partner you need to know the Object number (OBJNR) and partner funtion (PARVW). You can have multiple values.
In your workflow,
1. Create and generate a subtype(Z-business object) for Lead business object BUS2000108 and deligate the same to standard business object. (as suggested by Saumya)
2. Create an attribute in the subtype. the attribute should be a VIRTUAL ATTRIBUTE.
3. Place the cursor on the attribute and click on program, it will generate some code.
4. between Get_property and End_property for your virtual field write the logic such that you get the object number from Lead tables and fetch partners from IHPA table and fill the final attribute using macros.
swc_set_element container <container Name> object-<Container name>.
4. Once the coding is completed, release the attribute and business object and generate subtype.
Now required Partners will be available in workflow.
Hope this helps you in resolving your issue. If you have any additional queries please feel free to reply to this tread.
Regards,
Gautham Paspala

Create Opportunity From Lead Workflow WS10001011

Hi Every one,
My Requirement is whenever a lead is created with Priority = 1 and qualification level is 001 i.e level 5 and Lead group is TOP Customer need to vreate opportunity automatically with workflow 'WS10001011' . we customized the standard work flow and maintained conditions as above and BOR BUS2000108 and events for the Business Object in the create opportunity task but it is not working properly .please give some input regarding this .
Thanks & Regards,
Naveen Kumar M S

Hello naveen,
I am very fresh to workflows,and i have the same requirement which u got.can u send me the flow or any prepared documents.That will be of great help for me.
Thanks in advance.
Regards,
parthu.Bhuma.

Link to the newly created lead in a workflow email - possible?

Hi there - looking for some help. I've created a workflow that initiates an email to a specific user when a lead is created with Billing Country as "USA". What I would like to see in the body of the email is a link to the lead so the end-user can click on it and go directly to the new lead. Do you know if this is possible? I've done something similar with service requests (linking directly to the SR in question in the body of the email), but I received a voicemail from Oracle Customer Service today letting me know it is impossible and that they will log-it as an enhancement request.
Help?

Can this be done for an account or contact? For example here is a link to an Account of ours:
https://secure-ausomxaya.crmondemand.com/OnDemand/user/AccountDetail?ocTitle=XXXXXXX&OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&ocEdit=Y&AccountDetailForm.Id=XXXXXXXXX&OCTYPE=Ad+Agency&ocTitleField=Name
The first set of X's are the Account Name separated by + signs and the second looks to be the row ID. I doesn't appear I can just insert the Account Name into the X's because the formatting would be off. Does anyone know how to get this to work?

Changing Workflow id in V_T554S_WEB leads to error in WF

Hi Experts, We have specified earlier custom workflow id in table V_T554S_WEB. Later we changed it to standard WF 21500001 for some testing in levae application. And now when we replace the same with custom workflow id it leads to error in WF in SWIA it does not go to next agent. Please advise. Regards, IFF

Hi,
Please check that the necessary parameters are set properly. Below link may be useful for understanding:
Customizing the ESS Leave Approval using Business Workflow - ERP Human Capital Management - SCN Wiki
Regards,

Regarding Lead To Opportunity Workflow

Hi All,
My requirment is create opportunity from the lead when lead is created with level hot through workflow,
for that i copid the workflow in to custom workflow and maintained the start conditions , now when i create lead with any level it is creating opportunity i am not getting wht is the problem please help me on this.
Regards,
Naveen

Hi Naveen,
If you check BUS2000108 there is an attribute corresponding to qualifying level of the lead. Attribute name is QUALLEVELMANUAL and QUALLEVELMANUALTEXT. QUALLEVELMANUAL stores the key and QUALLEVELMANUALTEXT stores the value for the level. For Hot the key is ideally 03 and text is 'Hot'.
You can add a condition step in the workflow to check the value of this BO attribute. If it is Hot then only proceed to Opportunity creation else not.
Hope this helps! Do let me know in case of any confusion.
Regards,
Saumya

Workflow - Lead to Oppotunity

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