create subsequent tasks with action profile

8/9/2019 Create Subsequent Tasks With Action Profile

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3/2/2015 Create subsequent tasks with Action Profile | SCN

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created by Marcio Debize on Jun 24, 2013 9:15 PM, last modified by Marcio Debize on Jun 26, 2013 12:13 AM

How to define actions:

Step 1 - Define action profile and action type for this profile;

Step 2 - Define schedule and start conditions - adjust action profiles (if necessary) ;

Step 3 - Assign the action profile to transaction type or item categories and/or use the conditiontechinique for action profile determiantion .

USE

Create a task using action when the status of opportunity is in process

Step by Step Procedure

Step 1 - Define action profile and action type for this profile;

Define Action Profile:

Define Action type:

Create subsequent tasks with Action Profile Version 2
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Set action

Perform the required settings for the action.

In the field processing time you can set when an action whose start condition has been met is started.

If necessary, also select the following fields:

Schedule automatically - the action is automatically displayed on the Actions tab page after theschedule condition is met.

Display in toolbar - the action is displayed as a symbol in the document toolbar, and the user canschedule it from there.

Changeable in dialog - the user can change the condition parameters and processing parameters of the action.

Executable in dialog - the user can manually trigger the action on the Actions tab page.

The field help for the individual options provide you with detailed explanations.

Set partner determination

The settings for partner determination are only necessary if the action is to be found depending on thebusiness partner. Above all, this makes sense for processing with print, fax or e-mail. The output is sentto the corresponding business partner(s).

If you do not want to make any partner dependent settings, choose Enter .
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PPF: Partner Function

Use

Partner determination is performed for partner dependent actions. The partner function entered is compared tohe function of the document partner and an action is only generated if the partner functions agree.

Example:

The partner function AG (sold-to party);

Dependencie

The partner function is entered is only used for partner determination if you have selected the partner

dependent action definition in Customizing.

Select action processing

Processing determines what the action should do. There are the following possibilites:

Send smart forms using print, fax or e-mail;

Call any method;

Start a workflow.

Select a processing type with the input help.
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Set processing method

Make the necessary settings for the processing selected.

Method (Business Add-In that is called);

Description (describing text of the Business Add-In);

Determine processing parameter (parameters that are transferred to the processing method).

Method:

A. COPY_DOCUMENT -> Generate Subsequent Document (Copy)

1) Process Parametrer - using transaction type2) Create a container element ande set the next trasaction type;


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Create an element for copy_document

Reference table

For the following elements you can specify the data type reference by defining an ABAP Dictionary field:

Key fields

Attributes

Results

ParametersContainer elements

In this case, you have selected the indicator Dictionary as the data type reference.

Specify the table, the view or the structure of the data type reference here.

Reference field

To specify a field from a database table as a data type reference , specify a field from the table, view or structure. This applies to the following elements:

Key field

Attribute

Result

Parameter
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Container element

See also : indicator Dict. Field

Properties

ABAP Dictionary Reference:

1 - Parameter is imported in method

Indicator meaning that the method requires this parameter as input.

2 - Mandatory element

Indicator meaning that this attribute must always have a value.

This may be useful if an evaluation is performed using this attribute within the workflow.

Initial Value Set inicial value for parameters of the method COPY_DOCUMENT: E.g.: Set a trasaction type Z001
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How to create a condition:

1 - Schedule Condition

The schedule condition decides whether an action should be scheduled for processing. An action istherefore only generated if the schedule condition is met.

Select an existing schedule condition using the input help or create a new one.

2 - Start Condition

The start condition is checked before the action is executed. The action is only executed if the startcondition is satisfied.

Select an existing start condition using the value help or create a new one.

2.1- Optimization RuleThe optimization rule is a date rule and returns a date from when the action is relevant. No attempt toprocess the action is made until this date has arrived.

2.2 - Customize Define Conditions.


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When you save the action needs Identify of Status of opportunity in process. This is an inicial conditionwhen this conditions is Ok, so create a task.
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Result is task Z001 is create. *Dont forget to assign the Action profile at trasaction type.

1489 ViewsTopics: customer_relationship_management Industries: banking , insurance Tags: sap , crm , webclientui , sapcrm , webclient ,

opportunity , service , sap_crm , crm_7.0 , bp

2 Comments

Like (1)

Gustavo Busch Jun 25, 2013 2:34 PM

Perfect job, very good tutorial.Step by step gives us a very easy understanding.Congratulations.

Like (0)

Marcio Debize Jun 26, 2013 12:11 AM

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