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CreatesubsequenttaskswithActionProfile|SCN

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CreatesubsequenttaskswithActionProfile

Communications

Actions

Version2

createdbyMarcioDebizeonJun24,20139:15PM,lastmodifiedbyMarcioDebizeonJun26,201312:13AM

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Howtodefineactions:

Step1Defineactionprofileandactiontypeforthisprofile
Step2Definescheduleandstartconditionsadjustactionprofiles(ifnecessary)
Step3Assigntheactionprofiletotransactiontypeoritemcategoriesand/orusethecondition
techiniqueforactionprofiledetermiantion.

USE

Createataskusingactionwhenthestatusofopportunityisinprocess

StepbyStepProcedure

Step1Defineactionprofileandactiontypeforthisprofile

DefineActionProfile:

DefineActiontype:

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Setaction
Performtherequiredsettingsfortheaction.
Inthefieldprocessingtimeyoucansetwhenanactionwhosestartconditionhasbeenmetisstarted.
Ifnecessary,alsoselectthefollowingfields:
ScheduleautomaticallytheactionisautomaticallydisplayedontheActionstabpageafterthe
scheduleconditionismet.
Displayintoolbartheactionisdisplayedasasymbolinthedocumenttoolbar,andtheusercan
scheduleitfromthere.
Changeableindialogtheusercanchangetheconditionparametersandprocessingparametersof
theaction.
ExecutableindialogtheusercanmanuallytriggertheactionontheActionstabpage.
Thefieldhelpfortheindividualoptionsprovideyouwithdetailedexplanations.

Setpartnerdetermination
Thesettingsforpartnerdeterminationareonlynecessaryiftheactionistobefounddependingonthe
businesspartner.Aboveall,thismakessenseforprocessingwithprint,faxoremail.Theoutputissent
tothecorrespondingbusinesspartner(s).
Ifyoudonotwanttomakeanypartnerdependentsettings,chooseEnter.

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PPF:PartnerFunction
Use
Partnerdeterminationisperformedforpartnerdependentactions.Thepartnerfunctionenterediscomparedto
thefunctionofthedocumentpartnerandanactionisonlygeneratedifthepartnerfunctionsagree.
Example:
ThepartnerfunctionAG(soldtoparty)
Dependencie
Thepartnerfunctionisenteredisonlyusedforpartnerdeterminationifyouhaveselectedthepartner
dependentactiondefinitioninCustomizing.

Selectactionprocessing
Processingdetermineswhattheactionshoulddo.Therearethefollowingpossibilites:
Sendsmartformsusingprint,faxoremail
Callanymethod
Startaworkflow.
Selectaprocessingtypewiththeinputhelp.

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Setprocessingmethod
Makethenecessarysettingsfortheprocessingselected.
Method(BusinessAddInthatiscalled)
Description(describingtextoftheBusinessAddIn)
Determineprocessingparameter(parametersthataretransferredtotheprocessingmethod).

Method:
A. COPY_DOCUMENT>GenerateSubsequentDocument(Copy)

1)ProcessParametrerusingtransactiontype
2)Createacontainerelementandesetthenexttrasactiontype

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Createanelementforcopy_document

Referencetable
ForthefollowingelementsyoucanspecifythedatatypereferencebydefininganABAPDictionaryfield:
Keyfields
Attributes
Results
Parameters
Containerelements
Inthiscase,youhaveselectedtheindicatorDictionaryasthedatatypereference.
Specifythetable,thevieworthestructureofthedatatypereferencehere.

Referencefield
Tospecifyafieldfromadatabasetableasadatatypereference,specifyafieldfromthetable,viewor
structure.Thisappliestothefollowingelements:
Keyfield
Attribute
Result
Parameter

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Containerelement
Seealso:indicatorDict.Field

Properties

ABAPDictionaryReference:
1Parameterisimportedinmethod
Indicatormeaningthatthemethodrequiresthisparameterasinput.
2Mandatoryelement
Indicatormeaningthatthisattributemustalwayshaveavalue.
Thismaybeusefulifanevaluationisperformedusingthisattributewithintheworkflow.

InitialValue

SetinicialvalueforparametersofthemethodCOPY_DOCUMENT:

E.g.:SetatrasactiontypeZ001

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Howtocreateacondition:
11ScheduleCondition
Thescheduleconditiondecideswhetheranactionshouldbescheduledforprocessing.Anactionis
thereforeonlygeneratedifthescheduleconditionismet.
Selectanexistingscheduleconditionusingtheinputhelporcreateanewone.
22StartCondition
Thestartconditionischeckedbeforetheactionisexecuted.Theactionisonlyexecutedifthestart
conditionissatisfied.
Selectanexistingstartconditionusingthevaluehelporcreateanewone.
2.1OptimizationRule
Theoptimizationruleisadateruleandreturnsadatefromwhentheactionisrelevant.Noattemptto
processtheactionismadeuntilthisdatehasarrived.

2.2CustomizeDefineConditions.

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WhenyousavetheactionneedsIdentifyofStatusofopportunityinprocess.Thisisaninicialcondition
whenthisconditionsisOk,socreateatask.

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ResultistaskZ001iscreate.

*DontforgettoassigntheActionprofileattrasactiontype.

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Topics:customer_relationship_managementIndustries:banking,insuranceTags:sap,crm,webclientui,sapcrm,webclient,
opportunity,service,sap_crm,crm_7.0,bp

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2Comments
GustavoBuschJun25,20132:34PM

Perfectjob,verygoodtutorial.
Stepbystepgivesusaveryeasyunderstanding.
Congratulations.
Like(1)

MarcioDebizeJun26,201312:11AM

http://help.sap.com/saphelp_470/helpdata/en/40/f437392780225fe10000000a114084/frameset.htm
Like(0)

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