3 Replies Latest reply: Dec 29, 2011 9:40 AM by Kseniya Tsyganchuk RSS

Partner dependent actions are not working correctly

Kseniya Tsyganchuk
Currently Being Moderated

Dear CRM experts,

 

I have assigned an action profile to an Opportunity Trasaction type...

 

My action performs alerts to business partners. Each action is partner dependent and set to process on document save. Each alert has different start condition and partner function. If a partner is assigned as partner function 'Z00000**' the action should be automatically proposed.

 

This all works fine as long as the opportunity has only one business partner. When I add several business partners to an opportunity, System has sent each alert to all business partners assigned to opportunity.

 

I have the same problem with alerts in Tasks.

 

To get the Alert in Opportunity for the only busines partner, which is assigned what i have to do?

 

Thanks very much for your help!

Kseniya

  • Re: Partner dependent actions are not working correctly
    Harshad Patel
    Currently Being Moderated

    Hello,

     

    You first check whether you have assigned proper partner fucntion to partner dependent action or not. If each action have different partner function as per your business need assigned then it should work accordingly. Also if multiple partners are assigned to same partner function then also that respective action should appear for each partner.

     

    Also check whether you have assigned partner function category instead of partner function. If you have assigned partner function category then all respective actions will appear which is satisfing entered partner function category. You can check which partner function category is assigned to partner function in customizing.

     

    I hope this may help you to resolve or cross-check your issue. I assume that you have proper schedule and start condition defined as per your business need.

     

     

    Regards,

    Harshad Patel

  • Re: Partner dependent actions are not working correctly
    Kseniya Tsyganchuk
    Currently Being Moderated

    Problem solved by oneself.

    We had to develope method Trigger Alert.

    Before development Trigger Alert forms recipient list by partner function category. If recipient list had consisted duplicates it was deleted. After development the recipient list is formed by the partner function, not partner function category Employee (0005).

     

    Regards,

    Kseniya

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