Problem with Actions: Follow up transaction

[Former Member]

Hello,

I am trying to create a scenario in our dummy system where transaction type lead moves to opportunity automatically once lead is saved.

I have created action/profiles ( copy_document / method_call) with wizard using a condition ' employee responsible' = xxxxx.

Assigned this action profile to the relevant lead transaction. No schedule.

Even after trying several times It is not getting triggered and I am not able to see any attached action when I create a lead.

If anybody could summarize the exact steps for this scenario.

thanks and regards,

Max

[Former Member]

This message was moderated.

[BGarcia]

Hi Max,

In the past, I've had similiar problems with actions that are partner-dependent. For solving those issues, I've found note 895546 that suggest to de-activate standard implementation of badi CRM_ACTION_BADI.

If not already done, you can give it a try, and see if solves your issue too.

You can check also at CRMC_ACTION_CONF t-code if you have your action activated for your action profile.

Kind regards,

Garcia

[Former Member]

Hello Bruno,

I will summarize steps I am doing. Maybe you can catch the fault.

1. created a new action profile using wizard :

     a)     category of object type : BOR

             object type name : CRM lead ( BUS2000108 )

     b) Processing Time : processing when saving document

                    changeable in dialog, exec. in dialog ( both are checked )

     c) No partner determination for the action ( unchecked partner-dependent )

     d) Processing Type : Method Call

     e) Method : copy_document

     f) No Schedule condition and Start condition for now.

     g) Completed and saved the wizard

2. Define conditions.

     a) selected my action

     b) Start condition tab : edit condition

     c) clicked condition definition ( nothing done for parameter definition )

     d) Container --> crm lead ---> Status Profile

     e) selected CRMLEAD in constant.( which is same status profile in my transaction type for lead )

     f) transferred the condition ( after checking ).

     g) saved saved and assigend the action to my transaction.

3. Executed my lead

     filled all the bps, org data.. and saved but nothing happened.

ps When I click the actions icon in my lead transaction, it says no action profile in the worklist.

please check this,

regards,

max

[Former Member]

Hi,

You should set the action to Automatically schedule.

For the start condition what did you configure exactly? Any specific status code  for your document?

Can you attach some printscreens?

Regards.

[Former Member]

Hi,

I am using this start condition = &CRM Opportunity.Empl. Responsible.Business Partner& = 600531

Regards

[Former Member]

Hi,

Try to set the BP number with leading zeros: 000600531

Regards.

[Former Member]

Hi,

Even with leading zeroes system is automatically removing them and it just goes as 600531 in the condition. ( In my Lead, i am using 600531 in employee responsible with org. data, sales prospect, contact person. After saving nothing happes,)

Are scheduling condition and parameter definition in the start condition necessary ?

Regards,

Max

[Former Member]

If the condition is to run automatically, normally you have to set the action as Automatically scheduled and you don't need to insert a schedule condition.

You just set a start condition and the action will appear on the Actions assignment block. If the start condition is fullfilled the action is executed.

What it seems is that you are having some issue with the schedule itself.

You said that you made the action as partner dependent (action definition customizing). Remove this flag to check if the behaviour changes. Maintain the Start Condition.

[Former Member]

Hi,

Yes I have already removed that flag and tested but no luck,

thank you and regards,

max