on 03-05-2015 1:29 PM
Hello Guys,
I want to activate the 'Category' fields for the user while creating a complaint document via. Web-UI. For this purpose I've configured the following in the backend
Code Group: YCOMP1
Code group profile: YCOMP
Subject Profile: YCOMP
I've assigned it to catalog C and also created a transaction type ZCOM for complaint. Afterwards I've created a schema in Web-UI and in the application object selected 'Complaint' 'Subject Profile' and selected the subject-profile.
After saving the Schema, it is in status 'Active' but when I am creating a complaint and when I check the Categorization block (At could be wrong. Also I am logged in as Sales User not Service, wondering what could be wrong here is it config or whether the categorization ? ?
Dj.
Hey DJ,
The basics steps are first to define a Catalog, then Code Group Profiles and finally defining a subject profile.
1. Follow the following SPRO path:
2. Define Catalog:
Define a catalog for every level of hierarchy level. (3 catalogs will create a 3-level categorization)
3. Next, define Code Group Profiles:
Select the Catalog (defined in the previous step) and create a Code Group for it.
One Code Group per Catalog.
Proceed by creating Codes for your Code Groups.
One Code for every value (values are per Catalog)
4. Next, define a Subject Profile
Create a new Subject Profile. (One per Code Group Profile)
Assign the relevant Code Group Profile and Code Groups
Lastly, log into CRM Web UI with the IC_MANAGER Business Role and find the Create Categorization Schema under the Knowledge Management Work Center:
Create a new Schema and make sure to assign it the appropriate Subject Profile:
Make sure here to declare the appropriate valid-from and valid-to dates in order to activate.
Define your entire schema and save.
You didn't provide too much information regarding how you set up and activated.
As far as I know, it shouldn't make a difference weather you are logged-on as Sales or Service user...
Hope this helps and let us know if it solved your issue.
Best of luck,
Alon
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