on 03-25-2015 4:02 AM
Hi Experts,
I need to determine an initial partner function such as 'Consultant' based on end user's profile/role, and then become as default value in Parties Involved assignment block when creating an activity. Which BAdI is used to imlement it?
Kind Regards
Andie
as Arden suggested you can implement the COM_PARTNER_BADI. you can use below code to read user role.
lo_profile ?= cl_crm_ui_profile=>get_instance( ).
lv_role = lo_profile->if_crm_ui_profile~get_profile( ).
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi Andie
I do not see a need to implement a Badi to resolve this.
Instead standard Partner Determination. Copy a standard Partner Function and reuse for "Consultant" requirement.
Then use Partner Determination with Access sequence of User to determine the consultant role.
You can refer to any of the SAP CRM Best Practice Guides on Partner Determination Procedures for the step by step actions.
Regards
Arden
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi Arden,
Now I assign Access sequence 'from user' to partner function 'Consultant', user id can be inputted in parties involved assingment block automatically when creating activity, but there is another partner function 'Lead', they have different roles/profiles, if end user with Consultant role/profile, his user id shall be inputted in partner function 'Consultant', if end user with Lead role/profile, his user id shall be inputted in partner function 'Lead', do you know where to or how to implement it?
Kind Regards
Andie
Hi Arden,
Please see the case below.
If one end user with 'Consultant' role/profile creates a new activity, his user id shall be inputted in parnter function 'Consultant'. If end user with 'Lead' role/profile creates a new activity, his user id shall be inputted in partner functin 'Lead' automatically.
Kind Regards
Andie
User | Count |
---|---|
8 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.