Desktop Connection - Using manual inclusion to download accounts

[holger_pucker]

Hello,

we want start the dcn for outlook integration.

For the assignments of accounts we have some problems. We do not have always all criteria to make an automatic assignment.

So the try is to make a manuell selection from the end user over the inclusion in outlook.

The problem is when we download the account by hand, it does not load the contacts of this account.

The end user has to make two searches one for the account, and anohter one for the contact. This won't by accepted.

Is there a way to make the download of the assigned contacts automatically, when the account is loaded???

Thanks for any help...

Holger

[michael_sackmann · Accepted solution]

Hello,

contacts and accounts are independent objects. So an automatic download of contacts, if an account is selected manually, is not possible.

An possilbe workaround could be to enhance manual contact selection by changing the search logic on server. Instead of searching contacts by firstname and lastname you could change this, so that the search would search contacts by the name of the corresponding account. So the search would then show all contacts for given accounts. Via multiple selection possiblity all relevant contacts could be added to inclusion list. This change could be done by using existing BADI on CRM server.

Regards

Michael

[holger_pucker · Accepted solution]

Hello Michael,

thanks for the answer...

We will check the possibility to extend the search for the contacts...

Regards

Holger

[holger_pucker · Accepted solution]

Hello Michael,

can you tell me the name of the BADI, where this adjustment can be done.

I do not know where to make the changes...

Regards

Holger

[michael_sackmann · Accepted solution]

Hello Holger,

please check BADI /CRMGWS/GROUPWARE_SYNC_QUERY. There is method FILTER_PROCESSING. Maybe good start is to create empty BADI implementation and do an (exteranl) break-point in the method and then call contact search from outlook so that program stops in BADI method. Via this you can see how BADI is called during search.

In Import parameter IV_FILTER_STRING you get the search string from the UI. In case of contact search (IV_ENTITY_NAME = ContactMain) you have to convert this filter string into an entriy in table CT_FILTER_SELECT_OPTIONS so that it is used for search on Account Name e.g.

CT_FILTER_SELECT_OPTIONS-PROPERTY = ACCNAME

CT_FILTER_SELECT_OPTIONS-SELECT_OPTIONS-SIGN = I   (including)

CT_FILTER_SELECT_OPTIONS-SELECT_OPTIONS-OPTION = CP  (contains pattern)

CT_FILTER_SELECT_OPTIONS-SELECT_OPTIONS-LOW = value from iv_filter_string + "*" at the beginning and end for wildcard searc e.g *test*.

Additionally you have to make sure that standard search on firstname and lastname for contact is not called. You can do this by clearing original value of iv_fitler_value.

Hope this helps.

Regards

Michael