Campaign approval process

[Former Member]

Hi all,

please suggest me , how to achieve campaign approval workflow process in CRM Marketing ,

i am new to workflow.

if  some one have any document reading this, please share with me.

MY requirement is . when a campaign creator create the campaign and change the status to  release  , campaign should go to approver for the approval.

Regards Dev

[Former Member]

Hi Dev,

Below link will help you to meet your requirement.

CRM Marketing - How to trigger the campaign Approval workflow via Actions - CRM - SCN Wiki

Workflow for Approving Marketing Campaigns - SAP Business Workflow - SAP Library

Regards,

Naresh

[Former Member]

Thanks Naresh,

i have gone through all these document  what u have shared with me .

i am  facing issue in  assigning agent to work flow. please tell me if you have any  document agent  assignment  determination to workflow.

Regards

Dev

[Former Member]

Hello Dev,

What issue you are facing in assigning agent to workflow. pls let me know in details so that can find a solution.

in generally while assigning the agent, the workflow should not in general task. check once.

let me know if it helpful answer.

Regd,

SK

[Former Member]

Thanks SK

i will do the same and let u know, mean while

could u please tell me the step i  need to follow during configuration of workflow.

so that  i will cross check all the steps and let u know the issues briefly  what i have faced.

Regards

Dev.

[Former Member]

Hi Dev,

There is the standard workflow available i,e,. WS10001004 is for campaign approval. go to the t code /oocu from there select crm-mkt- marketing planner.  Activate the event linkage and save it.

Come back and click on assign agent and assign the agent or org unit or user or position as per your requirement.

Let me know your response.

Regd,

SK

[Former Member]

Hi SK ,

I have done all configuration apart from general task activity.i will do that and let u know the if any issue.

Thanks a lot  for you generous support.

regards

Dev

[Former Member]

Hi Dev,

Kindly let me know if you get the result.

Regd,

SK

[Former Member]

Hello Dev,

Any Update

Regd,

SK

[Former Member]

Hi SK ,

I have change the general task and changed  to  un-check . after that also i am unable to see work flow task in my WEB UI page.

please tell me if any other changes are required.

Regards

Dev

[Former Member]

Hello Dev,

Check whether your settings as it shown in the below screen shots.

Save it and Click on back and click on assign agent.

Select on WS10001004 and select Create Agent Assignment on the top , pls make sure that before assignment it should not in general task.  Once you click, can see the screen as below. Here you need to assign the agent as per your requirement.

Let me know if you have any further queries.

Regd,

SK

[Former Member]

Hi SK,

I have done  above settings after that also i am unable to proceed.

Do i need to create any status profile for it of the standard status will work .

I am using stand status in campaign .

Regards

Dev

[Former Member]

Hi Dev,

After creating the campaign and changing the status as "Released" and save it. Now log on to the web Ui with credentials of the agent whom you assigned in agent assignment and check it.

you can see the result like this.

Rewards point if helpful.

Regd,

SK

[Former Member]

Hi SK ,

Thanks for supporting a lot .

i did the same  u suggested bu no luck for me .

below is the screen shot for ur refrance.

Regards

Dev

[Former Member]

Hi Dev,

Try to assign the "user" (Instead of org unit, position) in agent assignment and log in to web ui with that particular user. check it once.

Regd,

SK

[Former Member]

Hi SK,

I followed all the steps you suggested to me . but nothing happening  for me ,

Regards

Dev.

[Former Member]

Hi,

Check in SWI1, whether the workflow is started or not. if not, there must be a problem in workflow.

Regd,

SK