Activity related Qs

[Former Member]

Hi,

For an activity,

If we change the status of activity from “open” to “in process”, can we trigger another document type e.g. new order?

Using date management, (or changing date or elapsed time on an activity)

1) can we trigger an email/alert? Say an activity is pending for 2 weeks, can we automatically send email notification or alert to the employee responsible?

2) Automatically create a new document type? e.g. activity or order?

If we create a new order, can we trigger status change on an associated activity?

[Former Member]

Hi,

All your requirements can be met using the action profile configuration.

You need to create an action profile in transaction CRMC_ACTION_DEF, with action definitions:

1. If we change the status of activity from “open” to “in process”, can we trigger another document type e.g. new order?

This can be very much done. All you need is to put a condition in the action profile, to heck if status is Inprocess, and trigger a follow up order( using Processing type METHOD_CALL).

2. can we trigger an email/alert? Say an activity is pending for 2 weeks, can we automatically send email notification or alert to the employee responsible?

Here again a put a condition to check for the dates. ANd trigger a mail using an action definition which has processing type SMART FORM (MAIL).

3.Automatically create a new document type? e.g. activity or order?

As explained in point 1.

You can refer to the standard action profile ACTIVITY, here action definition ACTIVITY_FOLLOWUP and ACTIVITY_REMINDER_MAIL. You can make the copy of them, and go ahead.

Wish the information is useful.

Regards,

Shalini Chauhan

[Former Member]

Thanks Shalini for response,

there is one more question

after we create a new doc type (e.g. order) based on status change on the activity from "open" to "in progress" can we again go back and make the status change of the activity from "in process" to "complete" if this order is created successfully?

thanks,

[Former Member]

Hi,

Yes, it can be surely done.

Again the same can be automated bu using BADIs, wherein you can set the status of preveious document to completed, whenever a follow up is created.

The same can be done manually as well.

Regards,

Shalini Chauhan