Create subsequent tasks with Action Profile
Tags:
How to define actions:
- Step 1 - Define action profile and action type for this profile;
- Step 2 - Define schedule and start conditions - adjust action profiles (if necessary) ;
- Step 3 - Assign the action profile to transaction type or item categories and/or use the condition techinique for action profile determiantion .
USE
Create a task using action when the status of opportunity is “in process”
Step by Step Procedure
- Step 1 - Define action profile and action type for this profile;
Define Action Profile:
Define Action type:
Set action
Perform the required settings for the action.
In the field processing time you can set when an action whose start condition has been met is started.
If necessary, also select the following fields:
- Schedule automatically - the action is automatically displayed on the Actions tab page after the schedule condition is met.
- Display in toolbar - the action is displayed as a symbol in the document toolbar, and the user can schedule it from there.
- Changeable in dialog - the user can change the condition parameters and processing parameters of the action.
- Executable in dialog - the user can manually trigger the action on the Actions tab page.
The field help for the individual options provide you with detailed explanations.
Set partner determination
The settings for partner determination are only necessary if the action is to be found depending on the business partner. Above all, this makes sense for processing with print, fax or e-mail. The output is sent to the corresponding business partner(s).
If you do not want to make any partner dependent settings, choose Enter.
PPF: Partner Function
Use
Partner determination is performed for partner dependent actions. The partner function entered is compared to the function of the document partner and an action is only generated if the partner functions agree.
Example:
The partner function AG (sold-to party);
Dependencie
The partner function is entered is only used for partner determination if you have selected the partner dependent action definition in Customizing.
Select action processing
Processing determines what the action should do. There are the following possibilites:
- Send smart forms using print, fax or e-mail;
- Call any method;
- Start a workflow.
Select a processing type with the input help.
Set processing method
Make the necessary settings for the processing selected.
- Method (Business Add-In that is called);
- Description (describing text of the Business Add-In);
- Determine processing parameter (parameters that are transferred to the processing method).
Method:
- COPY_DOCUMENT -> Generate Subsequent Document (Copy)
1) Process Parametrer - using transaction type
2) Create a container element ande set the next trasaction type;
Create an element for “copy_document”
Reference table
For the following elements you can specify the data type reference by defining an ABAP Dictionary field:
- Key fields
- Attributes
- Results
- Parameters
- Container elements
In this case, you have selected the indicator Dictionary as the data type reference.
Specify the table, the view or the structure of the data type reference here.
Reference field
To specify a field from a database table as a data type reference, specify a field from the table, view or structure. This applies to the following elements:
- Key field
- Attribute
- Result
- Parameter
- Container element
See also : indicator Dict. Field
Properties
ABAP Dictionary Reference:
1 - Parameter is imported in method
Indicator meaning that the method requires this parameter as input.
2 - Mandatory element
Indicator meaning that this attribute must always have a value.
This may be useful if an evaluation is performed using this attribute within the workflow.
Initial Value
Set inicial value for parameters of the method “ COPY_DOCUMENT”:
E.g.: Set a trasaction type “Z001”
How to create a condition:
1- 1 - Schedule Condition
The schedule condition decides whether an action should be scheduled for processing. An action is therefore only generated if the schedule condition is met.
Select an existing schedule condition using the input help or create a new one.
2- 2 - Start Condition
The start condition is checked before the action is executed. The action is only executed if the start condition is satisfied.
Select an existing start condition using the value help or create a new one.
2.1- Optimization Rule
The optimization rule is a date rule and returns a date from when the action is relevant. No attempt to process the action is made until this date has arrived.
2.2 - Customize Define Conditions.
When you save the action needs Identify of Status of opportunity “in process”. This is an inicial condition when this conditions is “Ok”, so create a task.
Result is task “Z001” is create.
*Don’t forget to assign the Action profile at trasaction type.