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Create subsequent tasks with Action Profile

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:

  1. 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.

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