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    Email Alert With A Link To The Transaction On CRM UI

    Uploaded by

    Sastry
    The document describes how to configure an action in SAP CRM that will send an email alert with a hyperlink to a CRM transaction whenever an activity is assigned to an employee. Key steps include: 1) Creating a custom smart form and function module to generate the hyperlink URL 2) Defining an action condition and custom action handler class 3) Creating an action definition that uses the custom smart form and class This will allow employees to be notified via email with a link that launches the assigned transaction in CRM web UI when clicked. Troubleshooting tips include checking action determination and execution traces and authorization.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Email Alert With A Link To The Transaction On CRM UI

    Uploaded by

    Sastry
    133 views8 pages
    The document describes how to configure an action in SAP CRM that will send an email alert with a hyperlink to a CRM transaction whenever an activity is assigned to an employee. Key steps include: 1) Creating a custom smart form and function module to generate the hyperlink URL 2) Defining an action condition and custom action handler class 3) Creating an action definition that uses the custom smart form and class This will allow employees to be notified via email with a link that launches the assigned transaction in CRM web UI when clicked. Troubleshooting tips include checking action determination and execution traces and authorization.

    Original Description:

    Email Alert with link

    Original Title

    Email Alert With a Link to the Transaction on CRM UI

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    The document describes how to configure an action in SAP CRM that will send an email alert with a hyperlink to a CRM transaction whenever an activity is assigned to an employee. Key steps include: 1) Creating a custom smart form and function module to generate the hyperlink URL 2) Defining an action condition and custom action handler class 3) Creating an action definition that uses the custom smart form and class This will allow employees to be notified via email with a link that launches the assigned transaction in CRM web UI when clicked. Troubleshooting tips include checking action determination and execution traces and authorization.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    133 views8 pages

    Email Alert With A Link To The Transaction On CRM UI

    Uploaded by

    Sastry
    The document describes how to configure an action in SAP CRM that will send an email alert with a hyperlink to a CRM transaction whenever an activity is assigned to an employee. Key steps include: 1) Creating a custom smart form and function module to generate the hyperlink URL 2) Defining an action condition and custom action handler class 3) Creating an action definition that uses the custom smart form and class This will allow employees to be notified via email with a link that launches the assigned transaction in CRM web UI when clicked. Troubleshooting tips include checking action determination and execution traces and authorization.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 8

    Email Alert with a link to the transaction on CRM UI

    In one of the scenarios an email had to be sent to the employee responsible whenever an activity was
    assigned to him/her. The email had to contain a hyperlink which when clicked would launch the
    transaction on CRM Web UI. An easy way of doing that is using PPF Actions.

    1. Action Example

    Lets look at the SAP standard action profile ACTIVITY which is quite close to what we want to do.

    Action Profile ACTIVITY


    Action Definition ACTIVITY_REMINDER_MAIL (Note Partner Dependent, which means only when a
    partner with that partner function is assigned to the transaction will the action be determined)


    Processing Type Smart Forms Mail


    Tip If you want the email alert to be sent to only once per person then on the action definition set the
    Action Merging property to Set Highest Number of Processed Actions which will enable the Action
    Merging tab where you will be able to specify that the system should allow a maximum of 1 successful
    action.




    2. Prerequisites

    A. Copy the smartform CRM_REMINDER_MAIL_01 into ZCRM_REMINDER_MAIL_01 and convert the
    transaction id into a hyperlink.


    B. Create a new class ZCL_DOC_PROCESSING_CRM_ORDER deriving from CL_SF_PROCESSING_PPF and
    create the methods similar to the SAP class CL_DOC_PROCESSING_CRM_ORDER.




    METHOD class_constructor.

    CALL METHOD cl_exithandler=>get_instance
    EXPORTING
    exit_name = 'CRM_ACTION_BADI' "#ec notext
    null_instance_accepted = 'X'
    CHANGING
    instance = gr_action_badi.

    ENDMETHOD.

    Copy and paste the code from the SAP standard class into the method
    CRM_ORDER_EXEC_SMART_FORM. After the data definitions in the method add the name of the
    callback function module as below -

    * fill internal structure for the output options
    ls_output_options = is_output_options. Add line below after this line.
    ls_output_options-urlcall = 'Z_ALERT'.

    C. Create the function module Z_ALERT. Make sure you add a default to the parameter
    IV_BUSINESS_ROLE to point to the crm business role that will be launched when the URL in the
    smartform is clicked. Make sure that the business role has the outbound plug mapping maintained as
    shown in the screenshot below.


    FUNCTION z_alert.
    *"----------------------------------------------------------------------
    *"*"Local Interface:
    *" IMPORTING
    *" VALUE(IV_BT_ID) TYPE CRMT_OBJECT_ID_DB OPTIONAL
    *" VALUE(IV_BUSINESS_ROLE) TYPE STRING DEFAULT 'ZYOURROLE'
    *" VALUE(IV_ACTION) TYPE STRING DEFAULT 'B'
    *" CHANGING
    *" REFERENCE(DATA) TYPE TTXCTOKEN
    *"----------------------------------------------------------------------
    INCLUDE rstxscad.
    CONSTANTS: cv_line_length TYPE i VALUE 42.
    DATA: l_str TYPE string.
    DATA: lv_base_url TYPE string,
    lv_bp TYPE bu_partner,
    lv_sso_active TYPE flag.
    DATA: lr_appl_model TYPE REF TO if_bsp_wd_appl_model.
    DATA:
    lv_offset TYPE i,
    lv_length TYPE i,
    lv_guid_char TYPE sysuuid_c,
    lv_guid TYPE sysuuid_x,
    lv_url TYPE string,
    ls_xctoken TYPE LINE OF ttxctoken,
    lv_order_id TYPE crmt_object_id_db.
    FIELD-SYMBOLS: <ls_xctoken> TYPE LINE OF ttxctoken.
    * extraxt order_id
    READ TABLE data ASSIGNING <ls_xctoken>
    WITH KEY code = 'ST'.
    IF <ls_xctoken> IS ASSIGNED.
    lv_order_id = <ls_xctoken>-string.
    IF lv_order_id IS NOT INITIAL.
    cl_bsp_wd_appl_model=>get_appl_model(
    EXPORTING
    iv_bsp_appl = 'CRM_UI_START'
    iv_model_type = 'CL_BSP_WD_APPL_MODEL_RTTI'
    RECEIVING
    rv_model = lr_appl_model
    EXCEPTIONS
    OTHERS = 1 ).
    CHECK lr_appl_model IS BOUND.
    lv_base_url = lr_appl_model->get_start_url( ).
    gv_url = lv_base_url.
    * PERFORM add_url_param USING 'sap-language' sy-langu.
    IF iv_business_role IS NOT INITIAL.
    PERFORM add_url_param USING 'saprole' iv_business_role.
    ENDIF.
    PERFORM add_url_param USING 'crm-object-type' 'BT126H_APPT'.
    PERFORM add_url_param USING 'crm-object-action' iv_action.
    PERFORM add_url_param USING 'crm-object-keyname' 'OBJECT_ID'.
    PERFORM add_url_param USING 'crm-object-value' lv_order_id.
    DELETE data WHERE code = 'LK'.
    lv_length = strlen( gv_url ).
    lv_offset = 0.
    ls_xctoken-code = 'LK'.
    ls_xctoken-line = -1.
    ls_xctoken-len = cv_line_length.
    ls_xctoken-string = space.
    WHILE lv_length > 0.
    ls_xctoken-code = 'LK'.
    ls_xctoken-len = cv_line_length.
    ls_xctoken-string = space.
    ls_xctoken-line = ls_xctoken-line + 1.
    IF lv_length > cv_line_length.
    ls_xctoken-string+4(cv_line_length) = gv_url+lv_offset.
    lv_offset = lv_offset + cv_line_length.
    lv_length = lv_length - cv_line_length.
    ELSE.
    ls_xctoken-string+4(lv_length) = gv_url+lv_offset.
    ls_xctoken-len = lv_length.
    lv_length = 0.
    ENDIF.
    APPEND ls_xctoken TO data.
    ENDWHILE.
    ENDIF.
    ENDIF.
    ENDFUNCTION.

    In the function group include add the following -

    DATA gv_url(4096) TYPE c.

    FORM add_url_param USING iv_param TYPE string
    iv_value TYPE ANY.

    IF gv_url CA '?'.
    CONCATENATE gv_url '&' iv_param '=' iv_value INTO gv_url. "#EC NOTEXT
    ELSE.
    CONCATENATE gv_url '?' iv_param '=' iv_value INTO gv_url. "#EC NOTEXT
    ENDIF.

    ENDFORM.

    1. 3. Action Definition
    With all the prerequisite steps complete we are now ready to create the action. I assume there is
    already an action profile assigned to the transaction type in context here. We can now go ahead and
    create the action similar to the SAP standard action only to replace the action handler class to our Z class
    and the smartform to our Z smartform.

    After the action definition is complete the next step is to define the action condition which can be done
    using the IMG Activity Define Conditions. Here you can specify conditions like dont send the alert If
    the status is closed etc.


    4. End result would be that whenever an employee is assigned to that transaction an email will go out to
    the employee which will contain a hyperlink on the transaction ID which when clicked will open the
    transaction on CRM Web UI using the role specified in the call back function module.

    1. 5. Troubleshooting
    Enable the Actions assignment block on the transaction and check the determination and execution
    trace.
    For the email to go out to the employee the email address has to be maintained on the address
    information of the employee record.
    Check SCOT settings to make sure that an SMTP node is determined for the email address.
    Smartforms will be emailed as PDF attachments based on the SCOT setting
    In development systems the job that sends email out is usually not scheduled so you might have to push
    emails out manually using SOST.


    If everything looks ok then run an authorization trace (ST05) to check if a missing auth is preventing
    from email from being sent. Usually the object S_OC_SEND is the cause of the authorization problem.

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