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How to add related fields from one transaction to other transacction?

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Hi all,

I have a problem. I need to add an OPPORTUNITY field (SALESCYCLE) to the ACTIVITY transaction because of an upgrade and I'm now in a new world... The CRM 2007 is an unexplored place to me.

I added some custom fields (Z fields from the CUSTOMER_H) by adding the context node BTCUSTOMERH to the BT126H_APPT component, view ApptDetails, with transaction BSP_WD_CMPWB (thanks Stephen Johannes for your blogs) and all works correctly.

I tried doing the same with the SALESCYCLE and it doesn't worked... :_(

I added the context node BTOPPORTH, but I'm sure I failed at the wizard step with the "Higher level context node" or with the "BOL Relation", but I can't find the correct answer. I found the field in the "Configuration tab", I put it in my view but the GET method doesn't work... The field remains always void.

I don't have problems adding activity related fields, but when I try to add some flow related (opportunity one in my case) fields it's different.

I have been looking for any solution but I have only seen that I can add this attribute directly to one context node and modify some BAdI or do any thing similar, but I don't know how to do that either. I will accept this solution if someone tells me how to do that... But I think the first solutions could be the most appropiate (I can be wrong... of course!)

Thanks in advance....

Sergio

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi

Sorry that i couldn't respond to you earlier.

I am not sure if i have understood ur requirement correctly. But here are some guidelines.

Create an enhancement set (Use transaction SM34 and Open the view cluster BSPWDVC_CMP_EXT)

Use transaction SM30. Open table BSPWDV_EHSET_ASG to make the necessary assignment

Start transaction BSP_WD_CMPWB. Choose the component

Now Click Enhance Component and choose the enhancement set

Select the view you want to enhance

Right Click on the view and select Enhance in the context menu

Go to Structures  Context Node  select the relavant node for document flow  Attributes

Right click and select Create from the menu

The wizard will guide you as to how to add the attribute

See if you get the fields there....

regards

Subhasis

Answers (2)

Answers (2)

Former Member
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well have you tried BTADMINH -->relations

You will find the field BTHeaderOpptExt --> BTOpportH -->attributes --> SalesCycle

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Thanks for your answer, Subhasis!

Your solution is correct if I want to add to the Activity a field related to the Activity or some field on the DocFlow structure (the case you described), but it's not my case. I did that with customer fields before and all worked correctly.

My scene is like this. I have an Opportunity and there is a follow-up Activity created. When I want to see the Activity, I need to show on the Activity transaction the preceding Opportunity field SALESCYCLE, which is at the CRMD_OPPORT_H table (BTOPPORTH context node).

The problem comes when I add this context node to the Activity. I think the application is trying to get the field from the CRMD_OPPORT_H with ACTIVITY data and it returns void to the field. I think it forgets to get the opportunity data first and after that try to get the SALESCYCLE value from the CRMD_OPPORT_H (with the Opportunity GUID).

By the moment, I have added the attribute SALESCYCLE to the BTDOCFLOW context node and, at the moment he do the GET, I change the field it gets by the GUID of the opportunity:

      • dref = current->get_property( 'SALESCYCLE' ). "#EC NOTEXT

dref = current->get_property( 'OBJKEY_A' ). "#EC NOTEXT

Then I go to the CRMD_OPPORT_H directly to get the SALESCYCLE value...

I know it's a bad solution... but it works and I don't know any other solution by now. If anyone can help me to do it correctly I'll be greatly appreciated!

Regards,

Sergio

Former Member
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Hi

But just wanted to know if you have tried adding this

Create an enhancement set (Use transaction SM34 and Open the view cluster BSPWDVC_CMP_EXT)

Use transaction SM30. Open table BSPWDV_EHSET_ASG to make the necessary assignment

Start transaction BSP_WD_CMPWB. Choose the component

Now Click Enhance Component and choose the enhancement set

Select the view you want to enhance

Right Click on the view and select Enhance in the context menu

Go to Structures  Context Node  BTADMINH

Right click and select Create from the menu

select relations

You will find the field BTHeaderOpptExt --> BTOpportH -->attributes --> SalesCycle

Guess this will work

stephenjohannes
Active Contributor
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Sergio,

The problem you have is the opportunity segment technically does not exist for an activity at a data level model. The standard system would never populate the OPPORTUNTITY segment when creating/changing an activity.

So let's clarify this one more:

Do you want the opportunity segment field from another transaction or do you want the "activity" transaction to contain that segment? Based on that we can probably come up with a better answer.

Take care,

Stephen

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Hi all,

I'm now in other client but I've to try the Subhasis solution soon... Then I'll tell you if it worked.

Stephen, my case is that I need to show the opportunity segment field (SALESCYCLE) in the activity transaction. I only need to show it. This field comes from the "preceding" opportunity (the activity is a follow-up activity from the opportunity)

I can do it from a lot of ways because I only have to show the value, but I try to do it in the correct way because I want to understand what I'm doing (I come from CRM 4.0 and it's really different...).

I would like to know how I would put this opportunity segment field on the activity transaction in order to show and modify its value (I think this is the correct way to do it but I'm not sure...). I'm sure I'll need this in the near future...

Thanks a lot for yor answers!!!

stephenjohannes
Active Contributor
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Sergio,

One more clarification when you create the followup activity transaction from the opportuntity are you copying over the field via copy control into the new transaction? If not then were you always following the "doc flow" and looking up the previous transaction and then displaying the value from there.

This makes a big difference on trying to build a better solution that what you currently have.

Take care,

Stephen

Former Member
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Alternatively let me know the view details of activity and what field you want to add.

I will try out in my system.

regards

Subhasis