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Actions in CRM Enterprise guide

Former Member
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Hi all,

Does anyone know if any documentation exists about the creation of actions in CRM besides the online help?

If you have some, could you please send it to <removed by SAP Community Network Moderator>?

Thank you,

Daniele

Accepted Solutions (1)

Accepted Solutions (1)

KaushalShah
Active Contributor
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I hope you are talking about action profiles.

CRM release notes (https://services.sap.com/~sapdownload/011000358700001866642004E) says:

The following new action profiles are available specifically for activities in Customizing:

o ACTIVITY - for sales activities

The action profile ACTIVITY contains the following action definitions:

- ACTIVITY_FOLLOW_UP: creates a task for the responsible employee, for example, if a

contract is overdue

- ACTIVITY_PRINT: allows you to print the activity

Enter the printer you wish to use to print the activity under Basic Functions -> Actions ->

Change Actions and Conditions -> Define Conditions in Customizing for CRM.

To print an activity, specify the processing method

CRM_ACTIVITY_EXEC_SMART_FORM under Processing Types -> Set Processing. This

method is delivered with the standard configuration.

- ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee, for example, if

a contract is overdue

If you want the responsible employee to be sent a reminder e-mail when an activity is overdue,

specify smart form CRM_REMINDER_MAIL_01 under Processing Types -> Set Processing.

This smart form is delivered with the s tandard configuration.

The action profile ACTIVITY is assigned to transaction type 0000 in the standard configuration.

You can use, copy or adapt these profiles for your own activities.

See also

Further information on Actions is available in the SAP Library for CRM under Basic Functions ->

Actions.

Apart from this, section 3.1.1.2.1 in below mentioned doc (https://service.sap.com/~sapdownload/011000358700003452862005E) talks about action profile creation.

Regards,

Kaushal

Answers (0)