Create Activity from Service call

Christina Du

Hi Expert,

We've got a request -  COPY some information from service call to the new activity automatically.   I have tried

1. Call Boyum universal function to Create Activity, but unfortunately the new activity cannot be linked to service call (not showing in Service Call - Acitivities tab). 

2. Use Boyum Validation function when clicking Activity button in Service Call - Activities tab. It seems I cannot transfer fields' value in Service Call to Activity window (Add mode) 

I am just wondering if I miss something in above 1 or 2.  

Thank you.

 

Best regards,

Christina

 

 

 

Comentarios

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  • Comment author
    Geoff Booth
    1. Add a button on the service call to run a UF. The UF would then:
    2. Save any information you want to copy to the activity in @STORE values
    3. Click the SAP Activity button to create the new activity
    4. Activate() -- to make sure the activity window is the active one
    5. Set the field values in the activity using the @STORE values 
    6. Manually make any other changes and click the add button
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  • Comment author
    Christina Du

    Thanks Geoff,

    I have tried the button to create new activity. The problem is the created acitivity wouldn't show in Service Call - Acitivities tab.

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  • Comment author
    Geoff Booth

    Very strange - it works for me just fine.

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  • Comment author
    Christina Du

    Can you please take a screenshot of the step 4?  I just realised there is difference between yours and mine.

    I created the activity in the function button - universal function, not using SAP activity button.

    When you click SAP Activity button, it is already activated.  May I know where to trigger Activate()?  Thanks.

     

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  • Comment author
    Geoff Booth

    @STORE1 = $[$14.0.0]; // Assign  @STORE1 value
    Click($[$55.0.0]); // Click the New Activity button
    Activate(); // Ensure the Activity form is the active one
    Set($[$53.0.0]]|@STORE1); // Set the value on the activity

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  • Comment author
    Christina Du

    Thanks Geoff,

    This works!

    It is a perfect solution.  Thanks again.

     

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