Activity Management(CRM 11001)

Learn about the activity management for business solution templates.



Different filter masks for the activity types are implemented. Furthermore the process which starts a new MA record is customized so that you can choose the activity type within the process.

Filtermasks

The following three Field groups are used:
  • MA, for all activity types except E-Mail
  • TE_MA_Email, used only for activity type E-Mail
  • TE_MA_Completed, used for all activities which status are Completed

Additionally this masks use new textfields for HTML Input which is described in the ‘Various’ -> ‘HTML Textfields’ topic.

Process



The process is copied from the default configuration. The only adjustment is the “TE_SelectAppointmentType-

>CreateContact”. See the description in the designer documentation for more information.

Rights

Do not set any of the following fields as mandatory in the rights module –otherwise you might get problems when you use the campaign management or event management functionality.



MA/2 – Starts on

MA/3 - Starts at

MA/8 - Rep

Activity Templates



Templates for the Activity (MA) info area are implemented. Activity templates are stored in the A031 info area. Each field which is defined in A031 corresponds to a field in MA.

Important: There is a new text field for HTML input which is described in the ‘Various’ -> ‘HTML Textfields’ chapter.

The template field in MA is as follows:



A Select function is configured for the ‘Template’ field in the ‘MA’, ‘TE_MA_Email’, ‘TE_MA_Fax’, ‘TE_MA_Info’, ‘TE_MA_Internet’, ‘TE_MA_Letter’, ‘TE_MA_QuickView’, ‘TE_MA_Telephone’, ‘TE_MA_Telephone_Completed’, ‘TE_MA_Visit’ and ‘TE_MA_Visit_Completed’ details mask, which copies the fields from A029 to the corresponding A1 fields.

If you want to add a new field to the Template, you need to add it in the data model and configure the Select function to copy the A031 field to the correct MA field.

Activity Print

In v3 of the template we created the “TE_MA_Print” button which is shown for all activity types. This button exports the “MA.Report” field group as HTML.



The following parameters are set in all MA field groups to guarantee that this field group is always used:



Web Configuration

The configuration parameter Schema.EnableLiveCalculations is enabled in TE_ISI for this info area. So interactive business logic, like change of end time when start time gets changed, will be active.

Known Bugs

Find-as-you-type does not work in the order field (group: ‘Linked Elements’) of the activity mask.