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Former Member
Jun 04, 2013 at 10:52 AM

Not able to get Confirmed Vehicle detail while creating IR

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Hello Experts,

Business role : IC Agent

Steps:

1. Search Account

2. Confirm account

3. Search Vehicle

4. Confirm Vehicle

5. Create Interaction Record

Requirement:

Confirm vehicle detail needs to be displayed along with other IR detail ( like Partners, Organization)

( One Cusomize view as a Tablink, is created to display the Confirm Vehicle detail )

Now while creating IR, It should give confirm vehicle detail as REF OBJECT or in DOCUMENT FLOW relation against that newly created interaction record, but somehow it is not coming in any of the relations.

I am getting the confirm vehicle detail as Ref Obj in other Business Activity but not in Interaction Record Activity.

Is there any configuration is missing ? or Does it needs to be done manually ?

Thanks,

Ghanshyam