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status task customizing & behaviour - tr.BS23 - CRMBS02

Good Morning All,

I have created a custom status scheme, associated the status "CMPD" to the "FINI" operation.

The effect of this is that in CRM WEB UI, when I save a task, the transaction task is closed and another one is opened.

I would like to customize another status in the scheme using the transaction CRMBS02, but I didn't found a status that close automatically the task and open another one; the status that I tried with the operation "FINI" just close the task.

There are other status with the same behaviur of CMPD with the FINI operation?

Where I can see if the combination of STATUS and OPERATION just close the task or close the task and open another one?

Many thanks

Marco

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  • Best Answer
    Posted on Jan 09, 2014 at 06:53 AM

    Hi Marco,

    What transaction type do you use? Because it is more likely that it is not the status that will open another task, but an action (check the action profile in the transaction type customizing) that is triggered automatically once the task is set to CMPD.

    Cheers,

    Nicolas.

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    • Former Member

      Hello Nicolas,

      thank you, the transaction type was custom and the status "CMPD" was already configurated.

      Like you said I saw that there was an "action profile" associated to the status "CMPD" and transaction type, so I created a new transaction type to my new status, that copy the transaction at the save event.

      Many thanks

      Regards

      Marco

  • Posted on Jan 09, 2014 at 09:03 AM

    Hi Marco,

    I can agree with Nicolas , it is likely that a status in CRM will not create a new task. It can however be done with an Action profile .

    You may consider , configuring an action profile to fulfill this.

    /Hasan

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