How to send attachments from SAP CRM to Syclo Device

[neha_mahanty]

Hi All,

I am workig with SAP CRM Service Manager 4.0.

The User guide says that the document upload and download functionality is supported in this version.

I wanted to check the document download functionality. For this I would have to created a Service Order in the CRM system and attached some document which can be send to the Syclo device.

Can anyone help me and guide how to attach any document ( pdf,doc etc ) from CRM system with the servicr order.

Thanks and Regards

Neha Mahanty

[ray_isada · Accepted solution]

Hi Neha -

See this thread for info on what you're trying to achieve:

Here's an example:

https://sycloresourcecenter.sap.com/development/kb/example-attachment-functionality-smart-service-ma...

Tutorials can be found here:

Agentry - Tutorials - SAP Mobility - SCN Wiki

Thanks,

Ray

[jason_latko · Accepted solution]

Ray,

I think he is asking how does he attach a document from within CRM, correct Neha?

Once attached, the product will automatically download it as long as document support is enabled in the config panel for the product.  Not sure if this is on or off by default.

Jason Latko - Senior Product Developer at SAP

[neha_mahanty · Accepted solution]

Hi Jason,

Yes I was asking how to attach any document from CRM. Can you please guide where in the config panel I can enable this option so that when the document is attach from CRM can be downloaded in the Mobile device.

Thanks and Regards

Neha Mahanty

[jason_latko · Accepted solution]

Neha,

Under Mobile Application Config, choose your product under Defined Mobile Applications, then switch to the Client Globals tab.  The are globals called Confirmation.Attachment and ServiceOrder.Attachment.  These must be set to 'Y'.  It appears that these are turned on by default, so you shouldn't need to change them.

Have you figured out how to attach the files directly in CRM?

Jason Latko - Senior Product Developer at SAP

[neha_mahanty · Accepted solution]

Hi Jason,

Thanks a lot I shall check these configurations. And 'No' I do not know how to attach the files directly in CRM.

It would be great If you can guide me about that too.

Thanks and Regards

Neha Mahanty

[b_punith · Accepted solution]

I have a similar Requirement, But from SAP ECC to Syclo Device.

If you have found the Solution, could you please brief me the same and help me out.

Appreciated greatly for your support.

Thanks and Regards,

Punith

[neha_mahanty · Accepted solution]

HI Punith,

Sorry for replying so late.

As suggested by Jason I had configured the global in Mobile config.

Confirmation.attachment = Y

ServiceOrder.attachment = Y

After this in the CRM UI I was able to attach the files along with the Service Order in the attachment section. This configuration properly downloaded the attachment along with the service order and I was even able to upload the attachments  back to CRM.

Hope it helps.

Thanks and Regards

Neha Mahanty