Restrict Transaction type on CRM Sales Mobile App

[Former Member]

Hello,

We have a situation where we need to restrict which transaction types a user of the SAP CRM Sales Mobile see's when, for example, the user selects to create a new activity.  Due to Specific country requirements there a 2 Activity types Z001 and Z002 which have the same description but different customization in CRM.  As we have one Client for both countries I want to know if the Activity type available for selection can be restricted for user dependent on country for example.

Consider the following example.

Activity types:

Z001 - Visit  for country A

Z002 - Visit  for country B

Both are created in the CRM mobile customizing for Transaction types.

If user from each country subscribes their device, I want to restrict as follows:

User for country A only has Z001 for creation on Mobile App

User for country B only has Z002 for creation on Mobile App.

Is this scenario possible ?

Regards
Chan

[i834235]

My understanding is that  Activity types is used as some sort drop down in Agentry application.

Your requirement correctly. In can achieved in 2 ways.

a) Restrict download of Activity types itself based on user countries.  That way users will have only activity types that relevant for their country on the mobile device. Assuming that you have some business logic in back end to tie each user to a country.

2) On the mobile device if you can identify user to a country, (through means of Data Table/Complex table) then you can restrict activity types relevant to an user based on rule or validation rule.  At most you need additional data / complex table to holds user->country-> Activity type relationship.

I hope it  gives some idea as to how requirement can be achieved.

Thanks

Manju.

[Former Member]

Thanks Manju.  I have also been looking into this in more detail and there might be a solution to this using the Distribution Rule on the DOE.  I will look into this further.

Thanks for your suggestions.

Regards
Chan