Skip to Content

Adding custom actions to 'Actions' in the CRM web UI toolbar

Hello,

We are using SOLMAN 7.1 Incident Management, and I am trying to add a new custom action to the 'Actions' pull-down list in the CRM web UI toolbar.I have followed the steps in the 'Aplication Incident Management Configurationj and Upgrade guide', and in the note 1567003.

If you wish to include your own actions in the toolbar, ensure that they conform to the following criteria:

    1. The action must be manually executable by the user in dialog (see the action definition).
    2. The action must be displayable in the toolbox (see the action definition).
    3. The action must not call any GUI functions, such as launching transactions, displaying dialog boxes, or navigating to URLs. Such GUI functions are not compatible with the CRM UI.


If your action meets the above criteria, add an entry in table AGS_WORK_CUSTOM in the following form:

IM_CRM_UI_PPF_<sequence no> <method filter>

Example:
IM_CRM_UI_PPF_01 Z_CUSTOM_ACTION_FILTER_01
IM_CRM_UI_PPF_02 Z_CUSTOM_ACTION_FILTER_02

I have defined the action in the action profile as manually executable and displayable in the toolbar. And it does not call any gui function.

As I have not found any information about what the <method filter> is, I have added an entry with the name of the action definition that I want to run, as it appears in the action profile, to the table AGS_WORK_CUSTOM:

But it does not appear in the 'Actions' pull-down list.

Does anybody know how do I have to configure it?

Thank you,.

Jose

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

3 Answers

  • Posted on Nov 12, 2015 at 04:27 PM

    Hi,

    You have maintained wrong value I guess, Please use email smartforms and send it via process call

    CRM_SRVORDER_EXEC_SF_MMR

    Then define same in AGS_WORK* table.

    I had the same issue before.

    Thanks

    Rishav

    Add a comment
    10|10000 characters needed characters exceeded

    • Hi,

      I have tried removing the HTML in the processing method, but it still does not work.

      As for the start condition, I think I should define it if I was to use an automatically scheduled condition, isn't it? But what I want to do is to be able to send a message when I change the processor, so I want the action to be run whenever I select it in the action toolbar.

      I do not understand the last point. What badi should I modify?

      Thanks again,

      Jose

  • Posted on Nov 13, 2015 at 08:42 AM

    Hello, Jose.

    Usually you do not have to define mail sending PPF actions in AGS_WORK_CUSTOM.

    So first of all check you shedule conditions.

    P.S. And also there is "feature" in SM: if your PPF is partner-dependent and your business partner presents in CRM document (incident, problem...) twice (in several partner funcions, for example as requester and processor) - you will not see that mail sending PPF.

    You can find some information here:

    BR,

    Artem

    Add a comment
    10|10000 characters needed characters exceeded

    • Hi Artem,

      Do you mean that this is not necessary, or that it is not possible? I am trying to do it this way because I have not been able to find a way to schedule the action as an automatically scheduled action. Most of the mail actions that I am using are scheduled to be run when the message status changes. But in this case, what I want to do is to send a message when the message processor is changed.and I can do it without changing the message status. So I need to find a way to send a message when only the message processor changes.

      Thank you,

      Jose

  • Posted on Nov 16, 2015 at 05:38 AM

    Hi Jose,

    I think you don't need drop down action on the menu to achieve what you want to do. I think you better to use action container : BADI CONTAINER_PPF

    Please check below link to know how to define variables for CONTAINER_PPF.

    Enhancing CRM Action Container

    First, you need to define a variable like gv_proc_change (type flag) in according to above link , and define an implementation for BADI CONTAINER_PPF. here you need to define BADI filter BUS2000223 (For my case - ITSM/incident/SR) before adding a custom logic in the method MODIFY_CONTAINER.

    here is a sample code

    DATA: LS_OBJECT TYPE SIBFLPORB,

    LT_VALUES TYPE TABLE OF SWCONT,

    LV_GUID TYPE CRMT_OBJECT_GUID,

    LV_GUID_DB TYPE CRMT_OBJECT_GUID,

    LS_VALUE TYPE SWCONT,

    LV_RETURN TYPE SY-SUBRC,

    * LS_STATUS_OW TYPE CRMT_STATUS_WRK,

    LT_STATUS_DB TYPE CRMT_STATUS_WRKT,

    LS_STATUS TYPE CRMT_STATUS_WRK.

    * check if classes are bound

    CHECK: CI_CONTAINER IS BOUND,

    CI_PARAMETER IS BOUND.

    CASE FLT_VAL.

    WHEN 'BUS2000223'.

    * Get Parameter

    CALL METHOD CI_PARAMETER->GET_VALUES

    RECEIVING

    VALUES = LT_VALUES.

    *** Parameter STATUS_CHANGE

    READ TABLE LT_VALUES INTO LS_VALUE WITH KEY ELEMENT = 'GV_PROC_CHANGE'.

    IF SY-SUBRC = 0.


    ///->> logic


    use function module CRM_ORDER_READ_OW or CRM_ORDER_READ to compare between processor in buffer and processor in DB. If the processor has been changed, set GV_PROC_CHANGE = 'X'.

    ///-->

    ............................

    endif.

    ENDCASE.


    Lastly, in Action condition, trigger the email when GV_PROC_CHANGE = 'X'

    Whether use GV_PROC_CHANGE in starting condition or schedule condition is up to you. but it must be scheduled condition at save point, so you need to change the configue part of action definition .

    Hope it might help you to sort out your problem .

    Regards,

    Jin

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.