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CRM Action Profile Not Working for LEAD-ZLED

Hello All,

I have created an action profile using METHOD_CALL and TRIGGER_ALERT instead of COPY_DOCUMENT.

But when I create the Lead the Opportunity is not getting created even though the processing mode is Immediate Processing.

I have activated the Event Linkage and Partner assignment in the workflow by it is still not working.

Can someone please let me know what has gone wrong in the config.

Regards.

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3 Answers

  • Best Answer
    Feb 09, 2017 at 10:43 AM

    Hello Saurav,

    When I personally have doubts why my action is not working I take a look into this nice picture.

    http://help.sap.com/static/saphelp_crm70/en/ef/b55ad3a64841a4b45e280d50a0fb63/ppt_img.gif

    Taken from: http://help.sap.com/saphelp_crm70/helpdata/en/59/df8bff52c24057919ddd9dde52e457/frameset.htm

    Run through it and you get an idea why yours one is not working.

    Hint for you: your action has been defined with "Schedule automatically" unchecked (your screenshot action-2.jpg). That's why you need to schedule it manually in Actions section of a lead you're creating to make this action executable.

    Hope this will help you.

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  • Feb 07, 2017 at 11:01 PM

    Hi Saurav,

    1. method call is a badi and copy_document is a implementation of the badi provided by standard system.
    2. you need to use copy_document to create followup opport by action.
    3. it is not possible to figure out the root cause. you need to provide some screenshots of the customizing settings.

    Please check SAP WIKI page

    https://wiki.scn.sap.com/wiki/display/CRM/SAP+CRM+Sales

    Spencer

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  • Feb 09, 2017 at 07:07 AM

    Hello Spencer,

    Firstly thanks for your support and response.

    Please find the screenshots attached of the action profile configuration.

    Please can you let me know what else I have to do since the action is not getting triggered.

    Please help.action-1.jpgaction-2.jpgaction-3.jpgaction-4.jpgaction-5.jpgaction-6.jpgaction-7.jpg

    Regards.

    Saurav M.

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