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Former Member

ACTIONS IN CRM

Dear Guru"s ,

i would like the knew whats the difference between Schedule Conditions and Start Conditions in Actions , Can we use both the Conditions at a time ? In which Scenerio ? Pls explain in detail with examples - whats the relevance of Schedule and Start Conditions. Thanks in Advance , Full points wil be awarded.

Any screenshots r pdfs can be send to my id - harisdcrm@gmail.com

Thanks ,

Hari Krishna

Edited by: HARI KRISHNA on Jan 31, 2008 4:40 PM

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4 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jan 31, 2008 at 06:59 AM

    Hi Hari.

    The start condition is checked before the action is executed. The action is only executed if the start condition is satisfied.

    Say for example I have configured an action profile to be assigned to the transaction Activity and what it does is send a remainder mail to the Activity Partner about an activity that has to be executed and which is over due by now..

    I create a condition saying "activity is over due" the parameters that I choose is current date and time and Planned date and Time in Edit contition.

    The schedule condition decides whether an action should be scheduled for processing. An action is therefore only generated if the schedule condition is met.

    Select the name as inbound contact and I will create a condition for Business Activity Direction and Business Activity template with an operator AND.

    Hope this helps.

    Please reward points.

    regards

    ashish

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 31, 2008 at 07:10 AM

    hi

    to add on to what i have said earlier,here is the step by step procedure to apply the start and schedule condition

    1. Select the action profile

    2. Selection the action definition to which you need to change the condition

    3. Then you have to click on "Edit condition" button in the "Schedule condition tab" as shown in the 2nd screenshot of the document sent.

    4. Now, you will get into another screen and then under “Condition Definition”, click on “Click to create the condition”.

    (As shown in 3rd screenshot of the document)

    5. This will again take you to the screen where you change the condition.

    Here, follow the following steps.

    a. First place the cursor on the Expression 1 and fill the expression1 by double clicking it.. i.e, double click on "Phase" as shown in the screen shot 4. (Highlighted with yellow line)

    b. Now, place the curson under op...(Operator) to select the operator from the operators list at the top left side of the screenshot. Here, select the "=" to operator.

    c. Now, place the cursor on Expression 2 and fill the expression2. This expression2 must be a constant. So, under constant field, click for help and select one of the existing constants, with which you can make it a valid condition.

    In the screenshot, "Z1" is a constant, and which is defined as "Phase1" by us.

    d. After finishing the expression, click on "Continue/Transfer" button.

    Note:

    Normally, we schedule the condition, in the scenario of sales methodology inorder to show the actions only related to a particular phase and not all the actions of all phases.

    In the screenshot4, "Z1" is a constant, and which is defined as "Phase1" by us. i.e, if phase = z1, only then the particular action definition will be displayed.

    Hope it is clear.more u can find on this link

    http://help.sap.com/saphelp_crm60/helpdata/en/65/bacdcb2e164428adde4137a39685cf/content.htm

    regards

    ashish

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 02, 2008 at 10:42 AM

    Hi Experts,

    Needed some more Clarity.

    Regards,

    Hari Krishna.

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    • Former Member Former Member

      Hi Hari,

      There were so many posts to your questions and they are all perfect solutions.

      Can i know what is that you mean by asking for any more answers? did it solve your problem or not and if no please reply back immedaitely so that the forum can help you to solve your problem.

      Thanks

      Srini

  • author's profile photo Former Member
    Former Member
    Posted on Feb 19, 2008 at 01:19 PM

    Dear Guru's,

    Any more Answeres ?

    Regards,

    Hari

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