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Former Member
May 14, 2008 at 02:18 PM

Create Follow-up & Historic Activity Clipboard


CRM 5.0 SP 09.

In standard framework, user selects a service ticket from the inbox and chooses display or change. The goes to the interaction record and creates a follow-up document. The document does not show in the activity clipboard b/c I understand ICWC to be showing the historic view of the clipboard. BUT the document was actually created. By going back to the inbox and back to the ticket the user can then see the document but the issue is the user may create the follow-up many times b/c they don't see it in the activity clipboard.

Using the same steps but selecting interact in the inbox will does show the non historic activity clipboard and a follow-up will immediately show, but this generates another ticket which is not desired in our process scenario.

Is there a badi where we can control which activity clipboard appears (historic, non historic). Will reward points.