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Former Member
Feb 16, 2009 at 02:13 AM

Steps for an Action to email a Mail Form? CRM_ERMS_MAILFORMS

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CRM 5.0

Trying to email a Mail form from CRM_ERMS_MAILFORMS from a transaction

Created a mailform in CRM_ERMS_MAILFORMS

In the IMG step CRMC_ACTION_DEF I created a action definition with processing type = External Communication

Form Name = mailform created in CRM_ERMS_MAILFORMS

Form Type = Smart Forms

Format = ????? (can any of these be used? or new one needs created?)

Personalization type = 5 recipient specific

I define a condition and it is found in sales document but it errors

There error I get is The BAdI implementation for DOC_PERSONALIZE_BCS could not be called.

So I think I am missing a couple of steps but not sure how to tie this all together. Could not find any other post or blogs on how to perform.