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Former Member
Jul 02, 2009 at 09:06 PM

Rule Modeler - Automatically Create an Activity

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Hello Experts, how are you?

I wondered if you could help me on this requirement.

We are implementing Interaction Center Web Client in CRM 2007 and they need the following:

Requirement: when changing the status of a Service Order to "completed" an Activity (a phone call) must be created for a Generic group in the Organizational model (Call center Back Office) so that they make a phone call informing the customer that the problem was solved.

Is it possible to have this done automatically by using Rule Modeler so that the rule should look as follows:

Condition: if the status of the Transaction Type Z* is "Completed"

Action: create an Activity (activity tipe Z_PhoneCall) and assign the group responsible "Call Center Back Office"

I was investigating the Rule Modeler and I did not find a way to do this.

I hope you can give me some hints.

Best regards and many thanks.

Pablo