attendee list for appointment

[Former Member]

Hello

Does anybody knows how to customize behavior for list of attendees for the meeting (CRM 2007) ?

I am talking about appointment (leading transaction category BUS2000126 Business Activity)

Partner determination procedure works for 'parties involved'. if we add new partner to the list of 'parties involved' it goes automatically to 'Attendee' list. If we remove this person from 'attendee' list it goes automatically away from list of 'parties involved' . We do not want that. We want to have option to keep somebody in the list of parties involved, but not on list of attendees.

regards

Rafal

[Former Member]

Hello Rafal,

i'm facing exactly the same issue you faced times ago.

I was wondering if you found a solution and if you could give me suggestion.

Thanks in advance,

Barbara.

[philipp_unternaehrer]

Hi Barbara,

the data shown in assignment block 'Attendees' is just a sub-set of the data shown in AB 'Parties Involved'. The AB 'Attendees' shows only partners of bp category 1 (Person), whereas the AB 'Parties Involved displays all partners.

Therefore I am afraid you will not be able to find exactly the solution that you are looking for, because your requirement is only possible to solve via workarounds and probably additionally programming an enhancment.

There is two differentiation crieria that might be helpful to you:

1. partner function: This could be a criteria to differentiate between "real" attendees and other persons involved (additional partner functions can be defined in customizing)
2. calendar maintenance flag: this indicates whether the appointment appears in the person's calendar (and in case you are using server-side Groupware Integration it also defines whether an outlook invitation is automatically sent out to that person), the default value of the calendar flag can be defined per partner function in partner schema in customizing

You could e.g. just switch the partner function for partners that are not "real" attendees, e.g. from 'Attendee' to 'Person Involved'. Or just remove the calendar flag as a different option.

However with this workaround the person is still visible in the AB 'Attendees'. If you do not want that you would have to enhance the view. To solve this an enhancement would be necessary.

For the enhancement you have two options:

Option 1: Enhance View BTPARTNER/Partner

In method DO_PREPARE_OUTPUT you could remove e.g. partner functions depending on the relation name in the model. For AB 'Attendees' the relation name will be filled with 'BTPartnerAttendees' and for AB 'Parties Involved' it will be 'BTPartnerAll'. The name of the relation can be determined from context node RELATIONNAME.

Option 2: Enhance GenIL class CL_CRM_PARTNER_RUN_BTIL

Create your own class e.g. ZCL_CRM_PARTNER_RUN_BTIL which has to inherit from the standard class. Redefine the READ-method and there remove the unwanted partners also depending on the relation name. (This is also the way how the standard solution differentiates the 'Attendees' and the 'all Parties Involed'.) In customizing you would have to assign e.g. ZCL_CRM_PARTNER as class name since the '_run_btil'-part is added by the framework.

Both enhancement options will require deep dive knowledge of CRM Web UI and GenIL programming. I would recommend option 2.

Hope this helps you to find a solution.

best regards,

Philipp

[Former Member]

Hi Philipp!

Thank you very much for your prompt response. I read very carefully your answer and i think that to meet requirement to satisfy it is necessary to enhance the view.

Thanks again for your very valuable help,

Barbara.

[Former Member]

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[Former Member]

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