Hi Guru's,
We are on CRM 7.0 and in our scenario we are using questionnaires/attachments in service requests. In a specific case(based on product id or category) the questionnaire is mandatory and business wants to throw an error or warning message on save if user is filling a service request and forgot to fill the questionnaire. Fyi, The questionnaires are activated for service requests from IMG (settings for SR configuration). My issue is , I am having problem to find the correct BOL relation (if it exists)? from service request. Details are like below
component - srqm_incident_h
bol model - BT
search object - BTQ1ORD1 ( I searched for the SR using this and was able to find all related data for service request except - questionnares/attachments)
So my question is does anyone know what is the correct relation I should be using to get the questionnaires filled ( on webui screen). They are linked somehow but not sure. I am thinking I can throw an error message if I can somehow find a specific questionnaire object is linked to SR GUID .
Waiting for your advice !
Sunil
1 Answer
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Best AnswerPosted on Apr 21, 2011 at 08:27 AM
Hi Sunil,
You can already make surveys mandatory and get an error message if it is not filled from customizing.
Open the following customizing:
CRM > Transactions > Settings for Service Requests > Questionnaires > Define Determination for Surveys in Service Requests
In this customizing, have a new determination rule with the Item category as needed and check the Mandatory checkbox. You might need to scroll to see this checkbox. With this setting, you should get an error message if the questionnaire is not filled.
Regards,
Shiromani
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