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Change Opportunity when user click on a button from Work item

Hi Experts,

I have a requirement as mentioned below, thanks for your inputs.

1) There is Quotation created as an follow up activity from a particular Opportunity.

2) The workflow needs to be triggered to sales Representative of the Quote, asking whether he want to

create new Quotation, before 7 days of the Quote Expiry date.

3) If the Sales Representative click "Yes" then it should Open the subsequent Opportunity screen.

4) if the user click No, then the work item should disappear from the worklist.

The workitem will be handled via WEB UI Home page and not from SBWP transaction.

Solution: Our functional owner has decided to create Actions for the above requirement.

And workflow will be triggered when the condition is met.

My queries related to developing the workflow for the above scenario.

1) I have never worked in scenarios where workflow is triggered via Actions.

I referred to the below link in SDN. which talks about creating Actions and workflow.

http://wiki.sdn.sap.com/wiki/display/CRM/CRMMarketing-HowtotriggerthecampaignApprovalworkflowvia+Actions

But i want to know the following

A) Do we need to create any Event for the Business object for which the Actions are created ?

I don't think, we need to create any event for the Business object.

If no event is required to create for the Business object, then what values will be passed to workflow container when the workflows are triggered via Actions?

B) Do i need to do any binding between Event Container and workflow container, to pass the Business object instance ?

c) How to get the Opportunity number or GUID for a particular Quotation.

Because i want to create an attribute in the Business object of BOR type Opportunity and want to pass the Opportunity guid for the same. So, that i can display the Opportunity in change mode to the Sales Representative in the next step.

D) I want to create a User Decision step with two options 1) Yes 2) No

If the User select Yes and click on Execute button then the Opportunity should open in the Change mode so

that the user can create another Quote for this Opportunity.

-


I tried few attempts in the Method Tab in the User decision step, to display the Quotation. But it didn't work :-(.

Can you please explain what needs to be done to display the Opportunity in change mode from the User decision step ?

Thanks for your quick response in Advance.

Reg,

Chetan

Meanwhile i will try my level best to develop the workflow for the above scenario in all the possible ways which i can think of 😊

Edited by: Chetan S K on May 4, 2011 9:56 PM

Edited by: Chetan S K on May 4, 2011 10:32 PM

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1 Answer

  • Posted on May 05, 2011 at 07:54 AM

    But i want to know the following

    A) Do we need to create any Event for the Business object for which the Actions are created ?

    You have to active the workflow and assign the required event.

    B) Do i need to do any binding between Event Container and workflow container, to pass the Business object instance ?

    Yes you have to do bindings.

    c) How to get the Opportunity number or GUID for a particular Quotation.

    you can get GUID for particular Quotation from workflow container elements.

    D) I want to create a User Decision step with two options 1) Yes 2) No

    you need to call transaction for Quotation change by creating task for the Quation change.

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