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Screen settings for Appointment

Former Member
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Dear CRM Wizards,

The field "Reference Doc" in the Overview screen of the Appointment is showing "greyed". I want it enabled for entry.

After Checking the applicable role for the same and accessing the BSP WD Workbench, I find that the field is NOT set for being greyed but shows as "Input field" and the "display" check box isn't ticked. But still the field is showing in "display mode" (greyed) on the web page.

I attempt to change the lable for it and the CHANGED label gets to be seen on the screen / page on subsequent log-in but the display settings are not getting changed.

Kindly enlighten where am I going wrong.

Thanks and Regards,

Tariq

Accepted Solutions (1)

Accepted Solutions (1)

VishnAndr
Active Contributor
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Hello, Tariq.

Have you checked Object Reference Profile for your business transaction type? It could be the reason.

Former Member
0 Kudos

Hi Andrei,

Sorry to say but I don't understand the significance, would you mind advising more on what you suggested?

Regards,

Tariq

Former Member
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Hi Tariq,

Please create a object reference profile for the type of document you want to refer in appointment. For eg. if you want to assign a campaign to Appointment, then create a object reference profile with value as Campaign (Under Transaction ->Basic Settings).

Then assign this obj. ref. profile to the tx. type of your appointment.

Now in webui, u will get an option to choose ref. type and suppose you choose campaign as ref. type, then the ref. document field will get enabled and it will feature a value help by which you can search and choose your campaing and refer it to your appointment.

Let me know in case you still face issues.

Cheers,

MG

VishnAndr
Active Contributor
0 Kudos

Yes, MG.

That is exactly what I mean. Thank you.

Answers (0)