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Z Transaction Type not appearing under first level navigation in CRM Web UI Client.

Hello All,

I have copied the standard service order transaction type which is SRVO into Z and under channel I have also marked the same as relevant for GUI CRM Web Client UI, however now when I go to my specific role in CRM Web Ui I cannot see the same under the first level navigation, the first level navigation consists of entries like Home Calendar Work list and Service Order when i click on service Order only the standard service order appears the Z service order transaction type which I copied does not come, please advise if I need to make further configurations on the same.

Kind Regards

Atul

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2 Answers

  • Posted on May 22, 2012 at 06:24 AM

    Hello Atul Keshav,

    You have to change the description of the Transaction type since in Web UI description only visible or else through personalization button you can make Transaction Type visible. Please refer the screen shot for your reference. Still problem persist kindly get back.

    Thanks & Regards

    Sakthivel.M


    pastedImage_1.png (28.3 kB)
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    • Hi Sakthivel,

      There is one configuration further which you need to perform. Go to

      Interaction Centre Webclient- Go to Business Transactions-Define Business Transaction Profiles, go to Default and then click on Dependent Business transactions here you need to add your Ytransaction type, please note that sometimes when clicking on default the system may throw a dump hence you can copy the Default profile to ZDEFAULT and then assign your Z business transaction type by clicking on Dependent business transaction type.

      Next you need to go to Define Business Roles and go to your role which you have defined and then click on Assign Function Profiles you need to add or check if the following functional profile IC_BT exists under function profile, if not then you need to add the same once you add this under Profile value assign Default or Z default as what you had assigned above with this the Z transaction type would be visible when you perform your Web Ui transaction

      Kind Regards

      Atul

  • Posted on Jun 07, 2012 at 01:46 AM

    Hi Atul,

    I copied from SRVO standard transaction type some Z transaction type, I just had to customize channel for CRM web UI. it is coming in Web Ui then. Could you please see this customizations and also that you have authorization of transaction type. Please verify with standard profile SERVICEPRO.

    Thanks

    Ajay

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    • Hi Ajay,

      My issue stands resolved please read my above post which I am again pasting. (This pertains to one of the configurations you should check if you have full authorizations and you have made all the required configurations as well)

      Interaction Centre Webclient- Go to Business Transactions-Define Business Transaction Profiles, go to Default and then click on Dependent Business transactions here you need to add your Ytransaction type, please note that sometimes when clicking on default the system may throw a dump hence you can copy the Default profile to ZDEFAULT and then assign your Z business transaction type by clicking on Dependent business transaction type.

      Next you need to go to Define Business Roles and go to your role which you have defined and then click on Assign Function Profiles you need to add or check if the following functional profile IC_BT exists under function profile, if not then you need to add the same once you add this under Profile value assign Default or Z default as what you had assigned above with this the Z transaction type would be visible when you perform your Web Ui transaction

      Kind Regards

      Atul

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