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CRM_CASE_ACT_PROFILE - Define Action Profiles and Actions

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You use this Customizing activity to create action profiles and action templates.

In an action profile, all possible actions are defined for a specific case type. You also specify general conditions in the action profile for the actions contained in the profile, for example:

• The time at which the system starts the action

• The way in which the system executes the action (workflow, method call or Smart Forms)

To create action profiles, you must have already defined the necessary case type.

SAP delivers the standard profile CRM_CMG_DEMO with the action definition CRM_CMG_DEMO_ACTION_99. The system uses this action to send an email (SAP Business Workplace - Inbox) to the current user if the case has the system status New/Open.

If you want to create your own action profiles and action definitions, their names should begin with Y or Z, since this namespace is not overwritten by SAP imports.

• On the Change View "Action Profile" screen, choose New Entries and enter a name and description for the action profile.

• When creating action profiles, note for which case type you want to use the action profiles. Assign the corresponding business object type to each action profile. You can use the business object type assignment to ensure that the attributes of the corresponding case type can be used during the definition and processing of the conditions. Only one business object type can be assigned to each action profile.

• Enter the context class CL_SCMG_CASE_CONTEXT_PPF for your action profile.

• Go to Action Definition and choose New Entries. Enter a name and description for the action.

• Under Processing Types, choose one of the following options:

• Method Call

This processing type makes sense if the action consists of one step, such as creating a follow-up case. A method call results in processing via Business Add-Ins (BAdIs). Standard BAdIs are available.

• Smart Forms

This processing type includes output of documents by fax, print, or email.

• Define the processing time:

• Immediate processing

The action is started as soon as the start condition is fulfilled.

• Processing when saving document

The action is started directly after the update.

• Processing using selection report

The action is started by a report after processing and evaluation. After selection using the report, the system first checks whether a start condition is available. If no start condition is available, or if the condition applies, the action is started.

• Define whether an action should be carried out as a partner-dependent action.

If you select Partner-Dependent, you can define a partner function or partner function category for which the action is valid.

For example, you can use partner function categories if you want a reminder email to be sent to all business partners who are involved in the case and assigned to a specific partner function category.

You can use partner functions to trigger an action for a specific partner function, for example, to send a reminder email to the employees responsible for the case. You can, however, also define the action partner-dependently via the conditions.

For more information about partner determination, see Customizing for Case Managementunder -> Extended Customizing -> Process Partners or choose Extended Customizing -> Special Settings-> Define Processes -> Business Add-Ins (BAdIs) -> BAdI: Partner Determination for Actions.

• Select Changeable in Dialog if you want users to be able to change the condition parameters and processing parameters for the action in the document.

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