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Procedure documentationAdding Fields to Activity Journals Locate this document in the navigation structure

 

You use this procedure to add fields to activity journals, which sales representative can use to record and update information gathered from customer visits or telephone calls.

For more information, see Activity Journals.

Procedure

  1. Add the new field to the following tables in the consolidated database (CDB):

    • SMOCONDOCU

    • SMODOTATT (type = CHAR, size = 1)

    For more information about adding fields to tables, see Appending Field to CRM DDIC Table.

    Note Note

    Use the same name for the field in the SMOCONDOCU and SMODOTATT tables.

    End of the note.

  2. Add the field to the following sBDoc types:

    sBDoc Type

    Related Segment

    Comments

    ACTIVITY_OBJECT

    ACTIVITY_OBJECT

    The new segment field is mapped to the field added in the SMOCONDOCU table.

    DOC_HEADER

    DOC_ATTRIBUTE

    The new segment field is mapped to the field added in the SMODOTATT table.

    For more information about adding fields to BDoc types, see Mapping New Field to BDoc Segment.

  3. Add the field to the following query BDoc types:

    Query BDoc Types

    Related Table

    Comments

    ACTDOCSAMPLESTOTAL_QUERY

    ACTDOCSAMPLES_QUERY

    DOCSAMPL_QUERY

    DOCUMENTATION_QUERY

    DOCUMENTATION_READ

    DOC_ACT_RELN

    SMOCONDOCU

    The new segment field is mapped to the field added in the SMOCONDOCU table.

    DOC_ATTRIBUTE_QUERY

    DOC_ATTRIBUTE_READ

    DOC_MATERIALTYPECOMBO

    SMODOTATT

    The new segment field is mapped to the field added in the SMODOTATT table.

    For more information about adding fields to BDoc types, see Mapping New Field to BDoc Segment.

  4. Map data from CDB to CRM and vice-versa using the SE37 transaction.

    For more information, see Mapping Data for New Fields in Activity Journals.

  5. Change the business object and the user interface using Mobile Application Studio (MAS).

    1. Define the new field as a property in the following business objects:

      Business Object

      Related sBDoc Type

      BODOCUMENTATION

      ACTIVITY_OBJECT

      BODOCUMENTATIONATTRIBUTE

      DOC_HEADER

      For more information, see Modeling a Property for a Business Object.

    2. Model a combo engine.

      This is an optional step. You create a combo engine and assign it to the newly created property only if the property defined must receive value from a combo box. For more information, see Model a Combo Engine.

      The combo engine must have the following:

      Attributes

      Name: <combo_engine_name>

      Description: <description>

      BDoc name: DOCCHECK_QUERY

      Segment name: DOCCHECK_QUERY

      Short text field: SHORTTEXT

      Long text field: DESCRIPTION

      Parameters

      Language name: LANGU

      Client name: CLIENT

      Short text: SHORTTEXT

      Cache recordset: Yes

      Hierarchy

      Hierarchy type: Static

      Hierarchy name: <Name of the field added to the SMOCONDOCU table>

      Filter type: Normal

      Filter name: FIELDNAME

      The FIELDNAME field of the CDBC_ACT_JOURN table is used as a filter in the combo engine. For example, all records related to Decoration Material may have FIELDNAME=KV_DEKO, where KV_DEKO is the name of the corresponding field in the table SMOCONDOCU. For every field in the SMOCONDOCU table, one combo engine gets created and all these combo engines refer to the CDBC_ACT_JOURN table for the short text and the CDBC_ACT_JOURN_T table for the language-dependent descriptions.

    3. Change the following tiles:

      Tile

      Application

      Changes

      Docposlis2

      Docattr4

      Mobile System Maintenance (MSY)

      Add a checkbox control.

      For more information, see Adding Controls to a Tile.

      Define properties and event handlers for a checkbox control.

      For more information, see Defining a Checkbox Control.

      Docactdocu2

      Mobile Sales (MSA)

      OR

      Mobile Sales Consumer Packaged Goods (MSC)

      Add the required control.

      For more information, see Adding Controls to a Tile.

      Phdoactdocu2

      Mobile Sales Pharmaceuticals (MSP)

      Add the required control.

      For more information, see Adding Controls to a Tile.

  6. Generate the mobile application to reflect the modifications made to the business object and the user interface.

    For more information, see Mobile Client Application Generation.

Result

  • You can view the new field on the user interface of MSY.

  • You can create an activity journal template with this new field.

    For more information, see Creating Activity Journal Templates.

  • Sales representatives can use this template to create activity journals in the mobile applications.