SAP Knowledge Base Article - Public

2728005 - There is no Check Within The Opportunity For Mandatory Surveys/Tasks in an Activity Plan


When an Activity Plan with mandatory Surveys/ Tasks is executed within an Opportunity, there is no warning/error message triggered to notify the user that the Surveys/tasks are mandatory and must be completed.


SAP Cloud for Customer

Reproducing the Issue

Prerequiste: You have created an Activity plan with mandatory Surveys for the Opportunity BO and assigned this plan to a Routing Rule. (Behaviour is not BO specific)

  1. Go to the Sales work center.
  2. Go to the Opportunities view.
  3. Select the New button.
  4. Enter a value in all required fields, so that the conditions within the Routing Rule are fullfilled.
  5. Select the Save and Open button.
  6. The Activity Plan has been successfully triggered within the Opportunity but there is no warning or error message to notify the user that the Surveys are mandatory.


Currently, there is no link between a mandatory survey within an Activity Plan and the Opportunity where this Activity Plan is executed.


Only the Surveys/Tasks will be added into the Opportunity, but no error message will be triggered. This is currently the expected system behaviour.


KBA , LOD-CRM-ACT-ROT , Activity Routing , Problem


SAP Cloud for Customer add-ins 1811 ; SAP Cloud for Customer add-ins 1902 ; SAP Cloud for Customer core applications 1811 ; SAP Cloud for Customer core applications 1902