There is no warning/ error message triggered in the Opportunity to Notify the User that the Survey is mandatory.
SAP Cloud for Customer
Reproducing the Issue
Pre-requiste: You have created the Activity Plan DEF and assigned it to a Routing Rule XYZ. You have added a Survey/Task to the Activity Plan and selected the mandatory checkbox.
Go to the Sales work center.
Go to the Opportunities view.
Open the Opportunity ABC (ABC represents the Opportunity ID).
Go to the Surveys tab.
Select the Actions button---> Refresh from Activity Plan.
You can now see the Survey associated with the Activity Plan DEF.
- However, there is no warning message/ error message triggered within the Opportunity to notify the user that the Survey is mandatory.
Currently there is no link between a mandatory Survey within an Activity Plan and the Opportunity where the Activity Plan is executed. Only the Surveys/Tasks will be added into the Opportunity, but no error/warning message will be triggered. This is currently the expected system behaviour.
It is a new feature request to trigger a warning/ error message when a mandatory Survey is not completed within an Opportunity. Please please your idea on the Customer Influence Site: https://influence.sap.com/SAPCloudforCustomer
KBA , warning , message , activity plan , opportunities , surveys/tasks , mandatory , LOD-CRM-OPP , Opportunity Management , Problem