2617353 - Surveys and Tasks Facets Missing in Phone Calls

SAP Knowledge Base Article - Public

2617353 - Surveys and Tasks Facets Missing in Phone Calls

Symptom

You would like to have a surveys and tasks facets in phone calls activities. However, you cannot add these facets via the adaptation mode.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

  1. Go to the Activities work centre.
  2. Go to the Phone calls view.
  3. Open a phone call.
  4. Click on Adapt > Edit Master Layout.
  5. Hover over the facets and click +.

Result: You do not have the option to add the Surveys or the Tasks facet.

Cause

The scoping question 'Do you want to execute tasks and surveys during phone calls?' is not selected.

Resolution

  1. Go to the Business Configuration work centre.
  2. Go to the Implementation Projects view.
  3. Click on Edit Project scope.
  4. Go to the tab 4.Questions
  5. Open the scoping element Sales > Account and Activity management > Activity Management.
  6. Select the question 'Do you want to execute tasks and surveys during phone calls?'.

QuestionActivityManagement.jpg

Keywords

phone call, survey, task, activity management, scoping, , KBA , LOD-CRM-ACT , Activities , How To

Product

SAP Hybris Cloud for Customer all versions