SAP Knowledge Base Article - Public

2654368 - Involved Parties Not Copied to Task Created via Workflow Rule

Symptom

A task was created via workflow rule but the involved parties of the document that triggered the creation was not copied.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

In this document, we will consider that the object that triggered the task creation was an opportunity.

  1. Go to the Sales work center
  2. Go to the Opportunities view.
  3. Open the opportunity XXX (XXX represents the opportunity ID).
  4. Edit the opportunity and maintain the conditions that will trigger the workflow rule ABC (ABC represents the workflow rule name that will create a task).
  5. Save the changes.
  6. Open the task YYY (YYY represents the task ID that was created via the workflow rule ABC).
  7. Go to the Involved Parties facet.
  8. The only parties that were determined are Employee Responsible (same as the Owner of the opportunity XXX), Processor (same as the Owner of the opportunity XXX), Account and Primary Contact.

Cause

Currently, the system only determines the below parties for tasks created via workflow rules:

  • Employee Responsible (copied from the Owner of the previous document).
  • Processor (copied from the Owner of the previous document).
  • Account.
  • Primary Contact.

Resolution

This is the expected system behavior.

If you need to copy all parties of the preceding document to a task created via workflow rule, you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center.

You can find more details about the services offered by Cloud Service Center on https://www.sap.com/services/application-development.html . You can contact Cloud Service Center as follows:

  1. If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder
  2. If you are a customer: please use the little blue box “Contact Us” shown on the very right hand side of https://www.sap.com/services/application-development.html, choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page

Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices.


An alternative option may be to check the SAP Hybris Cloud for Customer Ideas Forum to submit an idea: https://influence.sap.com/SAPCloudforCustomer

Keywords

Involved Parties, Task, Workflow Rule, Determination, Copy , KBA , LOD-CRM-WKF , Workflow , LOD-CRM-ACT , Activities , How To

Product

SAP Cloud for Customer all versions