You want to add a Survey ABC (ABC stands for a Survey name) of category Checklist to your Activity Plan but the Survey ABC cannot be found.
SAP Sales Cloud
Reproducing the Issue
- Go to the Activity Planner workcenter.
- Go to the Plans view.
- Open the Activity Plan.
- Go to the Surveys facet.
- Click Add and search for the Survey ABC.
Result: the Survey ABC cannot be found to be added.
You have defined a custom category called Checklist but you have defined it as type Satisfaction.
A Survey of category Satisfaction cannot be added to an Activity Plan.
survey, activity plan, checklist, custom, satisfaction , KBA , LOD-LE-SUR-DEF , Survey definition = design time , Problem