SAP Knowledge Base Article - Preview

2738997 - Surveys and Tasks are Not Automatically Assigned to Sales Quotes From an Activity Plan


You have configured an activity routing rule to make a survey be assigned in sales quotes automatically based on some conditions.
However, in a sales quote, the survey is not automatically assigned even though the conditions set in the routing rule are met.



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SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions


Survey, task, automatically assigned, routing rule, activity plan,workflow rules,define conditions,activity planner, sales quotes , KBA , LOD-CRM-ACT-ROT , Activity Routing , How To

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