SAP Knowledge Base Article - Public

2907297 - Surveys are not being listed to add in a Visit


Surveys are not getting added to the Visits by the Routing Rule.


SAP Cloud for Customer

Reproducing the Issue

Prerequisite: a valid Routing Rule ABC (ABC represents the Rule name) with Activity Plan and Survey and a Visit XYZ (XYZ represents the Visit name) that matches the defined conditions.

  1. Go to the Visits workcenter.
  2. Open Visit XYZ.
  3. Go to the Surveys facet.
  4. Click Add.

Result: The Survey is not listed to be added.


The Routing Rule ABC has a different Organisational Unit maintained than the Visit XYZ.


Go to the Organizational Units tab in the Routing Rule ABC and define the sales units to which it applies.


survey, visit, lead, routing rule, activity plan , KBA , LOD-CRM-ACT-ROT , Activity Routing , Problem


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