3138352 - Visits Attendees Are Not Automatically Determinated

When creating Visits from Visits Workcenter, the Attendees are not being automatically determinated.

SAP Cloud for Customer

1. Go to the Visits work centre view;
2. Create a visit and add an Account;
3. A contact person from Account is not automatically added as "Attendee".

This is the expected behavior.

Attendees are only automatically determinated in case you create the Visits from Accounts, Leads or Opportunities.

If this determination is not happening, please check if scoping question "Would you like to disable automatic determinations of attendees/participants for activities created from accounts, leads and opportunities?" is checked.

In case the question is scoped, the determination for Visits created from these objects will not happen.

Steps to scope and Configure

1. Go to the Business Configuration work centre
2. Go to the Implementation Projects view.
3. Select your project and navigate to Edit Project Scope > Questions > Sales > Account and Activity Management  > Activity Management  Activity Attendees.
4. Select the In Scope checkbox for the scoping question: Would you like to disable automatic determinations of attendees/participants for activities created from leads and opportunities?

   2774220 - When creating Visits from an Opportunity, the Main Contact is being added to the Attendees facet

Visit Attendee; Attendee; Account; Determination , KBA , LOD-CRM-ACT-VST , Visit Planning , How To