SAP Knowledge Base Article - Public

3138352 - Visits Attendees Are Not Automatically Determinated

Symptom

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

Environment

SAP Cloud for Customer

Reproducing the Issue

  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".

Cause

This is the expected behavior.

Resolution

Attendees are only automatically determinated in case you create the Visits from 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 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?

See Also

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

Keywords

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

Product

SAP Cloud for Customer core applications 2111