Creating ChaRM Email with mail form

Recently when I started working on ChaRM for SP10 after a gap of almost 1 year. I found now for the emails we need to use mail form rather than our old friend SmartForm. After searching in many places I found there is no document which can give you end to end on how to achieve this. This is my attempt to fill this gap :-)

Below is the way I achieved this; might be helpful for you all…

1.Create mail form

Run the tcode SM_CRM

Click on “Service Operations”

Click on Mail Forms

Click on NEW. Fill the info as shown.

Save this mail form; note that it will not ask you for any transport request.

The attribute context you choose here; will have to be defined in SPRO --> SAP Solution Manager Implementation Guide --> SAP Solution Manager  --> Capabilities (Optional) --> IT Service Management --> Personalized E-Mail --> Maintain Attribute Contexts for Mail Forms

You can read this IMG activity document for further details on this. I used this standard attribute.

2. Link this mail form with your action

Now we will tag this mail form with the actions for respective document, here I am showing the details for RFC

SPRO -->  SAP Solution Manager Implementation Guide --> SAP Solution Manager --> Capabilities (Optional) --> IT Service Management --> Personalized E-Mail --> Activate Actions for Personalized E-Mails

Or you can navigate till this point from tcode”SPPFCADM”.

Select your Action profile and click on “Action Definition”.

Click on Action Definition

Select your action definition which sends email.

Click on Processing Types, Change the processing parameter and enter your mail form details here

Fill the value as shown above now close it.

Double click on “DEFAULT_SENDER_EMAIL”. Define the sender email address. Then close it and save it.

3. Transporting mail forms

The mail form does not generate any transports. To transport your mail form refer below blog from John.

http://scn.sap.com/people/john.burton/blog/2013/10/25/using-the-new-crm-70-ehp1-mail-form-transport-feature

4. Example templates

For some template on the email you can refer the SAP documentation in solman_setup as below:

5. Reference

You can refer below for further details

http://help.sap.com/saphelp_sm71_sp11/helpdata/en/3d/5b0a5b99714ffca72941337c97be58/content.htm?frameset=/en/45/51fbdbd4941803e10000000a1553f7/frameset.htm

http://help.sap.com/saphelp_crm700_ehp03/helpdata/en/46/35bb5a86e01421e10000000a1553f6/frameset.htm