Pre-default Primary Contact for Activity using the Contact MVG PreDefault Expression user property (Doc ID 515146.1)

Last updated on JULY 12, 2017

Applies to:

Siebel Tools - Version 7.5.2.214 SIA [16066] and later
Generic Windows

Symptoms

Issue with pre-defaulting contacts from the opportunity to the Activity applet in the Opportunity Detail - Activities View, when we create new activities under an Opportunity.

When we create an opportunity we associate one (or more) contacts to the opportunity. When the opportunity is created, we want to create activities related to this opportunity (in Opportunity Detail - Activities View). We also want to pre-default the contacts from the Opportunity to the created Activity.

Added the below user property to Action BC:

Name: Contact MVG PreDefault Expression
Value: Parent: 'Contact.Id', 'Service Request.Contact Id', 'Service Agreement.Contact Person Id', 'INS Claims Elements.FSA Contact Id', 'Opportunity.FIN Contact Id'

The problem is, we have found occurrences that the contact name was not populating for the activity record. This behavior is inconsistent.

However, in these instances when we create the activity, the contact field looks NULL. However, when we click on the pick list icon, we notice that the contact is there. We close the pick applet and the contact shows up.

Changes

 

Cause

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