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.
4. Example templates
For some template on the email you can refer the SAP documentation in solman_setup as below:
You can refer below for further details