Preventing Approved Email Content from Displaying
To prevent certain Email Templates and Email Fragments from displaying to users as options to select when composing emails, content creators can mark the Approved Email content as hidden. This hides the Email Template or Email Fragment from the Send Email screen. Email Templates and Email Fragments marked as hidden still display when accessed directly, for example, when launched from CLM to send an email.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- Content Creators, End Users, Integration Users
Configuring Hidden Approved Email Content for
Integration Users
To configure this feature:
- Grant integration users the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
approved_document__v
CRE
- email_fragment__v
- email_template__v
hidden__v Edit
-
Navigate to the Approved Email Administration page.
-
Select the Compare CRM to Vault button. Fields are mapped between Vault CRM and Vault PromoMats / MedComms to ensure proper integration, but the display does not change.
End Users
To configure this feature in Vault CRM, grant end users the following permissions:
|
Object |
Object Permission |
Object Types |
Fields |
Field Permission |
|---|---|---|---|---|
|
approved_document__v |
R |
|
hidden__v |
Read |
Preventing Approved Email Content from Displaying as
Content Creators
Content creators can select the Hide from CRM Library (crm_hidden__v) field on Email Templates and Email Fragments when creating content in Vault PromoMats / MedComms. When the content syncs to Vault CRM, this field maps to the hidden__v field on the corresponding approved_document__v records.
When the hidden__v field is checked for an approved_document__v record, that Email Template or Fragment does not display in the Send Email screen when users compose Approved Emails from the following entry points:
- Accounts
- Calls
- CLM
- X-Pages
This feature requires configuration in PromoMats / MedComms. Integration users require Read permission to the Hide from CRM Library (crm_hidden__v) field on the Email Template and Email Fragment document types, and the field should be added to the Email Template and Email Fragment document types.
