Locking CLM Content Size
Admins can lock CLM content to 1024 pixels by 768 pixels to prevent content that was originally developed for iPad using a fixed size from being distorted when displayed on larger screens. This allows content to display at the same size regardless of the size of the screen. Locking the size of the content allows customers to reuse existing content that has been developed for legacy iPad screens because the content does not stretch to fill larger screens.
Who can use this feature?
- Business Admin Users - Browser
- CLM Integration Users - Browser
- End Users - CRM Desktop (Windows)
- PromoMats/MedComms Admin Users - Browser
- Users do not require an additional license
Configuring Locked CLM Content Size for
Business Admin Users, CLM Integration Users
To configure this feature:
- Ensure Configuring CLM is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Navigate to Objects > CLM Presentation.
- Grant Edit field permission to the legacy_ipad_content_mode__v field on the clm_presentation__v object.
- Navigate to Business Admin > Objects > CLM Presentation > Layouts.
- Place the legacy_ipad_content_mode__v field on the appropriate clm_presentation__v layout.
End Users
To configure this feature:
- Ensure Configuring CLM is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Navigate to Objects > CLM Presentation.
- Grant Read field permission to the legacy_ipad_content_mode__v field on the clm_presentation__v object.
PromoMats/MedComms Integration Users
To configure this feature, grant PromoMats/MedComms integration users Read permission to the crm_legacy_ipad_content_mode__v field on the Multichannel Presentation document type and any other appropriate document types.
Updating the Field Mapping as
CLM Integration Users
To ensure the integration correctly syncs the crm_legacy_ipad_content_mode__v field in PromoMats/Medcomms to the legacy_ipad_content_mode__v field in Vault CRM, the CRM integration user must update the CLM field mapping in the CLM Admin Console:
- Navigate to CRM Setup > Content Setup > CLM.
- Select View Map for the appropriate PromoMats/MedComms connection in the Vault Connection Management section.
- Select Compare CRM to Vault.
Locking CLM Content Size as
PromoMats/MedComms Admin Users
For presentations managed in PromoMats/MedComms, admins can select the crm_legacy_ipad_content_mode__v field on the appropriate presentations. The values sync to the corresponding clm_presentation__v records in Vault CRM.
Business Admin Users
For presentations not managed in PromoMats/MedComms, admins can lock the size of a CLM presentation in Vault CRM:
- Navigate Business Admin > Objects > CLM Presentations.
- Select the appropriate CLM Presentation record.
- Select Edit.
- Select the Legacy iPad Content Mode check box field. This field is only applied when displaying content on the CRM Desktop (Windows) platform.
- Select Save.
Locking the size of custom presentations is not recommended. Custom presentations can include slides of various sizes from multiple presentations, and locking the content size can result in content displaying incorrectly.
Displaying Content with Locked Size as
End Users
When a user displays a presentation locked to 1024 pixels by 768 pixels from the CRM Desktop (Windows) app, the content displays in the center of the screen with a black border on all sides. The media player buttons display on the content, not in the black border. When sharing the content in an Engage meeting, the black borders do not display to attendees.
As a best practice, test content after locking the size to ensure it displays correctly. Content with a minimum fixed size larger than 1024 pixels by 768 pixels is cut off.
