Querying Documents and Records from CLM
Content creators can query documents and records from CLM content using the Document Model, enabling users to display CLM content personalized to the HCP. By displaying personalized content, users can improve HCP engagement and achieve greater impact with target accounts.
Who can use this feature?
- Business Admin Users - Browser
- Content Creator Users - Browser
- Querying Documents and Records
- End Users - iPad
- Users do not require an additional license
Configuring Attachment Fields for Querying for
Business Admin Users
- Navigate to Admin > Configuration > Objects > VMobile Object Configuration > Layouts.
- Place the Include Attachment Field List (include_attachment_field_list__v) field on the appropriate layouts.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Objects Object Permissions Object Types Fields Field Permission vmobile_object_configuration__v
R
tablet__v
include_attachment_field_list__v
Read
End Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Objects Object Permissions Object Types Fields Field Permission vmobile_object_configuration__v
R
tablet__v
include_attachment_field_list__v
Read
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Navigate to the VMOC for the applicable object.
- Define the attachment fields in the include_attachment_field_list__v field. This is a double semi-colon delimited list. This ensures specific attachment fields sync to end user devices.
- Ensure the VMOC is Active.
Querying Documents and Records as
Content Creator Users
To query data from the Vault CRM database and use it in CLM content, content creators can use the following JavaScript methods:
- getDataForCurrentObject
- getDataForObject
- queryRecord
The queryRecord JavaScript function supports attachment fields, allowing content creators to retrieve .txt files from Vault CRM. The .txt files can have a maximum size of 1.2 MB. Custom attachment fields are not supported on the user__sys object.
All components of the Document Model can be queried using these methods, including documents, Binders, and relationships.
Possible uses of these include:
- Displaying the HCP’s name and specialty
- Displaying the HCP’s parent organization name
- Changing the information displayed on the content based on the physician's segment
- Reading which survey is associated to the presentation being displayed
