Allowing Auto-Published Content Downloads from the HCP Content Player
Content creator users in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation. This allows HCPs to download content and view it without an internet connection or save a copy for reference.
The HCP Content Player only supports downloading auto-published CLM presentations. Downloading binders and slides and custom presentations is not supported.
Who can use this feature?
- Browser Users
- Users require an Engage license
- CLM Integration Users, Content Creator Users, End Users, Engage Post-Processing Integration Users
Configuring Auto-Published Content Downloads for
CLM Integration Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant Edit field permission to the following fields on the clm_presentation__v object:
- allow_pdf_download__v
- allow_source_download__v
- Update the field mappings for the appropriate PromoMats/MedComms connection in the CLM Admin Console to ensure the allow_pdf_download__v and allow_source_download__v fields are mapped correctly. See Using Auto-Publishing for CLM for more information.
Engage Post-Processing Integration Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Navigate to Objects.
- Grant Edit field permission to the downloaded_rendition__v field on the message_activity__v object.
End Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Navigate to Objects.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
clm_presentation__v
n/a
n/a
- allow_pdf_download__v
- allow_source_download__v
Read
message_activity__v
n/a
n/a
downloaded_rendition__v
Read
Allowing Auto-Published Content Downloads from the HCP Content Player as
Content Creator Users in PromoMats/MedComms
Populate one or both of the following fields with the value CRM in the External Viewer section of the auto-published document in PromoMats/MedComms:
- Allow PDF Download – Recipients can download a PDF rendition of the auto-published presentation. This field maps to the allow_pdf_download__v field on the clm_presentation__v record in CRM.
- Allow Source Download – Recipients can download the source file for the auto-published presentation. This field maps to the allow_source_download__v field on the clm_presentation__v record in CRM.
If both fields are populated, selecting the download button in the HCP Content Player displays a dropdown menu with the options PDF and Source File. See Using the HCP Content Player for more information.
