Overview:

When selecting the Generate Sign-In Sheet template, an error is generated - Error: Please select a template from the left hand side to see a preview.  Even after selecting the template, the preview is unavailable. Further, the Generate Sign In Sheet button does not work.

Root Cause:

The preview image of the template is not created properly.  This is typically caused by lack of Field Level Security (FLS). Or, the error may be caused when using a token inside of the .docx attachment on the EM Catalog record.

Solution:

The following steps can be used to troubleshoot this issue:

1. Download the .docx attachment from the EM Catalog record.
2. Open the .docx attachment and ensure that the syntax for the token is correct.  The correct format is: {{object.fieldAPIName}}.  For example, {{EM_Event_vod__c.city_vod__c}} returns the city. If there is a typo or an additional space in the token, an error occurs as shown in the screenshot.
3. Once the .docx file is corrected, ensure that the end-user has visible Field Level Security for the field(s) being referenced in the token.
4. Delete the .docx attachment from the EM Catalog record and re-add the .docx attachment.
5. Refresh the metadata and clear cache.

After performing these steps, the preview should properly generate. The Generate Sign In Sheet button should be enabled.

Related Documentation:

CRM Documentation: Managing Event Material