Overview:
A CLM Presentation has a built-in script to launch Approved Email with a specific email template. The script is not functioning.
Root Cause:
The getApprovedDocument() JavaScript function relies on two fields on the Approved Document object:
- Vault_Instance_ID_vod
- Vault_Document_ID_vod
The Approved Email integration user and the end-user have no access to these fields.
Solution:
Verify the following:
- Both the Approved Email integration and the end-user have access to the mentioned fields.
- The CRM-Vault Field Mapping for Approved Email is up-to-date.
- Both fields are populated on the Approved Document. If not, run a full refresh on the Approved Email Administration Console to populate these fields.
If there is any configuration change do the following:
- Clear Veeva cache.
- Perform a database refresh with the end-user on the Offline device.
Related Documentation:
CRM Help Developer Documentation: Get Approved Document CLM Function