Question:

How to display Approved and Staged status on Presentations on Veeva CRM Offline Platforms?

Answer:

1. Ensure to provide Read Field Level Security (FLS) for the End User who is going to be the CLM Test User.
2. Be sure that the appropriate SHOW_INFORMATION Veeva Message is activated, and accessible for the end user.
3. Check the Enable_CLM_Testing_Features_vod__c on the User object.
4. Clear the Veeva Cache online, and Run Database Refresh offline.

When this configuration is completed, a status overlay displays on Presentation thumbnails so content creators can easily identify which Presentation is Staged and which is Approved.

Related Documentation:

CRM Help Documentation:

• Using the Media Player
• Testing CLM Content

Knowledgebase:

• Why a GotoSlide Link located in the Approved Slide Navigates the End-User to the Staged Slide of the Target Presentation in the Offline CRM Application?
• How to Clear the Veeva Cache Manually in Veeva CRM?
• What is a Database Refresh in CRM Offline?