Skip to main content
hamburger menu Created with Sketch.
Updates were made to the Support and Services ticketing processes. Click the link below the search bar for more information.

Search the Knowledge Base

Send Email Add Documents Button Does Not Display Any Email Fragments in CRM Online

  • Updated

Overview:

While attempting to send an Approved Email online, the Add Documents button does not display any Email Fragments for the selection:

Online_AE_-_No_Fragments.png

However, Email Fragments are available based on the configuration and can be selected Offline.

Root Cause:

This can occur when the APPROVED_EMAIL_FILTER_FIELDS Veeva Message contains non-configurable Approved Document lookup fields as filters.

The APPROVED_EMAIL_FILTER_FIELDS Veeva Message only currently supports the Product_vod__c lookup. No other lookups on the Approved Document can be used as a filter.

Solution:

Navigate to the APPROVED_EMAIL_FILTER_FIELDS Veeva Message and verify that there are no Approved Document lookup fields besides Product_vod__c.

If there are any other lookup fields, do the following:

  1. Remove the lookup fields.
  2. Save the changes.
  3. Clear the Veeva cache.

Related Documentation:

CRM Help Documentation: 

Powered by Zendesk