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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: 

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