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The Related Documents Section of an Object Does Not Return Vault Documents

  • Updated

Overview:

A Related Documents section is added to an Object Page Layout and the Criteria VQL "product__v = {{this.product__v}}" is added. It displays the filtered documents with the same products when trying to add a document.

However, if the Criteria VQL is changed to "type__v = 'email_fragment__v' AND product__v = {{this.product__v}}", it does not show any documents.

Root Cause:

The Label of the document type should be used in the Criteria VQL. Do not use the Name.

mceclip0.png

Solution:

An admin needs to change the Criteria VQL to type__v = 'Email Fragment'.  The steps are shown below:

  1. Navigate to Admin --> Configuration --> Objects --> [Object] --> Page Layouts.
  2. Click the Page Layout link.
  3. Click the Edit icon of the Related Documents section.

    mceclip1.png

  4. Change the Criteria VQL to "type__v = 'email_fragment__v' AND product__v = {{this.product__v}}".

    mceclip2.png

Related Documentation:

Vault Help Documentation: VQL - Related Sections

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