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Change or update data on approved document field.

Hi,
I want to make changes on Approved document field (Email_HTML_1_vod__c) from CLM presentation. 

Requirement is to calculate data in CLM presentation and pass it to Approved Email template so HCP can get the result through Email. 

I have tried the "updateRecord" but failed. IF there any solution please help.

Thanks
Moshayeb

3 comments

  • Avatar
    Gabor T

    Hello Moshayeb,

    The Email_HTML_1_vod__c field value should not be changed in any circumstances. The change would be synced up from the user's device and all other users would receive the updated HTML.

    Have you considered saving the calculated data into the Call Clickstream object and retrieve it with the {{customContent}} token? You can find the token description here

    https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Approved_Email/Content_Creation/Configuration_Tokens.htm

    Gabor

  • Avatar
    Sahariar Hannan

    Hi Grabor,
    Thank you very much for the reply. I am a bit confused about the {{customContent}} token example.

    Please check the screenshot bellow If I want to pull the data for "Track_Element_Description_vod__c" field from "Call_Clickstream_vod__c" object what should be the Token code?

    Could you please help a bit more?

    Thanks

    Moshayeb

  • Avatar
    Gabor T

    Hello Moshayeb,

    A simple example would be: 

    {{customContent[select Track_Element_Description_vod__c from Calll_Clickstream_vod__c ORDER BY CreatedDate DESC]:Required}}

    Of course, this assumes, that the required Clickstream entry is the latest in the database. You can further refine the expression with a WHERE clause.

    Gabor

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