Vault users can control whether the CLM integration updates the existing key message records in Veeva CRM or expires the existing records and creates new records on auto-published documents.
To configure this feature in your Vault, navigate to Admin > Configuration > Document Fields and add the crm_slide_update_method__v shared field to any document types used for auto-publishing.
Updating Auto-Published CLM Key Messages
After CLM content syncs from Vault, key messages are updated or expired depending on the value in the slide_versioning_method_vod field:
| Value | Key Message Behavior |
|---|---|
update_existing_slides_vod |
The key_message_vod records are updated. Any custom presentation referencing these key_message_vod records are also updated. |
create_new_slides_vod |
The key_message_vod records are expired and new key_message_vod records are created. Custom presentations continue to reference the expired key_message_vod records. You must manually update these custom presentations. |
| No value | The key_message_vod records are expired and new key_message_vod records are created. Custom presentations continue to reference the expired key_message_vod records. You must manually update these custom presentations. |
Best Practice for Updating Auto-Published Presentations in Vault
We recommend requiring users manually populate the CRM Slide Update Method (crm_slide_update_method__v) field on a document every time they update it to a new version. This ensures the correct update method is used to auto-publish each new steady state version of the document.
You can create entry criteria and event actions for the document types and document lifecycle states used for auto-publishing.
Considerations
- This feature is supported for multi-product presentations.
- This feature is supported for presentations originally published as single slide presentations and re-published as multi-slide presentations, and vice versa.