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Multichannel CRM
Veeva publishes a JavaScript library to assist customers and their creative agencies with developing personalized and dynamic HTML5 content that interacts with the Veeva CRM database. This library is supported for CLM, Engage for Portals, CoBrowse, and MyInsights content creation.
Engage for Portals and CoBrowse have limitations described in the content creation guidelines.
Click here for the download file.
Beginning with CRM release 17R1, MyInsights report development should use the MyInsights v
The www.cronistalascolonias.com.ar namespace should be utilized when calling the JavaScript functions. Example: “www.cronistalascolonias.com.araForCurrentObject("Account”,“ID”, myAccountID);“
The JavaScript library returns in the following format:
- {success:true, obj_name:[{"Id”:“”}, {record2}, …]} or
- {success:false, code:####, message:“message_text”}
The following denotes the specific error code ( is from the underlying API, is from the JavaScript library)
- - Callback function is missing
- - Callback is not a JavaScript function
- - is empty
- - Request (%@) failed: %@
- message_text - begins with the JavaScript library function name and a “:”. If the error comes from the underlying API, the full message from the API is appended to the message_text
For CLM: With the exception of gotoSlide, the JavaScript functions respect My Setup, Restricted Products on Account, Allowed Products on Call and on TSF. Only company products are returned. goToSlide respects all of the above when media is launched from a Call or an Account. goToSlide does not respect Restricted Products and Allowed Products when media is launched from the home page.
Use the JavaScript functions in a chain, i.e. call the second JavaScript function only in the first function’s callback function or after the callback of the first function is finished. Because the underlying API calls are asynchronous, this may result in unexpected return values if the JavaScript functions are not properly chained.
Veeva recommends caution when retrieving/saving data using the following field types and to always perform rigorous testing:
- Long Text Area
- Rich Text Area
- Encrypted Text Area
initialize
Returns an array of record IDs of all addresses for a particular account (Account)
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the account of which to get all related addresses. | |
| function | Call back function which is used to return the information. |
Returns
Like * {success:true, obj_name:[{“Id”:“”}, {record2}, …]} * {success:false, code:####, message:“message_text”}
Type
object
Returns the values of the specified fields for specified Address record.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the Address to get fields from. | |
| array | List of field api names to return a value for; this parameter should be an array. | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Returns an array of record IDs of all products of a specified type that the User has access to.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the Product Type ( field on ). | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Returns an array of record IDs of all RecordType records (RecordType) for a particular object.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the API name of the object of which to get all active RecordTypes. | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Returns an array of record IDs of all Survey Questions for a specific Survey . Results are returned in ascending order based on the field on .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the Survey to get all related Survey Questions from | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
getQuestionResponse_SurveyTarget(surveyTarget, callback)
Returns an array of record IDs of all Questions Responses for a specific Survey Target . Results are returned in ascending order based on the field on .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the Survey Target to get all related Question Responses from | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns an array of record IDs of all Survey Targets for a specific account (Account) and a specific Survey .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the Account to get all related Survey Targets from. | |
| string | Specifies the record ID of the Survey to get all related Survey Targets from. Can be made optional by putting in “”. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Campaign and Contract based Pricing Rules are not supported by the JavaScript Library for CLM Order Management functions.
Returns an array of record IDs of all products of type Order that have valid list prices. Valid list price = Pricing Rule of record type List Price (List_Price_Rule_vod) where current date is between Start Date and End Date .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of an Account or the matching text for the Account Group. Can be made optional by putting in “”. When utilized, returns an array of record IDs of all products (Product_vod__c) of type Order that have valid list price records which specify the Account or Account Group. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns an array of record IDs of all products of type Kit Component who have parent product f = product.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the product of which to get all related Kit Components from. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns an array of record IDs of Product Groups the specified product is part of.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the product of which to get all related Product Groups from. | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Returns an array of record IDs of the last 10 Orders for a particular account The order of last ten orders is based on the field , descending.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the account of which to get all related orders. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns an array of record IDs of all Order Lines for a particular order .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the order of which to get all related order lines. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns an array of record IDs for the currently valid List Price for a specific product Valid list price = Pricing Rule of record type List Price where current date is between Start Date and End Date .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the product of which to get the List Price for. | |
| function | Call back function which is used to return the information. |
Deprecated:
- Please use getListPrice_Product_Account(product,account,callback)
Returns:
Type
object
Requires an Account be specified in order for any result to be returned. Returns the record ID for the currently valid List Price for a specific product and Account combination. Respects the Account and Account Group List Price hierarchy. Valid list price = Pricing Rule of record type List Price where current date is between Start Date and End Date .
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the product of which to get the Pricing Rule for. | |
| string | Specifies the Account for which to select List Prices for. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns the record ID(s) for the Approved Document which matches the values specified and Status_vod = Approved. Gets the approved document by querying all products of type Detail Topic or Detail and compares against the query of any approved documents with the passed in vault_id and document_num. If there are multiple documents with these same ids, an error is thrown.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the Vault ID of the Approved Document to retrieve. (Vault_Instance_ID_vod on Approved_Document_vod). | |
| string | Specifies the document number of the Approved Document to retrieve. (Vault_Document_ID_vod on Approved_Document_vod). | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Launches the Send Email user interface with the email template and fragments selected. An Account must be selected. If CLM_Select_Account_Preview_Mode Veeva Setting is enabled, then Select Account dialogue is opened so the user can select an account. If the Veeva Setting is not enabled and no Account is selected, then no action is performed.
Areas of Use
MyInsights
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the record ID of the Email Template to use. | |
| string | Array or string with comma separated values of record IDs of the Email fragments to use. Can be made optional by putting in “”. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Returns the value of a field for a specific record related to the current call.
Areas of Use
MyInsights, CLM, Engage Meeting, Engage for Portals (for Account_vod object only)
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Limited to the following keywords: Account, TSF, User, Address, Call, Presentation, KeyMessage, and CallObjective. | |
| string | Field api name to return a value for. | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Returns the value of a field for a specific record.
Areas of Use
MyInsights, CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the object api name (object keywords used in getDataForCurrentObject are not valid, except for Account and User). | |
| string | Specifies the record id. | |
| string | Field api name to return a value for. | |
| function | Call back function which is used to return the information. |
Returns
Type
object
Creates a new record for the specified object.
Areas of Use
CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the object api name. | |
| object | Json object with the fields and values to be written to the new record. | |
| function | Call back function which is used to return the information. |
Returns:
This function returns success: true as long as the user has access to the object. If the user does not have access to one of the fields specified, success: true is still returned, however, and the fields the user does have access to are still updated.
Type
object
Updates a specified record.
Areas of Use
CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the object api name. | |
| string | Specifies the record id to be updated. | |
| object | Json object with the fields and values updated on the record. | |
| function | Call back function which is used to return the information. |
Returns
This function returns success: true as long as the user has access to the object. If the user does not have access to one of the fields specified, success: true is still returned, however, and the fields the user does have access to are still updated.
Type
object
gotoSlide(key, presentation)
Navigating to a Presentation and a Slide
Navigating to a Slide in the Current Presentation
Navigates to the specified key message .
Note: This method can be used in PDF documents on the iPad platform.
Areas of Use
CLM, Engage Meeting
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Populate with the value of the Media_File_Name_vod__c field of the desired slide | |
| string | Populate with the value of the Presentation_Id_vod__c field of the desired presentation. If left blank, navigates within the current presentation. |
gotoSlideV2(key, presentation)
Navigating to a Presentation and a Slide
Navigating to a Slide in the Current Presentation
Navigates to the specified key message .
Note: This method can be used in PDF documents on the iPad platform.
Areas of Use
CLM, Engage Meeting
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Message - Vault_External_Id_vod__c field of the key message to jump to. | |
| string | Vault_External_Id_vod__c of the CLM Presentation if the key message is in a different CLM Presentation. Can be made optional by putting in “”. |
Navigates to the next slide based on the CLM Presentation Slide display order.
Areas of Use
CLM, Engage Meeting, Engage for Portals
Navigates to the previous slide based on the CLM Presentation Slide display order.
Areas of Use
CLM, Engage Meeting, Engage for Portals
Returns the value of the field in UTC format. Only works with field of type Date or Datetime.
Areas of Use
CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the object api name (object keywords used in getDataForCurrentObject are not valid, except for Account). | |
| string | Specifies the record id. | |
| string | Field api name to return a value for. | |
| function | Call back function which is used to return the information. |
Returns:
Type
object
Updates the current record related to the call.
Areas of Use
CLM, Engage Meeting
Parameters:
| Name | Type | Description |
|---|---|---|
| string | Specifies the object api name. | |
| object | Json object with the fields and values updated on the record (ignores id field if specified). | |
| function | Call back function which is used to return the information. |
Returns:
Uses saveObjectV2 call. This function returns success: true as long as the user has access to the object and record specified. If the user does not have access to one of the fields specified, success: true is still returned and the fields the user does have access to are updated. If there are fields which are not accessible, code is returned and the message specifies the field names. If there is no current record (user is in Media Preview), the function is temporarily saved and executed when an Account is selected. If no Account is selected, the function is discarded on exit of Media Preview. The callback function is not executed if there is no current record.
Type
object
Formats a string for createRecordsOnExit() and returns it that string.
Areas of Use
CLM, Engage Meeting
Parameters:
| Name | Type | Description |
|---|---|---|
| array | List of object names. | |
| array | List of object values. |
Returns
Type
string
Formats a string for updateRecordsOnExit() and returns it.
Areas of Use
CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| array | List of object names. | |
| array | List of object Ids. | |
| array | List of object values. |
Returns
Type
string
Creates a string as if it was a request for updateCurrentRecord and returns it that string.
Areas of Use
CLM
Parameters:
| Name | Type | Description |
|---|---|---|
| array | List of object names. | |
| array |
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