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CLM and DocGen Organization-Wide Sharing Defaults
You can define the default access level for an object’s records with organization-wide sharing settings. Organization-wide sharing settings can be set separately for custom objects and some standard objects. You can set different levels of access for internal and external users for CLM and DocGen.
Internal organization-wide sharing defaults set the baseline access for your internal users, such as CLM Administrator, CLM User, and DocGen Designer. You can set the defaults at the object level.
External organization-wide defaults provide separate organization-wide defaults for internal and external users such as Digital Experience Partner and Digital Experience Customer. They simplify your sharing rules configuration and improve recalculation performance. You can also easily see which information is being shared to external users.
Here are the recommended Organization-Wide Sharing Defaults for CLM and DocGen:
Object |
Default Internal Access |
Default External Access |
|---|---|---|
Contract Type |
Public Read-Only |
Private |
Vlocity Action |
Public Read-Only |
Private |
Vlocity Card (if required) |
Public Read-Only |
Private |
Vlocity DataRaptor Bundle (if required) |
Public Read-Only |
Private |
Vlocity OmniScript (if required) |
Public Read-Only |
Private |
Vlocity State Model |
Public Read-Only |
Private |
Vlocity UI Layout |
Public Read-Only |
Private |
Vlocity UI Template |
Public Read-Only |
Private |
If you receive an error "returnValue": "{\"errorStack\":\"(System Code)\",\"errorCode\":\"INVOKE-200\",\"error\":\"List has no rows for assignment to SObject\"}", from this method execution DocgenAppHandler.getTokenData, while you add ps and are not able to generate document.
This error populates when you do not have access to the record it tried to query from Omni Transform. Make sure the record is accessible by you when you trigger the request. See Omnistudio Data Mapper Transform Overview.
