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            Configure Omnistudio Document Generation Process Object Permissions Industries Managed Packages

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            Configure Omnistudio Document Generation Process Object Permissions Industries Managed Packages

            In the Industries Communications, Media, Energy & Utilities (CME), Insurance (INS), Vlocity Government (PS), and Omnistudio for Managed Packages, not all document generation objects are accessible by default through the DocGen permission sets. Assign additional permissions for these objects to ensure successful document generation.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To provide access to Document Generation Processes and Document Generation Process Status Changed Events DocGen Designer
            Important
            Important These instructions only apply if you're using the Industries Communications, Media, Energy & Utilities (CME), Insurance (INS), Vlocity Government (PS), or Omnistudio for Managed Packages. You can skip these instructions if you are not using an Industries managed package.
            1. From Setup, in the Quick Find box, enter Permission Sets, select it.
            2. Create a custom permission set or click on your existing DocGen permission set (used for document generation), and then click Object Settings.
              For example, DocGenInd_Design_All.
            3. Provide access for Document Generation Processes object.
              1. Click Document Generation Processes, and then click Edit.
              2. In Object Permissions, select Read and Create permissions.
              3. In Field Permissions, select Read Access and Edit Access for fields: PDFDocIdentifiersList, Reference Object, Request Text, Token Data, and Token data Content Document Id.
              4. In Field Permissions, select Read Access for ResponseText field.
              5. Save your changes.
            4. Provide access to the Document Generation Process Status Changed Events object.
              1. Click Document Generation Process Status Changed Events, and then click Edit.
              2. In Object Permissions, select Read permissions.
              3. Save your changes.
            5. Provide field-level security for all users for PDF Document Identifiers List.
              1. From Setup, go to Object Manager.
              2. In the Quick Find box, enter Document Generation Process, and then select Document Generation Process.
              3. Click Fields & Relationships, and then click PDF Document Identifiers List.
              4. Click Set Field-Level Security.
              5. In the Field-Level Security for Profile, select Visible for all the profiles.
              6. Save your changes.
             
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