You are here:
5. Set Values step
The type of values are set according to whether the Vlocity Web templates or the DOCX and PPTX templates are set up.
Vlocity Web Templates
See the following ContextID, QID, templateID, and TemplateType in the following screenshot. This is used in Step 6 for the remote call. You can add more mappings if your remote action requires them for processing.
DOCX and PPTX Templates
Optional: You can use an additional element name "UseTemplateDRExtract." This controls whether CLM uses the Extract Omnistudio Data Mapper specified on the Document Template, or whether CLM provides extracted data in the Omniscript to the template.
-
"UseTemplateDRExtract" element set to Yes means the token values are extracted from the Data Mapper Extract associated with the selected template.
-
"UseTemplateDRExtract" element set to No means the token values must be available in the Omniscript data and mapped in the Template Data Mapper Mapping of the template mapped with the Omniscript data.
Optional: If you're using Summer '19 or higher, you can use the values for attachFileFormat to control the formatting of the documents attached to contracts automatically.
You can set it with the following options:
-
None
-
PDF
-
DOCX
-
PPTX
-
DOCX, PDF
-
PPTX, PDF
