CRM Data Display

If the CLM presentation is launched on the Activity record, it is possible to display values from the records related to the Activity record. You can create, insert, update, or delete CRM data.

The common use cases:

  • CLM presentation personalization.

  • Create Activity Data for Order Taking or Stock-Taking.

  • Create contacts on a slide.

  • Displaying of required data using markers in the {!Object.Field} format.

The label markups should be in the {!CTPHARMA__Activity__c.Id} format.

The following label must be placed in the slide markup, and the JavaScript file connected to the slide had to refer to that variable.

For example, use the ctm.query method on the slide markup to display the record of the parent object:

ctm.query("SELECT id FROM Account WHERE id IN (SELECT AccountId__c FROM Activity__c WHERE id = '{!Activity__c.Id}'")

Or you can display child records of the Activity record:

ctm.query("SELECT id FROM CTPHARMA__ActivityData__c WHERE CTPHARMA__ActivityId__c = '{!CTPHARMA__Activity__c.Id}'")
``