DocGenInd Runtime All

Allows users to generate documents. For example, you can create and generate proposal documents.

Access Provided by the DocGenInd Runtime All Sample Permission Set

The table lists the recommended level of access for the objects that are part of the DocGenInd Runtime All permission set.

Note
Note

For DocGenInd Runtime All user profile, add Read and Edit access to Documents object under the Standard Object Permissions section.

Object

Access

Account

Read

Asset

Read

Contract Lines

Read

Contract

Read

Document Template

Read

Document

Read, Create, Edit, Delete

Order

Read

Saved OmniScript

Read, Create, Edit, Delete

Vlocity DataRaptor Bundle

Read

Vlocity DataRaptor Map Item

Read

Vlocity OmniScript Compiled Definition

Read

Vlocity OmniScript Element

Read

Vlocity OmniScript

Read

Other Access

In addition to object-level access, the following component access is required.

  • Apex Class

    • vlocity_cmt.BusinessProcessDisplayController

    • vlocity_cmt.ComponentController

    • vlocity_cmt.DocGenObjectMappings

    • vlocity_cmt.NewportUtilities

    • vlocity_cmt.OmniScriptDesignerController

    • vlocity_cmt.PlatformObjectMappings

  • Visualforce Page

    • vlocity_cmt.CustomLabelTranslation

    • vlocity_cmt.DocGenFileUtil

    • vlocity_cmt.DRMapper

    • vlocity_cmt.ObjectDocumentCreationDocXTemplate

    • vlocity_cmt.ObjectDocumentSortSelectedList

    • vlocity_cmt.OmniLwcCompile

    • vlocity_cmt.OmniLwcDesignerTinyMceEditor

    • vlocity_cmt.OmniScriptCompilerVFPage

    • vlocity_cmt.OmniScriptHome

    • vlocity_cmt.OmniScriptInstancePage

    • vlocity_cmt.OmniscriptLwcPreviewPage

    • vlocity_cmt.OmniScriptPreviewPage