KI-21

Key/Summary

KI-21 Generated Fulfillments are missing Account and Case merge fields

Status

Done

Created

02/18/2020

Updated

07/14/2020

Description

Dynamically generated fulfillment documents are not correctly resolving merge fields that are sourced directly from fields on an Account or Case related to the specific Fulfillment. This error seems to only occur on the first attempt to generate a fulfillment document, as subsequent attempts have been shown to work as expected.

Impacted Capabilities

Inquiry Management

Affected Apps

Medical Information Cloud - Lightning

Affects Versions

V7, V8

Fix Version

V9

Steps to Reproduce

To reproduce and observe symptoms perform the following steps within MIC Lightning: 1. Create Interaction, Request, and Fulfillment records 2. Click Generate Package button on fulfillment 3. Note the document name "Fulfillment for Interaction.docx" with no Case number (also no Case fields merged into the fulfillment document) 4. Click Generate Package button on fulfillment again + delete existing file 5. Note everything is fine

Workaround

There are two available workarounds:

# Click generate, immediately cancel and generate again # Configure docs and DDPs to only use merge fields from the Fulfillment.