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Publication wizard

The publication wizard is a single point-of-entry for creating multiple Line Item, Document, Study Document, and Publication Objective records that are related to an Annual Plan. Record creation is broken into three stages:

  • Create Line Item. In this stage, you can create Line Item records. The new Line Items are automatically related to the appropriate Annual Plan.

  • Create Document. In this stage, you can create a Document. The new Document is automatically related to the appropriate Line item.

  • Relate Data. In this stage, you can relate studies and objectives to the new document. Relating studies and objectives to the new document creates Study Document and Publication Objective junction records.

You can launch the wizard using quick actions located on the Concept, Annual Plan, and Line Item record pages.

Access publication wizard

To launch the publication wizard, use the quick actions listed in Table 81, “Publication wizard quick actions”. Each quick action determines the stages the publication wizard includes upon launch.

Table 81. Publication wizard quick actions

Object

Quick action

Publication wizard stages included

Annual Plan

New Publication (PP_New_Publication)

  • Create Line Item

  • Create Document

  • Relate Data

Annual Plan

New Publication (DOC) (PP_New_Publication_No_PBLI)

  • Create Document

  • Relate Data

Concept

New Publication (PP_New_Publication)

  • Create Line Item

  • Create Document

  • Relate Data

Concept

New Publication (DOC) (PP_New_Publication_No_PBLI)

  • Create Document

  • Relate Data

Line Item

Create Document (PP_Create_Document)

  • Create Document

  • Relate Data



Configuration considerations

Keep these considerations in mind when configuring the publication wizard:

  • For the publication wizard functionality to work correctly, the appropriate record page must contain these components:

    • Pubs - New Publication Wizard (ppPublicationWizard)

    • Aura Refresh View (PP_RefreshView)

  • To configure the layouts that the publication wizard uses to capture metadata specific to the type of line item being created, use standard Salesforce layouts.

  • To configure the layouts that the publication wizard uses to create new documents, use the Komodo Publications Planning layout configuration method. The publication wizard relies on the same layout locations that the document wizard uses to create new documents.

Mapping a Concept field to Document Version field

You have the ability to map Concept fields to fields on the Document record when using the Publication Wizard. Mapping these fields adds another layer of convenience by allowing the Publication Wizard to pre-populate the chosen fields into the new document.

To map Concept fields to Document Version fields:

  1. In Setup, navigate to the Field Mapping (mvn__PP_Field_Mapping__mdt) custom metadata type.

  2. Click Manage Records.

    Field Mapping Custom Metadata type

  3. Click New.

  4. Add values to the fields listed in the table below:

    Field

    Value

    Label

    Add a name for the new record

    Field Mapping Name

    This auto-populates when you press tab after entering a value in the above field or click outside of the field.

    Contract

    CM_Document_Version__c

    Note

    This value directs the system to map the record to the Document Version object.

    Source Field Key

    The API name of the field from the Concept object that you want mapped to the Document Version field. Example: mvn__PP_Description__c

    Source

    ppPublicationWizard

    Target Field API Name

    The API name of the Document Version field from which the value will be drawn. Example: mvn__CM_Description__c

    Parser

    Leave blank

  5. Click Save.

    Field mapping example

Metadata

The primary custom objects that the publication wizard uses include: