Using Default Directories

  • CRM Desktop
  • iPad
  • Windows

Admins can specify which directory displays by default when users navigate to the CLM media library, allowing end users to quickly access the most important or most commonly used presentations in their media libraries. To ensure end users can only view content in the directories to which they have access, admins can disable presentation thumbnails in the CLM media library when directories are not applied.

This applies to CLM and Training presentations.

For example, Verteo BioPharma organizes the media library by product directories and does not want unbranded and branded CLM Presentation thumbnails to display at the same time when users view their media libraries. Users for Verteo BioPharma present Cholecap content most often so the admin sets Cholecap as the default directory, then disables directory thumbnails so users can view presentations in their media libraries only when a directory is applied.

Considerations

  • The default directory functionality overrides directory stickiness

Configuring Default Directories

Ensure initial configuration is complete before enabling this functionality.

To enable default directories:

  1. Navigate to Custom Settings > Multichannel Settings.
  2. Select Manage.
  3. Select Edit.
  4. Populate the DEFAULT_DIRECTORY_vod Multichannel Setting with the External ID value for the appropriate directory.
  5. Select Save.

Configuring Disabled Directory Thumbnails

To disable thumbnails when the user views the CLM Presentations and Training tabs in the media library:

  1. Navigate to Custom Settings > Multichannel Settings.
  2. Select Manage.
  3. Select Edit.
  4. Select the HIDE_CLM_THUMBNAILS_IN_ALL_DIR_VIEW_vod Multichannel Setting check box.
  5. Select Save.

Using Default Directories

When users navigate to their media libraries, the default directory is automatically applied and only presentations assigned to the default directory display.

To create and apply a directory, see Using Directories in the Media Library for more information.

Viewing Presentations with Disabled Thumbnails

When users navigate to their media libraries, presentations do not display in the CLM Presentations and Training tabs. Users can apply directories or labels to view the assigned presentations. To create and apply labels, see Labeling Presentations for more information.

Thumbnails continue to display in customer-managed directories, the Unassociated directory, and the My Presentations tab (if applicable).