Clinical Trial and Publication Details on the Account Timeline

  • iPad
  • Online
  • Windows

Clinical Trial and Publication details are available on the Timeline, allowing Medical users to view all recent stakeholder activities and publications in one place. This is helpful when planning interactions with stakeholders.

For example, Sarah Jones is a Medical user who needs to review activity for her accounts. She opens the Timeline and reviews detailed information for clinical trials and publications.

Activity Type

Marker Field

Object, Criteria

Clinical Trial

zvod_Timeline_CT_vod

Clinical_Trial

Publication

zvod_Timeline_Publication_vod

Publication

Configuring Clinical Trial and Publication Details on the Account Timeline

Ensure initial configuration is complete to use this functionality.

To enable this feature: 

  1. Grant the following permissions: 

    Object OLS Record Type Fields FLS

    Account_Overview_Layout_vod

    read

    n/a

    • zvod_Timeline_CT_vod
    • zvod_Timeline_Publication_vod

    read

Using Clinical Trial and Publication Details on the Account Timeline

Clinical Trial and Publication activity can be viewed in either collapsed or expanded mode. Collapsed mode displays the title, user name, and role.

Additional details for the Clinical Trial or Publication display in expanded mode.