Disabling the Create Button for Accounts

  • iPad
  • Windows

To preserve master data integrity, admins can prevent users from creating additional account information on Related Lists displayed on the Account detail screen, including address information, offline.

The Create button can be disabled for any related list except the following:

  • Calls
  • Inventory
  • Orders

For example, when Accounts for the Professional and Hospital Record Types are managed in Veeva Network along with their Addresses, while Affiliations are loaded from another external system through an integration, this data needs to remain mastered by the source system and end users should not be able to add to it manually.

Ensure initial configuration is complete to use this functionality.

To disable the Create button for the Address_vod and Affiliation_vod objects for the Professional_vod and Hospital_vod Account record types, enter the following in the DISABLE_RELATED_LIST_NEW_BUTTON_vod Veeva Setting: 

Account:Professional_vod|Hospital_vod:Address_vod__c;;Account:Professional_vod|Hospital_vod:Affiliation_vod__c

If the Veeva Setting is configured to refer to a corresponding Veeva Message for translation purposes, add the text in the Veeva Message.