- iPad
To preserve master data integrity, admins can disable the Create button for specific related list and account record type combinations. Disabling the Create button prevents offline users from adding account information to related lists on the Account Detail screen. Offline users cannot manually add information to these related lists, preventing them from inadvertently introducing errors or inconsistencies in account data.
For example, Verteo Biopharma uses Veeva Network to manage addresses for accounts, but uses an external system to load account affiliations. Since account addresses and affiliations must be mastered by their source systems, Alice Admin disables the Create button for both the Addresses related list and the Affiliations related list.
Ensure initial configuration is complete to use this functionality.
Disabling the Create Button
To disable the Create button for a related list, populate the DISABLE_RELATED_LIST_NEW_BUTTON_vod Veeva Setting using the following format:
ParentObject:Recordtype|Recordtype:ChildObject;;
Use the untranslated API names for each record type. Do not include translated values in the list in the Veeva Setting.
For example, to disable the Create button on 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.
The Create button can be disabled for any related list except the following:
- Calls
- Inventory
- Orders
