iPad Connected and Disconnected Modes

Veeva Events Management is built into the existing Veeva CRM for iPad application.

Veeva Events Management operates in a hybrid mode; some features are available without an internet connection and some features require an internet connection.

Offering features in connected mode, facilitates Event collaboration between reps, managers, and vendors by ensuring the latest information is available when viewing or modifying an event and its related data.

Comparison of Connected vs. Disconnected Capabilities

Operation

Connected

Disconnected

Create an Event

Yes

Not available

View an Event

Yes

Yes

Edit an Event

Yes

Not available

View Event Related Lists

Yes

Event Attendee and Call only

Create Attendees

Yes

Yes

View Attendees

Yes

Yes

Edit Attendees

Yes

Yes

Capture Signatures

Yes

Yes

Record a Call

Yes

Yes

View Events on Calendars

Yes

Yes

Select a Speaker

Yes

Not available

Use Event Action Buttons

Yes

Not available

Select Budgets

Yes

Not available

Enter Expense Data

Yes

Not available

Create, View, and Edit Team Members

Yes

Not available

View Event History

Yes

Not available

Create, View, and Edit Event Sessions

Yes

Not available

Disconnected Records/Using EM on iPad

In order for Veeva Events Management to function on iPad without a connection, events and their related records must be stored in the iPad database.

Offline records are supported for Events and Attendees using the Medical_Event_vod and Event_Attendee_vod objects. These are existing objects in Veeva CRM, and comprise the Medical Events module. Veeva Events Management uses three objects for the same information: EM_Event_vod, EM_Attendee_vod, and EM_Event_Speaker_vod.

When Events and Attendees are created in Veeva Events Management, records are created in the Medical_Event_vod and Event_Attendee_vod objects. These correspond to records in the EM_Event_vod, EM_Attendee_vod, and EM_Event_Speaker_vod objects, used by Veeva Events Management for also storing event and attendee data.

Medical_Event_vod and Event_Attendee_vod must have active VMobile Object Configuration (VMOC) records to use Events Management on iPad. Enhanced Sync should be enabled on these VMOCs as well.

The Country_vod object, which is used by Veeva Events Management but also shared across Veeva CRM, must also have an active VMOC record for iPad.

Using the Call2_vod object is optional if capturing interactions from events. If using this capability, an active VMOC record is also required for the Call2_vod object.

Other requirements:

  • Users must have create and edit permission on the Medical_Event_vod and Event_Attendee_vod objects
  • Users must have FLS visibility to the Mobile_ID_vod field on these objects

Disconnected Record Mappings

When a Medical_Event_vod or Event_Attendee_vod record is created, it takes a set of mapped values from the corresponding Events Management record.

Below is the field mapping between the EM_Event_vod and Medical_Event_vod objects.

EM_Event_vod

Medical_Event_vod

Name

Name

Description_vod

Description_vod

Location_vod

Location

Start_Time_vod

Start_Time_vod

End_Time_vod

End_Time_vod

Start_Time_vod

Start_Date_vod

End_Time_vod

End_Date_vod

Owner ID

Owner ID

Record Type ID

Record Type ID

ID

EM_Event_vod

Stub_Mobile_ID_vod

Mobile_ID_vod

Stub_SFDC_ID_vod

ID

 

Record types can be mapped between EM_Event_vod and Medical_Event_vod objects. This allows for more granular configuration of the fields and capabilities available without a connection on iPad. For example, the Record a Call button can be used on one event type, but excluded from another. In disconnected mode, this is based on the page layout of the Medical_Event_vod record.

To map record types, use the same record type names on your record types on both objects. If you do not map record types, the user’s default type for Event_Attendee_vod records is used.

EM_Attendee_vod and EM_Event_Speaker_vod objects map into a single object, Event_Attendee_vod. Below is the field mapping between these objects.

EM_Event_Speaker_vod

EM_Attendee_vod

Event_Attendee_vod

Speaker_vod__r.Account_vod__c

Account_vod

Account_vod

 

Contact_vod

Contact_vod

 

User_vod

User_vod

Speaker_Name_vod

Attendee_Name_vod

Attendee_vod

Status_vod

Status_vod

Status_vod

 

Signee_vod

Signee_vod

Signature_Datetime_vod

Signature_Datetime_vod

Signature_Datetime_vod

Signature_vod

Signature_vod

Signature_vod

ID

 

Event_Speaker_vod

 

ID

Attendee_vod

Event_vod

 Event_vod

Medical_Event_vod

Meal_Opt_In_vod

Meal_Opt_In_vod

Meal_Opt_In_vod

Record Type ID

Record Type ID

Record Type ID

Stub_Mobile_ID_vod

Stub_Mobile_ID_vod

Mobile_ID_vod

Stub_SFDC_ID_vod

Stub_SFDC_ID_vod

ID

  • Record types can be mapped between these three objects.To map record types, use the same record type names on your record types on each object. If you do not map record types, the user’s default type is used when creating new records.
  • The mappings between these objects are 2-way
  • In disconnected mode, when an attendee is invited, an Event_Attendee_vod record is created. After Sync, EM_Attendee_vod records are created.
  • In connected mode or through the browser, creating an EM_Attendee_vod or EM_Event_Speaker_vod record also creates an Event_Attendee_vod record
  • If a signature is captured in disconnected mode, the Signee, Status, Signature, Signature Datetime, and Meal Opt-in fields update on the corresponding EM record after syn
  • Status and Meal Opt-in fields can also be edited on iPad in disconnected mode from the Event Attendee edit page. These changes are visible on the corresponding EM record after sync.

Disconnected Records Limitations

Event Data

When disconnected, a user is able to view basic information about the event and its attendees. This information is driven by data on the Medical_Event_vod and Event_Attendee_vod objects. Any inbound links to events or attendees check if the user is connected to the internet. If a connection is not present, the the Medical_Event_vod and Event_Attendee_vod offline records display. If the user is connected, the application redirects to the EM connected records related to the Medical_Event_vod and Event_Attendee_vod objects.

Offline Medical_Event_vod and Event_Attendee_vod records are limited by default to the mapped fields copied from the corresponding EM records.

Additionally, the offline Medical_Event_vod record is limited to two related lists: Event_Attendee_vod and Call2_vod.

Event Buttons

When connected, the buttons that display on an event are based on the Visible Buttons list on the Event Layout record (see: Event Types).

To more closely match the behavior of a user in connected mode, and record that was previously accessed in connected mode stores a list of buttons available when the user was connected. If the record was never accessed in connected mode, a default set of buttons displays based on other configurations.

 

Display Conditions

Button

Disconnected: If previously accessed

Disconnected: if not previously accessed

Connected

Behavior

Edit

Displays based on Page Layout Engine (PLE) Visible Buttons field from last access time

Displays if user has edit permission to Medical_Event_vod and Edit is on the user’s page layout

Displays based on PLE Visible Buttons field

Connected – Opens edit page

 

Disconnected - Returns “An internet connection is required”

Delete

Displays based on PLE Visible Buttons field from last access time

Never displays

Displays based on PLE Visible Buttons field

Connected – Deletes Event (both EM and offline records)

 

Disconnected - Returns “An internet connection is required”

Sign In

Displays based on PLE (Signature Datetime is on the EM_Attendee_vod related list) from last access time

Displays if Signature Datetime is on the Event_Attendee_vod related list

Displays based on PLE (if Signature Datetime is on the EM_Attendee_vod related list)

Opens the sign in page

Record a Call

Displays based on PLE Visible Buttons field from last access time

Displays if Record a Call is on the Medical_Event_vod page layout and user can create Event_vod call types

Displays based on PLE Visible Buttons field

Creates an Event_vod type Call Report

Launch Media

Displays if Record a Call displays and user has CLM configured

Displays if Record a Call displays and user has CLM configured

Displays if Record a Call displays and user has CLM configured

Launches the CLM Presentation Selector

+ button on Event Attendees

Displays based on PLE (New button on the EM_Attendee_vod related list) from last access time

Displays if user has create permission on Event_Attendee_vod and visibility to Mobile_ID_vod on this object

Displays based on PLE (New button on the EM_Attendee_vod related list)

Launches the Manage Attendees page

Edit Button on Event Attendee

Displays based on PLE (edit button on the EM_Attendee_vod page layout) from last access time

Displays if user has edit permission to Event_Attendee_vod and the Edit button is on the user’s page layout for this object

Displays if user has edit permission to EM_Attende_vod and edit is on the user’s page layout for this object

Opens the Edit page for an attendee. If disconnected, only Meal Opt-in and Status are editable.

Delete Button on Event Attendees

Never displays

Never displays

Displays if user has delete permission to EM_Attende_vod and delete is on the user’s page layout for this object

Deletes Attendee (both EM and offline records)

Sign / Clear Button on Event Attendees related list

Displays based on PLE Signature Datetime is on the EM_Attendee_vod related list) from last access time

Displays if the Signature Datetime field is on the Event_Attendee_vod related list on the Medical_Event_vod page layout

Never display

Opens the sign in popup for an individual attendee

Connected Objects

New objects for Veeva Events Management are intended to work with an internet connection and are not intended to be synced to iPad. These objects should not have VMobile Object Configuration records.

Connected Objects list:

  • EM_Event_vod
  • EM_Attendee_vod
  • EM_Event_Budget_vod
  • EM_Budget_vod
  • EM_Speaker_vod
  • EM_Event_Speaker_vod
  • EM_Event_Session_vod
  • EM_Session_Attendee_vod
  • EM_Expense_Estimate_vod
  • Expense_Type_vod
  • Expense_Header_vod
  • Expense_Line_vod
  • EM_Event_History_vod
  • EM_Vendor_vod
  • EM_Venue_vod
  • EM_Event_Team_Member_vod
  • EM_Catalog_vod
  • EM_Speaker_Qualification_vod

No other objects are supported as Connected Objects.

Special behaviors:

  • All interactions with connected objects require an internet connection
  • Any creation or modification of records in these objects happens in real-time on the online database
  • Lookups to these objects always search the online database
  • Lookups to these objects are only supported in the iPad UI through other connected objects
  • If lookups to connected objects are on the page layouts of disconnected objects, they display as “Not Available”
  • Translations of connected objects is not supported when using Medical CRM.