iPad Connected and Disconnected Modes
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 sync
- 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
- Related list counts do not display on Connected objects
- 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.
