Managing Tab Visibility and Display Order

iPad
iPhone

To customize Veeva CRM for users’ workflows and streamline navigation, admins can reorder or remove visibility to tabs on the navigation bar. This functionality includes the option to display My Cycle Plan, Suggestions, and My Tasks on the navigation bar, so iPad users can quickly navigate to those tabs without returning to the home page.

For example, Sarah Jones uses the My Tasks tab multiple times a day. Her admin includes the My Tasks tab in the first six items of the TAB_NAV_DISPLAY list, so the tab displays on the bottom navigation bar and Sarah can select it quickly, rather than navigating through the More button or back to the home page to reach My Tasks.

Considerations

The following existing settings are disregarded when the TAB_NAV_DISPLAY Veeva Setting is enabled:

ENHANCED_COACHING_MODE Veeva Setting (Advanced Coaching Reports tab)
ENABLE_IPAD_MYSAMPLES Veeva Setting (My Samples tab)
KAM_ENABLE Veeva Setting (Account Plan tab)
ENABLE_OFFLINE_CALL_OBJECTIVES Veeva Setting (Call Objectives tab)

Configuring Tab Visibility and Display Order

To enable this feature:

Populate the TAB_NAV_DISPLAY Veeva Setting with TAB_NAV_DISPLAY;;Common.
Populate the TAB_NAV_DISPLAY Veeva Message with a double semicolon-delimited list of the appropriate tabs to display, in the desired order. The list is not case sensitive.

To quickly edit tab display order, edit the following formatted list which includes all tabs in their default order:

MyAccounts;;MySchedule;;Media;;VInsights;;MedicalInquiryFulfillments;;SurveyTargets;;CallObjectives;;AccountPlans;;Email;;MedicalInsights;;MedicalEvents;;MyPlan;;MySamples;;CoachingReports;;AdvancedCoachingReports;;TerritoryFeedback;;Documents;;Files;;GoOnline;;MyCyclePlan;;Suggestions;;MyTasks;;Speakers

Tabs included in the list display as long as the tab’s prerequisites are met and the tab is available on the user’s platform. Tabs not included in the TAB_NAV_DISPLAY Veeva Message do not display. See the following table for each tab’s prerequisites and platform availability.

Tab	Value for the TAB_NAV_DISPLAY list	Prerequisites
My Accounts	MyAccounts	Accounts Initial Configuration, including Read OLS to Account
My Schedule	MySchedule	Configuration for My Schedule, including Read OLS to Call2_vod
Media	Media	Configuring CLM, including Read OLS to: CLM_Presentation_vod CLM_Presentation_Slide_vod Key_Messages_vod
VInsights	VInsights	Configuring Fixed Reports, including Read OLS to Sales_Transaction_vod
Medical Inquiry Fulfillment	MedicalInquiryFulfillments	Configuring Medical Inquiry Fulfilment, including Read and Create OLS to Medical_Inquiry_Fulfillment_vod
Survey Targets	SurveyTargets	Configuring Surveys, including: Read OLS to Account Read OLS to Survey_Target_vod
Call Objectives	CallObjectives	Using Call Objectives configuration, including Read OLS to Call_Objective_vod
Account Plans	AccountPlans	Accounts Initial Configuration, including Read OLS to Account_Plan_vod
Email	Email	Configuring the Email Tab
Medical Insights	MedicalInsights	Configuring Key Medical Insights, including Read OLS to Medical_Insight_vod
Medical Events	MedicalEvents	Read OLS to Medical_Event_vod
My Plan	MyPlan	Configuring Multichannel Cycle Plans, including Read OLS to MC_Cycle_Plan_vod
My Samples	MySamples	Configuring Sample Management, including Read OLS to Sample_Inventory_vod
Coaching Reports	CoachingReports	Read OLS to Coaching_Report_vod Visibility to the following fields on the Coaching_Report_vod object: Manager_vod Employee_vod Status Review_Date_vod If all four fields are hidden, the entire tab does not display. If users are not granted access to any one field, its column does not display on the Coaching Report tab.
Advanced Coaching Reports	AdvancedCoachingReports	Advanced Coaching Reports, including: Read OLS to Survey_vod Read FLS to the following fields on the Survey_vod object: Start_Date_vod End_Date_vod Read and Update OLS to Survey_Target_vod Read FLS to the following fields on the Survey_Target_vod object: End_Date_vod Employee_vod Coach_vod Report_Status_vod
Territory Feedback	TerritoryFeedback	Configuring Integrated Territory Feedback, including Align_Territory_Feedback_Mode Territory Setting populated with 2 Admins cannot enable both the Future Territory Alignments and the Territory Feedback tab at the same time; only one of these tabs can be enabled at any given time.
Future Territory Alignments	FutureTerritoryAlignments	Configuring Territory Feedback, including Align_Territory_Feedback_Mode Territory Setting populated with 1 Admins cannot enable both the Future Territory Alignments and the Territory Feedback tab at the same time; only one of these tabs can be enabled at any given time.
Approved Documents	Documents	Read OLS to Documents Visibility to at least one file offline Appropriate VMOCs (see Uploading Documents, Attachments, and Salesforce Files for more information)
Files	Files	Viewing, Sharing, and Downloading Files Using the Files Tab
Go Online	GoOnline	Online_Tab_URL Veeva Setting is populated with a Veeva Message that redirects to a relative or absolute URL
My Cycle Plan	MyCyclePlan	Cycle Plan configuration, including Read OLS to Cycle_Plan_vod object
Speakers	Speakers	OLS to EM_Speaker_vod
Suggestions	Suggestions	Suggestions Initial Configuration , including Read OLS to Suggestion_vod
My Tasks	MyTasks	Edit Tasks (granted in profile or permission set)
Speakers	Speakers	Speaker Tab configuration

Customizing Tab Names

To modify the tab name displayed to users, edit the text in the Veeva Message corresponding to the tab:

Tab	Veeva Message
My Accounts	MY_ACCOUNTS;;MyAccounts
My Schedule	My Calls;;Callplan
Media	MEDIA;;IPAD
VInsights	VINSIGHTS;;TABLET
Medical Inquiry Fulfillment	MI_FULFILLMENT_TAB
Survey Targets	Defined by Survey_Target_vod object label
Call Objectives	Defined by Call_Objective_vod object label
Account Plans	Defined by Account_Plan_vod object label
Medical Insights	Defined by Medical_Insight_vod object label
Medical Events	MEDICAL_EVENTS;;TABLET
My Plan	MCCP_TITLE;;Multichannel
My Samples	MY_SAMPLES;;SAMPLES_MGMT
Coaching Reports	Defined by Coaching_Report_vod object label
Advanced Coaching Reports	ENHNCD_COACHING_TAB_NAME;;Surveys
Territory Feedback	FEEDBACK_MENU_ITEM;;Feedback
Future Territory Alignments	FUTURE_ALIGNMENTS;; Align
Documents	Defined by Document object label
Files	FILE;;TABLET
Approved Documents	Defined by Approved_Document_vod object label
Go Online	GO_ONLINE;;TABLET
My Cycle Plan	HOME_CYCLE_PLAN_TITLE
Suggestions	Defined by Suggestion_vod object label
My Tasks	HOME_TASKS_title;;TABLET
Speakers	SPEAKER_TAB
Options	OPTIONS;;Common
More	MORE_TAB;;Common
Email	EMAIL;;ApprovedEmail

Use Veeva Messages best practices to clone and edit messages.

Managing Widget Visibility

When the TAB_NAV_DISPLAY Veeva Setting is enabled, admins can configure the following items to display as tabs on the navigation bar, in addition to configuring them as widgets on the home page. To remove any of these tabs from the navigation bar so they only display as home page widgets, do not include the corresponding list value in the TAB_NAV_DISPLAY Veeva Message:

Tab	List Value
Call Objectives	CallObjectives
My Cycle Plan	MyCyclePlan
Suggestions	Suggestions
My Tasks	MyTasks

Additional widgets are available. For more information on changing widget visibility and configuring widgets, see CRM Mobile Application Home Page.

The zvod_Call_Objectives_vod field on the VMobile_Home_Page_Layout_vod object no longer controls Call Objectives tab visibility on iPad; to view the Call Objectives tab, users only need Read permission for the Call_Objective_vod object. The zvod_Call_Objectives_vod field still controls Call Objectives widget visibility.

Viewing Tabs

Tabs display in the order specified in the TAB_NAV_DISPLAY Veeva Message. The Home tab always displays as the first icon in the navigation bar. For Engage Connect users, the Engage tab always display as the second icon in the navigation bar. See Enabling Engage Chat in CRM for more information.

Depending on the device, the following tabs display in the navigation bar:

iPad - the first six tabs specified in the TAB_NAV_DISPLAY Veeva Message display in the navigation bar. If six or fewer tabs are specified, the More icon at the end of the navigation bar is replaced by the Options icon.
iPhone - the first three tabs specified in the TAB_NAV_DISPLAY Veeva Message display in the navigation bar. If three or fewer tabs are specified, the More icon at the end of the navigation bar is replaced by the Options icon.

To view additional tabs, select the More icon, then select the appropriate tab.