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:

  1. Populate the TAB_NAV_DISPLAY Veeva Setting with TAB_NAV_DISPLAY;;Common.
  2. 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;;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 iPad iPhone

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

Configuring 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 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.

 

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

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

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

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.

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.

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