Grouping Presentations in the Media Library

  • CRM Desktop (Mac, Windows)
  • iPad
  • iPhone

Admins can define attributes to allow users to group presentations. Users can select the attribute by which to group their presentations in the Table and Display By views. If a group is not selected, presentations display alphabetically.

The following field types are supported:

  • Text
  • Number
  • Lookup
  • Picklist
  • Multi-select picklist
  • Check box
  • Date
  • Datetime

Ensure initial configuration is complete to use this functionality.

To manage the attributes for grouping in Display By view and the columns for Table view, admins can edit the CLM_PRESENTATION_GROUPING Veeva Message.

Grouping Presentations in Table View

Users can view presentations in Table view by selecting the list button above the Sunrise bar. In Table view, presentations can be grouped by any of the fields defined as columns. After grouping by a column in Table view, the presentations in the grouping are sorted alphabetically by name. For example, a column sorted by the product Cholecap displays all presentations with Cholecap and lists the presentations alphabetically by presentation name.

On CRM Desktop (Mac, Windows), fields defined as columns display to the right of the Last Opened column. Columns can be resized, reordered, and horizontally scrolled. Additionally, the Favorites and More Actions buttons display next to presentation names.

If users do not have visibility to a field defined as a column, the column does not display. Duplicated columns only display once.

Grouping Presentations in Display By View

Users can view presentations in Display By view by selecting the slide carousel button above the Sunrise bar. Users can group presentations in Display By view by selecting the gear icon and selecting the grouping attribute. By default, the first attribute is selected.

Display By view is not supported on CRM Desktop (Mac, Windows) or iPhone.

On iPad, date and datetime fields are not supported as attributes in Display By view.

After selecting a different option, that option becomes sticky and automatically displays the next time the user accesses the Display By view.