Defining MyInsights Page Layouts

Users can arrange the layout and format of a MyInsights page from the Pages tab in the edit page. To navigate from the home page to the Pages tab, select Preview from the Actions menu.

The following display elements are available:

  • Section – Section to group display elements. Can include a title.
  • Table – Table displaying data from a specific data element with user-defined columns. The output for the selected data element must be a list of records. Can display date fields, which require date format strings. See the Format Date expression for more information.
  • Field List – List of labelled values from various data elements. Can select the format style for the labels and values.
  • Trend – Line chart displaying data from a specific data element changing over time. The output for the selected data element must be a list of records. Multiple trends can be displayed.
  • Progress – Single-item chart displaying progress towards a goal value. Can allow the progress to exceed the goal value.
  • Metric Highlight – User-defined metric displaying a label in a small font and its corresponding value in a larger font for emphasis. Can add a second metric in small font.
    • If the metric value is a Number, users must define the number of decimals to display
    • If the metric value is a Date, users must define the date format

Only content created in MyInsights Studio can be edited.

Adding User Actions

Users can add user actions to display elements to create interactive and responsive content.

Using the View Record Navigation Action

The View Record navigation action allows users to navigate directly from MyInsights content to a data record.

The View Record action can navigate to records for the following objects:

  • Account
  • Order_vod
  • Inventory_Monitoring_vod
  • Account_Plan_vod
  • Plan_Tactic_vod
  • Account_Tactic_vod
  • Call2_vod
  • Call_Objective_vod
  • Medical_Event_vod
  • Survey_Target_vod
  • Medical_Insight_vod
  • Medical_Inquiry_vod
  • SWOT_vod
  • Goal_vod
  • Custom objects

See Smart Linking in MyInsights for more information.

Users can add View Record actions to the following display elements:

  • Table – Available for each column. Displays each value in the column as a link to a record from the selected data source.
  • Field List – Available for each field. Displays a value as a link to a data record.
  • Section – Available if a header is included. Displays the section header as a link to a data record.

To add a View Record action while adding a new display element, see Adding and Previewing Display Elements.

To add a View Record action an existing display element:

  1. Select the Configuration button below the Pages tab.
  2. Select Edit for the appropriate display element.
  3. Select the View Actions drop-down menu.
  4. Select View Record from the Navigation Action drop-down menu.
  5. Select the appropriate object for the target record from the Object drop-down menu.
  6. Select the appropriate record ID for the target record from the Record ID lookup field.
  7. Select Save.

Adding and Previewing Display Elements

To add a display element:

  1. Select the Configuration button below the Pages tab.
  2. Select and drag a display element to the blank canvas. Release the element when the appropriate position is highlighted. Available positions for an element are marked by dotted lines.
  3. Enter the appropriate information for the display element. Use expressions to refine the data and select the View Actions dropdown menu to add user actions if needed.
  4. Select OK.
  5. Select the Preview button below the Pages tab to view the formatted page. Preview often to ensure the page displays as expected.

    User actions display as links in the display preview. Users can select a user action link to view a popup describing the action that occurs for end users and ensure the action is correct.

When all of the display elements are added, select Save. If there are no errors in the content, a deployable version of the content is created.

After defining the page layout, users can deploy the page to Veeva CRM for testing or for practical use. See Deploying MyInsights Pages to Veeva CRM for more information.