To configure this feature, ensure Configuring Accounts is complete.

To enable specialized functionality in My Accounts, add actions to the Account object.

Element Name	Specialized Functionality
create_medical_inquiry__v	Displays the Create Medical Inquiry action if the user has the required permissions
create_medical_insight__v	Displays the Create Medical Insight action if the user has the required permissions
record_a_call__v	Displays the Record a Call action in the My Accounts list and detail pages. The user must also have Create permission to the call2__v object.
send_email__v	Displays the Send Email action if the user has the required permissions
stakeholder_navigator__v	Displays the Stakeholder Navigator action if the user has the required permissions
view_timeline__v	Displays the View Timeline action if the user has the required permissions

Assigning Account Icons

Each account object type has an assigned icon. To ensure the proper icon displays in the My Accounts list, do not modify the object type's name and label. 

To enable this feature, verify the account_record_type_icon_map__v Veeva Setting points to the ACCOUNT_RECORD_TYPE_ICON_MAP;;Common Veeva Message. Then populate the Veeva Message with a double semi-colon delimited list of record types.

For example, ACCOUNT_RECORD_TYPE_ICON_MAP;;Common can be used for defining the mapping of the Microscope icon to research_center_c custom object type.

An unrecognized object type is assigned the “unknown” icon.

Account Wizards

Vault CRM for iPad supports the New Account Wizard, Parent Account Wizard, and New Record Type Wizard for creating accounts. These are accessed by selecting the new record button on the right side of the header in the My Accounts list and Account Detail page. See Configuring Accounts for information on enabling wizards.

Setting Hyperlink Formula Fields

The HYPERLINK() function in formula fields is used to create links to specific URLs. These links are used in Vault CRM for iPad to launch websites and iPad apps with registered custom URL schemes. Customers can create links with dynamic parameter values and formula fields can reference field values from Veeva objects.

Hyperlink Formula fields are not supported on the Call Discussion section of the Call Report. Also, formula fields display only when a page is in Read mode.

Validating Fields Regular Expressions

Regular expressions can be configured to validate the format of a field value. If the value entered does not match the expression, the user is presented with a configurable error message. Only fields present on the layout are tested. Non-required fields that are left blank are not tested.

This feature supports fields on the Account and address__v objects for the following data types:

• Currency
• Date
• Date/Time
• Email
• Number
• Percent
• Phone
• Text
• Text Area
• Text Area (Long)
• URL

Each supported object has a custom setting that contains a reference to a Veeva message. The name of the custom setting is the name of the object followed by “_REGEX”. For example: “Account_REGEX”, “Address_v_REGEX”.

The value of the custom setting is a reference to a Veeva Message that contains the configuration for all the fields in the object subject to regular expression validation. Veeva Message references are in the format “[Name];;[Category]”.

The format of the referenced Veeva Message is as follows:

[Field Name];;[RegEx];;[Err Msg Name];;[Msg Category]

• [Field Name] is the Field name of the field to be validated
• [RegEx] is the regular expression
• [Err Msg Name] is the name of the Veeva message that contains the error message text
• [Msg Category] is the category of the Veeva message in [Err Msg Name]

In the following example, the Specialty field must be capitalized. The ERR_ACCOUNT_SPECIALTY Veeva message in the Custom category defines the error message text.

[Specialty__c];;^[A-Z];;ERR_ACCOUNT_SPECIALTY;;Custom

If more than one field requires validation in the object, separate the configuration for each field by a triple semicolon delimiter (;;;).

[Field Name 1];;[RegEx];;[Err Msg Name];;[Msg Category];;;[Field Name 2];;[RegEx];;[Err Msg Name];;[Msg Category];;;[Field Name 3];;[RegEx];;[Err Msg Name];;[Msg Category]

Access the regular expression engine to configure and ensure regular expressions can be interpreted correctly by Vault CRM for iPad.