MCCP Filtering in My Schedule

To easily utilize MCCP information when planning calls in My Schedule, users can filter the list of accounts displayed in My Schedule by MCCP attributes.

For example, to view accounts where channel interactions are below the MCCP goal, filter by channel interactions directly in My Schedule instead of sending the information to My Schedule through the My Plan tab.

Who can use this feature?

  • iPad Users
  • Users do not require an additional license
  • End Users

Configuring MCCP Filtering in My Schedule for

To configure this feature:

  1. Ensure Configuring Multichannel Cycle Plans and Configuring Call Planning are complete.
  2. Navigate to Business Admin > Objects > veeva_settings__v.
  3. Select the enable_adv_cycpln_scheduling__v Veeva Setting check box.
  4. Add the appropriate fields to the comma-delimited list in the scheduler_filter__v Veeva Setting or the corresponding Veeva Message (depending on which is in use). Use the following format:
    • To enable filtering on a field from the mc_cycle_plan_target__v object, enter mccp_target.[field name]
    • To enable filtering on a field from the mc_cycle_plan_channel__v object, enter mccp_channel.[field name]
    • To enable filtering on a field from the mc_cycle_plan_product__v object, enter mccp_product.[field name]

    For example, mccp_target.channel_interactions_goal__v,mccp_product.product_activity_goal__v

Only the specified fields display. Default fields are not available for filtering on MCCP attributes in My Schedule.

The scheduler_filter__v Veeva Setting has a 255-character limit. If the setting cannot contain all the desired fields, create a corresponding Veeva Message instead:

  1. Navigate to Business Admin > Objects > messages__v.
  2. Create a Veeva Message.
  3. Name the message scheduler_filter__v and set the category to Scheduler. Using the same name as the Veeva Setting enables MCCP admin users to easily find the message.
  4. Copy all fields from the scheduler_filter__v Veeva Setting to the text field of the newly created Veeva Message, using the same comma-delimited format.
  5. Navigate to Business Admin > Objects > veeva_settings__v.
  6. Populate the scheduler_filter__v Veeva Setting with “message_name;;Category”. For example: scheduler_filter__v;;Scheduler

Filtering is only supported for the following field types:

  • Date
  • Date/Time
  • Check box
  • Currency
  • Number
  • Percent
  • Picklist

    Multi-select picklists are not supported.

  • Text
  • URL

Using MCCP Filtering in My Schedule as

To filter accounts based on MCCP attributes:

  1. Select the filter icon at the top of the accounts panel.

  2. Select the Plan field.

  3. Select the appropriate plan.

  4. Select the appropriate product and channel from the My Plan section. If the selected plan has only one associated channel, the Channel drop-down list defaults to the only available channel.

    MCCP filtering in My Schedule only supports call2__v channels.


  5. Enter MCCP criteria for filtering, for example, Channel Interactions Goal.

  6. Select Apply. Accounts in the list are filtered based on the selected attributes.

Related Topics

Scheduling Calls for MCCP Targets

Creating Custom My Schedule Filters

Displaying MCCP Information in My Schedule