To configure this feature:

1. Ensure Vault CRM Mobile Application Home Page is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permission
   alert_profile__v	CRED	n/a	alert__v application_profile__v profile_name__v	Edit
   alert_user_action__v	CRED	n/a	alert__v dismissed__v external_id__v mobile_id__v	Edit
   alert__v	CRED	n/a	alert_text__v dismissable__v activation_date__v expiration_date__v link_reference__v link_reference_long__v priority__v public__v	Edit

6. Navigate to Admin > Configuration > Objects > Alert Profile (alert_profile__v).
7. Place the application_profile__v and profile_name__v fields on the appropriate alert_profile__v object layouts.

To configure this feature:

1. Ensure Vault CRM Mobile Application Home Page is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permission
   alert_profile__v	R	n/a	alert__v application_profile__v profile_name__v	Read
   alert_user_action__v	CRE	n/a	alert__v dismissed__v external_id__v mobile_id__v	Read
   alert__v	RE	n/a	alert_text__v dismissable__v activation_date__v expiration_date__v link_reference__v link_reference_long__v priority__v public__v	Read

6. Grant end users View permission to the alerts_section__v object control on the vmobile_home_page_layout__v object.
7. Navigate to Admin > Configuration > Objects > VMobile Home Page Layout (vmobile_home_page_layout__v) > Layouts.
8. Place the alerts_section__v section control on the appropriate vmobile_home_page_layout__v object layouts.
9. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
10. Activate VMOCs for the following objects:
    • alert__v
    • alert_profile__v
    • alert_user_action__v
    • approved_document__v
    • clm_presentation__v
    • clm_presentation_slide__v
    • data_change_request__v
    • data_change_request_line__v
    • key_message__v

Admins can manage the title of the My Alerts component using the MY_ALERTS;;Common Veeva Message.

To create an individual alert:

1. Navigate to Business Admin > Objects > Alerts (alert__v).
2. Create an alert__v record.
3. Populate the following fields:

• name__v – The name that displays to users
• alert_text__v – The full text of the alert
• dismissable__v – Select this check box if users should be allowed to dismiss the alert
• activation_date__v – The date and time when the alert can start being sent to user devices
• expiration_date__v – The date and time when the alert expires and is removed from the user’s view
• priority__v – Select one of the following values:
• Urgent – Displays to users in red
• Important – Displays to users in yellow
• Normal – Displays to users in green
• link_reference__v – This field is optional and can be used to reference a web page, another record in Vault CRM, or open another app. The link must use one of the following format:

• [Full URL],[Link Text] – When selected, the link directs users to the defined URL.

  For example, https://veeva.com,Veeva Corporate Website displays to users as Veeva Corporate Website.

• link_reference_long__v – This optional field can be used if the link is too long for the link_reference__v field. Do not populate both of these fields at the same time.
• public__v – Select this check box if the alert should display to all users

To designate an alert for a specific profile:

1. Navigate to Business Admin > Objects > Alerts (alert__v).
2. Select the appropriate alert__v record.
3. Select Create in the Alert Profiles related list.

4. Select an application profile from the application_profile__v field.

   

5. Select Save.

This process can be repeated to designate the alert to multiple profiles.