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__v	CRED	n/a	activation_date__v alert_text__v dismissable__v expiration_date__v link_reference__v link_reference_long__v priority__v public__v	Edit
   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

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__v	RE	n/a	activation_date__v alert_text__v dismissable__v expiration_date__v link_reference__v link_reference_long__v priority__v public__v	Read
   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

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.

Additionally, admins can use push notifications to send alerts to users via toast. See Sending iOS Push Notifications for more information.

When end users view the home page in Vault CRM, the My Alerts component displays.

Types of Alerts

The My Alerts home page component displays the following types of alerts:

• Company Alerts – Admin-created alert__v records with a selected public__v check box. These alerts display to all users.
• Profile-specific Alerts – Admin-created alert__v records with an unselected public__v check box. These only display to profiles with alert_profile__v records associated to the alert__v record.
• Content Alerts – Automatically generated alerts notifying users when new or updated CLM or Approved Email content is downloaded to the device.
• The alert priority is always Normal and users cannot update the priority
• The number of days a content alert displays for is controlled by the Content Alert Duration Veeva Setting
• Approved Email content alerts are generated when new approved_document__v records with the email_template__v or email_fragment__v object types for the products aligned to the users sync to the device
• CLM content alerts are generated when:
• New CLM content is published to CRM (clm_presentation__v record is created)
• Presentation slides/key messages are added to, updated in, or removed from HQ (read-only) presentations. A list of all the updated presentations and the description of the new or updated key message display in the alert.
• Presentation slides/key messages are added to or updated in custom presentations. A list of all the updated presentations and the description of the new or updated key message display in the alert.
• A presentation's start date passes
• A training presentation syncs to the device, regardless of start date
• A user is aligned with a new product in My Setup. A notification displays for every presentation associated with the product now available to the user.

  Only CLM content alerts are supported on the iPhone platform.

• DCR Alerts – Automatically generated alerts notifying users when their submitted data change requests are processed by the data stewardship team
• The number of days these alerts display is controlled by the DCR Alert Message Days Veeva Setting

• DCR alerts display under the following conditions:

  DCR External Status	DCR Status	Displays in My Alerts?
  New	Submitted	No
  Pending Review	Pending	Yes
  New	Pending	Yes
  Partially Processed	Processed	Yes
  Processed	Processed	Yes
  Cancelled	Cancelled	Yes