Only the following field types are supported:

• Text
• Picklist
• Yes/No
• Reference

To customize the Medical Interaction header:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate Permission Set.
3. Select Objects.
4. Grant View permission to the medical_interaction_display__v field control on the medx__v object.
5. Navigate to the layout assigned to the Medical Interaction object type.
6. Ensure the Channel, Start Date/Time, and End Date/Time fields are present in a Detail Form section. These fields are required.
7. Add the Medical Interaction Display field control to the Detail Form section. Adding this field control to the layout will enable all Detail Form Sections on the Medical Interaction to display in the header.
8. Add header fields to the Detail Form sections, and arrange them in one or two columns. Only add header fields from the supported types. Any non-supported types are not displayed when a user views or edits a medical interaction.
9. Set the Display as Required or Display as Read-Only layout attribute for the appropriate fields. This step is optional.
10. Select Save.

Each Detail Form section added to the header displays as its own titled sub-section within the Details area of the Medical Interaction, using the section title configured on the layout.

To customize the Discussions section:

1. Ensure Using Medical Interactions is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select Objects.
5. Grant View permission to the medx_discussion_display__v field control on the medx_discussion__v object.
6. Navigate to Admin > Configuration > Objects > medx_discussion__v > Layouts.
7. Select the appropriate layout.
8. Add the MedX Discussion Display field control and the additional Discussions fields to the same Detail Form section. Only the Detail Form section to which the field control was added displays.

   Veeva recommends positioning the MedX Discussion Display field control as the last item in the section. A field control placed earlier in the section is skipped in the display, and every field after it shifts up to fill its position. Unsupported field types do not display.

9. Set the Display as Required or Display as Read-Only layout attribute for the appropriate fields. This step is optional.
10. Select Save.

To customize the Medical Insight section:

1. Ensure Using Medical Interactions is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select Objects.
5. Grant View permission to the medx_medical_insight_display__v field control on the medical_insight__v object.
6. Navigate to Admin > Configuration > Objects > medx_discussion__v > Layouts.
7. Select the appropriate layout.
8. Add the Medx Medical Insight Display field control and the additional Discussions fields to the same Detail Form section. Only the Detail Form section to which the field control was added displays.

   Veeva recommends positioning the MedX Discussion Display field control as the last item in the section. A field control placed earlier in the section is skipped in the display, and every field after it shifts up to fill its position. Unsupported field types do not display.

9. Set the Display as Required or Display as Read-Only layout attribute for the appropriate fields. This step is optional.
10. Select Save.

Controlling and dependent fields (for example a parent object reference and its child reference, or a controlling picklist and its dependent picklist) must be placed in the same Detail Form section as the field control.

Medical Users can enter values for custom fields across the Medical Interaction header, Discussions section, and Medical Insight section while recording an interaction with an HCP.

Completing a Custom Medical Interaction Header

To complete the Medical Interaction header:

1. Enter a value for the Channel field.
2. Enter the Start Date/Time and End Date/Time for the interaction.
3. Enter values for any additional, custom fields configured in the header Detail Form sections.

   For a dependent object reference or picklist field that displays placeholder text identifying a controlling field, enter a value for the controlling field first, then enter a value for the dependent field.

4. Complete any additional required fields.
5. Save the Medical Interaction.

Recording a Discussion on a Custom Layout

After completing the Medical Interaction header, users can record the details of a discussion with the attendee.

To record a Discussion on a custom layout:

1. Select the attendee for the discussion.
2. Select a Response Type.
3. Enter values for any additional, custom fields configured in the Discussion section.
4. Enter the Discussion Text.
5. Complete any additional required fields.
6. Save the Medical Interaction.

Capturing a Medical Insight on a Custom Layout

After completing the Medical Interaction header, users can capture any medical insights identified during the interaction.

To capture a Medical Insight on a custom layout:

1. Confirm the attendee associated with the insight.
2. Enter values for any additional, custom fields configured in the Medical Insight section.
3. Enter the Description for the insight.
4. Complete any additional required fields.
5. Save the Medical Interaction.