Disabling User Actions for Key Messages
Admins and content creators can disable user actions for key messages to improve content navigation and interactivity for end users, as well as enabling greater interactivity and customization in CLM content.
User actions are disabled for individual key messages, not entire presentations. All other key messages continue to function normally.
The following types of user actions can be disabled for key messages:
- Standard navigation - Remove the history buttons and navigation bar to enable custom navigation and allow the CLM media player to be more compatible with layered content
- Rotation lock - Allow PDF content to display in portrait mode, enabling end users to fully view each page of the PDF without needing to scroll. By default, PDF content displays in landscape mode, regardless of the device's orientation lock.
- Touch gestures:
- Disable the swipe gesture for slide navigation to enable greater content creativity and flexibility when adding interactive controls, for example, dragging or dropping elements within a slide, or adding horizontal sliders. If swipe sensitivity for slide navigation is defined, it is ignored when the swipe gesture is disabled.
- Disable the pinch to exit gesture to allow users to zoom in and out of a presentation without unintentionally exiting
- Zoom in and out – Do not allow end users to zoom in and out manually or using buttons, ensuring important information always display correctly and is not hidden
Who can use this feature?
- CRM Desktop (Windows), iPad, iPhone Users
- Users do not require an additional license
- Admin Users in PromoMats/MedComms, Content Admin Users, Content Creator Users, End Users
Configuring Disabling User Actions for
Content Admin Users
To configure this feature:
- Ensure Configuring CLM is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects > Key Messages (key_message__v).
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission key_message__v CRED n/a disable_actions__v Edit - Navigate to Admin > Configuration > Objects > Key Message (key_message__v) > Fields > disable_actions__v.
- Ensure the following picklist values are active for the disable_actions__v field:
- history_buttons__v
- navigation_bar__v
- pinch_to_exit__v
- rotation_lock__v
- swipe__v
- zoom__v
- Navigate to Admin > Configuration > Objects > Key Message (key_message__v) > Layouts.
- Place the disable_actions__v field on the key_message__v layout.
End Users
To configure this feature:
- Ensure Configuring CLM is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects > Key Messages.
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission key_message__v R n/a disable_actions__v Read
Disabling User Actions as
Content Admin Users
Disabling standard navigation or rotation lock for key messages is not supported for content displayed on the CRM Desktop (Windows) platform.
To disable user actions for a key message in Vault CRM:
- Navigate to Business Admin > Objects > Key Messages (key_message__v).
- Select the appropriate key_message__v record.
- Select Edit.
- Add the appropriate values to the disable_actions__v multi-value picklist:
- history_buttons__v
- navigation_bar__v
- pinch_to_exit__v
- rotation_lock__v
- swipe__v
- zoom__v
- Select Save.
Admin Users in PromoMats/MedComms
Admins in PromoMats/MedComms can disable user actions for the Multichannel Slide document type or for auto-published documents. Ensure the fields in PromoMats/MedComms are mapped correctly to the respective Vault CRM fields. See Managing Field Mappings Between Vault CRM and PromoMats/MedComms for more information.
To disable user actions for key messages in PromoMats/MedComms:
- Navigate to the appropriate Multichannel Slide document or auto-published document.
- Select Edit Fields in the Information panel.
- Navigate to the CLM Properties section.
- Add the appropriate values to the crm_disable_actions__v multi-value picklist:
- history_buttons__v
- navigation_bar__v
- pinch_to_exit__v
- rotation_lock__v
- swipe__v
- zoom__v
- Select Save.
Disabling Zoom for HTML Key Messages as
Content Creator Users
Zoom functionality for HTML key messages must be disabled in the HTML code. Content creators can include the following code to disable zoom:
iOS HTML Code
<meta name=viewport content=width=device-width, initial-scale=1.0, user-scalable=no>
