Using Custom Presentations

  • Document Model

Users can create and manage customized presentations from the existing presentations slides in their media libraries to deliver specifically tailored messages to targeted accounts. These presentations can be saved for later use with other interactive calls.

Who can use this feature?

Configuring Custom Presentations for

To enable custom presentations for end users:

  1. Ensure Configuring CLM as Document Model is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the permission set for the appropriate user profile.
  4. Navigate to Objects.
  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

     

    clm_presentation__v

    		 

    CRED

    		 

    clm_hidden_slide__v

    		modified_date__vRead

    • preference_document__v

    • clm_presentation__v
    • presentation_mobile_id__v
    • presentation_vexternal_id__v
    • label__v
    • mobile_id__v
    • object_type__v

    • ownerid__v

    Edit

  6. Assign the Custom Presentation (custom_presentation__v) lifecycle to the Presentation (presentation__v) Document Type:

    • Navigate to Admin > Configuration > Document Types.

    • Select the Presentation (presentation__v) Document Type

    • Select Edit Details from the All Actions menu

    • Select the General tab

    • Add Custom Presentation (custom_presentation__v) to the Available Lifecycles field

    • Select Save

  7. Grant users Create Binder Permission:

    • Navigate to Admin > Configuration > Document Types.

    • Select the Security tab for the Presentation (presentation__v) Document Type

    • Enter the appropriate end users or group in the Create Binder Permission field

    • Select Save

  8. Navigate to Business Admin > Objects > VMobile Object Configurations.
  9. Update the VMOCS for the following objects:

    1. documents:

      1. Where Clause – WHERE TONAME(type__v) CONTAINS ('presentation__v', 'slide__v', 'shared_resource__v') AND TONAME(lifecycle__v) CONTAINS ('crm_content_lifecycle__v', 'custom_presentation__v') AND TONAME(status__v) = ('approved__v')

      2. Enable Enhanced Sync – Yes

      3. Document Query Modifier – Latest Matching Version

    2. binder_node__sys:

      1. Where Clause – WHERE TONAME(binder__sysr.type__v) = 'presentation__v' AND TONAME(binder__sysr.lifecycle__v) CONTAINS ('crm_content_lifecycle__v', 'custom_presentation__v') AND type__sys = 'document__sys'

      2. Enable Enhanced Sync – True

      Grant users the ability to view custom presentations where they are not the owner by assigning them a role with the View Document and View Content permissions in Steady State.

Using Custom Presentations as

End users can create, edit, duplicate, and delete custom presentations directly from the media library, assembling slides from existing HQ presentations into a version tailored to a specific call or account. A custom presentation inherits its product alignment from the first slide selected, and users can reorder or remove slides at any point before saving.

Note: Users cannot create, edit, duplicate, or delete a custom presentation while in a call or a Save for Later session.

For custom presentations, the lifecycle states include:

  • Draft – Content is not published. Updates are saved in this state

  • Approved – Content is published and available for end users

  • Expired – Content is withdrawn and unavailable for end users. When users delete a custom presentation from the mobile app, it is transitioned to this state. When slides used in custom presentations expire, they are removed from the custom presentation.

  • Superseded – A previously Approved version has been replaced by a newer Approved version and is unavailable for end users

From the media library, users can create presentations and edit, duplicate, or delete existing ones. Users cannot modify presentations created by the home office or by other users.

When a custom presentation is created on a mobile platform, the status is set to Approved. When a user deletes a custom presentation on a mobile platform, all versions are expired (deleted).

Note: Custom presentations cannot be edited on an iPhone, and are view-only in the My Presentations tab.

Creating a Custom Presentation

To create a custom presentation:

  1. Navigate to the media library.

  2. Select the + button.

  3. Select Manage My Presentations.
  4. Select the + button.

  5. Select the presentation to add slides from. Use the top tabs to switch views. Select a product from the Product filter to view all available presentations for a specific product, or use the search to locate a presentation.

  6. Add the appropriate slides from existing presentations, either by selecting the + icon or by dragging and dropping. Selecting the green + button on a slide adds it to the end (last slide) of the presentation.

    To add individual slides, select the presentation to view the slides. Select the green + button on the slide to add it to the end of the presentation, or drag it into the slide sorter to place it in the presentation.

  7. Rearrange the slides by selecting and holding a slide thumbnail, dragging it to the appropriate position, and releasing.

    Remove a slide by selecting the red minus button on the slide thumbnail. Tapping and holding down a slide surfaces 2 actions: Hide Slide (grayed out in the presentation), and Preview (opens preview modal).

    Slides can only be added to a custom presentation once. After adding a slide, it is disabled (grayed out) in the media library panel.

  8. Select Save.

Editing a Custom Presentation

To edit the properties of a custom presentation:

  1. Navigate to the media library.
  2. Select the appropriate presentation thumbnail.
  3. Select the All Actions button.
  4. Select the Edit button.
  5. Select the Information icon.
  6. Select Save.

To edit the slides in a custom presentation:

  1. Navigate to the media library.
  2. Select the appropriate presentation thumbnail.
  3. Select the All Actions button.
  4. Select the Edit button.
  5. Add, rearrange, or remove the appropriate slides.
  6. Select Save.

Duplicating a Custom Presentation

To duplicate the slides in a custom presentation:

  1. Navigate to the media library.

  2. Select the custom presentation to duplicate.

  3. Select the + icon.

  4. Select Duplicate.

  5. Rename the presentation.

  6. Add, rearrange, or remove the appropriate slides.

  7. Select Save.

Deleting a Custom Presentation

To delete a custom presentation:

  1. Navigate to the media library.
  2. Select the appropriate presentation thumbnail.
  3. Select the All Actions button above the selected presentation.
  4. Select Delete.

Adding Sub-Presentations to Custom Presentations

A sub-presentation is a set of required slides containing content such as safety and study information. These required slides must be displayed before the main content a user intends to present to HCPs. See Using Sub-Presentation Slides for more information.

Note: Enhanced sub-presentations are not supported in the Document Model.

When a slide with a defined sub-presentation is added to a custom presentation, the sub-presentation remains related to the slide, and the slide thumbnail displays the sub-presentation icon.

Considerations

  • Users can add slides with built-in navigation behavior to custom presentations, but the navigation behavior itself cannot be modified
  • If a slide containing a sub-presentation is added to a custom presentation, the sub-presentation is also added to the custom presentation
  • Customers can use sharing rules via Dynamic Access Control to control which presentations end users have access to. Ensure sharing rules do not grant end users access to presentations created by other users.

Related Topics

Labeling Presentations

Using Presentation Attributes to Filter Presentations

Searching the Media Library