Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CustomDisplayBy.htm

## Viewing Custom Account Information with Display-By

To view more relevant information when planning calls, users can display custom account-related information from pre-defined fields on My Schedule. Field information displays below the account name in the account panel the same way default display-by information displays. For example, when License Valid to Sample is selected, the account address’s status (Valid or Invalid) displays below the account name.

The following objects are available to use:

* account\_\_v
* address\_\_v
* child\_account\_\_v
* childaccount\_tsf\_\_v
* mc\_cycle\_plan\_channel\_\_v
* mc\_cycle\_plan\_product\_\_v
* mc\_cycle\_plan\_target\_\_v
* tsf\_\_v

**Who can use this feature?**

* End Users - iPad
* [Displaying Custom Account, Address, or TSF Information](#Displayi)
* Users do not require an additional license

### Configuring Custom Display-By Values for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Call Planning](../CPConfig.htm) is complete.
2. Navigate to **Business Admin > Objects > Veeva Settings**.
3. Populate the **scheduler\_configure\_display\_\_v** field with a semicolon-delimited list of the appropriate object code and API field names. The following objects are available to use:

* account\_\_v (ACC)
* address\_\_v (ADD)
* child\_account\_\_v (CHILD\_ACC)

The format for the setting values is [Object Code].[API Field Name], where [Object Code] represents the object. For example, to display the gender\_\_v and spec\_1\_cda\_\_v fields on the account\_\_v object, use ACC.gender\_\_v;ACC.spec\_1\_cda\_\_v.

Ensure users have at least Read permission for all fields referenced in the scheduler\_configure\_display\_\_v Veeva Settings in order for them to display as an option.

#### Configuring Custom Display-By Values for MCCP Attributes

To display information from MCCP-related fields:

1. Navigate to **Business Admin > Objects > Veeva Settings**.
2. Ensure the **enable\_adv\_cycpln\_scheduling\_\_v** check box is selected.

   This setting enables users to select Display-By Cycle Plan attributes in the My Schedule account panel and enables retention of users' display preferences if they have Edit permission to the scheduler\_cycle\_plan\_display\_\_v field on the preferences\_\_v object. If the enable\_adv\_cycpln\_scheduling\_\_v Veeva Setting is not enabled, Cycle Plan metrics always display when there is an active Cycle Plan for the user; the display-by functionality is set to Target > My Calls, which cannot be changed.
3. Populate the **scheduler\_configure\_display\_\_v** Veeva Setting with a semicolon-delimited list of the appropriate object code and API field names. Use the following format:

* To display a field from the mc\_cycle\_plan\_target\_\_v object, enter MCCP\_Target.[API field name]
* To display a field from the mc\_cycle\_plan\_channel\_\_v object, enter MCCP\_Channel.[API field name]
* To display a field from the mc\_cycle\_plan\_product\_\_v object, enter MCCP\_Product.[API field name]

For example, ACC.gender\_\_v;ACC.specialty\_1\_\_v;MCCP\_Target.channel\_interactions\_remaining\_\_v;MCCP\_Product.name\_\_v;

Ensure users have at least Read permission for all fields referenced in the scheduler\_configure\_display\_\_v Veeva Settings in order for them to display as an option.

#### Configuring Custom Display-By Values for TSF Attributes

To display information from territory-related fields, populate the tsf\_fields\_scheduler\_\_v Veeva Setting with a semicolon-delimited list of the appropriate fields. The required format differs depending on which object the field is from:

* tsf\_\_v - the format is the field API name with a trailing semicolon. For example, last\_activity\_date\_\_v;mccp\_target\_\_v;route\_\_v;
* childaccount\_tsf\_\_v - the format is CHILD\_ACC\_TSF.[API Field Name] with a trailing semicolon. For example, CHILD\_ACC\_TSF.territory\_\_v;

Fields from both objects can be included in the same list in the tsf\_fields\_scheduler\_\_v Veeva Setting. Use the appropriate format for each field. For example: last\_activity\_date\_\_v;mccp\_target\_\_v;CHILD\_ACC\_TSF.childaccount\_\_v;

Ensure users have at least Read permission for all fields referenced in the tsf\_fields\_scheduler\_\_v Veeva Settings in order for them to display as an option.

### Displaying Custom Account, Address, or TSF Information as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To display additional account, address, or TSF information using the display-by functionality:

1. Select the **My Schedule** tab.
2. Select the **gear** icon at the top of the accounts panel.

   To access Child Account fields, first select a child account list view from the picklist at the top of the accounts panel.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/ScheduleManagement/MySchedule/DisplayBy1.png)
3. Select **Display By**.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/ScheduleManagement/MySchedule/DisplayBy2.png)
4. Select the appropriate object from the picklist.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/ScheduleManagement/MySchedule/DisplayBy3.png)
5. Select the appropriate field from the picklist.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/ScheduleManagement/MySchedule/DisplayBy4.png)
6. Select **Save**. The field value displays below the account’s name in the account panel.
   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/ScheduleManagement/MySchedule/DisplayBy5.png)

### Related Topics

[Viewing Account Information with Display-By](DisplayBy.htm)

[MCCP Filtering in My Schedule](../../CyclePlans/MCCP/Executing/MCCPFilters.htm)

[Displaying MCCP Information in My Schedule](../../CyclePlans/MCCP/Executing/DisplayBy.htm)