Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/AlertsComponent.htm

## Displaying the My Alerts Component

The My Alerts component displays company-wide or targeted messages that inform the user of new sales data, sample transactions, formulary wins or other information.

This section also displays automatically-created content alerts and DCR status alerts, when enabled.

**Who can use this feature?**

* Business Admin Users - Browser
* [Create alerts](#Create)
* End Users - iPad, iPhone, Windows
* [Display the My Alerts component](#Display)
* Users do not require an additional license

### Configuring the My Alerts Component for

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

To configure this feature:

1. Ensure [Vault CRM Mobile Application Home Page](../HomePage.htm) 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 alert\_profile\_\_v layout.

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

To configure this feature:

1. Ensure [Vault CRM Mobile Application Home Page](../HomePage.htm) 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 * user\_\_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.

### Creating Alerts as

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

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 checkbox 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](https://veeva.com/).
* [VaultID],[Object API Name] – When selected, the link directs users to the detail page for the referenced record.

  For example, V4W000000001001,account\_\_v navigates to the corresponding account detail page within the Vault CRM app.
* /[VaultID],[Object API Name] - When prefacing the Vault ID with a /, selecting the link directs users to the detail page for the referenced record in the embedded browser.

  For example, /V4W000000001001,account\_\_v navigates to the corresponding account detail page in Vault CRM on the Browser platform.
* 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 checkbox 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.

   ![](../../../../../Resources/Images/GettingStarted/MDS/HomePageConfig2.png)
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 and Receiving iOS Device Push Notifications](../PushNotifications/SendPushNotifs.htm) for more information.

### Displaying the My Alerts Component as

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

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

![](../../../../../Resources/Images/GettingStarted/MDS/HomepageComponents.png)

#### 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 checkbox. These alerts display to all users.
* Profile-specific Alerts – Admin-created alert\_\_v records with an unselected public\_\_v checkbox. 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.

  iPhone users can only receive alerts for CLM as Object Model content. Alerts for CLM as Document Model content are only supported on iPad.
* 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 |

### Related Topics

[Vault CRM Mobile Application Home Page](../HomePage.htm)

[Displaying the My Tasks Component](TasksComponent.htm)