Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/CustomPres.htm

## Using Custom Presentations

* Object 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.

A custom presentation is defined by the value Custom in the type\_\_v picklist on the clm\_presentation\_\_v object record. This type\_\_v value is set automatically and must not be modified. Admins should not add the type\_\_v field to the clm\_presentation\_\_v layout where it is visible to end users.

**Who can use this feature?**

* End Users - CRM Desktop (Windows), iPad, iPhone, Windows
* [Use custom presentations](#Using)
* Users do not require an additional license

### Configuring Custom Presentations for

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

To enable custom presentations for end users:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) 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 | n/a | * mobile\_id\_\_v * name\_\_v * ownerid\_\_v * status\_\_v * type\_\_v | Edit |
   | clm\_presentation\_slide\_\_v | CRED | n/a | * clm\_presentation\_\_v * mobile\_id\_\_v | Edit |
6. Navigate to **Business Admin > Objects > Multichannel Settings > Global Multichannel Settings**.
7. Enter 1 for the **custom\_presentation\_management\_\_v** Multichannel Setting. This is a best practice to prevent errors in custom presentations.

### Configuring Multi-Product Custom Presentations for

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

To allow end users to add key messages with multiple products to custom presentations:

1. Navigate to **Business Admin > Objects > Veeva Settings > Global Veeva Settings**.
2. Select the **multi\_prod\_user\_defined\_presentation\_\_v** Veeva Setting checkbox.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the permission set for the appropriate user profile.
5. Navigate to **Objects**.
6. Grant Edit field permission to the **mandatory\_slides\_\_v** field on the clm\_presentation\_slide\_\_v object.

CRM Desktop (Windows) does not respect the multi\_prod\_user\_defined\_presentation\_\_v Veeva Setting. Custom presentations always support key messages with different products.

### Configuring Enhanced Sub-Presentations for

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

To allow sub-presentations associated with specific key messages to be automatically added to custom presentations:

1. Navigate to **Business Admin > Objects > Multichannel Settings > Global Multichannel Settings**.
2. Enter 0 for the **enhanced\_sub\_presentations\_\_v** Multichannel Setting.

Enhanced sub-presentations are not supported with custom presentations on CRM Desktop (Windows) or Windows. Enhanced sub-presentations allow users to control the order of required slides in a sub-presentation along with the sub-presentation's target slide. When enhanced sub-presentations are enabled, users cannot create custom presentations.

### Using Custom Presentations as

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

iPad, iPhone
CRM Desktop (Windows)

From the media library, users can navigate to Manage My Presentations from the All Actions button, where they can create presentations and edit or delete existing ones. Users cannot modify presentations created by the home office or by other users.

#### Creating a Custom Presentation

To create a custom presentation:

1. Navigate to the media library.
2. Select the **All Actions** button.
3. Select **Manage My Presentations**.
4. Select the **+** button.
5. Enter the appropriate information about the presentation. Required fields must be populated before continuing.
6. Select **Done**.
7. Add the appropriate slides from existing presentations displayed in the left column. Select a product from the Product filter to view all available slides for a specific product. 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.

   The first slide selected for a new presentation determines to which product the presentation is aligned.

   ![](../../../../Resources/Images/CLM/DefaultFunct/CustomPres.png)
8. Select **Save**.

#### Editing a Custom Presentation

To edit the properties of a custom presentation:

1. Navigate to the media library.
2. Select the **All Actions** button.
3. Select **Manage My Presentations**.
4. Select the appropriate presentation thumbnail.
5. Select the **All Actions** button.
6. Select the **Edit Properties** button.
7. Update the appropriate information.
8. Select **Save**.

To edit the slides in a custom presentation:

1. Navigate to the media library.
2. Select the **All Actions** button.
3. Select **Manage My Presentations**.
4. Select the appropriate presentation thumbnail.
5. Select the **All Actions** button.
6. Select the **Add Slides** button.
7. Add, rearrange, or remove the appropriate slides.
8. Select **Save**.

#### Deleting a Custom Presentation

On iPad, deleting a custom presentation deletes the corresponding clm\_presentation\_\_v record.

To delete a custom presentation:

1. Navigate to the media library.
2. Select the **All Actions** button.
3. Select **Manage My Presentations**.
4. Select the appropriate presentation thumbnail.
5. Select the **All Actions** button.
6. Select **Delete**.
7. Select **Yes**.

Users can perform the following actions:

* Creating a custom presentation
* Making a copy of an existing read-only presentation

  Read-only presentations are HQ presentations and cannot be created or deleted by users. The presentation window for a read-only presentation displays Read Only next to the slide counter.
* Making a copy of an existing custom presentation
* Deleting a custom presentation

#### Creating a Custom Presentation

To create a custom presentation:

1. Open presentations containing the slides for the custom presentation.
2. Select the **File** menu in a presentation window or in the media library.
3. Select **New Presentation**.
4. Select and drag the appropriate slides from the open presentations to the blank custom presentation.
5. Select the **Edit** menu to edit the slides or use the appropriate keyboard shortcuts.
6. Drag and drop or copy and paste slides to reorder them, including multiple slides at a time.
7. Select the **File** menu.
8. Select **Save**.
9. Enter the name, product, and language of the presentation and any desired labels. Selecting the Labels text field displays the Add Labels modal. See [Labeling Presentations](LabelPresentations.htm) for more information.
10. Select **Save**.

Users can create multiple custom presentations at the same time.

The Slide Sorter allows users to view all the slides in the presentation and easily rearrange the order of the slides. Users can switch between Normal View and the Slide Sorter from the button next to the slide counter.

Users must save the custom presentation before closing or navigating away from the custom presentation window.

When a user selects Apply Updates in the media library, they must review or discard the unsaved changes for each open presentation before they can continue. Once all the presentations are reviewed and saved, the media library syncs and applies the updates.

#### Duplicating an Existing Presentation

To make a copy of an existing presentation:

1. Open the appropriate presentation and select the **File** menu. Alternatively, select the All Actions button for the presentation in the media library to display the right-select context menu.
2. Select **Duplicate**.
3. Select the **Edit** menu to edit the slides or use the appropriate keyboard shortcuts. Drag and drop or copy and paste slides to reorder them, including multiple slides at a time.
4. Select the **File** menu.
5. Select **Save**.
6. Enter the name of the presentation and any desired labels. Selecting the Labels text field displays the Add Labels modal.
7. Select **Save**.

#### Deleting a Custom Presentation

Users can delete custom presentations to ensure the media library only contains up-to-date content. Deleting a custom presentation expires the clm\_presentation\_\_v record and removes it from the library.

To delete a custom presentation:

1. Select the **All Actions** button for the appropriate presentation in the media library.
2. Select **Delete**.
3. Select **Delete** in the confirmation popup.

#### Managing Custom Presentation Properties

Users can only edit the properties for a custom presentation if there is at least one slide. To edit the properties of a custom presentation:

1. Open the custom presentation.
2. Select the **File** menu.
3. Select **Properties**.
4. Edit the appropriate properties:
   * Name
   * Product
   * Keywords
   * Description

   If customers set required fields on the clm\_presentation\_\_v object, users will encounter sync errors when syncing the media library as the required fields may not be populated.
5. Select **Save**.

#### Adding Sub-Presentations to Custom Presentations

This functionality helps Japanese pharmaceutical companies comply with the industry JPMA guidelines.

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](../ManagingContent/DefineSubPres.htm) for more information.

Enhanced sub-presentations are not supported with custom presentations on CRM Desktop (Windows). Enhanced sub-presentations allow users to control the order of required slides in a sub-presentation along with the sub-presentation's target slide. When enhanced sub-presentations are enabled, users cannot create custom presentations.

When a slide with a defined sub-presentation is added to a custom presentation, the sub-presentation is also added to the custom presentation, so users do not need to add the individual slides of the sub-presentation to the custom presentation. Users can view and rearrange the slides within the sub-presentation.

When the custom presentation is detailed, the slides can be detailed in-line. Detailing sub-presentation slides is not enforced in the CLM media player.

### 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](https://platform.veevavault.help/en/gr/25494/) 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](LabelPresentations.htm)

[Using Presentation Attributes to Filter Presentations](FilterPresentations.htm)

[Searching the Media Library](SearchCLM.htm)