Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Config/SuggestionsConfig.htm
## Configuring Suggestions
Suggestions are public by default, and are associated at the Account level, regardless of the user.
Suggestions support [Dynamic Access Control](https://platform.veevavault.help/en/gr/33946/) (DAC), an access control model in the Vault platform that provides record-level security. Enabling DAC on an object automates the assignment of users to the record’s Viewer, Editor, and Owner roles via [Matching Sharing Rules](https://platform.veevavault.help/en/lr/36122/), or customer-defined [Custom Sharing Rules](https://platform.veevavault.help/en/gr/25494/).
[Components](#)
#### Suggestions Objects
The suggestions module consists of four objects:
* suggestion\_\_v – Stores basic information for suggestions: Title, Reason, Priority
* suggestion\_feedback\_\_v – Captures information on user activity: Dismiss, Feedback Dialog, Action Activity
* suggestion\_tag\_\_v – Stores information on key suggestion attributes: Product and Driver
* stakeholder\_preference\_\_v – Stores information on HCP/HCO preferences for channel communication and different types of offerings
#### Suggestions Object Types
The object types on the suggestion\_\_v object correspond to the actions available to associate to a suggestion. These object types are populated via a trigger based on the record\_type\_name\_\_v field on the suggestion object.
* call\_\_v – Assigns a Schedule a Call action to the suggestion, allowing users to schedule calls directly from the suggestion
* call\_objective\_\_v – Assigns a Call Objective action to the suggestion, allowing users to create specific call objectives directly from the suggestion
* email\_\_v - Assigns a send email action to a suggestion, recommending the user send a specific Approved Email to the associated account
* [em\_attendee\_\_v](../../Events/Attendees/AttendeeSuggestions.htm) - Assigns an Event Attendee action to the suggestion, allowing users to invite accounts to events
* insight\_\_v – Used when there is no direct action associated with the information being presented
The object types on the suggestion\_tag\_\_v object associate one-to-many products and drivers with a suggestion.
Object types are used on the suggestion\_feedback\_\_v object to indicate what type of feedback is being captured.
For the Stakeholder Preferences object, two object types are supported:
* Offer Preference – Used to indicate, on a 5 point scale, how HCP/HCO engagement varies based on the type of offer presented, product, or promotional offerings, for example, samples or vouchers
* Channel Preference – Used to indicate, on a 5 point scale, HCP/HCO preferences for interaction via specific channels
The suggestion\_\_v object type on the call\_objective\_\_v object that drives behavior for creating Call Objectives from a Suggestion.
#### Suggestions Attributes
* Suggestion Priority - A Suggestion can have two priorities, Urgent or Normal. This is configured by the priority\_\_v picklist field on the suggestion\_\_v object.
A priority value is required for Suggestions for the functionality to work. Suggestions do not display correctly if the priority\_\_v field is null.
* Suggestion Title – This is a text field used to provide the content for the recommended action or Insight. If more details are available, the Suggestion Title is a link that expands to display the full detail of the Suggestion.
* Suggestion Reason - The Suggestion reason\_\_v field is a long text field. This field supports the following html tags for rich text formatting:
* Paragraph -
* Line Breaks -
* Bold -
* Italics -
* Underline -
* Unordered list -
* Ordered list - - item1
* Hyperlinks
* Driver Tag
* Product Tag
A suggestion does not display if the user is not assigned to one or more products associated with that suggestion, or if the product is restricted for the account.
If the reason text extends past four lines, an ellipsis displays. The additional text displays by selecting the Suggestion Title.
### Configuring Suggestions for
[Business Admin Users](#)
1. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) is complete.
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 Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| approved\_document\_\_v | CRE | All applicable object types | none | none |
| call2\_\_v | CRE | All applicable object types | * suggested\_call\_channel\_\_v * suggested\_call\_datetime\_\_v * suggested\_call\_date\_\_v | Read |
| call\_objective\_\_v | CRE | clm\_\_v | none | none |
| clm\_presentation\_\_v | CRE | clm\_presentation\_\_v | none | none |
| stakeholder\_preference\_\_v | CRED | * stakeholder\_preference\_\_v * channel\_preference\_\_v * offer\_preference\_\_v Not needed if using dataloader trigger | * account\_\_v * name\_\_v * record\_type\_name\_\_v * title\_\_v * type\_\_v * value\_\_v | Read |
| suggestion\_\_v | CRED | * suggestion\_\_v * call\_objective\_\_v * call\_\_v * email\_\_v * insight\_\_v Not needed if using dataloader trigger | * account\_priority\_score\_\_v * account\_\_v * action\_count\_\_v * actioned\_\_v * call\_objective\_clm\_id\_\_v * call\_objective\_from\_date\_\_v * call\_objective\_on\_by\_default\_\_v * call\_objective\_record\_type\_\_v * call\_objective\_to\_date\_\_v * dismiss\_count\_\_v * dismissed\_\_v * display\_dismiss\_\_v * display\_mark\_as\_complete\_\_v * display\_score\_\_v * email\_template\_product\_id\_\_v * email\_template\_vault\_id\_\_v * email\_template\_\_v * expiration\_date\_\_v * mark\_complete\_count\_\_v * marked\_as\_complete\_\_v * name\_\_v * no\_homepage\_\_v * planned\_call\_channel\_\_v * planned\_call\_datetime\_\_v * planned\_call\_date\_\_v * posted\_date\_\_v * priority\_\_v * reason\_\_v * suggestion\_external\_id\_\_v * suppress\_reason\_\_v * title\_\_v | Edit |
| suggestion\_feedback\_\_v | CRED | * suggestion\_feedback\_\_v * activity\_execution\_\_v * dismiss\_\_v * mark\_as\_complete\_\_v | * account\_\_v * activity\_execution\_type\_\_v * call\_objective\_\_v * call2\_\_v * dismissfeedback1\_\_v * dismissfeedback2\_\_v * dismissfeedback3\_\_v * dismissfeedback4\_\_v * mobile\_id\_\_v * sent\_email\_\_v * suggestion\_\_v | Edit |
| suggestion\_tag\_\_v | CRED | * suggestion\_tag\_\_v * driver\_\_v * email\_fragment\_\_v * product\_\_v | * detail\_group\_\_v * driver\_\_v * email\_fragment\_order\_\_v * email\_fragment\_\_v * external\_id\_\_v * product\_\_v * suggestion\_\_v | Read |
6. Create a new layout for the **suggestion\_\_v** object type on the call\_objective\_\_v object with the following fields:
* name\_\_v
* suggestion\_reason\_\_v
* from\_date\_\_v
* to\_date\_\_v
* product\_\_v
7. Ensure the **clm\_\_v** layout on the call\_objective\_\_v object contains the suggestion\_reason\_\_v and name\_\_v fields.
#### Optional Configuration
1. Select the **no\_homepage\_\_v** checkbox on the suggestion\_\_v object if you do not want to display Suggestions on the home page. (Optional)
2. Select the **suppress\_reason\_\_v** checkbox if you do not want to display the reason text on the Home page view. It only displays on the Account Overview Timeline panel and when drilling into the Suggestion detail from the Home page. (Optional)
#### Customizing the Suggestions Tab
The Suggestions tab is delivered as an out-of-the-box feature. Content creators can build their own Suggestions X-Page in X-Pages Studio to replace the default Suggestions tab. For more information, see [Defining X-Pages Layouts](../../X_Pages/X_PagesStudio/DefineLayout.htm).
[End Users](#)
To configure this feature:
1. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) is complete.
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 Permission | Object Types | Fields | Field Permissions |
| --- | --- | --- | --- | --- |
| account\_\_v | R | All applicable object types | * account\_identifier\_\_v * formatted\_name\_\_v * id * object\_type\_\_v * restricted\_products\_\_v | Read |
| account\_overview\_layouts\_\_v | R | All applicable object types | none | none |
| approved\_document\_\_v | R | All applicable object types | * vault\_document\_id\_\_v * vault\_instance\_id\_\_v | Read |
| call2\_\_v | CRE | All applicable object types | * account\_\_v * mobile\_id\_\_v * suggestion\_\_v * suggested\_call\_channel\_\_v * suggested\_call\_date\_\_v * suggested\_call\_datetime\_\_v * suggestion\_reason\_\_v * suggestion\_title\_\_v | Edit |
| call\_objective\_\_v | CRE | clm\_\_v suggestion\_\_v | * account\_\_v * clm\_presentation\_\_v * mobile\_id\_\_v * object\_type\_\_v * suggestion\_\_v * title\_\_v | Edit |
| clm\_presentation\_\_v | R | clm\_presentation\_\_v | * presentation\_id\_\_v * status\_\_v | Read |
| product\_\_v | R | product\_\_v | none | none |
| stakeholder\_preference\_\_v | R | All applicable object types | * account\_\_v * name\_\_v * title\_\_v * type\_\_v * value\_v | Read |
| suggestion\_\_v | CRED | * call\_objective\_\_v * call\_\_v * email\_\_v * insight\_\_v * suggestion\_\_v Not needed if using dataloader trigger | * account\_\_v * account\_priority\_score\_\_v * action\_count\_\_v * call\_objective\_clm\_\_v * call\_objective\_from\_date\_\_v * call\_objective\_on\_by\_default\_\_v * call\_objective\_record\_type\_\_v * call\_objective\_to\_date\_\_v * dismiss\_count\_\_v * display\_dismiss\_\_v * display\_mark\_as\_complete\_\_v * display\_score\_\_v * email\_template\_product\_id\_\_v * email\_template\_vault\_id\_\_v * email\_template\_\_v * expiration\_date\_\_v * id * mark\_complete\_count\_\_v * modified\_date\_\_v * object\_type\_\_v * name\_\_v * no\_homepage\_\_v * planned\_call\_channel\_\_v * planned\_call\_datetime\_\_v * planned\_call\_date\_\_v * posted\_date\_\_v * priority\_\_v * reason\_\_v * suggestion\_external\_id\_\_v * suppress\_reason\_\_v * title\_\_v | Read |
| * actioned\_\_v * dismissed\_\_v * marked\_as\_complete\_\_v | Edit |
| suggestion\_feedback\_\_v | CRE | All | * account\_\_v * activity\_execution\_type\_\_v * call\_objective\_\_v * call2\_\_v * dismissfeedback1\_\_v * dismissfeedback2\_\_v * dismissfeedback3\_\_v * dismissfeedback4\_\_v * mobile\_id\_\_v * object\_type\_\_v * sent\_email\_\_v * suggestion\_\_v | Edit |
| suggestion\_tag\_\_v | CRED | * driver\_\_v * email\_fragment\_\_v * product\_\_v * suggestion\_tag\_\_v | * detail\_group\_\_v * driver\_\_v * email\_fragment\_order\_\_v * email\_fragment\_\_v * external\_id\_\_v * id * product\_\_v * suggestion\_\_v | Read |
| tsf\_\_v | R | All applicable object types | * account\_\_v * id * territory\_\_v | Read |
6. Grant View access to the **Suggestions** object control on the vmobile\_home\_page\_layout\_\_v object.
7. Activate the appropriate VMOCs for the following objects:
* suggestion\_\_v
* suggestion\_tag\_\_v
* suggestion\_feedback\_\_v
8. Create a layout on the call\_objective\_\_v object for object type suggestion\_\_v.
9. Populate the record\_type\_name\_\_v fields on the suggestion\_\_v object with one of the following values:
* insight\_\_v – To assign suggestions as insights
* call\_objective\_\_v – To assign call objective actions to suggestions
* call\_\_v – To schedule calls from suggestions
* email\_\_v – To assign a sent email action to a suggestion
10. Select the **email\_template\_\_v** checkbox on the suggestion\_\_v object if a template should display as part of the suggestion.
11. Navigate to **Admin > Configuration > Tabs**.
12. Activate the **Suggestions** tab. This activates the tab on the Browser platform. The iPad tab is active by default.
13. Navigate to **Admin > Users & Groups > Permission Sets > Tabs**.
14. Grant users View access to the **Suggestions** tab.
#### Optional Configuration
Add the appropriate fields to the call2\_\_v page layout as read-only fields to provide users with a visual reminder of the suggested call channel, datetime, or date for call-type suggestions:
* suggested\_call\_channel\_\_v
* suggested\_call\_datetime\_\_v
* suggested\_call\_date\_\_v
### Related Topics
[Viewing Suggestions via the Home Page Tile](../UsingSuggestions/HomePageTile.htm)
[Viewing Suggestion Insights](../UsingSuggestions/SuggestionInsight.htm)