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CRM Medical Inquiry Fulfillment Response in iRep is Using an Incorrect Page Layout

  • Updated

Overview:

When a user is creating a Medical Inquiry Fulfillment Response in iRep, an incorrect Page Layout is being displayed.  This Page Layout also lacks the Reassign_vod checkbox field as well as the Assign_To_User_vod field.

Root Cause:

The record type Medical_Inquiry_Fulfillment_vod on the Call object is automatically assigned to the Specialty Layout page layout.  There is a Medical_Inquiry_Fulfillment_vod Page Layout that should be used instead.  The section of this page layout titled Medical Inquiry Fulfillment lists the Reassign_vod and Assign_To_User_vod fields if the are on the Page Layout for the Medical Inquiry Fulfillment Response object.

Solution:

For Medical Inquiry Fulfillment Response to use the correct layout and display the Reassign_vod and Assign_To_User_vod fields the following steps need to be completed:

  1. Log into the CRM org as an Administrator.
  2. Navigate to: Setup --> App Setup --> Create --> Objects.
  3. Drill into the Call Object.
  4. Scroll down to the Page Layout-related list and click Page Layout Assignment.
  5. Click Next until the Medical_Inquiry_Fulfillment_vod Record Type appears.
  6. Click Edit Assignments.
  7. Highlight the Specialty Layout and use the picklist titled Page Layout To Use to select the Medical_Inquiry_Fulfillment_vod Page Layout.
  8. Click Save.
  9. Navigate to:Setup --> App Setup --> Create --> Objects.
  10. Drill into the Medical Inquiry Fulfillment Response object
  11. Scroll down to the Page Layout-related list and click Page Layout Assignment.
  12. Open the layout being used for the Medical_Inquiry_Fulfillment_Response Record Type.
  13. Add the fields Assign_To_User_vod and Reassign_vod to the Information section of the Page Layout.
  14. Click Save.
  15. Clear Veeva Cache.

After completing these steps, the correct page layout appears. As long as the end-user has Field Level Security (FLS), the Assign_To_User_vod and Reassign_vod fields display as well.

Related Documentation:

CRM Help Documentation: My Setup Products Alignment of Promotional Items and BRCs by User

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