Skip to main content
hamburger menu Created with Sketch.
Veeva Support US Holiday: Jan 16th - Limited staff, please plan accordingly

Search the Knowledge Base

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: Medical Inquiry Fulfillment

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Powered by Zendesk