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How to Enable the Submit Button on the Multichannel Cycle Plan (MCCP) Goal Edit Tab on Veeva CRM for iPad?

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Question:

How to Enable the Submit button on the Multichannel Cycle Plan (MCCP) Goal Edit tab on Veeva CRM for iPad.

Answer:

To enable the Submit button, follow these steps:

  1. Configure MCCP Goal Editing (see related documentation section).
  2. Assign the MC_Cycle_Plan_vod record a Record Type.
  3. Activate the Submitted_vod picklist value in the Goal_Edit_Status_vod field for the assigned Record Type.
  4. Clear the Veeva cache.
  5. Sync the user.

The Submit option should now be available in the More Actions button on the Edit Goals tab:

D16B9DA2-B451-4BA1-8AAA-178EC94878DE.png

Related Documentation:

CRM Help Documentation: MCCP Goal Editing 

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