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What Are the Criteria to Display a Cycle Plan Record Under My Schedule in Veeva CRM?

  • Updated

Question:

Cycle Plans are assigned to a User. What are the criteria for Cycle Plan records to be displayed under My Schedule?

Answer:

Cycle Plans are displayed under My Schedule if:
  • they are active (Cycle_Plan_vod__c.Active_vod__c = 'true')
    OR
  • they are inactive (Cycle_Plan_vod__c.Active_vod__c = 'false') AND they have a future Start Date (Cycle_Plan_vod__c.Start_Date_vod__c > TODAY)

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