WEBVTT

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Thank you for your interest in learning
more about the Veeva Vault

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platform, the predominant platform
in the life sciences industry.

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In this session,
you will get an overview of how page

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layouts are created and modified.

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Page layouts determine what a user sees
when looking at information.

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There are several tools
that control the access to fields,

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sections, and related lists
to different types of users.

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Security controls do impact
what a user sees,

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but that will be covered
in the security sessions.

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This session will focus on three things.

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First, fields and sections.

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Sections being which fields
are grouped together

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Second, related lists.

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Related lists are records or documents
associated with the record

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a user is looking at. Third, layout rules.

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Layout rules are conditional or criteria
based rules that determine what

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and when fields,
sections, or related lists

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should be hidden or visible.

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So let's move into the platform
to see how these controls work.

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Let's start from the perspective of an end
user.

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I'll navigate to a tab
and into a specific data record.

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In this case
I'll go to a team sports league record.

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Once I'm in the record,
what I see is defined

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by configuration, security settings
and the values itself.

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Similar to other platforms,
there is a consistent

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and familiar framework
of displaying the information.

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As I scroll down,
you can see the fields in sections

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and related lists
such as teams and prizes.

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Layouts control which fields

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go into which sections and what columns
are displayed in related lists.

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But let's take a look
at what happens as I edit a record.

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Clicking the pencil icon,
I move to the edit screen.

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As you can see,
some fields are editable and some are not.

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Some fields control other fields.

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For example, I see the region is Europe
and below there is a multi select

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list of countries that are limited
because the region field is set to Europe.

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If I change the region to South America,
I can see the available

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options of countries
is dependent to the region.

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This is using the Vault configuration
feature of field dependencies.

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An alternative
would be using validation rules.

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If my organization is using Vault
layout rules, the information or values

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I put into the fields
can dynamically change what I see.

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Workflows can also determine field
and section security and access,

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but we will cover workflows
in another session.

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So let's take a look
at a layout rule in action.

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If I go to the revenue generating field
and change the value from yes to no,

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a layout rule may hide or reveal different
fields, sections, or related lists.

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In this case,
moving it to “No” removed both revenue

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related fields and revenue
related lists or sections.

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In this case,
the prizes related list went away.

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In other words, the layout of information
is dynamic based on my profile,

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how I'm related to the information
or the data itself.

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So let's move from the end user to an
administrator. To create or change layouts,

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I'll go to configuration

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and click into the list of objects
and I'll go into the league object.

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From here
I can see the details of the object

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and I'll click into page layouts.

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I have several layouts for this object.

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These may be tied to different profiles,
security controls,

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conditions, workflows, or object types.

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Now that I'm in the layout editor,

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I can see where fields are placed,
which fields are required,

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what sections fields are
in, as well as the related lists

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and the columns displayed
in the related list.

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Removing, adding or changing field
placement is done

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with an easy drag and drop wizard,
and it's the same drag

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and drop wizard
for all related lists and sections.

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Adding fields to a layout is easy.

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Just click the add button and select
one of the available fields

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that is not on the layout yet.

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Now that I see it,
I don't like how my fields line up,

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so I'll add a space placement
to put things exactly where I want them.

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I can also edit the related lists columns
by clicking the Edit Columns button.

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From here I can move fields or columns
in or out and change the order.

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In this example,
I want to add the number of championships

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to my teams related list
and set it in the order where I want it.

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If I want to add a related list,
I just click the Add Section

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button, then select the type of section
I want to add.

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In this case, I want to add a list
of related sponsors and then I click save.

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From there I can modify the placement
and columns displayed.

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Another powerful tool in Vault are layout rules.

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As you can see,
I have one rule already that hides

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irrelevant information
based on a condition.

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In this case, my layout rule is for
when a league record does not have revenue

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associated to it.

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The rule defines what a user does not see,
which can include fields,

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sections, and action buttons.

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I can add additional items
I want hidden in my rule

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by clicking the plus button.
At the bottom of the page,

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I can define the expression
syntax of the condition

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so that if the expression is true,
the corresponding fields,

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sections, or actions defined to be hidden
no longer appear.

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This is a powerful tool.

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It can significantly reduce the complexity
of your configuration.

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For example, using layout rules wisely

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can reduce the number of page
layouts and object types.

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We hope you enjoyed this session
on page layouts.

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If you want to learn more about Vault,
please contact your Veeva account partner.

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Thank you