# Affiliate Home Tab Configurations RIM Registrations Vaults include the **Affiliate Home** tab to easily view all data related to a specific country and product family, including _Activities_, _Registrations_, and _Regulatory Objectives_. The **Affiliate Home** tab is a single, interactive page that allows affiliate users to visualize specific market data and complete outstanding tasks without needing to navigate to other areas within Vault. Admins must perform the configurations in this article for users to see and work with the Affiliate Home tab.
## Configurations for Affiliate Home Before enabling **Affiliate Home**, you'll need to perform the following configurations: ### Picklists Ensure that every _Regulatory Objective_ lifecycle state has an entry in the _Regulatory Objective Status_ (`regulatory_objective_status__v`) picklist, with the _State Name_ matching the _Picklist Value Name_. For example, the _Withdrawn_ (`withdrawn_state__c`) lifecycle state must have a picklist value with the _Picklist Value Name_ set to `withdrawn_state__c`. Labels do not need to match. ### Lifecycles Navigate to **Admin > Configuration > Object Lifecycles** to make necessary lifecycle updates: * Create a _Country Decision Details_ object lifecycle and associate it to the _Country Decision Detail_ object. * Verify that your Vault has lifecycles configured for the following objects: _Activity_ (`activity__rim`) and _Regulatory Objective._ ### Regulatory Objective Entry Actions On the _Regulatory Objective_ object lifecycle, configure an entry action to update the _Regulatory Objective Status_ field on the _Country Decision Detail_ object. For example, when the _Regulatory Objective_ record moves to the _Health Authority Approved_ state, Vault would automatically set the _Regulatory Objective Status_ field on the _Country Decision Detail_ object to _Health Authority Approved_. 1. Click **Create Entry Action** and select **Always**. 2. Select **Update Related Record Field** from the drop-down. 3. In the **Related Object** drop-down, select **Country Decision Detail**. 4. In the **Fields** drop-down, select **Regulatory Objective Status**. 5. In the **Set to value** drop-down, select the value that matches the lifecycle state on which you're configuring the entry action. You'll also need to configure a conditional entry action to move _Country Decision Detail_ records to a new state: 1. Click **Create Entry Action** and select **Perform with conditions**. 2. Set the condition: **If Country Decision Detail Count equals 1**. 3. Select **Change related object lifecycle state** from the drop-down. 4. In the **Related Object** drop-down, select **Country Decision Detail**. 5. In the **Change State To** drop-down, select the same lifecycle state on which you're configuring the entry action. We also recommend setting the default Vault of the _Country Decision Detail_ object's _Regulatory Objective Status_ field to match the _Regulatory Objective_ object lifecycle's starting state. ### Object Tabs Verify that your Vault has the following tabs: * A tab for _Activity_ (`activity__rim`) records that is not filtered by object type * A tab for _Registration_ records that is not filtered by object type ### Additional Configurations You'll also need to: * Update the _Regulatory Objective_ object page layout to add a related object section for the _Country Decision Detail_ object. * Add the _Product Family_ (`product__v`) field to the following object page layouts to allow users to filter by _Product Family_ from the **Affiliate Home** tab: _Activity_ (`activity__rim`), _Registration_, and _Regulatory Objective_. * Ensure that necessary security profiles include _Read_ permission on the _Country Decision Detail_ object. ## Updating the Regulatory Objective Tab To enable the **Affiliate Home** tab to filter and show the correct results, Vault now includes an updated _Regulatory Objective_ (`regulatory_objective__v`) tab with preset filters. To allow **Affiliate Home** to reference this tab: 1. Navigate to **Admin > Configuration > Tabs > Regulatory Objective** and click **Edit**. 2. Set the _Status_ to **Active** and click **Save**. 3. In your tab menu, replace the existing _Regulatory Objective_ tab with this new tab. ## Enabling the Affiliate Home Tab Users will not be able to view or use the Affiliate Home tab until you enable it. Navigate to **Admin > Settings > Application Settings** and select the **Enable Affiliate Home Page** checkbox. Then, select any or all of the additional checkboxes to customize what appears on the tab to best fit your business processes: * To display only _Activity_ and _Regulatory Objective_ records in relevant lifecycle states on the **Affiliate Home** tab, set the checkboxes for **Select activity lifecycle states to show on home page** and **Select regulatory objective lifecycle states to show on home page**, and select the desired lifecycle states. We recommend selecting only _In Progress_ or _Active_ lifecycle states. * To choose which actions are available in the Quick Actions bar, set the **Select the actions to be displayed on the affiliate home page** checkbox. Vault selects all actions by default in the _Actions to Show_ field, but you can remove some or all of them. * To choose which chart panes appear on the page, set the **Select the graphical data widgets to be displayed on the affiliate home page** checkbox. Vault selects all charts by default in the _Charts to Display_ field, but you can remove some or all of them. Once enabled, you cannot turn off the **Affiliate Home** tab. To hide it from users after you've enabled it, navigate to **Admin > Configuration > Tabs > Affiliate Home** and set the tab to _Inactive_. You can also edit the Affiliate Home tab configuration to display a custom label. The label you configure appears as the page's title.