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 For example, the Withdrawn (withdrawn_state__c) lifecycle state must have a picklist value with the Picklist Value Name set to withdrawn_state__c.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.