Skip to main content

Custom metadata settings

The custom metadata objects listed below help define the Medical Information Cloud product framework and configure product behavior.

This metadata object maps Account Fields to Contact Information Records. When the specified field is edited a corresponding contact information record is created or updated as appropriate.

This configuration indicates the field on contact info to map to, the record type to set, and the type to set.

An example of how to use this would be if your org already makes use of the Account Phone field. Add a record to this configuration, which maps Account Phone to a contact info record with record Type MED_Phone and the appropriate type such as ‘Work’. This will keep the contact info record in sync with the account. Data can also be initialized using Account Contact Information Synchronization.

Table 139. MED_Account_Field_Contact_Info_Mapping__mdt schema

Field label

API name

Data type

Description

Account Field

MED_Account_Field__c

Text(40)

The account field which is mapped to a contact information record.

Contact Info Field

MED_Contact_Info_Field__c

Text(40)

The field on the contact information record to map the account field value to.

Contact Info Record Type

MED_Contact_Info_Record_Type__c

Text(80)

The developer name of the contact information record type which should be created when the account field is mapped.

Contact Info Type

MED_Contact_Info_Type__c

Text(100)

The Type which should be set for the contact information record type when the account field is mapped.



Controls various settings around Account and Contact Information fields.

This configuration is used throughout the application to drive things such as whether a field is used to search for accounts and if/where it shows up in the results.

Table 140. MED_Account_Field_Setting__mdt schema

Field label

API name

Type

Description

Account Create Order

MED_Account_Create_Order__c

Number(2,0)

The order that this field is displayed on the Account Create form.

Account Record Type

MED_Account_Record_Type__c

Text(57)

The Account Record Type that this field entry applies to. “All” means it applies to all person or institution record types depending on the MED_Is_Person_Record_Type__c setting.

Interaction Accounts Order

MED_Case_Accounts_Order__c

Number(2,0)

The order which the fields should appear on the interaction accounts screen once an account has been selected. Any fields configured will appear before those configured in Contact Info Case Mappings.

Contact Info Create Order

MED_Contact_Info_Create_Order__c

Number(2,0)

The order to display the field when creating a new contact information record on an existing account.

Contact Info Record Type

MED_Contact_Info_Record_Type__c

Text(57)

The record type this field should be associated with if it is a Contact Information field.

Field

MED_Field__c

Text(60)

The field that the settings are for.

Include in DCR

MED_Include_in_DCR__c

Picklist

Indicates when a field should be considered for DCR creation.

Is Person Record Type?

MED_Is_Person_Record_Type__c

Checkbox

Indicates the field belongs to a Person Account Configuration.

New Affiliation Order

MED_New_Affiliation_Order__c

Number(2,0)

The order fields should appear in when creating a new Affiliation.

Object

MED_Object__c

Picklist

The object that the field is on. Possible values are: * Account * Child_Account_vod__c * MED_Affiliation__c * MED_Contact_Information__c.

Quick Search Field Order

MED_Quick_Search_Field_Order__c

Number(2,0)

The order this field shows up on selected requester search fields.

Required for Save

MED_Required_for_Save__c

Checkbox

In order to create or edit a record with this field on it the user must provide a value for this field.

Search Field Order

MED_Search_Field_Order__c

Number(2,0)

Search field order.

Search Results Order

MED_Search_Results_Order__c

Number(3,0)

Indicates the order this field should appear in search results on the Account Search.

Segment

MED_Segment__c

Metadata Relationship (Segment)

The segment this setting belongs to.

Show in Primary Results

MED_Show_in_Primary_Results__c

Checkbox

Indicates that this field should be shown in the main row of the search results.

Show in Secondary Results

MED_Show_in_Secondary_Results__c

Checkbox

Indicates that this field should be shown in the expanded information when a row is clicked in the search results.



Custom setting to add additional, account type specific filters to document search. Example: Non-HCP cannot see off label documents so if the account is a Non-HCP, document search will only show results where off_label__c = false.

Table 141. MED_Account_Type_Document_Filter__mdt schema

Field label

API name

Data type

Description

Account Record Type

MED_Account_Record_Type__c

Text(57)

The Account Record Type that this field entry applies to. “All” means it applies to all record types.

Custom Filter Logic

MED_Custom_Filter_Logic__c

Text(255)

Custom filter used for more sophisticated search logic (ie Date__c > 2013-04-24 and Date__c < today). If you use this field, there is no need to use the Case_Document_Field__c field.

Request Document Field

MED_Request_Document_Field__c

Text(60)

API name of the Request Document field filtered in the document search.

Search Filter Values

MED_Search_Filter_Values__c

Text(255)

Filter value in the document search. The search filter will pair with the corresponding Case_Document_Field in a single expression (ie MED_Product__c in {‘Cholecap’}) if only one value is provided.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this setting belongs to.



Settings for account record type. Includes various settings defining how Account Record Types are used throughout the application.

Table 142. MED_Account_Type_Setting__mdt schema

Field label

API name

Data type

Description

Account Record Type

MED_Account_Record_Type__c

Text(57)

The Account Record Type that this field entry applies to. “All” means it applies to all person or institution record types depending on the MED_Is_Person_Record_Type__c setting.

Account Search Order

MED_Account_Search_Order__c

Number(2, 0)

The order this record type should appear in the search parameters.

Allow Filter by Affiliation Search

MED_Allow_Filter_by_Affiliation_Search__c

Checkbox

If true, when searching for accounts, the user can filter to those affiliated with the selected account of this type. e.g. if an HCP is selected then filter institutions to those the hcp is.

Allow Referred By

MED_Allow_Referred_By__c

Checkbox

This record type can be added as the referred by account on the case.

Change Search Tab on Select

MED_Change_Search_Tab_on_Select__c

Checkbox

Change the search tab between Person and Institution automatically after selecting a result.

Default for Search

MED_Default_for_Search__c

Checkbox

The default record type to search. Only specify one per record type/Person Account.

Include in Create?

MED_Include_in_Create__c

Checkbox

Should this record type be included in the create modal on the account search screen?

Include in Search

MED_Include_in_Search__c

Checkbox

Indicates this record type should be included as a search parameter.

Is Person Record Type?

MED_Is_Person_Record_Type__c

Checkbox

Specifies if the record type is a person account record type.

Records Required for Create

MED_Records_Required_for_Create__c

Text(50)

Comma separated list of Contact information Record Types required to create this type of account.

Require Institution on Create

MED_Require_Institution_on_Create__c

Checkbox

This record type must have a related institution to create.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this account type is grouped under.



Defines the fields and field order to display filter fields in the Ad Hoc QA interface.

Table 143. MED_Ad_Hoc_QA_Filter__mdt schema

Field label

API name

Data type

Description

Field

MED_Field__c

Text(60)

The field to display, null allows for a blank placeholder spot.

Object

MED_Object__c

Text(60)

Case or the object related list name. Should end in __r.

Order

MED_Order__c

Number(4,0)

The order to display the filter fields.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment that this entry applies to.



This metadata object maps Address_vod Fields to Contact Information Records. When the specified field is edited, a corresponding contact information record will be created or updated as appropriate. This configuration indicates the field on contact info to map to, the record type to set, and the type to set.

Note

This custom metadata type is only used and installed for Medical Information Cloud orgs that are shared with Veeva CRM.

Table 144. MED_Address_Field_Contact_Info_Mapping__mdt schema

Field label

API name

Data type

Description

Address Field

MED_Address_Field__c

Text(40)

The address field which is mapped to a contact information record.

Contact Info Field

MED_Contact_Info_Field__c

Text(40)

The field on the contact information record to map the account field value to.

Contact Info Record Type

MED_Contact_Info_Record_Type__c

Text(40)

The developer name of the contact information record type which should be created when the account field is mapped.

Contact Info Type

MED_Contact_Info_Type__c

Text(100)

The Type which should be set for the contact information record type when the account field is mapped. Not used for Address Component Fields.

Is Address Component

MED_Is_Address_Component__c

Checkbox

Indicates that this field makes up part of the actual address, e.g., Address Line 2 or City. Used to keep all address field info on the same contact information record.



Defines the fields and field order to display on the Adverse Event UI (Beta).

Table 145. MED_Adverse_Event_Layout__mdt schema

Field label

API name

Data type

Description

Field Name

MED_Field_Name__c

Text(255)

API Name of the AE Field.

Object Name

MED_Object_Name__c

Text(255)

API Name of the Object for the Field.

Position (Related List)

MED_Position_Related_List__c

Number(3,0)

The relative position this field should be shown on the related list column headers.

Position

MED_Position__c

Number(3,0)

Position of the field on the edit layout.

Section Name

MED_Section_Name

Text(60)

API Name of a Custom Label for the section. Keep empty if the field should not be grouped.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment that this entry applies to.



Settings for configuration of Object-specific treatments to be applied within the Anonymization Batch Job.

Table 146. MED_Anonymizable_Object_Settings__mdt schema

Field label

API name

Data type

Description

Anonymizable Field

MED_Anonymizable_Field__c

Text(62)

Checkbox field that will be set to true during the anonymize process.

Anonymizable Object API Name

MED_Anonymizable_Object_API_Name__c

Text(60)

The object, related to a case, to be anonymized when the related account is anonymized. Must be an API name.

Anonymize Lookup Fields

MED_Anonymize_Lookup_Fields__c

Long Text Area(630)

Comma-separated list that represents the lookup fields in the object to be updated with null value during the Anonymization process.

Delete Attachments and Files

MED_Delete_Attachments_and_Files__c

Checkbox

Checkbox field that will decide if the attachment and files related to the record are deleted or no.

Delete Emails

MED_Delete_Emails__c

Checkbox

Checkbox field that will decide if the emails related to the record are deleted or no.

Delete Notes

MED_Delete_Notes__c

Checkbox

Should related Enhanced Notes be deleted as part of the anonymization process.

Lookup Field Name To Case

MED_Case_Field__c

Text(62)

Field API name that is a lookup in the object to Case. It should be Id when the object is Case.

Lookup Field On Email

MED_Email_Field_MVN__c

Text(62)

The field API name on EmailMessage that relates the object with EmailMessaging. Should be ParentID for Case and can be RelatedTo or a custom field for all other objects.



Settings for configuration of the Anonymization Batch Job

Table 147. MED_Anonymization_Setting__mdt schema

Field label

API name

Data type

Description

Account Record Type

MED_Account_Record_Type__c

Text(57)

The Account Record Type that this field entry applies to. “All” means it applies to all person or institution record types depending on the MED_Is_Person_Record_Type__c setting.

Anonymize Records

MED_Anonymize_Records__c

Checkbox

Indicates whether cases and related info defined by the related segment should be anonymized.

Hold Days

MED_Hold_Days__c

Number(18,0)

The number of days after last closed Interaction before a record is eligible for anonymization.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this anonymization setting is configured for.



The API Endpoint (mvn__API_Endpoint__mdt) custom metadata type defines the connection information for an external service. For example, this is used by the Translation Service to define which Salesforce environment an external vendor will provide translation services for.

mvn__CT_Vendor__mdt ERD
Table 148. mvn__API_Endpoint__mdt schema

Field label

API name

Data type

Description

Endpoint

mvn__Endpoint__c

Text(255)

The fully qualified domain name (FQDN) of the API endpoint.

Version

mvn__Version__c

Number(18, 0)

The version of the API to use.



Holds the connection information for a content management system and groups content management system field and value mappings by connection.

Note

Two CMS Connections are only supported when the content management systems are Veeva Vault and Medical Information Cloud Content Management.

Table 149. MED_CMS_Connection__mdt schema

Field label

API name

Data type

Description

Call Timeout

MED_Call_Timeout__c

Number(8, 0)

The timeout used for the web service call to the content management system.

Default Mapping

MED_Default_Mapping__c

Checkbox

Whether the CMS Connection record is the default record used for field and value mappings. Only one connection can be set as the default.

If there two CMS Connections, search results from the default connection display first, followed by results from the other content management system.

Handler Class

MED_Handler_Class__c

Text(57)

The search handler class that the connection uses.

Named Credentials

MED_Named_Credentials__c

Text(80)

The named credentials that are used to call the custom content management system.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The Segment this connection and mapping are used for.

Session Timeout

MED_Session_Timeout__c

Number(3, 0)

The time, in minutes, that a Veeva Vault session should be considered timed out. This time should be less than the Vault session timeout to ensure that Medical Information Cloud Inquiry Management always has a valid session ID. This field is only used when authenticating via a named user.



Maps the Interaction Document fields to fields in the content management system.

Note

MED_Request_Document__c.MED_Name__c must be mapped to ensure users have access to the appropriate documents.

Table 150. MED_Document_Field_Mapping__mdt schema

Field label

API name

Data type

Description

CMS Connection

MED_CMS_Connection__c

Metadata Relationship(CMS Connection)

The CMS Connection the mapping is for.

CMS Field

MED_Document_Field__c

Text(60)

API name of the field in the content management system that maps to the Request Document Field.

CMS Field Type

MED_CMS_Field_Type__c

Picklist

The field type of CMS Field. CMS Field Type is used to build queries and parse results correctly. If no value for CMS Field Type is provided, String is the assumed CMS Field Type.

Field to Stamp to

MED_Field_to_Stamp_to__c

Text(60)

API name of the Request Document field that the CMS Field maps to when special circumstances are met. Specifically, when there are incompatibilities and inbound and outbound mappings are different, outbound mappings remain the same, but when the content management system data returns, MED_Field_to_Stamp_to__c directs the data into a different field than the field that MED_Request_Document_Field__c specifies.

Request Document Field

MED_Request_Document_Field__c

Text(60)

API name of the Request Document field that the CMS Field maps to.

Request Document Related Field

MED_Request_Document_Related_Field__c

Text(60)

Use this field for outbound mapping (Medical Information Cloud Inquiry Management → content management system) when MED_Request_Document_Field__c is a lookup and you do not want to send the lookup Salesforce ID to your content management system for searching. The value for this field must be on the looked up object.

Note

Heavy use of this field could cause performance issues or result in hitting governor limits.

Note

MED_Request_Document_Related_Field__c is usually used in conjunction with MED_Field_to_Stamp_to__c because if the lookup ID is not in the content management system, the lookup ID cannot be populated on the way back either, and the content management system data needs to be put somewhere other than the lookup field.



Holds a list of value translations from the content management system to Medical Information Cloud Inquiry Management. Each CMS Value Mapping must have an associated CMS Field Mapping.

Table 151. MED_CMS_Value_Mapping__mdt schema

Field label

API name

Data type

Description

CMS Field Mapping

MED_Document_Field_Mapping__c

Metadata Relationship(CMS Field Mapping)

The CMS Field Mapping that this applies to.

CMS Value

MED_CMS_Value__c

Text(255)

Value that the content management system uses.

Inbound

MED_Inbound__c

Checkbox

Indicates if the value mapping is used for inbound data (content management system → Medical Information Cloud Inquiry Management).

Outbound

MED_Outbound__c

Checkbox

Indicates if the value mapping is used for outbound data (Medical Information Cloud Inquiry Management → content management system).

Request Document Value

MED_Request_Document_Value__c

Text(255)

Value that the Request Document uses.



Conditional Field Rule custom metadata records specify when to hide and show fields on a layout based on values in other fields. For example, the Request - Subcategory conditional field rule record that ships with Medical Information Cloud Inquiry Management states that if the Category field has a value, the Subcategory field should display on the layout.

Conditional Field Rule records only work with the Enhanced Record Edit component.

When a page loads or automatically saves, all relevant rules are evaluated for the object being shown.

  • If a rule evaluates to true, the field displays.

  • If a rule evaluates to false, the field is hidden.

  • If there are multiple conditional field rule records for the same field and only one of the rules evaluates to true, the field displays.

  • If there is no rule for the field or the user does not have field level security to the Controlling field, the field displays.

If all fields in a row are hidden, the row is removed from the user interface, bringing everything below it up. If all fields in a section are hidden, the section header is also removed from the user interface.

Conditional Field Rule custom metadata supports formula fields, and all formulas are recalculated each time the layout saves.

Note

Avoid using cross-object formula fields because they trigger additional SOQL queries and require additional processing time.

Table 152. MED_Conditional_Field_Rule__mdt schema

Field label

API name

Data type

Description

Clear When Hidden

MED_Clear_When_Hidden__c

Checkbox

When a field is hidden on a layout, the Clear When Hidden field determines if the value of the hidden field should be cleared. Special considerations include:

  • If the user does not have access to the Dependent field, field-level security is enforced, and the hiding rule is not applied.

  • If there are multiple rules for the same field, set "Clear when hidden" with the same value on all of the rules. If not, the clearing behavior appears random as the order the rules are returned from cache determines the behavior.

  • If the Conditional field is a checkbox, "Clear when Hidden" sets the Conditional field's value to false.

Conditional Field

MED_Conditional_Field__c

Text(62)

Field API Name that is rendering/not rendering.

Controlling Field

MED_Controlling_Field__c

Text(62)

Field API Name whose value controls the visibility of the Conditional field. It must be on the same object as the Conditional Field.

Controlling Field Criteria

MED_Controlling_Field_Criteria__c

Picklist

Type of check to make. Options include:

  • Value - Controlling field's value must match the specified value.

  • Blank - Controlling field must be blank.

  • Not Blank - Controlling field must have a value.

  • Checkbox - Controlling field must be a checkbox type.

Controlling Field Value

MED_Controlling_Field_Value__c

Text(255)

The Conditional field is rendered if the Controlling field value matches this value. Only set this value if you selected Value for Controlling Field Criteria.

Object

MED_Object__c

Text(60)

The object API Name this rule applies to.



This custom metadata type establishes a mapping between Contact Information Record Types and Case Lookup Fields. This allows the stamping of case lookups with the proper contact information records.

Table 153. MED_Contact_Info_Case_Mapping__mdt schema

Field label

API name

Data type

Description

Account Type

MED_Account_Type__c

Picklist

The type of account this mapping should be used for.

Case Field

MED_Case_Field__c

Text(40)

The API name of the case field which is being mapped to.

Contact Info Field

MED_Contact_Info_Field__c

Text(40)

The API name of the field on the contact information object where the value is stored for this record type.

Copy CI to Case

MED_Copy_CI_to_Case__c

Checkbox

If checked, copy Existing Case Value Field into Contact Info Field from the related parent based on the lookup field specified in Case Field.

Existing Case Value Field

MED_Existing_Case_Value_Field__c

Text(62)

When defaulting contact information for case, will try to match the contact info field value to this value on case. If they match, will use the matching contact info instead of primary.

Record Type Developer Name

MED_Record_Type_Developer_Name__c

Text(40)

The developer name of the record type being mapped to the Case Lookup Field.



You can use the Country custom metadata to configure countries. By default, the custom metadata contains 201 records, and each record has a distinct ISO 31661-1 country code. These records are not considered system metadata, so you may alter them in any way.

Table 154. mvn__Country__mdt schema

Field label

API name

Data type

Description

ISO Code

mvn__ISO_Code__c

Text

ISO 3166-1 country code



This custom metadata type allows for configuration of fields that should appear on the Document Search, Search Results, and the Attached Documents Component for a request.

Table 155. MED_Document_Field_Setting__mdt schema

Field label

API name

Data type

Description

Attachment List Order

MED_Attachment_List_Order__c

Number(2,0)

The order the field should show up on the attached documents list. 0/null means it will not be included. On the document search page, only the 1st column is shown.

Checkbox Filter Options

MED_Checkbox_Filter_Options__c

Picklist

Filter options for checkbox search fields (when ticked):

Default Filter - Retrieves only the records that have this field ticked. Inclusion Filter - Retrieves the records that have this field ticked in addition to other records.

Default Value (Request)

MED_Default_Value_Request__c

Text(182)

The API name of the request field to pull the value from to default the search with.

Default Value (Static)

MED_Default_Value_Static__c

Text(100)

The value to default this field to. This value will not be used if Default Value (Request) is defined.

Hover for Value

MED_Hover_for_Value__c

Checkbox

If set to true, the value from this field will only be displayed when the agent hovers over the icon rendered. This is useful for fields which have a long value in them.

Link To Viewer

MED_Link_to_Viewer__c

Checkbox

If set to true this field will be interpreted as a url that directs the agent to the document view. It will be displayed using the value from MED_Name__c on the document.

Picklist Rows

MED_Picklist_Rows__c

Number(1,0)

Number or rows to show in the picklist. 1 indicates a single select picklist, >1 will be multi-select, and 0/null will render as defined in the field definition. Note, can be used to render picklist fields as multiselect or multiselect fields as picklists. WARNING: Using this will break dependent picklists.

Request Document Field

MED_Request_Document_Field__c

Text(60)

The referenced Request Document Field.

Restrict to Picklist Values

MED_Restrict_to_Picklist_Values__c

Checkbox

When set to true, for a picklist field, a search will be filtered to only values in the picklist if no value is chosen.

Search Field Label (Classic Only)

MED_Search_Field_Label__c

Text(100)

The label that this field should show up in the search section.

Search Field Order

MED_Search_Field_Order__c

Number(2,0)

The order that this field should show up in the search section. Populate to make it a search field.

Search Result Order

MED_Search_Result_Order__c

Number(2,0)

The result column order for this field. Populate to show this field in the results columns.

Segment

MED_Segment__c

Metadata Relationship (Segment)

The segment this setting is configured for.



Document lifecycles dictate the states and workflows available to a document. To configure a document lifecycle, use the CM_Document_Lifecycle__mdt custom metadata type.

Table 156. mvn__CM_Document_Lifecycle__mdt schema

Field label

API name

Data type

Description

Description

mvn__CM_Description__c

Text Area (255)

Description of the lifecycle.

Initial State

mvn__CM_Initial_State__c

Text(40)

The initial state in the document lifecycle.

Obsolete State

mvn__CM_Obsolete_State__c

Text(40)

The obsolete state in the document lifecycle.

Published State

mvn__CM_Published_State__c

Text(40)

The published state in the document lifecycle.

Rejected State

mvn__CM_Rejected_State__c

Text(40)

The rejected state in the document lifecycle.

Review State

mvn__CM_Review_State__c

Text(40)

The review state in the document lifecycle.

Superseded State

mvn__CM_Superseded_State__c

Text(40)

The superseded state in the document lifecycle.

Withdrawn State

mvn__CM_Withdrawn_State__c

Text(40)

The withdrawn state in the document lifecycle. A document is automatically placed in its lifecycle's withdrawn state when the document expires.



Document Lifecycle Type custom metadata type is a junction between Document Lifecycle and Document Type.

Document Lifecycle, Document Type, and Document Lifecycle Type ERD
Table 157. mvn__CM_Document_Lifecycle_Type__mdt schema

Field label

API name

Data type

Description

Document Lifecycle

mvn__CM_Document_Lifecycle__c

Metadata Relationship(Document Lifecycle)

The Document Lifecycle associated to this Document Lifecycle Type.

Document Type

mvn__CM_Document_Type__c

Metadata Relationship(Document Type)

The Document Type associated to this Document Lifecycle Type.

Document Subtype

mvn__CM_Document_Subtype__c

Metadata Relationship(Document Subtype)

The Document Subtype associated to this Document Lifecycle Type.



The Document Notification Audience (mvn__CM_Document_Notification_Audience__mdt) custom metadata object defines target audiences for system event notifications. Target audience can be based on a Document Role, Group, Salesforce user ID, or user query filter. When defining a target audience based on Document Role, you must specify the Document Context in which the document role is notified.

Document Notification Audience is on the master side of a metadata relationship with the Document System Event Notification (mvn__CM_Document_System_Event_Notification__mdt) custom metadata object and the detail side of metadata relationships with the Document Relationship Type (mvn__CM_Document_Relationship_Group__mdt), Group (mvn__CM_Group__mdt), and Role (mvn__CM_Role__mdt) custom metadata objects.

Document System Event Notification entity relationship diagram
Table 158. mvn__CM_Document_Notification_Audience__mdt schema

Field label

API name

Data type

Description

Document Context

mvn__CM_Document_Context__c

Picklist

Defines the context of the document roles to notify. Picklist values include:

  • Working Document

  • Related Document

    Note

    If you select Related Document, you must fill out the Document Relationship Direction and Document Relationship Type fields.

Document Relationship Direction

mvn__CM_Document_Relationship_Direction__c

Picklist

Defines the document relationship direction when the Document Context is set to Related Document. Picklist values include:

  • Outwards

  • Inwards

  • Both

Document Relationship Type

mvn__CM_Document_Relationship_Type__c

Metadata Relationship(Document Relationship Type)

Defines the type of document relationship (mvn__CM_Document_Relationship_Type__mdt) when the Document Context field is set to Related Document.

Document Role

mvn__CM_Document_Role__c

Metadata Relationship(Role)

Document Role associated with the Document Notification Audience. Users assigned the Document Role are sent system event notification.

Group

mvn__CM_Group__c

Metadata Relationship(Group)

Group (mvn__CM_Group__mdt) associated with the Document Notification Audience. Users who belong to the Group are sent system notifications.

User Id Matcher

mvn__CM_User_Id_Matcher__c

Text(255)

Id of the user who are sent the system event notifications.

User Query Filter

mvn__CM_User_Query_Filter__c

Long Text Area(32768)

Query filters that determine the users who are sent the system event notifications.



Document Relationship Type (mvn__CM_Document_Relationship_Type__mdt) records specify the types of document relationships. Document Relationship Type has a metadata relationship with Document Type Relationship Type (mvn__CM_Document_Type_Relationship_Type__mdt), which connects the Document Relationship Type and Document Type (mvn__CM_Document_Type__mdt) custom metadata objects.

Entity relationship diagram
Table 159. mvn__CM_Document_Relationship_Type__mdt schema

Field label

API name

Data type

Description

Active

mvn__CM_Active__c

Checkbox

Indicates if the relationship type is active (checked) or not (unchecked).

Inward Description Label

mvn__CM_Inward_Description_Label__c

Text(255)

Custom Label API name describing the inward (destination document to source document) relationship.

For example, a global document version has 3 translations. The 3 translated document versions have an inward relationship with the global document, and the global document has an outward relationship with the 3 translations.

Outward Description Label

mvn__CM_Outward_Description_Label__c

Text(255)

Custom Label API name describing the outward (source to destination) relationship.

For example, a global document version has 3 translations. The global document has an outward relationship with the 3 translations, and the 3 translated document versions have an inward relationship with the global document.

Relationship Name Label

mvn__CM_Relationship_Name_Label__c

Text(255)

Custom Label API name for the relationship.



Use the CM_Document_Sharing_Rule__mdt custom metadata type to set the criteria for a document sharing rule.

Table 160. mvn__CM_Document_Sharing_Rule__mdt schema

Field label

API name

Data type

Description

Active

mvn__CM_Active__c

Checkbox

Indicates the Document Sharing Rule is active.

Criteria

mvn__CM_Criteria__c

Long Text Area(32768)

JSON criteria used to determine whether a role(s) has access to a document. You can base a sharing rule on any field that the running user can see as well as the document's relationship with products and regions.

Description

mvn__CM_Description__c

Text Area(255)

Description of the Document Sharing Rule.

Role

mvn__CM_Role__c

Metadata Relationship(Role)

Role associated to the Document Sharing Rule.



CM_Document_Sharing_Rule_Group__mdt is a junction between CM_Document_Sharing_Rule__mdt and CM_Group__mdt. A Document Sharing Rule Group record applies a Document Sharing Rule to a group.

Table 161. mvn__CM_Document_Sharing_Rule_Group__mdt schema

Field label

API name

Data type

Description

Document Sharing Rule

mvn__CM_Document_Sharing_Rule__c

Metadata Relationship(Document Sharing Rule)

Document Sharing Rule associated to the Document Sharing Rule Group.

Group

mvn__CM_Group__c

Metadata Relationship(Group)

Group associated to the Document Sharing Rule Group.



Document State (mvn__CM_Document_State__mdt) custom metadata type contains the list of possible states that a document can be assigned as the document progresses through its lifecycle.

Document Lifecycle and Document State ERD
Table 162. mvn__CM_Document_State__mdt schema

Field label

API name

Data type

Description

Color

mvn__CM_Color__c

Picklist

Color when depicting the Document State in the user interface.

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

Custom Label API Name used for translating the Document State.

Description

mvn__CM_Description__c

Text Area(255)

Description of the Document State.

Display in Path Component

mvn__CM_Display_in_Path_Component__c

Checkbox

Whether to display this Document State in the path component on the Document Detail Page.

Document Lifecycle

mvn__CM_Document_Lifecycle__c

Metadata Relationship (Document Lifecycle)

Document Lifecycle associated to this Document State.

Sort Order

mvn__CM_Sort_Order__c

Number (18, 0)

The order in which this Document State is displayed in the user interface.



Table 163. mvn__CM_Document_State_Entry_Action__mdt schema

Field label

API name

Data type

Description

Document State

mvn__CM_Document_State__c

Metadata Relationship(Document State)

Document State associated to this Document State Role.

Type

mvn__CM_Type__c

Picklist

Type of Document State Entry Action.



Document State Role is a junction between Document State and Role. Document State Roles are managed in the CM_Document_State_Role__mdt custom metadata type.

Permissions entity relationship diagram
Table 164. mvn__CM_Document_State_Role__mdt schema

Field label

API name

Data type

Description

Document State

mvn__CM_Document_State__c

Metadata Relationship(Document State)

Document State associated to this Document State Role

Role

mvn__CM_Role__c

Metadata Relationship(Role)

Role associated to this Document State Role



Document State Role Permission is a junction between Document State Role and Permission and grants a Role for a given Document State a specific Permission. Document State Role Permissions are managed in the CM_Document_State_Role_Permission__mdt custom metadata type.

Permissions entity relationship diagram
Table 165. mvn__CM_Document_State_Role_Permission__mdt schema

Field label

API name

Data type

Description

Document State Role

mvn__CM_Document_State_Role__c

Metadata Relationship(Document State Role)

Document State Role associated to this Document State Role Permission.

Permission

mvn__CM_Permission__c

Metadata Relationship(Permission)

Permission associated to this Document State Role Permission.



The Document System Event Notification (mvn__CM_Document_System_Event_Notification__mdt) custom metadata object manages how system event notifications are sent to users via Salesforce notifications and emails. Document System Event Notification is on the detail side of metadata relationships with the Document Notification Audience (mvn__CM_Document_Notification_Audience__mdt) and System Event Configuration (mvn__SE_System_Event_Configuration__mdt) custom metadata objects.

Document System Event Notification entity relationship diagram
Table 166. mvn__CM_Document_System_Event_Notification__mdt schema

Field label

API name

Data type

Description

Active

mvn__CM_Active__c

Checkbox

Indicates if the configuration record is processed (true) or ignored (false).

Document Notification Audience

mvn__CM_Document_Notification_Audience__c

Metadata Relationship(Document Notification Audience)

Audience to receive the emails and notifications generated by this notification configuration.

Email Builder Name

mvn__CM_Email_Builder_Name__c

Text(40)

API name of the Apex class used to build the email.

Email Builder Namespace

mvn__CM_Email_Builder_Namespace__c

Text(15)

Namespace of the Apex class used to build the email.

Send Email

mvn__CM_Send_Email__c

Checkbox

Indicates if an email is sent to the configured audience (true) or not (false).

Send Salesforce Notification

mvn__CM_Send_Salesforce_Notification__c

Checkbox

Indicates if a Salesforce notification is sent to the configured audience (true) or not (false).

System Event Configuration

mvn__CM_System_Event_Configuration__c

Metadata Relationship(System Event Configuration)

System event configuration for this notification configuration.



CM_Document_Type__mdt is the highest level of classification for a document and dictates the lifecycle, states, metadata, and workflows that are available to the document once it is created. Document subtypes are also managed using this custom metadata type.

Table 167. mvn__CM_Document_Type__mdt schema

Field label

API name

Data type

Description

Category

mvn__CM_Category__c

Picklist

Type or Subtype. Subtype allows further categorization of records and is based on Type. For instance, when creating a document, the Subtype values available for you to choose from depend on the Type value that was already selected for the document.

Note

Subtype trumps Type. For example, if a document version is associated to a Document Subtype and a Document Type, the Document Subtype controls the document version's Default Expiration in Days.

Default Expiration in Days

mvn__CM_Default_Expiration_in_Days__c

Number(18,0)

The number of days after the document is published that the document expires.

Description

mvn__CM_Description__c

Text Area(255)

Description of the Document Type.

Disable Advanced Publish

mvn__CM_Disable_Advanced_Publish__c

Checkbox

Indicates if the Advanced Publish step of the Publish wizard is enabled (false) or if the step is disabled (true) when there are published dependent documents. When disabled, users are not able to use the Publish wizard to create tasks and notify owners of related documents that the document was published.

Disable Expiration Date Requiredness

mvn__CM_Disable_Expiration_Date_Requiredness__c

Checkbox

Indicates if the expiration date field on the Publish Document form is required (false) or not required (true).



Document Type Relationship Type (CM_Document_Type_Relationship_Type__mdt) is a junction between Document Relationship Type (CM_Document_Relationship_Type__mdt) and Document Type (CM_Document_Type__mdt).

Entity relationship diagram
Table 168. mvn__CM_Document_Type_Relationship_Type__mdt schema

Field label

API name

Data type

Description

Document Relationship Type

mvn__CM_Document_Relationship_Type__c

Metadata Relationship(Document Relationship Type)

CM_Document_Relationship_Type__mdt record associated with this record.

Document Type

mvn__CM_Document_Type__c

Metadata Relationship(Document Type)

CM_Document_Type__mdt record associated with this record.



The CM_Document_Type_Role_Permission_mdt custom metadata type manages document-level permissions for a specific role.

Table 169. mvn__CM_Document_Type_Role_Permission__mdt schema

Field label

API name

Data type

Description

Document Type

mvn__CM_Document_Type__c

Metadata Relationship(Document Type)

Document Type associated to this Document Type Role Permission.

Permission

mvn__CM_Permission__c

Metadata Relationship(Permission)

Permission associated to this Document Type Role Permission.

Role

mvn__CM_Role__c

Metadata Relationship(Role)

Role associated to this Document Type Role Permission.



The Document Wizard Settings (mvn__MED_Document_Wizard_Settings__mdt) custom metadata sets the default values that pre-populate the document creation wizard modal for creating custom responses and FAQs.

Table 170. mvn__MED_Document_Wizard_Settings__mdt schema

Field label

API name

Data type

Description

Document Type

mvn__MED_Document_Type__c

Text(40)

The default document type selected in the document creation wizard modal. This should be a valid value from the Document Version Document Type pick list. Visit Document Version.

Document Subtype

mvn__MED_Document_Subtype__c

Text(40)

The default document subtype selected in the document creation wizard modal. This should be a valid value from the Document Version Document Subtype pick list. Visit Document Version.



Settings that control the filter criteria for documents pulled from the CMS into the DDP.

Table 171. MED_Dynamic_Fulfillment_Filter__mdt schema

Field label

API name

Data type

Description

Document Field

MED_Document_Field__c

Metadata Relationship(CMS Field Mapping)

The applicable field mapping for the documents to use in DDP creation.

Dynamic Fulfillment Setting

MED_Dynamic_Fulfillment_Setting__c

Metadata Relationship(Dynamic Fulfillment Setting)

The Fulfillment Config used in the DDP generation.

Fulfillment Field

MED_Fulfillment_Field__c

Text(60)

Field on the Fulfillment object for value match.



Settings that control the documents and sections pulled in and how they behave in the DDP.

Table 172. MED_Dynamic_Fulfillment_Setting__mdt schema

Field label

API name

Data type

Description

All required

MED_All_required__c

Checkbox

Should all documents in this section be required?

Document Subtype

MED_Document_Subtype__c

Text(200)

Documents attached to a request that have a subtype value of Case Documents are merged in the Fulfillment.

Include by Default

MED_Include_by_Default__c

Checkbox

Determines if the optional documents in the fulfillment package generation screen are included by default. When true, the optional documents are checked and included by default. When false, the optional documents are unchecked and not included by default.

Merge within Section

MED_Merge_within_Section__c

Picklist

Indicates the type of merging to use within a DDP section.

Merge with Previous Section

MED_Merge_with_Previous_Section__c

Picklist

Indicates the type of merging to use between DDP sections.

Order

MED_Order__c

Number(2, 0)

The section order that they should be placed in the final merged document.

MED_Section_Label__c

MED_Section_Label__c

Text(60)

Custom label API name to show for this section when selecting documents. It is used as a unique key. If duplicate, it is treated as one section.

Note

This field is required if you are using the Running Job (MIC - Nintex Queue) utility bar item.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this dynamic fulfillment setting is designed for.



Configuration to register custom generators for the E2B file generation process.

Table 173. MED_E2B_Custom_Generator__mdt schema

Field label

API name

Data type

Description

E2B Setting

MED_E2B_Setting__c

Metadata Relationship(E2B Setting)

The E2B_Setting under which this is active.

Extending Class

MED_Extending_Class__c

Text(57)

The Apex class name used to extend/customize product functionality.

Extension Point

MED_Extension_Point__c

Text(60)

The String value of an extension point in product code.



Field mappings for E2B generation for Adverse Events and related child objects.

Table 174. MED_E2B_Field_Mapping__mdt schema

Field label

API name

Data type

Description

Field

MED_Field__c

Text(255)

AE Field to map.

Mapping Value

MED_Mapping_Value__c

Picklist

Determines if an element maps to a field or a static value.

Object

MED_Object__c

Picklist

AE Object for the field mapping.

Required

MED_Required__c

Checkbox

Determines if the field is required or not.

Value

MED_Value__c

Text(255)

Value to use for static value mappings.



Determines the type of acknowledgement requested for batch.

Table 175. MED_E2B_Setting__mdt schema

Field label

API name

Data type

Description

Acknowledgement Condition

MED_Acknowledgement_Condition__c

Picklist

Determines the type of acknowledgement requested for batch.

Processing Code

MED_Processing_Code__c

Picklist

Determines the processing code for the batch.

Processing Mode

MED_Processing_Mode__c

Picklist

Determines the processing mode for the batch.

Ready to Send Status

MED_Ready_to_Send_Status__c

Text(255)

Status on Adverse Event which indicates that the ICSR file is ready to be sent.

Sender City

MED_Sender_City__c

Text(35)

C.3.4.2: Sender’s City

Sender Country Code

MED_Sender_Country_Code__c

Text(2)

Country code for sender.

Sender Department

MED_Sender_Department__c

Text(60)

C.3.3.1 Sender’s Department.

Sender Email Address

MED_Sender_Email_Address__c

Email

C.3.4.8 Sender’s E-mail Address.

Sender First Name

MED_Sender_First_Name__c

Text(60)

C.3.3.3 Sender’s Given Name.

Sender Last Name

MED_Sender_Last_Name__c

Text(60)

C.3.3.5 Sender’s Family Name.

Sender Middle Name

MED_Sender_Middle_Name__c

Text(60)

C.3.3.4 Sender’s Middle Name.

Sender Organization

MED_Sender_Organization__c

Text(100)

C.3.2 Sender’s Organisation User Guidance This data element captures the sender’s organisation name (e.g. company name or regulatory authority name). Conformance Required if the ‘Sender Type’ (C.3.1) is not coded as 7 (Patient / Consumer). Data Type 100AN OID None Value Allowed Free text.

Sender Postal Code

MED_Sender_Postal_Code__c

Text(15)

C.3.4.4: Sender’s Postcode.

Sender State or Province

MED_Sender_State_or_Province__c

Text(40)

C.3.4.3: Sender’s State or Province.

Sender Street

MED_Sender_Street__c

Text(100)

C.3.4.1: Sender’s Street Address.

Sender Telephone

MED_Sender_Telephone__c

Text(33)

C.3.4.6: Sender’s Telephone.

Sender Title

MED_Sender_Title__c

Text(60)

C.3.3.2 Sender’s Title.

Sender Type

MED_Sender_Type__c

Picklist

C.3.1: Sender Type.

Use Compression

MED_Use_Compression__c

Checkbox

If checked, use DF compression when attaching files to E2B output.

WWID Company Name

MED_WWID_Company_Name__c

Text(60)

Company name to use for WWID.



This metadata type is used to configure the settings for the Medical Engagement Interface components.

Table 176. mvn__MED_Engagement_Component_Settings__mdt schema

Field label

API name

Data type

Description

Active

mvn__MED_Active__c

Checkbox

Toggle the component completely on or off.

Available Products

mvn__MED_Available_Product_IDs__c

Long Text Area(20000)

List of all available products visible to the component. Specified by CMS ID delimited by new line or semicolons. If blank, all products from the corresponding County Code field will be available.

Close Button Label

mvn__MED_Close_Button_Label__c

Text(40)

The name of the custom label to be displayed on the Close button.

Country Code

mvn__MED_Country_Code__c

Text(2)

The two-letter country code specifying the region of the component. Determines regional values available to the component such as available products.

Default Language

mvn__MED_Default_Language__c

Text(5)

The default language for the component translations and data. This is used if the user's language cannot be derived or is not supported.

Default Product

mvn__MED_Default_Product_ID__c

Text(255)

The CMS ID of the default product to be displayed and selected on the component.

External ID Prefix

mvn__MED_Inquiry_External_ID_Prefix__c

Text(14)

Prefix for Inbound Form External ID to use when submitting inquiries.

Generic Error Label

mvn__MED_Generic_Error_Label__c

Text(40)

Generic error message for the component.

Inbound Form Channel

mvn__MED_Inquiry_Channel__c

Text(60)

The Inbound Form channel for inquiries submitted by the component.

Inbound Form Fields

mvn__MED_Inquiry_Submission_Fields__c

Long Text Area(20000)

Maps Inbound Form fields to their corresponding display order and indicates whether they are required. Accepts a JSON object containing field names as keys and their corresponding properties as values.

Inquiry Confirmation Label

mvn__MED_Inquiry_Confirmation_Label__c

Text(40)

The name of the custom label to be displayed as confirmation text after submission.

Inquiry Footer Label

mvn__MED_Inquiry_Footer_Label__c

Text(40)

The name of the custom label to be displayed as a footer.

Inquiry Header Label

mvn__MED_Inquiry_Header_Label__c

Text(40)

The name of the custom label to be displayed as a header.

Inquiry Preamble Label

mvn__MED_Inquiry_Preamble_Label__c

Text(40)

The name of the custom label to be displayed as preamble text.

Inquiry Subheader Label

mvn__MED_Inquiry_Subheader_Label__c

Text(40)

The name of the custom label to be displayed as a subheader.

Inquiry Submission Enabled

mvn__MED_Inquiry_Submission_Enabled__c

Checkbox

Toggle the inquiry submission feature on and off.

Submit Button Label

mvn__MED_Submit_Button_Label__c

Text(40)

The name of the custom label to be displayed on the Submit button.



The Enterprise Framework Setting custom metadata enables you to disable Medical Information Cloud Content Management Apex triggers.

Table 177. mvn__Enterprise_Framework_Settings__mdt schema

Field label

API name

Data type

Description

Disable Triggers

mvn__Disable_Triggers__c

Checkbox

If true, Komodo Health triggers are disabled.

Note

Disabling Apex triggers may result in records with invalid data as some automations may not run.



Fields are managed using the LY_Field__mdt custom metadata type. Each record is a pointer to a custom field defined on LY_Document_Version__c and can be displayed in a Layout.

Note

Geolocation fields are not supported.

Table 178. mvn__LY_Field__mdt schema

Field label

API name

Data type

Description

Child Relationship Name

mvn__LY_Child_Relationship_Name__c

Text(255)

Name of the child relationship when the field to display comes from a related child object. Use this field only to display children related objects.

Component Configuration

mvn__LY_Component_Configuration__c

Long Text Area(32768)

JSON document used to configure the component override. JSON document fields include:

  • max - default value is 100.

  • min - default value is 0.

  • step - default value is 1.

  • size - defaults to viewport width. Accepted values include:

    • x-small

    • small

    • medium

    • large

For example, if Slider is the component override, you can specify the component's properties with JSON:

{"max": 100,"min":0,"step":2,"size":"x-small"}

Component Override

mvn__LY_Component_Override__c

Picklist

Component to be rendered in place of the default. Picklist values include:

  • Slider - renders an input range slider, which users can use to specify a value between two set numbers. Slider is only compatible with number fields.

    Note

    For the slider to display a range field with start and end inputs:

    • Set LY_Field__mdt.LY_Component_Override__c to slider.

    • Set LY_Layout_Field__mdt.LY_Filter__c to true.

    The document wizard does not support a range slider.

You can use the mvn__LY_Component_Configuration__c field to configure the selected component.

Field API Name

mvn__LY_Field_API_Name__c

Text(255)

API name of the field to be displayed in the layout.

Icon Name

mvn__LY_Icon_Name__c

Text(255)

Name of the Lightning Design System icon associated to this field. For example, standard:avatar. Visit Salesforce's Icons documentation.

Lookup Criteria

mvn__LY_Lookup_Criteria__c

Long Text Area(32768)

Lookup filter that restricts the valid values for the field.

Lookup Subtitle Field Set Name

mvn__LY_Lookup_Subtitle_Field_Set_Name__c

Text(255)

Field set lookup that sets the subtitle for the field. For example, if you create a field set on the Product object that contains the Country field and the Therapeutic Area field and then select that field set for the Lookup Subtitle Field Set Name, the Subtitle for the Product field would be Country - Therapeutic Area.

Note

Only fields in the field set that are directly on the object and that have values display in the Subtitle.

SObject

mvn__LY_SObject__c

Text(255)

SObject from where to get the displayed field.



The Field_Audit_settings__mdt custom metadata type maintains the settings for Field Audit Trail.

Table 179. mvn__Field_Audit_Settings__mdt schema

Field label

API name

Data type

Description

Capture Values

mvn__Capture_Values__c

Checkbox

Checkbox field that will decide if the field's value will be tracked or if is a protected field whose values should not be tracked.

Data Sensitivity

mvn__Data_Sensitivity__c

Picklist

Sensitivity of the field's data.

Field Name

mvn__Field_Name__c

Text(60)

The API name of the field to be tracked.

Object Type

mvn__Object_Type__c

Text(62)

The SObject API name for the object whose fields are to be tracked.



Determines if a Country and Account Record Type will require Prescribing Information

Table 180. MED_Fulfillment_PI_Setting__mdt schema

Field label

API name

Data type

Description

Account Record Type Developer Name

MED_Account_Record_Type_Developer_Name__c

Text(50)

The Account Record Type Developer Name that this entry applies to. “All” means it applies to all person or institution record types.

Include PI Docs

MED_Include_PI_Docs__c

Checkbox

Determines if the Country Code and Account Record Type combination includes PI documents.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this fulfillment pi setting is configured for.



List views display queries of data. To configure global list views, use the Global_List_View__mdt custom metadata type.

Table 181. mvn__CM_Global_List_View__mdt schema

Field label

API name

Data type

Description

Columns Field Set

mvn__CM_Columns_Field_Set__c

Text(255)

API name of the field set that defines the columns for this view.

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

API name of the associated Custom Label.

Filters

mvn__CM_Filters__c

Long Text Area(32768)

Filters used for this view.

Keyword

mvn__CM_Keyword__c

Text(255)

Keywords used for this view.

List View Object Setting

mvn__CM_List_View_Object_Setting__c

Metadata Relationship(List View Object Setting)

List View Object Setting associated to this view.

Order

mvn__CM_Order__c

Number(3, 0)

Display order of rows in this view.

Sort Direction

mvn__CM_Sort_Direction__c

Picklist

Ascending or descending sort for this view.

Sort Field API Name

mvn__CM_Sort_Field_API_Name__c

Text(255)

API name of the sort field used for this view.



The global settings used to control the behavior of the system and also defines some configuration mappings.

Table 182. MED_Global_Setting__mdt schema

Field label

API name

Data type

Description

Account Name Field

MED_Account_Name_Field__c

Text(60)

Specifies what field to use when displaying the account name in these locations:

  • Name of selected accounts for case accounts

  • Dropdown option for creating new contact information for case accounts

  • Name of selected accounts in account search

  • Title of the Account affiliation modal

The referenced field can include a formula for advanced formatting or additional information, such as salutation. If MED_Account_Name_Field__c is blank, the account name defaults to Account.MED_Account_Name_Formula__c and then Account.Name if MED_Account_Name_Formula__c does not exist.

Account Search Handler Classes

MED_Account_Search_Handler_Classes__c

Text(255)

Comma separated list of classes used in the Account Search. Results from each class are merged. The win order is the order they are listed (eg: A,B,C means A>B>C with A being the winner).

Account Search Max Results

MED_Account_Search_Max_Results__c

Number(3, 0)

Maximum number of search results returned by account search. When the number of account search results exceed the search results limit, the results up to the limit display, and a + sign indicates that not all of the results are shown.

Note

The value for this field cannot exceed 200.

Account Search Results Per Page

MED_Account_Search_Results_Per_Page__c

Number(3, 0)

Number of results that should appear on each page in the Account Search.

Account Search Results Per Page Options

MED_Account_Results_Per_Page_Options__c

Text(20)

A comma separated list of integers indicating the rows per page options that appear at the bottom of the account search results. It is highly recommended that the value for 'Account Search Results Per Page' appears in the list.

Alert Visible Duration - Info

MED_Alert_Visible_Duration_Info__c

Number(3, 0)

The amount of time, in seconds, to show an info alert when it is presented using the MED_SldsNotifications Visualforce Component.

Alert Visible Duration - Success

MED_Alert_Visible_Duration_Success__c

Number(3, 0)

The amount of time, in seconds, to show a success alert when it is presented using the MED_SldsNotifications Visualforce Component.

Alert Visible Duration - Warning

MED_Alert_Visible_Duration_Warning__c

Number(2, 0)

The amount of time, in seconds, to show a warning alert when it is presented using the MED_SldsNotifications Visualforce Component.

Allow Global Searches

MED_Allow_Global_Searches__c

Checkbox

If true, the null option will be presented for searches in the country drop down.

Auto Stamp Primary Source

MED_Auto_Stamp_Primary_Source__c

Checkbox

Controls whether primary source records are automatically created and associated with an Adverse Event record when an Adverse Event record is created.

When the setting is enabled, Medical Information Cloud Inquiry Management automatically creates and displays primary source records in the AE Primary Source related list on the Adverse Event record. The primary source records automatically populate with information from the Requester and Referred By accounts listed on the Interaction. For more information, see Adverse Event primary sources.

Component Document Type

MED_Component_Document_Type__c

Text(50)

The type as mapped through Document Field Mappings, for documents to be used in Dynamic Fulfillment DDP Generation.

DCR Create Handler Class

MED_DCR_Create_Handler_Class__c

Text(57)

The class used for creating Data Change Request records. Must implement the MED_DCRCreateIntf interface. If blank, DCR Process is disabled.

DCR Globally Active

MED_DCR_Globally_Active__c

Checkbox

If checked, the DCR integration is active.

Document Folder Name

MED_Document_Folder_Name__c

Text(255)

The Salesforce folder developer to be used to store generated DDP documents.

Document Search Max Results

MED_Document_Search_Max_Results__c

Number(5, 0)

Maximum number of results to return in document search. When the number of search results exceeds the limit, the results up to the limit display, and a + sign indicates that not all of the results are shown.

Enable Contact Info Mappings

MED_Enable_Contact_Info_Mappings__c

Checkbox

If true, edits to configured account fields (Account Field Contact Info Mapping) will be mapped to contact information records.

Key Affiliation Field

MED_Key_Affiliation_Field__c

Text(57)

The API name of the field which is used to display the “Key” value of an affiliation. This should be a text field as it will render on the InstitutionAccounts page when the Requester and Institution are affiliated.

Email Service Domain

MED_Email_Service_Domain__c

Text(60)

Domain to be used for email service email addresses configured in Email Services, when matched with the provided `Domain` in Global Settings, will be used for the Channel Details field on the Case record.

New Case Phone Param

MED_New_Case_Phone_Param__c

Text(30)

Name of the parameter passing in phone number from CTI.

Only Edit Log for Manually Created Cases

MED_Only_Edit_Log_Manually_Created_Cases__c

Checkbox

If true, the interaction log will only be editable for cases which are manually created.

PI Component Document Subtype

MED_PI_Component_Document_Subtype__c

Text(50)

Document Subtype for PI components.

PI Component Document Type

MED_PI_Component_Document_Type__c

Text(50)

Document type for PI Components.

Product Lookup Component Fields

MED_Product_Lookup_Component_Fields__c

Text(255)

List of comma separated fields on the Product object. These fields are displayed as the secondary fields under the main product name in the product lookup component.

Product Match Strategy

MED_Product_Match_Strategy__c

Picklist

The strategy employed when attempting to match product names on Inbound Forms to the local product catalog. Product Name (MED_Product__c.name) is the default and OOB strategy. Value maps leverage the MIC Value Mapping custom metadata type.

Show New Button on Standalone Search

MED_Show_New_Button_on_Standalone_Search__c

Checkbox

When checked, the new account button will show on the standalone Account Search page.

UI Layout

MED_UI_Layout__c

Picklist

Determines the default user interface density for displaying custom user interface components. For custom components' user interface display density to match the user interface display density used throughout the rest of the environment, set UI Layout to match the environment's default density setting. A user's density selection overrides this setting.

UI Version

MED_UI_Version__c

Picklist

The UI version being used in this instance of Medical Information Cloud Inquiry Management. Lightning, Classic, or Mixed for transition state.

Use Account Search Version 3

MED_Account_Search_V3_Enabled__c

Checkbox

When checked, Account Search will use the version 3 backend. When unchecked, it will use version 2.

Use Files

MED_Use_Files__c

Checkbox

When checked, Medical Information Cloud Inquiry Management uses Salesforce Files instead of attachments to store documents. Does not apply to DocGen outputs

Use Interaction QA Object

MED_Use_Interaction_QA_Object__c

Checkbox

When checked, QA information for an Interaction is stored in child Interaction QA record(s).

Use Simplified Product Catalog

MED_Use_Simplified_Product_Catalog__c

Checkbox

For a company with a smaller product catalog. Product Lookups will filter out products with record type of Product and use product family instead.

Work Instructions Classification

MED_Work_Instructions_Classification__c

Text(50)

Document classification where Work instruction documents are stored.

Work Instructions Subtype

MED_Work_Instructions_Subtype__c

Text(50)

Document Subtype that Work Instructions are tagged with.

Work Instructions Type

MED_Work_Instructions_Type__c

Text(50)

Document type for Work Instruction documents.



The global settings used to control the behavior of the system and also defines some configuration mappings.

Table 183. mvn__MED_Global_Setting__mdt schema

Field label

API name

Data type

Description

Account Search Max Results

mvn__MED_Account_Search_Max_Results__c

Number(3, 0)

The maximum number of search results returned by account search.

Note

The value for this field cannot exceed 200.

Account Search Max Contact Results

mvn__MED_Account_Search_Max_Contact_Results__c

Number(3, 0)

The maximum number of contact records per record type to display in the account search results table.

Sort Contact Results by Recent First

mvn__MED_Sort_Contact_Results_By_Recent__c

Checkbox

If checked, contact information records in the search results table will be sorted by the most recently created first. By default, the primary contact record is shown first.



Groups define groups of Medical Information Cloud Content Management users and are maintained in the CM_Group__mdt custom metadata type.

Table 184. mvn__CM_Group__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

Custom label used to translate the name of the Group in the user interface.

Description

mvn__CM_Description__c

Text Area(255)

Description of the Group.



Defines rule sets to mark interactions as urgent and/or place interactions to a specific queue or user based on Aperture response tags.

Table 185. mvn__MED_Insights_Routing_Rules__mdt schema

Field label

API name

Data type

Description

Active

mvn__MED_Active__c

Checkbox

Determines whether this routing rule is active or disabled.

Alert Icon

mvn__MED_Alert_Icon__c

Text(255)

Image URL of an icon to display as an alert on the Interaction.

Country Code

mvn__MED_Country_Code__c

Text(2)

The region in which this routing rule applies.

Insights Therapy Area

mvn__MED_Therapy_Area__c

Metadata Relationship(Insights Therapy Area)

A reference to an Insights Therapy Area custom metadata record that maps the Aperture TA to the Medical Information Cloud Product TAs.

Interaction Queue

mvn__MED_Interaction_Queue__c

Text(80)

The API name of the queue to route this interaction to.

Interaction User

mvn__MED_Interaction_User__c

Text(80)

The username of the user to route this interaction to, found in the user's username field.

Mark as Urgent

mvn__MED_Mark_As_Urgent__c

Checkbox

Determines whether interaction records routed by this rule are flagged as urgent.

Rule Priority

mvn__MED_Priority__c

Number(3, 0) (Unique)

Indicates the priority of this rule, with lower numbers taking higher priority.

Tags

mvn__MED_Tags__c

Long Text Area(20000)

The relevant Product Therapy Area tags for this routing rule, delimited by new line or semicolons.



General settings for Aperture based insights routing rules.

Table 186. mvn__MED_Insights_Routing_Settings__mdt schema

Field label

API name

Data type

Description

Insights Routing Account NPI Field

mvn__MED_Insights_Routing_Account_NPI_Field__c

Text(100)

The field on Account to use for the NPI number when making inquiry routing Aperture callouts.

Insights Routing Enabled

mvn__MED_Insights_Routing_Enabled__c

Checkbox

When checked, publishes an Inquiry Routing Event if an interaction or request is created or updated to be valid for KHBI Insights Routing.

Named Credentials

mvn__MED_Named_Credentials__c

Text(80)

The Named Credentials to use when making Aperture Callouts for routing rules processing.



A representation of Aperture Therapy Area IDs to Product Therapeutic Areas.

Table 187. mvn__MED_Insights_Therapy_Areas__mdt schema

Field label

API name

Data type

Description

Product Therapy Areas

mvn__MED_Product_Therapy_Areas__c

Long Text Area(20000)

Mapped Product TAs, separated by a new line or semicolon.

Therapy Area ID

mvn__MED_Therapy_Area_Id__c

Text(80) (Unique Case Insensitive)

The identifier of the Therapy Area in Aperture.

Therapy Area Name

mvn__MED_Therapy_Area_Name__c

Text(80)

The name of the Therapy Area in Aperture.



A list of all products installed in an org is maintained in the mvn__Installed_Product__mdt custom metadata type.

Table 188. mvn__Installed_Product__mdt schema

Field label

API name

Data type

Description

Custom Handler Locations

mvn__Custom_Handler_Locations__c

Long Text Area(2000)

Comma separated list of custom metadata locations to query for configurable Apex handlers.

Custom Permission

mvn__Custom_Permission__c

Text(255)

Comma separated list of custom permission that designates the types of users of this product.

Product Version

mvn__Product_Version__c

Text(10)

Version of the product that is currently installed.



The Interface Handler (Interface_Handler__mdt) custom metadata type defines the custom implementation of a given interface.

Table 189. Interface_Handler__mdt schema

Field label

API name

Data type

Description

Class

mvn__Class__c

Text(40)

The service class that will execute the interface implementation.

Class Namespace

mvn__Class_Namespace__c

Text(15)

The namespace of the service class.

Criteria

mvn__Criteria__c

Long Text Area(32768)

The criteria for when the interface implementation should be used (and when the service class should execute).

Interface

mvn__Interface__c

Text(40)

The API name of the interface that is being implemented.

Order

mvn__Order__c

Number(6, 0)

The order in which the service class should execute the interface implementation. If the order is empty (null), then the order is random.



Layouts are managed using the Layout (LY_Layout__mdt) custom metadata type. Each Layout record refers to a specific location in the application.

Note

LY_Layout__mdt records are considered internal system metadata and should not be changed in any way.

Table 190. mvn__LY_Layout__mdt schema

Field label

API name

Data type

Description

Columns

mvn__LY_Columns__c

Picklist

Number of columns to use when rendering this layout.

Description

mvn__LY_Description__c

Text Area(255)

Layout details, e.g. a description of where the layout is used.

Read Only

mvn__LY_Read_Only__c

Checkbox

When true, the layout is rendered as read only. Otherwise, it is rendered as an editable form.



The LY_Layout_Fact__mdt object articulates how the rules engine should process layout criteria (mvn__LY_Layout_Type__mdt.mvn__LY_Criteria__c) for custom and standard objects.

Table 191. mvn__LY_Layout_Fact__mdt

Field label

API name

Data type

Description

Apex Class Name

mvn__LY_Apex_Class_Name__c

Text(80)

API name of a custom Apex class that tells the rules engine how to process layout criteria (mvn__LY_Layout_Type__mdt.mvn__LY_Criteria__c) for a custom or standard object. This class must implement the LY_ILayoutFact interface.

Apex Class Namespace

mvn__LY_Apex_Class_Namespace__c

Text(80)

Namespace of the Apex Class Name.

Priority

mvn__LY_Priority__c

Number(2, 0)

Priority in which LY_Layout_Fact__mdt records are used when more than one record exists for the same SObject Type. The Layout Fact record with the highest number is processed first.

Note

To override a default LY_Layout_Fact__mdt record, create a LY_Layout_Fact__mdt record that has a higher LY_Priority__c.

SObject Type

mvn__LY_SObject_Type__c

Text(80)

API name of the SObject.



Layout Field (LY_Layout_Field__mdt) is a junction between Layout Type and Field. Layout Field records control which fields appear on a layout.

Table 192. mvn__LY_Layout_Field__mdt schema

Field label

API name

Data type

Description

Disabled

mvn__LY_Disabled__c

Checkbox

Whether the field is disabled.

Field

mvn__LY_Field__c

Metadata Relationship(Field)

Field to be included in the related Layout. A null value inserts a blank space in the layout.

Filter

mvn__LY_Filter__c

Checkbox

When true, the field is displayed as a filter. For example, picklist fields display with multiple selections, and date, datetime, and time fields display as a range with a start and end input.

Note

The Document Wizard does not support displaying date, datetime, and time fields as a range.

Layout Section

mvn__LY_Layout_Section__c

Metadata Relationship(Layout Section)

Layout Section where the related field is included.

Layout Type

mvn__LY_Layout_Type__c

Metadata Relationship(Layout Type)

Layout where the related field will be included.

Order

mvn__LY_Order__c

Number(4, 0)

Order in which the Layout Field displays in the layout.

Note

To enable easier re-ordering of Layout Fields, set Order values in increments of 100 up to a maximum Order value of 1,000. This enables you to insert a Layout Field into any position without having to edit Order values for existing Layout Fields.

Required

mvn__LY_Required__c

Checkbox

Whether the field is required in an editable form.



The Layout Section (LY_Layout_Section__mdt) custom metadata object groups fields on a layout into sections. Layout Section records are associated to Layout Type (LY_Layout_Type__mdt) and Layout Field (LY_Layout_Field__mdt) records. Associated Layout Type records determines when a section should be used and connects the section to a Layout (mvn__LY_Layout__mdt), and associated Layout Field records define the fields that are part of a section. Layout Field records not associated to a section are automatically placed in a section at the bottom of the layout.

Table 193. mvn__LY_Layout_Section__c schema

Field label

API name

Data type

Description

Columns

mvn__LY_Columns__c

Picklist

Number of columns to use when rendering the section.

Custom Label API Name

mvn__LY_Custom_Label_API_Name__c

Text(255)

Custom label for the section's header text.

Layout Type

LY_Layout_Type__c

Metadata Relationship(Layout Type)

Layout Type (mvn__Layout_Type__mdt) custom metadata record associated with the section. The associated record determines where the section is included.

Order

LY_Order__c

Number(4, 0)

Order in which the section displays on the layout.

Note

To enable easier re-ordering of Layout Section, set Order values in increments of 100 up to a maximum Order value of 1,000. This enables you to insert a Layout Section into any position without having to edit Order values for existing Layout Sections.



Layout Types (LY_Layout_Type__mdt) are similar to Salesforce Record Types in that they allow you to display and capture data specific to the type of document or task being managed. For example, since FAQs and Corporate documents have different metadata requirements, you can configure the LY_Document_Edit_Metadata layout to render the FAQ_Edit_Metadata layout type for FAQ document types and the Corporate_Edit_Metadata layout type for Corporate document types. In other words, LY_Layout_Type__mdt records determine when layout types should be used.

Table 194. mvn__LY_Layout_Type__mdt schema

Field label

API name

Data type

Description

Columns

mvn__LY_Columns__c

Picklist

Number of columns to use when rendering the Layout. If you select a value, the selected value will override the value set on the associated LY_Layout__mdt record.

Criteria

mvn__LY_Criteria__c

Long Text Area(32768)

JSON criteria used to determine when the Layout Type should be used. For example, the criteria below states that the Document Type of the Document Version must be FAQ__c. Visit Criteria definition.

{"path":"documentVersion.mvn__LY_Document_Type__c","operator":"Equals","value":"FAQ__c"}

Note

To use criteria that is more complex and customizable than what this field supports, create LY_Layout_Fact__mdt records. LY_Layout_Fact__mdt records articulate how the rules engine should process layout criteria (mvn__LY_Layout_Type__mdt.mvn__LY_Criteria__c) for custom and standard objects.

Field Set Name

mvn__LY_Field_Set_Name__c

Text(80)

API name of the field set that contains the fields that should be part of the associated layout.

Note

Field sets that include fields through a lookup or master-detail relationship are not supported. Only direct fields are supported.

Note

If this field is populated, do not create a mvn__LY_Layout_Field__mdt record for each field that you want to include on the associated layout.

Layout

mvn__LY_Layout__c

Metadata Relationship(Layout)

The LY_Layout__mdt that will be used if the Criteria is met.

Priority

mvn__LY_Priority__c

Number(18, 0)

Priority of the Layout Type. If multiple layout types are found when evaluating layout type criteria, the layout type with the highest priority is used.



List views display queries of data. To configure list views, use the List View Object Setting custom metadata type.

Note

For performance reasons, the list view on the Home page of the MCM Console only displays the last 100 records the user viewed. This number is not configurable.

Table 195. mvn__CM_List_View_Object_Setting__mdt schema

Field label

API name

Data type

Description

Columns Field Set

mvn__CM_Columns_Field_Set__c

Text(255)

API name of the field set that controls which columns the user can add to a list view.

Most Recently Viewed Columns Field Set

mvn__CM_Recently_Viewed_Columns_Field_Set__c

Text(255)

The columns that will display when viewing the "Recently Viewed" documents list view.

Object API Name

mvn__CM_Object_API_Name__c

Text(255)

API name of the object that the list view configuration is related to.

Note

Only the Document Version custom object is supported. Visit Document Version.

Search Result Columns Field Set

mvn__CM_Search_Result_Columns_Field_Set__c

Text(255)

API name of the field set that determines the document search result columns.



Country specific settings. A record with no country specified will be the global default.

Table 196. MED_Local_Setting__mdt schema

Field label

API name

Data type

Description

Account Search Min Characters

MED_Account_Search_Min_Characters__c

Number(1, 0)

Minimum number of required characters for an account search. Default is 2, minimum is 1, and maximum is 4.

When configuring MED_Account_Search_Min_Characters__c, the value must be set to 1, 2, 3, or 4.

Adverse Event SLA

MED_Adverse_Event_SLA__c

Number(3, 2)

SLA applied to Adverse Events in Business Hours before the due date. This sets the flag to red after the due date and stamps a date into the Due Date field.

AE Email List

MED_AE_Email_List__c

Text Area(255)

List of email addresses to send to Adverse Events. Emails should be separated by “;”.

Anonymization Deletable Account Sources

MED_AnonymizationDeletableAccountSources__c

Text Area(255)

Comma-separated list of sources to delete. Accounts will be deleted in Anonymize process if the source is specified here.

Anonymous Fulfillment Key Length

MED_Anonymous_Fulfillment_Key_Length__c

Number(2,0)

Determines the length of the key generated for anonymous fulfillments. Default is 6 and max is 15.

Business Hours Name

MED_Business_Hours_Name__c

Text(80)

Name of the associated Business Hours record.

CMS Custom Handler

MED_CMS_Custom_Handler__c

Text(57)

Custom CMS Handler to use for searching content. Must implement the MED_CMSIntfDefinition.MED_CMSIntf interface.

CMS Sources

MED_CMS_Sources__c

Picklist

CMS sources that are used to retrieve content. Picklist values include:

  • MIC - only Medical Information Cloud Content Management files are retrieved when a Medical Information Cloud Inquiry Management content search is executed.

  • Vault - only Veeva Vault files are retrieved when a Medical Information Cloud Inquiry Management content search is executed.

  • Custom - only files from a custom content management system are retrieved when a Medical Information Cloud Inquiry Management content search is executed.

  • MIC & Vault - both Medical Information Cloud Content Management and Veeva Vault files are retrieved when a Medical Information Cloud Inquiry Management content search is executed. Medical Information Cloud Content Management search results display first followed by Veeva Vault search results.

  • Vault & MIC - both Veeva Vault and Medical Information Cloud Content Management files are retrieved when a Medical Information Cloud Inquiry Management content search is executed. Veeva Vault search results display first followed by Medical Information Cloud Content Management search results.

Default Language

MED_Default_Language__c

Text(5)

Sets the default Language on for this country.

Document Search on Load? (Classic only)

MED_Document_Search_on_Load__c

Checkbox

Should document search run a default search immediately on page load?

Email2Case Emails

MED_Email2Case_Emails__c

Text(255) (Unique Case Insensitive)

Comma separated list of inbound Email to Case emails for this Segment. Used to stamp country and channel details on case

Enable Institution Search

MED_Enable_Institution_Search__c

Checkbox

Indicates that Institution Search should be enabled when this setting is being used.

Escalated Request SLA

MED_Escalated_Request_SLA__c

Number(3, 2)

SLA applied to an escalated Request case (hours).

Escalation Reasons

MED_Escalation_Reasons__c

Long Text Area

List of escalation reasons that when selected during a record transfer operation, trigger the escalation of Case and Request records.

When configuring MED_Escalation_Reasons__c, each escalation reason must be entered on a new line and must be an exact value match to a value in the Escalation/Transfer Reasons value set.

Finalize Attachment DDP Name

MED_Finalize_Attachment_DDP_Name__c

Text(80)

DDP name for the Attachment Finalize process.

PI and Originals DDP Name

MED_PI_and_Originals_DDP_Name__c

Text(80)

Name of the DDP record that runs in order to pull document originals and product inserts.

PQC Email List

MED_PQC_Email_List__c

Text Area(255)

List of email addresses to send to Product Quality Complaints. Emails should be separated by “;”

Product Quality Complaint SLA

MED_Product_Quality_Complaint_SLA__c

Number(3, 2)

SLA applied to Product Quality Complaints in Business Hours before due date. This sets the flag to red after the due date and stamps a date into the Due Date field.

QA Enabled

MED_QA_Enabled__c

Checkbox

Determines if the automated batch QA Process is enabled for this segment.

QA Minimum Quantity to Flag

MED_QA_Minimum_Quantity_to_Flag__c

Number(6,0)

The minimum quantity of Interactions to flag. The greater of the percentage and minimum quantity will be flagged.

QA Percent to Flag

MED_QA_Percent_to_Flag__c

Percent(3, 2)

The percentage of Interactions to flag. The greater of the percentage and minimum quantity will be flagged.

Request SLA

MED_Request_SLA__c

Number(3, 2)

SLA applied to Request cases in Business Hours before due date. This sets the flag to red after the due date and stamps a date into the Due Date field. By default, a Request SLA is 40 Business Hours.

Search Institutions First?

MED_Search_Institutions_First__c

Checkbox

Specifies whether to search for institutions first instead of people when doing an account search.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The segment this setting belongs to.

SLA Warning

MED_SLA_Warning__c

Number(1, 3)

SLA Warning in Business Hours before the due date. This sets the flag to orange and stamps the Due Date warning field.

Template DDP Name

MED_Template_DDP_Name__c

Text(80)

Name of the DDP record to use as a template when generating Fulfillment packages.



The Logger Settings custom metadata enables you to set the debug log level and whether logs written to CM_Logger publish platform events.

Table 197. mvn__Logger_Settings__mdt schema

Field label

API name

Data type

Description

Log Level

mvn__Log_Level__c

Picklist

The debug log level. Visit Debug logs.

Publish Log Events

mvn__Publish_Log_Events__c

Checkbox

When checked logs written to CM_Logger will publish platform events.

Note

This value should only be checked for emergency debugging purposes as it risks consuming platform event deliveries in the org.



With the Log Setting custom metadata, you can select the user whom you want to collect logs for and set the date and time when you want to stop capturing information about the selected user.

Table 198. mvn__Log_Setting__mdt schema

Field label

API name

Data type

Description

Log Until

mvn__Log_Until__c

Date/Time

The date and time that you want to stop generating logs.

User ID

mvn__User_ID__c

Text

The User ID of the user whom you want to generate logs for.



MCM Global Settings are stored using the static CM_Global_Setting__mdt.CM_Default custom metadata type record.

Note

You may modify CM_Global_Setting__mdt.CM_Default values; however, this record is considered system metadata and should not be removed.

Table 199. mvn__CM_Global_Setting__mdt schema

Field label

API name

Data type

Description

Default Document Lifecycle

mvn__CM_Default_Document_Lifecycle__c

Metadata Relationship(Document Lifecycle)

The lifecycle a document goes in if a lifecycle cannot be automatically applied.

Default Document State

mvn__CM_Default_Document_State__c

Metadata Relationship(Document Lifecycle)

Default Document State for new Document records.

Default Search Rows Limit

mvn__CM_Default_Search_Rows_Limit__c

Number

Default page limit for document searches.

Document Clone Excluded Fields

mvn__CM_Document_Clone_Excluded_Fields__c

Number(18, 0)

Developer name of the field set containing the fields that are excluded when cloning a document version.

Document Expiration Reminder Days

mvn__CM_Document_Expiration_Reminder_Days__c

Number

Number of days before a document is expired to send a reminder notification.

Document Scheduled Publish Batch Size

mvn__CM_Publish_Batch_Size__c

Number(3, 0)

Number of records to be processed in each batch when publishing document versions scheduled to be published. The scheduled publishing batch size for document versions is a positive number less than 200.

Enhanced Viewer Extensions

mvn__CM_Enhanced_Viewer_Extensions__c

Text Area

Comma-separated list of file extensions (e.g. .docx, .pdf, .xlsx) to render in the enhanced document viewer.

Note

The enhanced document viewer only supports the .pdf file extension.

Ignore Permission on Document Publish

mvn__CM_Ignore_Permission_on_Document_Publish__c

Checkbox

When checked, a user can mark related documents as obsolete when publishing a document even if the user does not have access/permission for those records

Maximum Search Results

mvn__CM_Maximum_Search_Results__c

Number

Maximum number of results the document search service returns for keyword searches.

Product API Name

mvn__CM_Product__c

Picklist

Product Catalog API Name.

This field should be set to MED_Product__c when Medical Information Cloud Content Management is integrating with Medical Information Cloud Inquiry Management, otherwise mvn__CM_Product__c.

Require Electronic Signatures

mvn__CM_Require_Electronic_Signatures__c

Checkbox

When checked, electronic signature is required when completing all workflow activities. Visit Electronic signatures.

Strict Document Roles

mvn__CM_Strict_Document_Roles__c

Checkbox

When checked, Document Roles will be removed when users have completed assigned workflow activities.

System Event Batch Size

mvn__CM_System_Event_Batch_Size__c

Number(4, 0)

Defines the maximum number of System Event Configuration records that are processed in a single transaction. The value must be greater than 0 and less than or equal to 4.

System Fields Field Set Name

mvn__CM_System_Fields_Field_Set_Name__c

Text

API Name of the Document Version field set that contains fields that are considered system fields. Fields in this field set are not copied when cloning a document.



Configure timeouts and named credentials for a connection to an external system such as Veeva Network. This is related to a particular Segment.

Table 200. MED_MDM_Connection__mdt schema

Field label

API name

Data type

Description

Custom Key Generator Class

MED_Custom_Key_Generator_Class__c

Text(57)

Class used to generate custom key for a Veeva Network Connection.

Default Mapping

MED_Default_Mapping__c

Checkbox

Only one connection will be set as default mapping.

Handler Class

MED_Handler_Class__c

Text(57)

The MDM Search Handler class that can use this type.

MDM Call Timeout

MED_MDM_Call_Timeout__c

Number(8, 0)

The timeout used for the web service call to Veeva Network.

MDM Named Credentials

MED_MDM_Named_Credentials__c

Text(80)

The Named Credentials are used to call Veeva Network API, be sure to provide the username and password of a user who can access API. It should not build an auth header and must allow merge fields.

MDM Session Timeout

MED_MDM_Session_Timeout__c

Number(3, 0)

The time in minutes that a network session should be considered timed out. This time should be less than the Veeva Network session timeout to ensure that we always have a valid session id. Only used if authenticating via a named user instead of delegated auth.

Network OpenData Search

MED_Network_OpenData_Search__c

Picklist

Determines if network search should include OpenData results. Default does not specify how to use OpenData and relies on the Veeva Network configuration to determine if it is included.

Network System Description

MED_Network_System_Description__c

Text(255)

The system interface description used in Network>Admin>System Interfaces>Systems that identifies the integration system.

Network System Name

MED_Network_System_Name__c

Text(40)

The system interface name used in Network>Admin>System Interfaces>Systems that identifies the integration system.

Segment

MED_Segment__c

Metadata Relationship(Segment)

Segment which this connection is related.

Supplemental HCOs

MED_Supplemental_Parent_HCOs__c

Picklist

Determines how many Parent HCOs to return for Veeva Network and corresponds with supplemental variable in Veeva Network search documentation.



Field mapping between current Salesforce org and MDM system.

Table 201. MED_MDM_Field_Mapping__mdt schema

Field label

API name

Data type

Description

MDM Connection

MED_MDM_Connection__c

Metadata Relationship (MDM Connection)

MDM Connection where is used this field mapping.

MDM Field Name

MED_MDM_Field_Name__c

Text(255)

MDM Field name.

MDM Field Type

MED_MDM_Field_Type__c

Picklist

Provide the field type for the MDM Field. Used to properly handle building queries and parsing results. If not provided, assumes String is the type.

Record Type

MED_Record_Type__c

Text(255)

Record Type of the SObject where it is possible to use this field mapping. “All” applies for any Record Type.

SF Field Name

MED_SF_Field_Name__c

Text(255)

Salesforce Field name.

SObject API Name

MED_SObject_API_Name__c

Picklist

Salesforce Object API Name where this field mapping will be used.



Values which will be converted for a specific MDM Field Mapping between Salesforce and the MDM system.

Table 202. MED_MDM_Value_Mapping__mdt schema

Field label

API name

Data type

Description

Inbound

MED_Inbound__c

Checkbox

Indicates if the value is converted to Salesforce value.

MDM Field Mapping

MED_MDM_Field_Mapping__c

Metadata Relationship(MDM Field Mapping)

MDM Field Mapping parent.

MDM Value

MED_MDM_Value__c

Text(255)

MDM Value which is translated for MDM system.

Outbound

MED_Outbound__c

Checkbox

Indicates if the value is converted to MDM value.

Salesforce value

MED_Salesforce_Value__c

Text(255)

Salesforce value which is translated for Salesforce.



The MIC Value Mapping (MED_MIC_Value_Mapping__mdt) custom metadata type defines value mappings used to swap inbound values with target values in Medical Information Cloud Inquiry Management.

Table 203. MED_MIC_Value_Mapping__mdt schema

Field label

API name

Data type

Description

Inbound

MED_Inbound__c

Checkbox

Indicates if the value mapping is used for inbound data (Medical Information Cloud Content ManagementMedical Information Cloud Inquiry Management).

Outbound

MED_Outbound__c

Checkbox

Indicates if the value mapping is used for outbound data (Medical Information Cloud Inquiry ManagementMedical Information Cloud Content Management).

Source Entity

MED_Source_Entity__c

Text (40)

The source system or entity that this map applies to. For example, in the case of a MIRF Product Value map, the value in this field should match the value contained within the Channel Details field on the Inbound Form (MED_Inbound_Form__c) object. For MIRF value mappings, the default value of this field is Remote.

Source Value

MED_Source_Value__c

Text (80)

The inbound value to be swapped with a target value.

Target Value

MED_Target_Value__c

Text (80)

The target value to be used in place of the source value.

Type

MED_Type__c

Text (40)

The type of value map. The value in this field must match one of the supported values:

  • MIRF.MED_Product__c

  • User.Language

Unique Key

MED_Unique_Key__c

Text (244) (Unique Case Insensitive)

A unique key value that should be the concatenated values of Type, Source Entity, & Source Value with a colon delimiter (i.e., Type:SourceEntity:SourceValue:TargetValue).



The Office 365 Setting (mvn__CA_Office_365_Setting__mdt) custom metadata contains settings related to the Office 365™ integration. With this metadata, you can enable Office 365™ for an org and declare the subdomain of the Office 365™ instance that you want to use.

Table 204. mvn__CA_Office_365_Setting__mdt schema

Field label

API name

Data type

Description

API Version

mvn__CA_API_Version__c

Integer

API version used to build the Office 365™ endpoint URL.

Enabled

mvn__CA_Enabled__c

Checkbox

Whether the Office 365™ server is enabled for the org.

Environment

mvn__CA_Environment__c

String

The Office 365™ environment that the environment is integrating with.

Subdomain

mvn__CA_Subdomain__c

Text(255)

Subdomain of the Office 365™ instance. The production subdomain that all customers use is office, and the subdomain of the test instance that developers can use is office--test.

User Overrides Apex Class Name

mvn__CA_User_Overrides_Apex_Class__c

Text(255)

Apex class implementing the CA_IOffice365CheckoutUserOverrides interface. This interface customizes the Office 365™ user interface based on the type of user checking out the document to Office 365™.

User Overrides Apex Class Namespace

mvn__CA_User_Overrides_Apex_Namespace__c

Text(15)

Namespace of the Apex class defined in the CA_User_Override_Apex_Class__c field.



Object settings for Ownership History Tracking.

Table 205. MED_Ownership_History_Tracking_Setting__mdt schema

Field label

API name

Data type

Description

Object Developer Name

MED_Object_Developer_Name__c

Text(62)

Developer Name of the Object.

Ownership Tracking Lookup Name

MED_Ownership_Tracking_Lookup_Name__c

Text(60)

Lookup name on the Ownership Tracking object.

Reopen Reason Field

MED_Reopen_Reason_Field__c

Text(60)

Reopen field on the tracked object. Value is stamped on the Reopen Reason field on the Ownership Tracking.

Transfer Reason Field

MED_Transfer_Reason_Field__c

Text(60)

Transfer Reason field on the tracked object. Value is stamped on the Reason field on the Ownership Tracking.



Medical Information Cloud Content Management ships with eleven predefined permissions, which can be found in the CM_Permission__mdt custom metadata type. Each permission grants a user or group of users a system-defined action at either the document or document version level. Once granted, document-level permissions give users the ability to perform actions regardless of the document's state. Document version-level permissions are governed by the matrix model of state and permission.

Permissions entity relationship diagram
Table 206. mvn__CM_Permission__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text Area (255)

API name of the associated Custom Label.

Description

mvn__CM_Description__c

Text Area(255)

Description of the permission.

SObject API Name

mvn__CM_SObject_API_Name__c

Text Area(255)

API name of the SObject from where to get the permission.



With the Rendition Type custom metadata, you can configure different types of renditions. Users are required to select a Rendition Type when adding a rendition to a Document Version record.

Table 207. mvn__CM_Rendition_Type__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text Area(255)

API name of the custom label to translate the name of this rendition in the user interface.

Description

mvn__CM_Description__c

Text Area(255)

Description of how the rendition is intended to be used.



Field settings for Case Document. Used when creating a new Case Document.

Table 208. MED_Request_Document_Create_Field__mdt schema

Field label

API name

Data type

Description

Default Value

MED_Default_Value__c

Text(80)

Default value for field.

Order

MED_Order__c

Number(3, 0)

Order in which the field appears.

Read Only

MED_Read_Only__c

Checkbox

Determines if the field is read only.

Request Document Field

MED_Request_Document_Field__c

Text(60)

Developer Name of the Request Document Field this setting applies to.

Segment

MED_Segment__c

Metadata Relationship(Segment)

Lookup to the segment this setting is grouped by.



Roles define the function or capacity in which a user or group of users can act. By themselves, roles do not provide users or groups of users' permissions to perform actions. Only when they are combined with document states and permissions do they grant access to documents.

Permissions entity relationship diagram
Table 209. mvn__CM_Role__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

Custom Label API Name used to translate the name of the role in the user interface.



Role notifications are managed using the CM_Role_Notification_Configuration__mdt custom metadata type. Each record defines what notifications users in specific roles receive when specific system events occur.

Table 210. mvn__CM_Role_Notification_Configuration__mdt schema

Field label

API name

Data type

Description

Email

mvn__CM_Email__c

Checkbox

Whether to send an email. When checked, users assigned to a role receive an email.

Notification

mvn__CM_Notification__c

Checkbox

Whether to send a notification. When checked, users assigned to a role receive a custom notification.

Relationship Type

mvn__CM_Relationship_Type__c

Text(255)

When populated, this configuration is associated to a specific relationship type, e.g. Bundle, Relevant, Sourced, Local Version, or Translation. Visit Relationships.

Role

mvn__CM_Role__c

Metadata Relationship(Role)

The associated role. Visit Roles.

System Event Name

mvn__CM_System_Event_Name__c

Text(255)

The system event that causes the notification.



This object defines a grouping of certain metadata records. A segment could be a country or (future enhancement) a customer plus country.

Table 211. MED_Segment__mdt schema

Field label

API name

Data type

Description

Country Code

MED_Country_Code__c

Text(2)

A two letter country ISO code.



The Service Setting custom metadata contains the settings specific to individual services that rely on content authoring.

Table 212. mvn__CA_Service_Setting__mdt schema

Field label

API name

Data type

Description

Description

mvn__CA_Description__c

Text Area(255)

Description of the setting.

Permission Apex Class

mvn__CA_Permission_Apex_Class__c

Text(56)

Name of the Apex class that implements CA_IPermissionService. Include the namespace of the class if the class is outside of the mvn namespace, e.g. mynamespace.MyClass.



The Snapshot Configuration (MED_Snapshot_Config__mdt) custom metadata contains settings related to Medical Information Cloud's in-house snapshot generation functionality. With this metadata, you can configure the objects, fields, and layout of the generated snapshots for the designated records.

Table 213. MED_Snapshot_Config__mdt schema

Field label

API name

Data type

Description

Field Set Name

MED_Field_Set_Name__c

Text(42)

The API name of the field set that determines which fields are displayed in the generated snapshot.

Parent Snapshot

MED_Parent_Snapshot__c

Text(42)

The Snapshot Configuration Name of the parent snapshot object in which the current snapshot object is included. In-house snapshots can include records of parent, child, and grandchild objects.

Relationship Field

MED_Relationship_Field__c

Metadata Relationship(Field Definition)

The parent object that the current snapshot object looks up to. This is required if the Parent Snapshot field is populated.

Segment

MED_Segment__c

Metadata Relationship(Segment)

The country that has the snapshot configuration available for the object.

Snapshot Object

MED_Snapshot_Object__c

Metadata Relationship(Entity Definition)

The object of the record that the snapshot is being generated on.



The System Event (mvn__SE_System_Event__mdt) custom metadata object defines system wide events that can be listened and processed using a configured custom Apex class. System Event is on the master side of a master-detail relationship with the System Event Configuration (mvn__SE_System_Event_Configuration__mdt) custom metadata object.

System Event entity relationship diagram
Table 214. mvn__SE_System_Event__mdt schema

Field label

API name

Data type

Description

Create Document Audit Log

mvn__CM_Create_Document_Audit_Log__c

Checkbox

Indicates if a Document Audit Log entry is created for the system event (true) or not created (false).

Create Document Chatter Post

mvn__CM_Create_Document_Chatter_Post__c

Checkbox

Indicates if a feed item entry is created in the document record for the system event (true) or not created (false).

Custom Label API Name

mvn__SE_Custom_Label_API_Name__c

Text(80)

API name for the custom label to use with the system event.

Payload Apex Class Name

mvn__SE_Payload_Apex_Class_Name__c

Text(255)

API name of the Apex class that implements the SE_ISystemEventApexClassPayload interface and defines the payload type for the system event. Leave this field blank if the system event uses a list of SObjects as the payload.

Payload Apex Class Namespace

mvn__SE_Payload_Apex_Class_Namespace__c

Text(15)

Namespace of the Apex class defined in the Payload Apex Class Name field.

Priority

mvn__SE_Priority__c

Number(18, 0)

Order in which the system event should be processed. A system event with a Priority of 1 is processed before a system event with a Priority of 2.



The System Event Configuration (mvn__SE_System_Event_Configuration__mdt) custom metadata object configures handlers for system events. System Event Configuration is on the detail side of a master-detail relationship with the System Event (mvn__SE_System_Event__mdt) custom metadata object.

System Event entity relationship diagram
Table 215. mvn__SE_System_Event_Configuration__mdt schema

Field label

API name

Data type

Description

Active

mvn__SE_Active__c

Checkbox

Indicates if the system event configuration should be processed (true) or not processed (false).

Handler Name

mvn__SE_Handler_Name__c

Text(40)

API name of the Apex class used for this configuration.

Handler Namespace

mvn__SE_Handler_Namespace__c

Text(15)

Namespace of the Apex class handling the system event.

System Event

mvn__SE_System_Event__c

Metadata Relationship(System Event)

System Event (mvn__SE_System_Event__mdt) record listened by this configuration.



The System Event Setting (mvn__SE_System_Event_Setting__mdt) contains configuration settings that affect all system events.

Table 216. mvn__SE_System_Event_Setting__mdt schema

Field label

API name

Data type

Description

Default Email Logo URL

mvn__SE_Default_Email_Logo_URL__c

Long Text Area(1000)

Email logo URL used by default in system event emails.

Disable Chatter Posts

mvn__SE_Disable_Chatter_Posts__c

Checkbox

Indicates if Chatter post notifications for systems events are disabled (true) or enabled (false). This setting is helpful during data loads.

Disable Notifications

mvn__SE_Disable_System_Event_Notifications__c

Checkbox

Indicates if all notification channels for system events are disabled (true) or enabled (false).



The Translation Setting (mvn__MED_Translation_Setting__mdt) custom metadata type contains the configurations for a specific translation vendor.

Table 217. mvn__MED_Translation_Setting__mdt schema

Field label

API name

Data type

Description

Automated Translation

mvn__MED_Automated_Translation__c

Checkbox

This checkbox indicates that the relevant record should automatically be submitted for translation upon closure.

Object Type

mvn__MED_Object_Type__c

Metadata Relationship(Entity Definition)

The MIC object for which a translation setting is configured.

Source Field

mvn__MED_Source_Field__c

Metadata Relationship(Field Definition)

The field that should be translated.

Source Language Field

mvn__MED_Source_Language_Field__c

Text(255)

The field that indicates the source language.

Source Region Field

mvn__MED_Source_Region_Field__c

Text(255)

The field that indicates the region that should be associated with the translation request.

Target Field

mvn__MED_Target_Field__c

Metadata Relationship(Field Definition)

The API name of the field to which the translated source field will be stored.

Target Language

mvn__MED_Target_Language__c

Text(10)

The language to which data should be translated.



The Translation Vendor (mvn__CT_Vendor__mdt) custom metadata type contains the configurations for a specific translation vendor.

mvn__CT_Vendor__mdt ERD
Table 218. mvn__CT_Vendor__mdt schema

Field label

API name

Data type

Description

API Endpoint

mvn__CT_Endpoint__c

Metadata Relationship(API Endpoint)

The related API Endpoint (mvn__API_Endpoint__mdt) metadata record. This is the external API that the vendor uses for translations.

Enabled?

mvn__CT_IsEnabled__c

Checkbox

When true, the vendor is enabled.

Translator

mvn__CT_Translator__c

Text(255)

The name of the Apex class that implements the mvn.CT_ITranslator interface for the vendor.

Translator Namespace

mvn__CT_TranslatorNamespace__c

Text(255)

The namespace of the Apex class identified in the Translator field.



The Translation Vendor Page (mvn__CT_VendorPage__mdt) custom metadata type adds Lightning Web Components (LWCs) as pages to a custom user interface to capture information and send translation requests to a vendor.

Note

The Request Translation Wizard (cmRequestTranslationWizardModal) is a user interface provided out of the box for the TransPerfect Vendor. Custom translation vendor pages are added to the wizard after the default Select Locale (cmRequestTranslationWizardLocaleStep) and Edit Document Details (cmRequestTranslationWizardDocumentStep) pages and before the Confirm (cmRequestTranslationWizardConfirmStep) page.

mvn__CT_Vendor__mdt ERD
Table 219. mvn__CT_VendorPage__mdt schema

Field label

API name

Data type

Description

Aura App

mvn__CT_Aura_App__c

Text(40)

The API name of the Aura Application that embeds the Lightning Web Component for this page.

Display Order

mvn__CT_Display_Order__c

Number(3, 0)

The order that this page appears in the Request Translation Wizard relative to other pages for the given vendor. All pages come after the Select Locale and Edit Document Details pages but before the Confirm page.

LWC Component

mvn__CT_LWC_Component__c

Text(40)

The API name of the Lightning Web Component to appear in this page of the Request Translation Wizard.

Namespace

mvn__CT_Namespace__c

Text(15)

The namespace of the Aura Application and Lightning Web Component for this page.

Vendor

mvn__CT_Vendor__c

Metadata Relationship(Translation Vendor)

The related Translation Vendor (mvn__CT_Vendor__mdt) metadata record. This represents the vendor that this page is used for to capture additional information in each translation request.



An individual trigger (Apex) or flow to run.

Trigger_Action_ERD.png
Table 220. mvn__TAF_Trigger_Action__mdt schema

Field label

API name

Data type

Description

After Delete

mvn__TAF_After_Delete__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the after delete context.

After Insert

mvn__TAF_After_Insert__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the after insert context.

After Undelete

mvn__TAF_After_Undelete__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the after undelete context.

After Update

mvn__TAF_After_Update__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the after update context.

Allow Flow Recursion?

mvn__TAF_Allow_Flow_Recursion__c

Checkbox

Check this box to allow the flow to execute recursively.

Apex Class Name

mvn__TAF_Apex_Class_Name__c

Text

Enter the name of the Apex Class which defines the action to be taken.

Before Delete

mvn__TAF_Before_Delete__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the before delete context.

Before Insert

mvn__TAF_Before_Insert__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the before insert context.

Before Update

mvn__TAF_Before_Update__c

Metadata Relationship(Trigger sObject Setting)

Enter the name of the sObject you want to have this action execute on during the before update context.

Bypass Execution

mvn__TAF_Bypass_Execution__c

Checkbox

Set this to true to bypass this Trigger Action from being called.

Bypass Permission

mvn__TAF_Bypass_Permission__c

Text

Optional. Enter the API name of a custom permission. If this field has a value, then the triggers on this object will be bypassed if the running user has the custom permission identified.

Description

mvn__TAF_Description__c

Long Text Area

For informational purposes to see what a trigger is used for when viewing the custom metadata type records.

Flow Name

mvn__TAF_Flow_Name__c

Text

Enter the API name of the flow you would like to execute.

Order

mvn__TAF_Order__c

Number

The order in which the trigger should be executed.

Required Permission

mvn__TAF_Required_Permission__c

Text

Optional. Enter the API name of a custom permission. If this field has a value, then the triggers on this object will only execute if the running user has the custom permission identified.



Defines a DML (Data Manipulation Language) finalizer. A DML finalizer is a piece of code that executes exactly one time at the very end of a DML operation.

Table 221. mvn__TAF_DML_Finalizer__mdt schema

Field label

API name

Data type

Description

Apex Class Name

mvn__TAF_Apex_Class_Name__c

Text

Enter the name of the Apex Class which defines the action to be taken.

Bypass Execution

mvn__TAF_Bypass_Execution__c

Checkbox

Set this to true to bypass this Trigger Action from being called.

Bypass Permission

mvn__TAF_Bypass_Permission__c

Text

Enter the name of the sObject you want to have this action execute on during the after undelete context.

Order

mvn__TAF_Order__c

Number

The order in which the trigger should be executed.

Required Permission

mvn__TAF_Required_Permission__c

Text

Optional. Enter the API name of a permission. If this field has a value, then the triggers on this object will only execute if the running user has the custom permission identified.



The custom metadata type that corresponds to the sObject that we want to enable usage of the framework onto. This custom metadata type has object wide settings and related lists for all triggers on the object.

Table 222. mvn__TAF_sObject_Trigger_Setting__mdt schema

Field label

API name

Data type

Description

Bypass Execution

mvn__TAF_Bypass_Execution__c

Checkbox

Set this to true to bypass this Trigger Action from being called.

Bypass Permission

mvn__TAF_Bypass_Permission__c

Text(255)

Enter the name of the sObject you want to have this action execute on during the after undelete context.

Object API Name

mvn__TAF_Object_API_Name__c

Text(255)

Enter the API Name of the object for this trigger. If this object is part of a managed package, do not include the prefix.

Object Namespace

mvn__TAF_Object_Namespace__c

Text(255)

Enter the namespace object for this trigger.

Required Permission

mvn__TAF_Required_Permission__c

Text(255)

Optional. Enter the API name of a permission. If this field has a value, then the triggers on this object will only execute if the running user has the custom permission identified.



Stores configuration around connecting to Veeva Vault.

Table 223. MED_Vault_Setting__mdt schema

Field label

API name

Data type

Description

Delegated Auth Source

MED_Delegated_Auth_Source__c

Text(50)

The delegated auth source that Salesforce reports itself as to Vault.

External Viewer Download Format

MED_External_Viewer_Download_Format__c

Picklist

Identify the document rendition a recipient of the external viewer link may download.

External Viewer Link Duration

MED_External_Viewer_Link_Duration__c

Number(4, 0)

The number of days a vault external viewer link is valid (1 - 3650).

Named Credentials

MED_Named_Credentials__c

Text(80)

The Named Credentials are used to create Vault External Viewer links, be sure to provide the credentials of a user who can view all documents and create External Viewer Links. Only needed if using external Viewer Links.

Relationship Includes

MED_Relationship_Includes__c

Text(255)

Comma separated list of document relationships to include when selecting a document.

Session Timeout

MED_Session_Timeout__c

Number(3, 0)

The time in minutes that a vault session should be considered timed out. This time should be less than the Session Timeout for Vault user.

Timeout

MED_Timeout__c

Number(8, 0)

The timeout used for the web service call to Vault.

Use Vault Viewer Links?

MED_Use_Vault_Viewer_Links__c

Checkbox

When checked, vault external viewer links are generated rather than attaching the vault document pdf to a case.

Viewer Doc Type Exclusion List

MED_Viewer_Doc_Type_Exclusion_List__c

Text(255)

This is a comma separated list of article types that do not get a viewer window.



Stores Veeva Org reference for VeevaCRM MIRF integration.

Note

MasterLabel for each record must be unique. Non-unique values may cause errors or data to be crossed between Veeva CRM Orgs.

Table 224. MED_Veeva_Org__mdt schema

Field label

API name

Data type

Description

MIRF Query Provider

MED_MIRF_Query_Provider__c

Text(57)

Name of the Apex Class that has implemented the callable interface and can handle a BUILD_VEEVA_MIRF_QUERY action.

Named Credential

MED_Named_Credential__c

Text(40)

Named Credential for storing/connecting to external Veeva Orgs securely.

Type

MED_Type__c

Picklist

Veeva org type which will filter according to the functionality executed: Default will be used to store common data Remote will be used to sync MIRF and Inbound Forms.



Stores mappings for creating an Inbound Form from a VeevaCRM MIRF.

Table 225. MED_Veeva_MIRF_Field_Mapping__mdt schema

Field label

API name

Data type

Description

Inbound Copy?

MED_Inbound_Copy__c

Checkbox

Field used to connect from remote Veeva org to this org.

Local Value

MED_Local_Value__c

Text(255)

Field API name for this org.

Local Value Type

MED_Local_Value_Type__c

Picklist

Field type for this org. It could be Field (default) which is used to get the value from the field or Constant.

Outbound Copy?

MED_Outbound_Copy__c

Checkbox

Field used to connect from this org to remote Veeva org.

Remote Value

MED_Remote_Value__c

Text(255)

Field API name for the remote Veeva org.

Remote Value Type

MED_Remote_Value_Type__c

Picklist

Field type for remote Veeva org. It could be Field (default) which is used to get the value from the field or Constant.

Veeva Org

MED_Veeva_Org__c

Metadata Relationship

This is used to get all the fields linked to a Veeva org (MED_Veeva_Org__mdt).



A workflow or document process is defined in the CM_Workflow__mdt custom metadata type. Each workflow is associated with a single lifecycle and has entry criteria that determine whether/when a document can enter the workflow. Only a single document is supported per workflow.

Entity relationship diagram
Table 226. mvn__CM_Workflow__mdt schema

Field label

API name

Data type

Description

Active

mvn__CM_Active__C

Checkbox

Whether the Workflow is active.

Auto Start

mvn__CM_Auto_Start__c

Checkbox

Whether the Workflow should automatically start when a Document is created matching its entry criteria.

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

Custom Label used to translate the name of this Workflow in the user interface.

Description

mvn__CM_Description__c

Text Area(255)

Description of the workflow: how it’s used, which document types it applies to, etc.

Document Lifecycle

mvn__CM_Document_Lifecycle__c

Metadata Relationship(Document Lifecycle)

Document Lifecycle associated to this Workflow.

Entry Criteria

mvn__CM_Entry_Criteria__c

Long Text Area(32768)

JSON representation of this workflow’s entry criteria. Entry criteria determines whether the workflow is available for a document. Visit Criteria definition.

Sort Order

mvn__CM_Sort_Order__c

Number(18, 0)

Order in which the Workflow displays in the user interface.

Note

To enable easier re-ordering of Workflows, set Sort Order values in increments of 100 up to a maximum Sort Order value of 1,000. This enables you to insert a Workflow into any position without having to edit Sort Order values for existing Workflows.



The Workflow Activity Capacity (CM_Workflow_Activity_Capacity__mdt) custom metadata type defines the capacities in which users act when reviewing workflow activities.

To configure a custom capacity for a specific Workflow Stage Activity, associate a Workflow Activity Capacity record to the appropriate Workflow Stage Activity record via the mvn__CM_Workflow_Stage_Activity__mdt.mvn__CM_Workflow_Activity_Capacity__c field.

Entity relationship diagram
Table 227. CM_Workflow_Activity_Capacity__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

API name of the custom label used to translate this record in the user interface.



Workflow Stages are defined in the CM_Workflow_Stage__mdt custom metadata type and represent the list of possible steps in a workflow. Not every instance of a workflow will necessarily enter every defined Workflow Stage. The stages that become activated in a workflow instance depend on the outcome of workflow activities and the transitions configured for the workflow.

Entity relationship diagram
Table 228. mvn__CM_Workflow_Stage__mdt schema

Field label

API name

Data type

Description

Custom Label API Name

mvn__CM_Custom_Label_API_Name__c

Text(255)

Custom label name for translating this stage in the UI.

Description

mvn__CM_Description__c

Text Area(255)

Description of the stage.

Document State

mvn__CM_Document_State__c

Metadata Relationship(Document State)

The document state to transition the document to when the workflow enters this stage. If null, the workflow will not update the document state when the workflow enters this stage.

Error Stage

mvn__CM_Error_Stage__c

Checkbox

Whether this is the error stage for the workflow. Workflows should have a single error stage. When a workflow encounters an error, it will transition to this stage.

Final Stage

mvn__CM_Final_Stage__c

Checkbox

Whether this is a final stage of the workflow. If true, when the workflow enters this stage it is considered complete.

Final Stage Outcome

mvn__CM_Final_Stage_Outcome__c

Picklist

If this is the final stage of the workflow, the value to stamp to the workflow instance’s CM_Outcome__c field when the workflow enters this stage.

Initial Stage

mvn__CM_Initial_Stage__c

Checkbox

Whether this is the initial stage of the workflow. Workflows should have one initial stage.

Manual Stage

mvn__CM_Manual_Stage__c

Checkbox

Whether this stage requires manual intervention to assign activities.

Workflow

mvn__CM_Workflow__c

Metadata Relationship(Workflow)

The workflow associated to this stage.



Workflow Stage Activities are the types of activities or to-do items that upon completion and when paired with transitions activate different stages in a workflow and progress a document through the workflow. Workflow Stage Activities are defined in the CM_Workflow_Stage_Activity__mdt custom metadata type. You can associate many Workflow Stage Activities to a single Workflow Stage.

Entity relationship diagram
Table 229. mvn__CM_Workflow_Stage_Activity__mdt schema

Field label

API name

Data type

Description

Assignment

mvn__CM_Assignment__c

Picklist

How to assign this activity. Manual means a user must manually assign the activity.

Days to Complete

mvn__CM_Days_To_Complete__c

Number(18,0)

The default number of days to complete the activity. Users may update this value if the activity is set to Manual assignment.

Day to Complete Calculation

mvn__CM_Days_To_Complete_Calculation__c

Picklist

Provides the option to set the due date based on business hours rather than actual days.

Directions

mvn__CM_Directions__c

Text Area(255)

Directions to the assignee. Users may update this value if the activity is set to Manual assignment.

Display Order

mvn__CM_Display_Order__c

Number(18, 0)

Adjusts the order in which activities and associated tasks are displayed in the user interface. If this value is not defined, order is determined by the Due Date (ActivityDate) of the task and then the Status (Status) of the task.

Note

To enable easier re-ordering, set values in increments of 100 up to a maximum value of 1,000. This enables you to insert a stage into any position without having to edit Display Order values for existing records.

Document Role

mvn__CM_Document_Role__c

Metadata Relationship(Role)

The document role for which activities are created. Users manually select a Document Role when the mvn__CM_Assignment__c field is set to Document Role.

Role Assignment

mvn__CM_Role_Assignment__c

Picklist

The role to be applied to the Document Role when a specified workflow activity is assigned to a user.

Is Optional

mvn__CM_Is_Optional__c

Checkbox

Indicates if the workflow stage activity is optional (true) or not (false).

When an activity is configured as optional, the Start Workflow modal displays a toggle button next to the activity. The user can use this toggle to specify whether to create an assignment for that activity or not. At least one activity must be assigned before the workflow can be started.

Subject

mvn__CM_Subject__c

Text(255)

Subject of the assigned activity. Users may update this value if the activity is set to Manual assignment.

Type

mvn__CM_Type__c

Picklist

Type of the activity: either Approve or General. Approve activities require users to enter an approval or rejection verdict. General activities are non-specific activities that can be marked as completed, e.g., peer reviews.

Workflow Activity Capacity

mvn__CM_Workflow_Activity_Capacity__c

Metadata Relationship(Workflow Activity Capacity)

The Workflow Activity Capacity record associated with this record Workflow Stage Activity.

Workflow Stage

mvn__CM_Workflow_Stage__c

Metadata Relationship(Workflow Stage)

The stage this activity is associated with.



Workflow Stage Transitions are the criteria that must be met to move a workflow to a different stage. Workflow Stage Transitions are defined in the CM_Workflow_Stage_Transition__mdt custom metadata type. You can associate many Workflow Stage Transitions to a single Workflow Stage.

Entity relationship diagram
Table 230. mvn__CM_Workflow_Stage_Transition__mdt schema

Field label

API name

Data type

Description

Condition

mvn__CM_Condition__c

Long Text Area(32768)

Condition that, when evaluated to true, transitions the workflow.

Destination Stage

mvn__CM_Destination_Stage__c

Metadata Relationship(Workflow Stage)

The stage to transition the workflow to when the condition evaluates to true.

Note

The Destination Stage must be a stage under the same workflow as the current stage.

Order

mvn__CM_Order__c

Number(4, 0)

Order in which the transition is evaluated by the rules engine. Transitions are evaluated in ascending order, and the first matching transition is used to transition the workflow.

Note

To enable easier re-ordering of transitions, set Order values in increments of 100 up to a maximum Order value of 1,000. This enables you to insert a transition into any position without having to edit Order values for existing transition records.

Workflow Stage

mvn__CM_Workflow_Stage__c

Metadata Relationship(Workflow Stage)

The stage associated to this transition.