Key Messaging Plan Item Information

Sequence Number

The order in which this messaging plan item occurs within the messaging plan. (Required.)

Name

The name of the messaging plan item.

Display Name

The name with which the messaging plan item is displayed in a messaging plan.

Product

The product associated with the parent messaging plan. Use the Lookup icon to select a product. (Required.)

NOTE: The Product field value must be the same as the parent Messaging Plan record. However, Oracle CRM On Demand does not enforce this requirement. You must ensure this value is the same as the parent Messaging Plan manually. If you do not, then you encounter data integrity issues. For example, if you have the Product field set to AAAA in the Messaging Plan, and if you update the Product field from AAAA to BBBB in any of the child PCD records (Messaging Plan Item, Messaging Plan Item Relations, or a Message Response) by using Web services, then the child PCD record describes product BBBB incorrectly, instead of product AAAA.

Solution Name

The name of the digital content that the messaging plan item relation is based on. Use the Lookup icon to select the solution.

Before Release 23, the Solution field was a required field by default. However, for Release 23, this field is no longer required by default. However, if your company has customized the page layout for this record type that occurred before Release 23, then the Solution field remains a required field for those customized layouts. To change this field to Not Required, your company administrator must deselect the Required check box for the Solution field that was set up in the customized page layout for this record type. For more information on field setup, see Creating and Editing Fields.

Solution Name: Verification Status

Indicates whether digital content can be properly displayed. The possible values are: Not Verified, Successful, or Failed. (View-only)

The value of this field is inherited from the linked Solution record that contains the digital content file.

Solution Name: Release Date

The date after which the solution content can be used in PCD. (View-only.)

Solution Name: Expiration Date

The date after which the solution content should not be used in PCD. (View-only.)

Disclosure Message

This check box flags a particular asset as a disclosure message. Often times, a messaging plan must be prefaced with a disclosure message or messages to ensure full disclosure of all relevant information and that all legal and regulatory guidelines are satisfied. (Required.)

Type

The messaging plan item category. Use the picklist to select a type. (Required.)

The default values for Type are as follows: Message Plan Item, Attachment, Related, Detail, and Call Objective. Selecting a type can result in a different page layout from the default page layout for messaging plan items if your administrator has set up dynamic page layouts for this record type. For example, selecting Call Objective can result in a Call Objective page layout if it is set up by your administrator. For more information on setting up dynamic page layouts for this record type, see Specifying Dynamic Page Layouts and also see the topics about page layouts in Configuration Guide for Oracle CRM On Demand Life Sciences Edition.

Rating

A qualitative rating of the effectiveness of this item. Use the picklist to select a rating.

Parent Messaging Plan

The messaging plan for which this messaging plan item is a component. Use the Lookup icon to select the parent messaging plan. (Required.)

Status

The current status of the messaging plan item. Use the picklist to select the status. The preconfigured choices are Hide and Show.

Description

A brief description of the content for this item.

Send Type

The type of PDF file of a sales presentation that is sent by the Oracle CRM On Demand Disconnected Mobile Sales application as an email to recipients. You can select the following send types:

• PDF Send. A PDF of a full multislide presentation.
• Standard Send. A PDF of only the first slide in the presentation, which is the default type.

  NOTE: This field is not available by default on the Messaging Plan Item page layout and must be added in by your administrator. For information about adding fields to page layouts, see Customizing Static Page Layouts.

Disable Preload

Select this field to disable preload animations for the Oracle CRM On Demand Disconnected Mobile Sales application. By default, this field is not selected and the animations are preloaded.

NOTE: This field is not available by default on the Messaging Plan Item page layout and must be added in by your administrator. For information about adding fields to page layouts, see Customizing Static Page Layouts.

Message Plan Item Additional Information

Synopsis

A brief description for the item.

Speaker Notes

Notes that you can add when presenting this item.

Audience

The targeted user for the content.