Skip to content

Navigation and Actions

Introduction to Using Navigation and Actions in iDetailAid

iDetailAid allows a user to add predefined navigational elements to slides within presentations to allow a user to jump to certain points within a specific product presentation. This can be the presentation the user is within or to a different presentation created under the same product.

An important part of the slide and presentation creation process is to organise all of your slide content into logical sub presentations that can then be linked to using the iDetailAid navigation functionality.

There are two types of navigational elements that a user can add:

1. Global Navigation

2. Ad-Hoc

How and When to Use Global Navigation

The ability to create global navigation elements within the iDetailAid CMS allows the user to pre-build single buttons/groups of buttons that comprise a frequently used set (shared across multiple slides in a presentation).

Setting up a global nav ‘Collection’ fixes the number of buttons, text within the buttons and the order in which they appear, along with the pre-determined style that has been manually attributed to the global navigation type (e.g. Bottom nav style/Right nav style).

When would you use it: It is used in preference over Ad-Hoc navigation when a button/groups of buttons are used in a uniform way across multiple slides. It is used to navigate to other slides only (not for overlays).

Benefits: The major advantage of using global navigation elements is time efficiency. Once a global navigation button collection has been set-up and configured, it can then be utilised in multiple slides meaning you only need to map the button once rather than in each instance it appears within a presentation

How do you implement:

  1. Open the ‘Navigation’ tab

  2. Select ‘Add Collection’ to set up a new global navigation instance.

  3. Name the instance (as descriptively as possible for ease of further reference), define the navigation type from the pre-determined options and press the green ‘buttons’ icon. You can then insert the required text for your button.

  4. Press the green '+' icon to add another button.

Adding a Navigation Collections

Video for Navigation Collections


Best practice suggestions: The recommended approach is to leave the mapping of global buttons until the last stage of content implementation and once all required presentations for the product have been built. A user is then able to define where each global button links to, which is automatically updated in any presentation where that navigational element has been used.

iDetailAid provides the ability to preview what global navigation collections look like so you can be confident they look right before adding them to slides.

Navigation Collections

Video for Navigation Collections

How and When to use Ad-Hoc Navigation

Ad-Hoc navigation allows the user the ability to create a custom button using any content area within the text editor function and mapping the action required for that button.

When would you use it: Use in the case of a single-instance button that isn’t repeated elsewhere in a presentation. It can either launch an overlay, 'navigate to' or 'go back' to a slide in either the same or a different presentation.

Benefits: One-off buttons can be created quickly without a ‘global’ consideration for the presentation. Any content area can be made to be an Ad-Hoc button linking to another slide.

How do you implement:

  1. In a content area select ‘Text’. Style the content area as required.

  2. In the 'Text Properties' panel, select the 'actions' tab. Select the required navigation from the options available and link to the required slide using the slide selection process.

Adding an Ad-Hoc Button

Video for Ad-Hoc Button


Best practice suggestions: The recommended approach is to initially set up the button instance at the time of the message creation, but leave the mapping of Ad-Hoc ‘Open Slide’ buttons until the last stage of content implementation (once the presentations have been built). It is recommended to link any Ad-Hoc ‘Launch Overlay’ buttons at the time of overlay creation otherwise you will not be able to preview the overlay.


Using Actions in iDetailAid

Actions within iDetailAid are also a way of navigating from slide to slide and from asset to asset.

You can distinguish an action from either a single tap or a double tap.

The types of actions you can currently do in iDetailAid are:

  • Show Overlays
  • Open Slide
  • Open Assett
  • Attach an Approved Email
  • Launch Approved Email
  • Navigate - Left, Right, Up and Down
  • Go Back
  • Open URL

Adding an Action

Video for Adding an Action

Approved Emails

Content authors can browse Approved Email Templates and Fragments from within the iDetailAid interface for use in CLM content.

Two additional content actions are supported:

  • Attach Approved Email Fragment - allows a user to create a content area that, when tapped, adds an Approved Email Fragment to a collection or "shopping basket" of fragments that is persisted throughout a call. These fragments can be used to build a tailored Approved Email over the course of a call, reacting to the demands of the healthcare professional for follow-up information.

  • Launch Approved Email - when assigned to a content area, this action will provide the ability to launch the Approved Email interface in Veeva CLM with a specific Approved Email Template, attaching fragments from the "shopping basket" described above.