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Modules in eWizard

Discover the eWizard module lifecycle–from creation to publication and reuse.

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated today

A module in eWizard is a reusable content item with block layout and assets. You can create a new template-based module, select a predefined block, or build the structure from individual components. Assets can be pulled from Veeva Vault PromoMats or added inline as needed. After the module creation, you can customize, localize it in Editor, and send it to Veeva Vault PromoMats. Then your module is ready for reuse in other eWizard content items.

Create module

You can create a template-based module in eWizard Library and then modify it in eWizard Editor.

To initiate the module creation:

  1. Click + ADD NEW at the upper left of My library.

  2. Select Module in the list.

  3. In the Create new popup, select a template.

  4. Fill in the metadata fields on the DETAILS panel.

  5. Click CREATE.

Your newly created module appears in My library.

Edit module

To open the module in eWizard Editor, click on its card in My library.

The newly created module has an empty layout. You can add a default block to the module layout from the Blocks tab and customize each block component manually or upload assets from Veeva Vault PromoMats.

You can also pull the ready-to-use content module from Veeva Vault PromoMats. For this:

  1. In eWizard Editor, go to the Blocks tab → MODULES.

  2. Log in to Veeva Vault account if requested.

    You can facilitate the required content module search. For this:

    • Enter the content module metadata in the search field (for example, Approval Document name and number, Content Module object ID). You can also search for content modules by an exact metadata match of related assets.

      Note: Contact your administrator to configure the advanced search and specify which asset metadata fields to consider during the content module search.

    • Filter content modules by the metadata available on the FILTERS panel. Open the panel with the button.

    • Clear the cache with the button to refresh the list of content modules from Veeva Vault PromoMats.

  3. Drag the selected content module to the layout.

Now, you can save changes applied to the module or continue editing its styling, properties, and components. To replace the whole module, pull another one from the MODULES tab. The module layout is channel-agnostic—it automatically maintains the same layout across all content items.

Publish module

To publish your module from eWizard to Veeva Vault PromoMats:

  1. Unfold the module more options and click Publish.

  2. In the Publish popup, select Veeva Vault interactive.

  3. In the popup that appears, sign in to your account in Veeva Vault PromoMats.

  4. Select the environment.

The publishing preparation page opens.

5. Select the required option:

  • Publish as new document to Veeva Vault PromoMats.

  • Update existing document in Veeva Vault PromoMats. For this, enter the Veeva Vault document number or name in the search field.

The result of searching by document name shows all document types in Veeva Vault PromoMats with the specified name. Contact your administrator to configure this feature.

6. Click NEXT.

7. On the DETAILS step, fill in the metadata fields.

You can update the existing Veeva Vault document if:

  • The Approval Document status is specified in your Publisher settings. You can contact your administrator for details on the document statuses.

  • The Content Module object is active. If it's inactive, you'll update only the Approval Document with this publication.

You can view the current status and number of the Veeva Vault document in the upper-left side of the page.

To save the Approval Document status after the module publication, select the Retain Veeva Vault status checkbox. Clear it to reset the Approval Document status to Draft with your update.

8. Click NEXT.

  • When your module contains local assets (images, videos, reusable texts, and claims) that don't exist in Veeva Vault PromoMats and assets from other Veeva Vault environments, the ASSETS step is added. Here, you can fill in the editable metadata fields.

All assets are categorized into the following sections:

Section

Description

MODIFIED

- Assets added from Veeva Vault PromoMats and modified in Editor
- Assets with updated element types
- Text assets with added, edited, or deleted references

NOT MODIFIED

- Assets added from Veeva Vault PromoMats without changes
- Text assets copied from Veeva Vault PromoMats and then pasted manually to the text component in Editor

- Text assets with the case-insensitive match in Veeva Vault PromoMats
- Text assets with the case-insensitive match in Veeva Vault PromoMats but with a different letter case

NEW

- Assets added in Editor that don't exist in Veeva Vault PromoMats

- Text assets with no case-insensitive match in Veeva Vault PromoMats

To view more details about the modifications applied to assets, hover over below the asset thumbnail.

Text assets

Note: Contact your administrator to configure the case-insensitive match validation.

When case-insensitive matching is activated for text asset validation, the system identifies and links duplicate text assets during publication, even if their letter casing differs, preventing the creation of unnecessary text assets.

After validation, text assets are categorized into the NOT MODIFIED and NEW

sections with the following messages:

  • Linking identical claim—the text asset exactly matches an existing one in Veeva Vault PromoMats, with the same letter case.

  • Linking identical claim but with different letter case—a matching text asset exists in Veeva Vault PromoMats, but only the letter case differs.

  • If your module contains claims and reusable texts, you can fill in the Claim type, Country, and Product fields for claims. You can't configure the metadata for claims added with content modules from Veeva Vault PromoMats.

  • You can publish your texts as new Veeva Vault assets or update the existing texts in Veeva Vault documents.

Contact your administrator to set the default selection option.

  • When publishing your text asset as new, select the Inherit linkage checkbox to copy the linkage of the references and anchors from the original claim to the newly created one. After the publication, references added in eWizard are linked to the claim in Veeva Vault PromoMats.

  • When updating the existing text, select the Keep linkage checkbox to merge the references and anchors with already existing claim references and anchors. After the publication, references added in eWizard are linked to the claim.

9. Click NEXT.

10. Check the publication summary and click PUBLISH.

When publishing modules to Veeva Vault PromoMats, the system saves the information about the module layout in the internal eWizard storage. After the publication, the required module appears on the MODULES tab and in the Assets popup in Editor.

After publication, click SHOW IN VEEVA VAULT to open the Approval Document of your content module in Veeva Vault PromoMats.

To view the Content Module object with all related assets, follow the link in the Source Content Module field of the Approval Document in Veeva Vault PromoMats.

Contact your administrator to configure the linkage of the source content module and source text assets to the copied module after its publication to Veeva Vault PromoMats.

You can also track the usage of module images and videos linked to the Approval Document in Veeva Vault PromoMats. Find them in the RelationshipsAssociated asset section of the published document.

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