Stamping Country Information for Account and User

  • Browser

To enable business users to track and report on activity data by country, country information can be automatically stamped on transactional records. The country value is copied from the User and/or Account object.

For example, Alice Adams is a system administrator for Verteo Biopharma who has access to records from both Scotland and Ireland. To view Approved Email activity by country, she creates a report grouping the records by the Country_Account_vod field. This report gives her a clear understanding of the distribution of email recipients by country.

Configuring Stamping Country Information for Account and User

Ensure initial configuration is complete before enabling this functionality.

To enable this feature: 

  1. Populate the Enable_Country_Dimension_vod Veeva Setting with a value of 1 at the org level. The default value is 0, which means transactional activity is not tracked by country.

    This setting enables the feature for all users in the org. Profile-level enablement is ignored.

  2. Populate data in the Country_Code_vod field in the Account object and/or the Country_Code_vod field on the User object.

    The remaining configuration is optional and should be enabled only for users who should have the ability to override the field values listed for the objects listed in the following table.

  3. Grant the appropriate users the following permissions: 

    Object OLS Record Type Fields FLS

    Account

    n/a

    n/a
    • Country_Code_vod
    • Country_User_vod

    Edit

    Call2_vod

    n/a

    n/a
    • Country_Account_vod
    • Country_User_vod

    Edit

    Contact

    n/a

    n/a

    Country_User_vod

    Edit

    EM_Event_vod

    n/a

    n/a

    Country_User_vod

    Edit

    Inventory_Monitoring_vod

    n/a

    n/a

    Country_Account_vod

    Edit

    Medical_Inquiry_vod

    n/a

    n/a

    Country_Account_vod

    Edit

    Medical_Insight_vod

    n/a

    n/a
    • Country_Account_vod
    • Country_User_vod

    Edit

    Multichannel_Activity_vod

    n/a

    n/a
    • Country_Account_vod
    • Country_User_vod

    Edit

    Order_vod

    n/a

    n/a
    • Country_Account_vod
    • Country_User_vod

    Edit

    Remote_Meeting_vod

    n/a

    n/a

    Country_User_vod

    Edit

    Sent_Email_vod

    n/a

    n/a
    • Country_Account_vod
    • Country_User_vod

    Edit

    User

    n/a

    n/a

    		 Country_Code_vod

    Edit 

  4. Place the Country_Code_vod field on the appropriate Account and User page layouts.

  5. Place the Country_User_vod field on the appropriate object page layouts.

  6. Place the Country_Account_vod field on the appropriate object page layouts.

Stamping Logic

All objects listed in the table above are enabled for stamping and use the following shared stamping logic:

  • Shared stamping logic retrieves the value from the Country_Code_vod field on the User object from the Owner field on the stamped object, for example, the Call2_vod object, and sets the Country_User_vod field on that stamped object
  • For example, when Sarah Jones records a call, the Country_User_vod field on the Call2_vod record is set to US because the Country_Code_vod field on her User record is set to US. In this case, the correct User record to pull the country code from is identified from the Owner field on the call report.
  • Shared stamping logic retrieves the value from the Country_Code_vod field on the Account object from the Account_vod field in the stamped object, for example, the Call2_vod object, and sets the Country_Account_vod field on that stamped object
  • For example, if Sarah Jones records a call for a German physician, the Country_Account_vod field on the Call2_vod record is set to DE because the Country_Code_vod field on the HCP’s Account record is set to DE. In this case, the correct User record to pull the country code from is identified from the Account_vod field on the call report.

Stamping happens when data is created or modified, unless the value already exists. The value that is initially stamped on the transactional record is retained unless a user updates the country value in subsequent record edits.

When users input a country value manually, the manual input overrides the automatic stamping logic. If a user manually clears the country value by selecting None, the shared logic that retrieves country values runs again.

Stamping runs on the Browser platform once the record is uploaded; it does not run on mobile devices.