Stamping Country Information for Account and User

    Online

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

For example, Amy Adams is a system administrator for Verteo Biopharma who has access to records from both Scotland and Ireland. She wants to view Approved Email activity by country, so 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 to use 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 all users the following permissions: 

    Object OLS Record Type Fields FLS

    Account

    n/a

    n/a

    Country_Code_vod
    Country_User_vod

    Edit

    User

    n/a

    n/a

    Country_Code_vod

    Edit 

    Contact

    n/a

    n/a

    Country_User_vod

    Edit

    Call2_vod

    n/a

    n/a

    Country_User_vod
    Country_Account_vod

    Edit

    EM_Event_vod

    n/a

    n/a

    Country_User_vod

    Edit

    Inventory_Monitoring_vod

    n/a

    n/a

    Country_Account_vod

    Edit

    Multichannel_Activity_vod

    n/a

    n/a

    Country_User_vod
    Country_Account_vod

    Edit

    Sent_Email_vod

    n/a

    n/a

    Country_User_vod
    Country_Account_vod

    Edit

    Remote_Meeting_vod

    n/a

    n/a

    Country_User_vod

    Edit

    Medical_Inquiry_vod

    n/a

    n/a

    Country_Account_vod

    Edit

    Medical_Insight_vod

    n/a

    n/a

    Country_User_vod
    Country_Account_vod

    Edit

    Order_vod

    n/a

    n/a

    Country_User_vod
    Country_Account_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 logic:

Shared 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

Shared 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

Stamping happens when data is created or modified unless a value already exists

Shared logic is respected unless a user inputs a country value. Manual user input overrides the automatic stamping logic.

The value that is initially stamped on the transactional record is retained unless a user updates the country value in subsequent record edits

If a user clears the country value by selecting None, the shared logic that retrieves country values runs again

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