Configuring Sample Requests (BRCs) for Users

Initial configuration includes the setup of all default functionality for BRCs in Call Sampling. Advanced functionality requires additional configuration.

To configures sample requests (BRCs) for users:

  1. Grant the following additional field permissions for end users creating sample requests (BRCs):

    Users making sample requests should not have any level of access (Create/Read/Update/Delete) to the Sample Order Transaction Audit object.

    Object

    OLS

    Record Types

    Fields

    FLS

    Address_vod

    R

    n/a

    Edit

    Call2_vod

    CRU

    n/a

    • Sample_Send_Card_vod
    • Ship_Address_Line_1_vod
    • Ship_Address_Line_2_vod
    • Ship_City_vod
    • Ship_Country_vod
    • Ship-To DEA fields (optional)
    • Ship_License_vod
    • Ship_License_Expiration_Date_vod
    • Ship_License_Status_vod
    • Ship_State_vod
    • Ship_Zip_vod
    • Ship_Zip_4_vod

    The Ship_To_Address_Text_vod formula field on the Call2_vod object can be used in reports instead of the individual fields above. If users are granted FLS edit permission to the Ship_To_Address_Text_vod field and it is placed on the appropriate Call2_vod page layouts, the full Ship To Address text value (with untranslated State and Country picklist values) displays.

    • zvod_Address_Sample_Send_Status_vod

    Edit

    • Ship_To_Address_vod

    Read

    Call2_Sample_vod

    CRUD

    n/a

    • Delivery_Status_vod

    Edit

    Call2_Sample_Cancel_vod

    C

    n/a

    n/a

     

    Sample_Order_Transaction_vod

    R

    BRC

    • Account_vod
    • Call_Date_vod
    • Call_Datetime_vod
    • City_vod
    • Comments_vod
    • Confirmed_Quantity_vod
    • Credentials_vod
    • Delivery_Status_vod
    • Distributor_vod
    • Manufacturer_vod
    • Quantity_vod
    • Reason_vod
    • Receipt_Comments_vod
    • Received_vod
    • Ref_Order_Transaction_Id_vod
    • Salutation_vod
    • Sample_vod
    • Sample_Card_Reason_vod
    • Sample_Send_Card_vod
    • Sample_U_M
    • Ship_Address_Line_1_vod
    • Ship_Address_Line_2_vod
    • Ship_City_vod
    • Ship_License_vod
    • Ship_License_Expiration_Date_vod
    • Ship_License_Status_vod
    • Ship_State_vod
    • Ship_Zip_vod
    • Ship_Zip_4_vod
    • Ship_Country_vod
    • Shipment_Id_vod
    • Signature_Date_vod
    • State_vod
    • Status_vod
    • Submitted_Date_vod
    • Territory_vod
    • U_M_vod
    • Zip_vod
    • Zip_4_vod

    Read

  2. Create a Sample Order Transaction Tab and grant access for all profiles making BRC sample calls.

  3. Add the following fields to the appropriate Call2_vod page layouts:

    • Sample_Send_Card_vod
    • Ship-To DEA fields (optional)
    • Ship_License_vod
    • Ship_License_Expiration_Date_vod
    • Ship_License_Status_vod
    • zvod_Address_Sample_Send_Status_vod
      • Place the zvod_Address_Sample_Send_Status_vod field in the same section on the page layout as the zvod_Samples_vod field
  4. Add the following fields to the appropriate page layouts on the Product_vod object:

    • Distributor_vod
    • Manufacturer_vod
    • Sample_Quantity_Bound_vod
    • Sample_Quantity_Picklist_vod
    • Sample_U_M_vod
    • User_Aligned_vod
  5. Add the following fields to the Sample Order Transaction page layouts on the Sample_Order_Transaction_vod and Sample_Order_Transaction_Audit_vod objects:

    • Ship_License_vod
    • Ship_License_Expiration_Date_vod
    • Ship_License_Status_vod
  6. Add the Call Samples related list to the appropriate page layouts on the PersonAccount object.

  7. Select the Properties icon on the Call Samples related list and edit the list layout as follows:

    • Remove the New and Change Owner buttons
    • Add the Cancel Sample Send button
    • Add any desired columns to the list (optional)
  8. Update the SAMPLE_SEND_CARD_REG_EXPRESS Veeva Message text field with a regular expression (optional). Expressions in this field validate and enforce text length, alphanumeric constraints, capitalization, and checksums for sample send card numbers. This can significantly reduce data issues resulting from invalid sample send card numbers.

    For example, to enforce a value that is exactly 10 numeric characters, enter the regular expression ^[0-9]{10}$ .