Data Change Request Configuration

Data Change Requests are petitions to modify certain account data and are created when data is changed and needs to be validated.

To enable Data Change Requests:

  1. Ensure Configuring Accounts is complete.
  2. Grant users Edit permission to the Account object.
  3. Enable the Data Change Request Mode Veeva Setting with a value of 1.
  4. Grant access to the following Data_Change_Request_vod record types:

    • Account_vod
    • Address_vod
    • Child_Account_vod
  5. Provide Visualforce page access to the user profile for the following pages:

    • Edit_Account_DCR_vod
    • Edit_Address_DCR_vod
    • Edit_Child_Account_DCR_vod
    • New_Address_DCR_vod
    • New_Child_Account_DCR_vod
    • New_Parent_Account_DCR_vod
  6. Remove DCR user Create access to the following objects:

    • Account
    • Address_vod
    • Child_Account_vod

    Do not remove Create access to these objects if the user is also configured to use CRM Managed Account Types.

  7. Override the standard Edit button for the following objects with the following Visualforce pages:

    • Edit_Account_DCR_vod for the Account object
    • Edit_Address_DCR_vod for the Address_vod object
  8. Add the appropriate DCR Controlled Fields to page layouts assigned to users logging DCRs for the following objects:

    • Account
    • Address_vod
    • Child_Account_vod

There are three objects for DCRs:

  • Data Change Request Header
  • Data Change Request Lines
  • DCR Field Type

Data Change Request Header

  • Users must have CRU access to the Data Change Request object
  • Users must have FLS read permission to fields on the Data Change Request object
  • Verify that a VMOC exists for the Data_Change_Request_vod object. If not, create a new active VMOC with a Type of Top Level.

Data Change Request Lines

  • Users must have CRU access the Data Change Request Lines object
  • Users must have FLS edit permission to fields on the Data Change Request Lines object
  • Verify that a VMOC exists for the Data_Change_Request_Line_vod object. If not, create a new active VMOC with a Type of Related to Top Level.

DCR Field Type

  • User profile must have R access to the DCR Field Type object
  • Users must have FLS read permission to fields on the DCR Field Type object
  • Verify that a VMOC exists for the DCR_Field_Type_vod object. If not, create a new active VMOC with a Type of Top Level.
  • The user country is defined by the Country field on the DCR Field Type object. The Address Country field should contain the ISO 3166-1 alpha-2 country codes. Multiple codes should be separated by a semicolon (e.g., DE; FR; IT).

Field Label

Field Name

Data Type

Description

Size

Required?

DCR Field Type ID

Name

Auto Number

DCR field type ID

 

Yes

Country

Country_vod

Text

ISO 3166-1 alpha-2 country code.

255

Yes

Object API Name

Object_API_Name_vod

Text

CRM object API name

43

Yes

Record Type Name

Record_Type_vod

Text

CRM object record type - this is the untranslated label of the Record Type

80

Yes

Field API Name

Field_API_Name_vod

Text

CRM field name

43

Yes

Field Type

Field_Type_vod

Picklist

Indicates field type

 

Yes

Unique Key

Unique_Key_vod

Text

Unique key that prevents duplicates. Consists concatenated values of:

  • Country
  • Object API Name
  • Record Type Name
  • Field API Name

 

 

For DCR Field Types to work correctly on iPad and Browser, the values in the Name field and the Alpha_2_Code_vod field on the Country_vod record must have the same 2-character ISO 3166-1 country code. The Country_Name_vod field on the record can contain the full name of the country.

Profile and Profile Name are not supported in the DCR Field Type field.

DCR Fields

DCR Header fields

Field Label

Field Name

Data Type

Description

Size

Required?

 

ID

ID

Data Change Request record ID.

 

Yes

DCR ID

Name

Auto Number

Data Change Request ID.

 

Yes

DCR External ID

DCR_External_ID_vod

Text

External Data Change Request ID. External ID, unique case insensitive.

100

No

Parent Data Change Request

Parent_Data_Change_Request_vod

Lookup(Data Change Request)

Link to parent DCR. Used only if multiple DCRs are created in a single step. Account DCR is always a parent. Other DCRs linked to it.

 

No

Date Time

DateTime_vod

DateTime

Date and time DCR has been submitted.

 

No

Sent Datetime

Sent_Datetime_vod

DateTime

Time the record has been sent to Customer Master for approval.

 

No

Response Datetime

Response_Datetime_vod

DateTime

Time the processed record has been received from Customer Master.

 

No

Mobile Created Datetime

Mobile_Created_Datetime_vod 

DateTime

Time the record was created on mobile device.

 

No

Mobile ID

Mobile_ID_vod

Text

Field used by mobile products for synchronization. External ID, unique case insensitive.

100

No

Mobile Last Modified Datetime

Mobile_Last_Modified_Datetime_vod

DateTime

Last time modified on a mobile device

 

No

Account

Account_vod

Lookup (Account)

Account that have been modified.

 

No

Account External ID

Account_External_ID_vod

Text

Account external ID. External ID, unique case insensitive.

100

No

Address

Address_vod

Lookup (Address)

Address that have been modified.

 

No

Address External ID

Address_External_ID_vod

Text

Address external ID. External ID, unique case insensitive.

100

No

Child Account

Child_Account_vod

Lookup (Child Account)

Child account that have been modified.

 

No

Child Account External ID

Child_Account_External_ID_vod

Text

Child Account External ID. External ID, unique case insensitive.

100

No

Type

Type_vod

Picklist

Data change request type.

 

Yes

Notes

Notes_vod

Text Area

User notes.

255

No

Status

Status_vod

Picklist

DCR Status.

 

Yes

External Status

External_Status_vod

Picklist

DCR status in Customer Master.

 

No

Result

Result_vod

Picklist

DCR result returned from Customer Master.

 

No

Resolution Note

Resolution_Note_vod

Text Area (Long)

DCR resolution notes returned from Customer Master.

32 768

No

DCR Line Fields

Field Label

Field Name

Data Type

Description

Size

Required?

 

ID

ID

DCR line ID.

 

Yes

DCR Line ID

Name

Auto Number

Data Change Request Line ID

 

Yes

Data Change Request

Data_Change_Request_vod

Lookup (Data Change Request)

DCR line belongs to.

 

Yes

Mobile Created Datetime

Mobile_Created_Datetime_vod 

DateTime

Time the record was created on mobile device.

 

No

Mobile ID

Mobile_ID_vod

Text

Field used by mobile products for synchronization.

100

No

Mobile Last Modified Datetime

Mobile_Last_Modified_Datetime_vod

DateTime

Last time modified on a mobile device

 

No

Field Name

Field_Name_vod

Text

Name of modified field.

40

No

Field API Name

Field_API_Name_vod

Text

Field API name in CRM.

43

Yes

External Field API Name

External_Field_API_Name_vod

Text

Field API name in Customer Master.

255

No

Old Value

Old_Value_vod

Text Area (Long)

Old field value.

4000

No

New Value

New_Value_vod

Text Area (Long)

Field value after user update.

4000

No

Final Value

Final_Value_vod

Text Area (Long)

Field value after Customer Master validation.

4000

No

Result

Result_vod

Picklist

Line result returned from Customer Master.

80

No

Resolution Note

Resolution_Note_vod

Text Area (Long)

Resolution notes returned from Customer Master.

32 768

No

DCR Support Fields

Type Size Supported in DCR
Autonumber 30 No
Check box   Yes
Currency   Yes
Date   Yes
DateTime   Yes
Email   Yes
Formula   No
Geolocation   No
Lookup   Yes
Master-Detail   Yes
Number   Yes
Percent   Yes
Phone   Yes
Picklist 255 Yes
Picklist (Multiselect) 4000 No
Roll-Up Summary   No
Text 255 Yes
Text (Encrypted) 175 No
Text Area 255 Yes
Text Area (Long) 32,768 No
Text Area (Rich) 32,768 No
URL 255 Yes