DCR Field Types tab needs to be enabled for administrators.
A DCR Field Type record needs to be created for each DCR-managed field on the account, child account, or address object.
Four categories of fields can be used. This table describes all supported configurations. Configurations not listed in this table are not supported.
For DCRs of type New sent to Network, additional Data_Change_Request_Line_vod records are created for non-DCR Field Types. This allows CRM to retain the information on the record when it is created.
| Field Description/Category | Network | Defined in DCR_Field_Type_vod? | Field Type | Configuration Options | ||||
|---|---|---|---|---|---|---|---|---|
| Field | Approval | Object Edit | FLS | Page Layout |
Inline Edit |
|||
| Editable Network Field: Field can be modified by user. Changes trigger creation of DCR in the background. |
Yes | No | Yes | DCR_Editable_vod | Y | Visible | Editable*** | Disabled |
| Y | Visible | Read Only** | Enabled | |||||
|
Editable Required Network Field: Field can be modified by user. Value cannot be empty. Changes trigger creation of DCR in the background. |
Yes | No | Yes | DCR_Editable_Required_vod |
Y
|
Visible | Required | Disabled |
|
Y
|
Visible | Read Only** | Enabled | |||||
|
DCR Controlled Network Field: Field cannot be modified by user. User needs to create a DCR in order to modify a field value. Changes are performed only after receiving approval from Network. |
Yes | Yes | Yes | DCR_vod |
Y
|
Read only* | NA | NA |
|
Y
|
Visible | Read only** | NA | |||||
|
N
|
NA | NA | ||||||
| Y | Visible | Editable | Disabled | |||||
|
DCR Controlled Required Network Field: Field cannot be modified by user. User needs to create a DCR in order to modify a field value. Changes are performed only after receiving approval from Network. Value cannot be empty when creating a DCR. |
Yes | Yes | Yes | DCR_Required_vod |
Y
|
Read only* | NA | NA |
|
Y
|
Visible | Read only** |
NA |
|||||
|
N
|
NA | NA | NA | |||||
| Y | Visible | Editable | Disabled | |||||
*It is not possible to remove FLS for the Name field of any object. This configuration option cannot be used for these fields.
** The following fields cannot be set Read-only on the page layout:
- Master-Detail
- Name field of any object
This configuration option cannot be used for these fields.
*** The following fields cannot be set as non-required on the page layout:
- Master-Detail
- Name field of any object
This configuration option cannot be used for these fields.
There is a risk concerning Inline Editing when using DCR Editable fields. To configure DCR Editable fields without disabling Inline Editing, mark them as read only on the page layout. DCR Editable fields can be modified based on a user's FLS and not on the page layout setting.
The Editable and Read Only DCR field types are not supported. Refer to the following sections for configuration options.
DCR Field Type Configuration Examples
Combined with different page layouts and FLS visibility settings, DCR Field Types can be leveraged to achieve different business goals. Here are some examples.
Enforce verification before change is applied to data
Changes made on some attributes of customer data may deserve more attention than other attributes, like the specialty or credentials of a physician. For license related attributes, it is likely any changes need to go through the approval process to maintain compliance. In these cases, it is recommended to define these attributes/fields to be DCR_vod or DCR_Required_vod (if it is a mandatory value) in the DCR Field Type. When changing the value of a field defined as DCR_vod in the DCR Field Type, the user is able to change the value, however, there is a key icon (a key icon with a red star for DCR_Required_vod) displayed beside the field indicating changing this field needs to go through a data change request process. When the user clicks Save, a DCR confirmation window displays a list of the current values and intended new values of each field in the DCR process. The new value of the field is not applied until the corresponding DCR is approved.
Configuration checklist:
| FLS Visibility | Page Layout | DCR Field Type | Record Type in DCR Field Type |
|---|---|---|---|
| Visible | Editable | DCR_vod (or DCR_Required_vod) | null |
Enforce verification before change is applied to data, but only to a certain record type
If the customer wants to enforce verification only on a particular record type when the end user tries to update data, the Record_Type_vod__c field on the DCR_Field_Type_vod object should be specified when defining the DCR Field Type for fields.
Configuration checklist:
| FLS Visibility | Page Layout | DCR Field Type | Record Type in DCR Field Type |
|---|---|---|---|
| Visible | Editable | DCR_vod (or DCR_Required_vod) | [Record Type that needs to be enforced] |
Enforce verification while new value can be used right away
A customer may want the changes made to some attributes to be applied right away, but still want the change to go through the DCR process. The benefit is the end user can use the new value without waiting, and the DCR can be verified by a separate team at the same time. For example, a user may want to change an HCP's email address and send Approved Email to the doctor immediately. In this case, the email field can be defined as DCR_Editable_vod (or DCR_Editable_Required_vod if it is a mandatory value). When changing the value of a field that is defined as DCR_Editable_vod in the DCR Field Type, the user is able to change the value on UI. When the user selects Save, the new value of the field is applied immediately for use, and a DCR record is generated in the background to go through the verification process.
| FLS Visibility | Page Layout | DCR Field Type | Record Type in DCR Field Type |
|---|---|---|---|
| Visible | Editable | DCR_Editable_vod (or DCR_Editable_Required_vod) | [Record Type that needs to be enforced] |
Enforce verification while new value can be used right away, but only to some users
If the customer only wants some users to be able to modify the value, for this group of users, define DCR_Editable_vod for these fields in the DCR Field Type. The page layout setting for these fields can be set to Editable.
For another group of users where they are not allowed to modify the value, set FLS to Read-Only for that user profile. The field is read-only and is not available for editing on the DCR Edit page.
| FLS Visibility | Page Layout | DCR Field Type | Record Type in DCR Field Type |
|---|---|---|---|
| Read-only | Read-only | DCR_Editable_vod (or DCR_Editable_Required_vod) | [Record Type that needs to be enforced] |
The Read-Only page layout setting and FLS visibility do not override the DCR_vod or DCR_Required_vod.
Do not use DCR_Editable_Required_vod or DCR_Required_vod to designate a check box as required.
