What's New in 20R3.0

The CRM 20R3.0 major release includes several new features as well as User Visible and Behavior Changes.

Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name. You can also find a quick overview of 20R3.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Events Management

Displaying Fields by Attendee Type

Walk-in Attendees frequently enter common types of information, for example their name, but different types of attendees may need to enter more specific information, for example, licensing information for prescribers. Admins can define which fields should display for the three following attendee types:

  • Prescribers
  • Non-Prescribers
  • Other

This ensures only relevant information displays on the Walk-in Attendee page that attendees populate when they sign into an event as a walk-in attendee.

 

Event Attendance Rules

Event Attendance Rules enable admins to set up interacting rules related to attendees being added to an event. By creating these rules, event organizers spend less time preparing for the logistics of the event while still maintaining compliance related to attendance.

MyInsights

Integrating External Data with MyInsights

MyInsights developers can create advanced MyInsights content to directly access external applications. This allows users to view data from Veeva CRM and external sources combined without navigating away from the Veeva CRM app and requiring independent authentication to the external source.

New Videos

The following videos were added as part of this release:

User Visible and Behavior Changes

Most new features require some configuration, however users are able to view the following changes immediately:

Call Sampling

  • iPad, iPhone: When a user enters a sample quantity that exceeds the sample limit, a warning icon displays in line with the quantity heading above the quantity field. Select the icon to display the sample limit warning message. The existing behavior is maintained for expiration date warnings, which continue to display when the user selects the warning icon. See Displaying Sample Warning Indicators for more information.

Engage Meeting

  • The maximum number of unique URLs generated for an Engage Meeting is now 50 (Available with the 20R3.0 Production Release on December 10, 2020)
  • iPad: Hosts can now double tap the video ribbon to enlarge it to the maximum size. Double tapping it again returns it to the default size. Hosts can also use the pinch to zoom gesture to change the video ribbon to any size between the maximum and default sizes.
  • Online: The Meeting_Outcome_vod picklist on the Remote_Meeting_vod object now have the following picklist label values: (Available with the 20R3.0 Production Release on December 10, 2020)
  • Meeting_Started_With_Attendees_vod – Updated to Meeting With Attendees
  • Meeting_Started_Without_Attendees_vod – Updated to Meeting Without Attendees

General

  • iPad, iPhone: Read only text fields where the text extends past the end of the field on edit pages are now truncated. Users can select the truncation icon to display the full text. (added 11/24/2020)

20R3.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 20R3.0 Release is available on the following platforms:

Feature Configuration Required iPad iPhone Online Windows

Displaying Fields by Attendee Type

Yes

Event Attendance Rules

Yes
Integrating External Data with MyInsights No

New Objects

The list below contains all objects added in Veeva CRM 20R3.0.

Object

Label

Description

EM_Business_Rule_Configuration_vod Event Business Rule Configuration Used for defining a set of Event Business Rule configurations by event type, country, and time period.

EM_Business_Rule_vod__c

Event Business Rule

EM Business Rules are used to define event-based rules for event speakers, attendees, and expense estimates.

New Fields

The list below contains all fields added in Veeva CRM 20R3.0. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva fields.

Object Field Name Field Label Description Type

Call2_vod__c

Signature_Captured_Share_Link_vod

Signature Captured Share Link

This field indicates the signature was captured via the Share Link signature method

Checkbox

EM_Attendee_vod__c

Attendee_Account_Type_vod__c

Attendee Account Type

Used by EM Business Rules to determine the Attendee Account Type. By default, this field displays the Attendee's account record type in this field. The formula in this field can be changed based on customer's definition of Attendee Account Type.

Formula

EM_Attendee_vod__c

Walk_In_Type_vod__c

Walk-In Type

Walk-In Types to be captured during digital sign in by attendees.

Picklist

EM_Attendee_vod__c

Webinar_Participant_ID_vod__c

Webinar Participant ID

Engage Webinar participant identifier

Text

EM_Business_Rule_Configuration_vod__c

Country_vod__c

Country

The Country the Event Business Rule applies to.

Lookup

EM_Business_Rule_Configuration_vod__c

Maximum_Quantity_vod__c

Maximum Quantity

Used by EM Business Rules to define maximum quantity limits.

Number

EM_Business_Rule_Configuration_vod__c

Minimum_Quantity_vod__c

Minimum Quantity

Used by EM Business Rules to define minimum quantity limits.

Number

EM_Business_Rule_vod__c

Attendee_Account_Type_vod__c

Attendee Account Type

Restricts EM Business Rules by account type. Multiple values are delimited using double semicolons (ex. ;;Professional_vod;;KOL_vod;;).

Long Text Area

EM_Business_Rule_vod__c

Attendee_Status_vod__c

Attendee Status

Used by EM Business Rules to restrict the rule to a specific Attendee Status. Multiple values are delimited using double semicolons.

Long Text Area

EM_Business_Rule_vod__c

Limit_Quantity_vod__c

Limit Quantity

Used by EM Business Rules to define quantity limits.

Number

EM_Business_Rule_vod__c

Comment_Required_vod__c

Comment Required

Field used to indicate the comment box behavior when a soft warning is triggered.

Picklist

EM_Business_Rule_vod__c

Date_Threshold_Type_vod__c

Date Threshold Type

Used by EM Business Rules to restrict calculations and rule run logic to a specific time range.

Picklist

EM_Business_Rule_vod__c

Distance_Unit_Type_vod__c

Distance Unit Type

Used to define the unit of measurement applicable to the Minimum and Maximum Travel Distance range.

Picklist

EM_Business_Rule_vod__c

Global_Rule_vod__c

Global Rule

Used by EM Business Rules to define whether the rule applies to Event Types across all countries. If this field is marked "true", the rule will apply to any country the triggering event is associated with. If "false", the rule will apply to the Country defined in the applicable Rule Configuration record.

Checkbox

EM_Business_Rule_vod__c

Limit_Quantity_vod__c

Limit Quantity

Used by EM Business Rules to define quantity limits.

Number

EM_Business_Rule_vod__c

Per_Event_Topic_vod__c

Per Event Topic

Used by EM Business Rules to limit the number of records counted to those that match the topic of the current event.

Checkbox

EM_Business_Rule_vod__c

Rate_Type_vod__c

Rate Type

Used to define whether an expense is charged hourly, daily, or per an event, for applicable rules.

Picklist

EM_Business_Rule_vod__c

Rolling_Period_vod__c

Rolling Period

Used by EM Business Rules to restrict how many days the date threshold should extend from the date that the rule is run. Used in conjunction with the "Rolling" Date Threshold Type.

Number

EM_Business_Rule_vod__c

Warning_Text_vod__c

Warning Text

Defines the text visible on the UI when a warning is issued for a rule violation.

Text Area

EM_Business_Rule_vod__c

Warning_Type_vod__c

Warning Type

Defines the warning type issued on rule violation.

Picklist

EM_Event_Override_vod__c

EM_Attendee_vod__c

Attendee

Used by EM Business Rules to store attendee for which a soft warning rule is recorded.

Text

EM_Event_Override_vod__c

Veeva_ID_vod__c

Veeva ID

SFDC ID of an EM Business Rule Record.

Text

EM_Event_Override_vod__c

Warning_Text_vod__c

Warning Text

The Warning Text displayed on an EM Business Rule violation.

Long Text Area

EM_Event_Rule_vod__c

Non_Prescriber_Walk_In_Fields_vod__c

Non-Prescriber Walk-In Fields

Set of fields available for Walk In Type of Non-Prescribers.

Text

EM_Event_Rule_vod__c

Other_Walk_In_Fields_vod__c

Other Walk-In Fields

Set of fields available for Walk In Type of Other.

Text

EM_Event_Rule_vod__c

Prescriber_Walk_In_Fields_vod__c

Prescriber Walk-In Fields

Set of fields available for Walk In Type of Prescribers.

Text

EM_Event_Speaker_vod__c

Webinar_Panelist_ID_vod__c

Webinar Panelist ID

Engage Webinar panelist identifier.

Text

EM_Event_vod__c

Non_Prescriber_Walk_In_Fields_vod__c

Non-Prescriber Walk-In Fields

Walk In Fields for for Walk In Type of Non-Prescriber

Text

EM_Event_vod__c

Other_Walk_In_Fields_vod__c

Other Walk-In Fields

Walk In Fields for for Walk In Type of Other.

Text

EM_Event_vod__c

Prescriber_Walk_In_Fields_vod__c

Prescriber Walk-In Fields

Walk In Fields for for Walk In Type of Prescriber.

Text

Event_Attendee_vod__c

Walk_In_Type_vod__c

Walk-In Type

Walk-In Types to be captured during digital sign in by attendees.

Picklist

Medical_Event_vod__c

Non_Prescriber_Walk_In_Fields_vod__c

Non-Prescriber Walk-In Fields

Set of fields available for Walk In Type of Non-Prescribers.

Text

Medical_Event_vod__c

Other_Walk_In_Fields_vod__c

Other Walk-In Fields

Set of fields available for Walk In Type of Other.

Text

Medical_Event_vod__c

Prescriber_Walk_In_Fields_vod__c

Prescriber Walk-In Fields

Set of fields available for Walk In Type of Prescribers.

Text

Sample_Order_Transaction_Audit_vod__c

Signature_Captured_Share_Link_vod

Signature Captured Share Link

This field indicates the signature was captured via the Share Link signature method

Checkbox

Validation Impacting Defect Fixes

Platform Key Summary Component
iPad CRM-207704 Submitted Call still has saved MIFR Medical Inquiries
iPad CRM-207857 WM vs iREP: Product banner not displayed on iREP and displayed on WM on signature page when only Alt sample or HVP added to the call Call Sampling
Online CRM-209169 Engage: French Canadian Remote Signature translating to Japanese Engage Client App
Online CRM-210446 MIFR Saves Completed Status After Failing Validation Rule Engage Client App
Online CRM-211590 State_vod field length on Call should match the max length of State picklist field on Address Call Reporting