21R3 Maintenance Notes

The items listed below were added in the 21R3 release cycle and contain maintenance items from the 21R3.0, 21R3.1, 21R3.2, and 21R3.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

213.3.400 (March 24, 2022)

Engage Web Client Release for Zoom SDK 2.3.0 (Added on March 28, 2022)

In order to support the release of Chrome v100, the Engage Web Client is upgraded to support Zoom SDK 2.3.0.

As part of this upgrade, the following functionality is now available to attendees using the Web Client:

  • Attendees in a meeting can select emojis to serve as reactions to content, increasing engagement between hosts and attendees

    Certain emojis that can be selected for reactions reflect the attendee’s selected skin tone, which attendees can freely change

  • Attendees in a meeting can select one of several provided images to serve as a virtual background during a meeting, enabling attendees to display an image as their background, rather than the natural background of their environment

Call Sampling

Platform Issue Description Issue Number

Online

When users selected a BRC product on the call report with a parent detail product  beginning with the same text as a restricted detail product, an error prevented them from submitting the call. 

CRM-247244

Events Management

Platform Issue Description Issue Number

iPad

An error occurred when searching for a non-account attendee to add to an event.

CRM-247364

CRM-247668

Order Management

Platform Issue Description Issue Number

Windows Tablet

When a user edited a field on an Order, then navigated to the Reports tab and saved the record, the updated field was not saved.

CRM-245644

213.3.300 (March 17, 2022)

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

After receiving an error about the empty email subject field, copying and pasting text into the subject field did not clear the error.

CRM-245233

Engage Connect

Platform

Issue Description

Issue Number

Android

Share links sent to attendees did not generate correctly.

MVD-3375

213.3.200 (March 3, 2022)

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Organizers incorrectly needed read permission to the Furigana_vod field on the EM_Speaker_vod object in order to search for speakers.

CRM-246412

Medical Events

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Account identifiers did not display correctly on the Manage Attendees page when searching for attendees under a hierarchy.

CRM-239995

213.3.100 (February 24, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

When a custom product metric configuration did not have an assigned product, the Segmentations picklist did not display the expected picklist options.

CRM-239182

Windows Tablet

When users selected an Account View based on a boolean field as the search criteria, accounts did not display in the account view list.

CRM-242755

Browser (Classic)

When account view search criteria included a blank value, the search criteria with the blank value was not applied online for the view, resulting in more records being displayed for the view.

CRM-243215

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

An email’s sent datetime was used when calculating Approved Email Sending Limits rather than the email’s created date.

CRM-212851

Browser (Classic)

When users updated a recipient’s email address in the Recipients picklist, their selection did not reflect in the email header.

CRM-243896

Approved Notes

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

An error occurred when monitoring Text-type fields containing only numbers.

CRM-233426

Call Objectives

Platform Issue Description Issue Number

Windows Tablet

When multiple validation rules were set up for a call objective, the second validation rule would be calculated as valid even if the field was empty.

CRM-242425

Call Reporting

Platform Issue Description Issue Number

Windows Tablet

When users added call attendees and there was more than one child account record for a person account, the search results did not include the first parent account as determined by furigana sorting. 

CRM-241632

iPad

When the formula in the Call_Channel_Formula_vod field on the Call2_vod object included an && operator, the call channel did not populate as expected. 

CRM-241852

CLM

Platform Issue Description Issue Number

iPad

When a user only had one training presentation, using Find Presentation from the training presentation did not display the No Presentations message.

CRM-242975

Concur Sync

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When mapping expense fields to Concur, the Name field on the Expense Header object was not available in the list of fields.

CRM-241921

Engage Connect

Platform Issue Description Issue Number

Engage Web Client

When attendees joined a meeting before the host started the meeting, the Join Meeting screen displayed instead of the Host Has Not Started page.

MVD-3325

Engage Meeting

Platform Issue Description Issue Number

iPad

An inaccurate video feed displayed to hosts when attendees on the Android platform had their device in portrait mode.

CRM-223729

CRM Desktop (Windows)

The Zoom meeting URL automatically copied to the host’s clipboard when launching an Engage Meeting.

CRM-242923

CRM Desktop (Windows)

The Japanese translation of the Join Audio dialog was inconsistent between hosts and attendees on the Web Client.

CRM-200432

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

An error occurred when previewing attachments in The EM Catalog.

CRM-242805

Lightning

Platform Issue Description Issue Number

Browser (Classic)

After running the Lightning Ready upgrade report, users did not receive the email with the report.

CRM-220903

Medical Inquiries

Platform Issue Description Issue Number

iPad

When a medical inquiry was edited, the Created By date/time displayed was incorrect.

CRM-207224

MyInsights Studio

Platform Issue Description Issue Number

iPad

Sometimes, query data elements were not executed.

CRM-242969

Surveys

Platform Issue Description Issue Number

Windows Tablet

When viewing the Survey Targets tab, the Show Surveys Expiring Soon filter was not displaying results as expected.

CRM-241149

iPhone

After updating question responses for a survey, new question responses were not autosynced until the user navigated to the home page.

CRM-242642

Territory Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Windows Tablet

The CACHE_TIMEOUT setting did not function correctly when clearing Veeva Cache to update territory data. 

CRM-237518

213.2.300 (February 17, 2022)

Account Management

Platform Issue Description Issue Number

CRM Desktop (Windows)

When users selected a child account from the Members Of related list for an account and the Territory_vod field was not on the ChildAccount_TSF_vod page layout, an error occurred. 

CRM-244239

Events Management

Platform Issue Description Issue Number

Browser (Classic)

When Next_Year_Reset_Date_vod was populated and Year_To_Date_Reset_Day_vod and Year_To_Date_Reset_Month_vod were null on an EM_Speaker_vod record, Next_Year_Reset_Date_vod did not reset even though the reset process was scheduled.

CRM-242534

213.2.201 (February 8, 2022)

Events Management

Platform Issue Description Issue Number

Online

When a user attendee was designated as an alternate host for a virtual event, an error occurred when adding attendees to the event.

CRM-244414

213.2.200 (February 3, 2022)

Engage Meeting

Platform Issue Description Issue Number

iPad

During meetings over an hour long with ten or more attendees, an error occurred where the video tiles did not display correctly to the host.

CRM-241418

Events Management

Platform Issue Description Issue Number

iPad

Next Steps for an event did not respect the defined font.

CRM-239666

MCCP

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

The Multichannel Cycle Plans Process job did not complete, and displayed a status of ‘Interrupted’.

CRM-242978

Surveys

Platform Issue Description Issue Number

Windows Tablet

When creating a survey target from the call report, users experienced performance issues.

CRM-242830

Territory Feedback

Platform Issue Description Issue Number

iPad

The Team Goals modal displayed an unnecessary horizontal line.

CRM-242924

213.2.100 (January 27, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

On multichannel activities on the account timeline, lookup fields displayed the record’s Salesforce ID instead of the record name.

CRM-238642

CRM-240125

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

An sync error occurred if Approved Email content had a defined product__v field in Vault that the Vault Integration User did not have access to.

CRM-241183

Browser (Classic)

Browser (Lightning)

The Call_vod lookup field did not populate correctly on Sent_Email_vod records when sending a CoBrowse invitation from a call.

CRM-241500

Browser (Classic)

Browser (Lightning)

Engage Meeting invitations did not send when they included an ICS attachment that contained the new line character in the filename.

CRM-241551

Call Objectives

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When editing a saved call report, users could not update the call objective.

CRM-241152

Call Reporting

Platform Issue Description Issue Number

Browser (Classic)

For users with the English (Philippines) Locale, the call date’s format displayed incorrectly. 

CRM-241419

CLM

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Expired Multichannel Slides in Vault remained Approved in CRM even after performing a forced full refresh.

CRM-240315

Windows Tablet

When viewing presentations in table view, the Last Opened column header was not translated.

CRM-240473

CRM Desktop (Windows)

CLM media library updates were not automatically applied when users exited the app.

CRM-238961

iPad

The CLM_PRESENTATION_GROUPING Veeva Setting did not support the TextArea field type.

CRM-242380

Engage Meeting

Platform Issue Description Issue Number

iPad

When the host started an Engage Meeting immediately after scheduling it, the resulting Remote_Meeting_Attendee_vod record for the host had an incorrect Attendee_Type_vod field.

CRM-238650

Browser (Classic)

Browser (Lightning)

An error occurred with custom test classes where VeevaUserTriggerHandler was throwing a null pointer exception. 

CRM-241633

CRM Desktop (Windows)

When using WebView2 to render the CLM content, launching external links from a HTML slide did not work.

CRM-233184

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Event Business rules incorrectly displayed hard and soft warnings to users for added speakers and attendees that did not violate the corresponding rule. 

CRM-239186

Browser (Classic)

Formula fields using the BR() function did not calculate correctly for Event Attendees.

CRM-239398

Browser (Classic)

Browser (Lightning)

The QR Code sign in process failed silently when the event’s start or end times were invalid.

CRM-207197

Browser (Classic)

Browser (Lightning)

The QR Code sign in process failed silently when the length of the Event_Display_Name_vod field was too long.

CRM-221716

Browser (Classic)

Browser (Lightning)

An error occurred when saving an Event Business Rule when the Status_vod field on the Event_Attendee_vod object contained a space.

CRM-237640

Browser (Classic)

Browser (Lightning)

When users attempted to reschedule an event in a manner that violated a validation rule, the resulting error message did not display correctly.

CRM-240350

Medical Inquiries

Platform Issue Description Issue Number

iPad

When a user created a Medical Inquiry with multiple products (using the --mpi section signal), the system produced different results depending on whether the MIs were added all at once, or after saving and editing the record.

CRM-233535

Browser (Lightning)

When creating a Medical Inquiry using More Actions on a Call Report, the modal container displayed extra lines around the border.

CRM-237256

iPhone

A user was able to create a Medical Inquiry from a submitted and locked Call Report.

CRM-237731

iPad

When adding attachments to a Medical Inquiry, after a user corrected all the fields that caused an error message to display, the error message persisted.

CRM-240589

MyInsights

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

The request JavaScript function did not execute correctly if the body was provided as an object instead of a string.

CRM-233290

Browser (Lightning)

The Approved Email Activity tab in the Territory Insights visualization did not display any data.

CRM-241275

MyInsights Studio

Platform Issue Description Issue Number

MyInsights Studio

An error occurred when saving content if data elements had certain reserved keywords as names.

CRM-241416

CRM-241549

MyInsights Studio

Filters for Related Field expressions did not display fields for the related data element.

CRM-241514

Browser (Lightning)

The View Record links did not work.

CRM-242676

213.1.300 (January 27, 2022)

CLM

Platform Issue Description Issue Number

iPad

When navigating to the media library from Find Presentation, the CLM Presentations tab only displayed content after users navigated to another tab and back to the CLM Presentations tab.

CRM-241637

213.1.200 (January 13, 2022)

Call Objectives

Platform Issue Description Issue Number

Windows Tablet

When creating a call from a call objective, the call objective could not be removed if the call date was earlier than the call objective’s start date.

CRM-242022

Call Scheduling

Platform Issue Description Issue Number

Windows Tablet

The ALLOWED_CALL_RECORD_TYPES Veeva Setting did not restrict users from creating calls from My Schedule Month View for restricted account types.

CRM-241157

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

The queryRecord JavaScript method did not execute properly when using curly brackets for the IN criteria and when specifying no SORT using NULL, [], or “”.

CRM-241292

MyInsights

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Out-of-the-box account visualizations did not display after the 213.1.200 release.

CRM-241593

CRM-241896

CRM-241897

CRM-241898

213.1.100 (January 6, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Lightning)

When users edited address or account information in Lightning, the page they returned to displayed with a different layout than expected.

CRM-239585

Approved Email

Platform Issue Description Issue Number

iPad

Content Types in the filter section of the Email Template selector screen did not sort alphabetically.

CRM-234901

iPad

The {{customContent}} token did not function correctly from the Events Management entry point.

CRM-237486

Browser (Classic)

The Product filter did not function correctly when composing an Approved Email from a Suggestion.

CRM-235109

Call Objectives

Platform Issue Description Issue Number

Windows Tablet

When creating calls from call objectives, users were able to submit future calls, resulting in sync errors.

CRM-239994

Windows Tablet

When creating future calls from call objectives, users were unable to remove call objectives from the calls.

CRM-240900

Call Reporting

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When users selected the primary parent link from the call report, the users’ home page displayed instead.

CRM-237134

iPad

When users displaying CLM in a remote meeting exited the remote meeting and then edited the call report quickly without saving, the values in custom fields stamped after the meeting were removed.

CRM-237716

Browser (Classic)

When there was an existing medical inquiry record for a call, the option to create a medical insight did not display in the More Actions menu on the call report.

CRM-239404

CLM

Platform Issue Description Issue Number

iPad

After displaying CLM content during a group call scheduled from an event, key messages were tracked for attendees who opted out of CLM.

CRM-219184

CRM Desktop (Windows)

Text in CLM PDF content did not render correctly due to missing language-specific font files.

CRM-238994

Events Management

Platform Issue Description Issue Number

iPad

Host_vod was selectable as an Event Team Member Virtual Role when the event was already scheduled as a virtual event.

CRM-236834

iPad

An error occurred when the Associating an Account with an Event feature was enabled and the Account_vod field was configured without the Address_vod field present on EM_Event_vod object page layouts.

CRM-237807

iPad

Start_Date_vod and End_Date_vod of Medical Events were not accurate if the Local Time and Timezone feature was enabled.

CRM-239466

Browser (Classic)

The Override_Lock_vod field did not function correctly on the EM_Event_Speaker_vod object.

CRM-238881

General

Platform Issue Description Issue Number

iPhone

When an error occurred, the error pill displayed and continued to display even after the errors were fixed.

CRM-241388

iPad

When using the CASESAFEID function with an empty object reference in an offline validation rule, the rule did not evaluate correctly.

CRM-236041

Windows Tablet

Users with SSO were unable to install or update the app.

CRM-239844

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

The Event Coordinator app did not deploy successfully.

CRM-233565

Medical Inquiries

Platform Issue Description Issue Number

iPad

When a user attempted to fulfill a medical inquiry, the value of the State field was not stamped.

CRM-239783

MyInsights

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When using the joinQueries JavaScript method where the original input data for the method was unintentionally modified, the content did not display correctly.

CRM-229148

MyInsights Studio

Platform Issue Description Issue Number

MyInsights Studio

Boolean fields did not display in the dropdown menus for the Equals and Not Equals expressions.

CRM-239396

MyInsights Studio

When viewing content querying the Profile object, the Data Palette did not display for users without the View Setup and Configuration profile permission.

CRM-239921

Order Management

Platform Issue Description Issue Number

CRM Desktop (Windows)

When an invalid order line was added, no validation rule error displayed.

CRM-239674

213.0.203 (December 21, 2021)

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When a user with a locale that was not English (US) created an event, attempting to save the event cleared the Start_Time_vod and End_Time_vod fields.

CRM-241175

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

An error occurred when deploying the Digital Rep app.

CRM-241415

213.0.202 (December 17, 2021)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

Users were unable to use Global Account Search.

CRM-241164

213.0.200 (December 16, 2021)

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Emails fragments could not be previewed when multiple email templates with different email fragments were loaded.

CRM-239804

Browser (Classic)

Browser (Lightning)

When previewing an email template with no added detail fragments on the Send Email page, the Edit button did not display.

CRM-239993

Call Reporting

Platform Issue Description Issue Number

iPad

When using a custom call field dependent on the Call_Channel_vod field, the custom field could not be edited immediately after selecting a call channel.

CRM-239535

Engage Meeting

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

Attendees were unable to join remote meetings because the participant URLs did not have unique IDs.

CRM-239990

CRM-240304

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Outside Territory Search failed to return search results for users with access to a very large number of accounts.

CRM-238786

iPad

When adding attendees from an account view with a dynamic attribute filter, the list of accounts did not display.

CRM-238029

Browser (Classic)

An error occurred when organizers attempted to select an email template containing tokens to send to recipients of a newly created event.

CRM-239201

Home Page

Platform Issue Description Issue Number

Browser (Lightning)

The description for the TAB_NAV_DISPLAY Veeva Message was incorrect.

CRM-239845

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

When Enhanced Folder Sharing was not enabled, the Field Medical App failed to deploy.

CRM-237735

Medical Inquiries

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

After submitting a medical inquiry created from a call, the Call2_vod field on the Medical_Inquiry_vod record was not stamped.

CRM-238997

MyInsights

Platform Issue Description Issue Number

Browser (Lightning)

MyInsights content querying data from Nitro ignored Nitro sync profiles in configured where clauses and displayed all data.

CRM-239036

Suggestions

Platform Issue Description Issue Number

Browser (Classic)

After deploying the Veeva CRM ‘Lightning Ready’ Upgrade, the VeevaSuggestionTriggerHandler Apex class failed to compile.

CRM-239998

213.0.102 (December 9, 2021)

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Print templates did not generate when they referenced a field containing a URL starting with https:// or www.

CRM-240110

213.0.101 (December 7, 2021)

Events Management

Platform Issue Description Issue Number

Browser (Lightning)

If the Display Disclaimer by Location feature was enabled, QR Codes were not available if the event was created less than 12 hours from its start time.

CRM-239835

213.0.100 (December 2, 2021)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When users created new child accounts from the New Account Wizard, the í (i-acute) character displayed incorrectly in the Primary_Parent_vod field on the Account Preview page. CRM-233739

Account Plan

Platform Issue Description Issue Number

Browser (Lightning)

When users cloned account plans with completed account tactics, the completed field was incorrectly checked on the new plan’s account tactics.

CRM-235443

Approved Email

Platform Issue Description Issue Number

iPad

An error occurred when users added an email fragment from a separate instance of Vault to an Approved Email.

CRM-234832

iPad

An error occurred when the user executed an email suggestion that referenced an email fragment instead of an email template.

CRM-220894

Authentication

Platform Issue Description Issue Number

iPad

When users changed passwords after the previous password expired, the Change Password popup did not display correctly.

CRM-226874

iPad

An error occurred after users signed in to Veeva CRM with OAuth.

CRM-235845

Call Reporting

Platform Issue Description Issue Number

iPhone

When users searched for a product in the Call Details section, performance was slower than expected.

CRM-234903

iPhone When users searched for a product included in multiple detail groups, only one of the product/detail group combinations displayed in the Call Details search results. CRM-238814

Call Scheduling

Platform Issue Description Issue Number

iPad

When users applied filters to the accounts list in My Schedule, the total number of accounts did not reflect the actual number of accounts displayed.

CRM-236210

CLM

Platform Issue Description Issue Number

Windows Tablet

After editing the properties of a custom presentation, the Type_vod field for the presentation was automatically cleared, removing the presentation from the media library.

CRM-236831

Windows Tablet

When selecting accounts for an unassigned presentation, the Primary Parent column did not display any values.

CRM-237422

iPad When displaying a PDF overlay, the Close button did not display because the top border was the incorrect color. CRM-238688

Consent Capture

Platform Issue Description Issue Number

iPad

When viewing the consent review screen, products with long names were truncated.

CRM-234923

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

An error occurred when users updated the timezone for an existing event that had a blank timezone value.

CRM-235156

Browser (Classic)

Browser (Lightning)

An error occurred when previewing files added to an event via the Notes & Attachments related list.

CRM-237273

Key Medical Insights

Platform Issue Description Issue Number

iPad

iPhone

When a user saved a Key Medical Insight without completing the Description field, an error did not display.

CRM-238208

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

After viewing the Stakeholder Navigator from an account or Account Plan detail page and navigating back to the detail page, the page did not scroll until the user refreshed the page.

CRM-235296

Network Integration

Platform Issue Description Issue Number

iPad

The Recently Searched Locations list in the Network Account Search modal did not populate correctly.

CRM-237401

Medical Inquiries

Platform Issue Description Issue Number

iPad

iPhone

When users selected the Medical Inquiry related list from Account Details, the back button continued to display Medical Inquiry, regardless of the page selected. 

CRM-237751

Browser (Lightning)

When a Medical Inquiry was created with a Case lookup field added, the case records displayed without their Names.

CRM-235018

Browser (Lightning)

When a user viewed a saved Medical Inquiry, the Save and Submit buttons displayed incorrectly.

CRM-238082

CRM-238293

Browser (Lightning)

Custom long-text area fields on a Medical Inquiry were not respecting field length limits.

CRM-237517

Browser (Lightning)

When a user edited a medical inquiry and selected a name from the Assign to User lookup, the Assign to User field remained blank.

CRM-238941

Order Management

Platform Issue Description Issue Number

Browser (Classic)

Users experienced performance issues when creating new orders.

CRM-227475

Browser (Classic)

The Order_List_Amount_vod field displayed more than two decimal places on several different records.

CRM-233178

Surveys

Platform Issue Description Issue Number

iPad

After navigating to a survey target from a task and selecting Done, users could not exit the survey target screen.

CRM-235679

Sync

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

When sync was interrupted by a loss of internet connection, an error occurred when re-syncing unverified DCR records with Network-managed record types.

CRM-221877

iPad

An error occurred when users saved a record, then immediately edited the record.

CRM-234710

Territory Feedback

Platform Issue Description Issue Number

iPad

An error occurred when the user selected the Error pill in Territory Feedback.

CRM-236102