Auto-Creating Affiliations in Account Wizards
When the role__v field on the affiliation__v object populates as part of creating a new account record using the Parent Account Wizard, an affiliation record is created between the selected parent account and new account. This field always displays as required if a user has Create permission for the affiliations__v object.
Who can use this feature?
- Browser Users (iPad coming soon)
- Users do not require an additional license
- End Users
Configuring Auto-Creating Affiliations in Account Wizards for
End Users
To configure this feature, ensure Configuring Accounts is complete.
Using Auto-Creating Affiliations in Account Wizards as
End Users
All affiliation types available to the user display in the picklist. The default values displayed are the following:
- Practice member for person accounts
- Affiliated with for business accounts
If the Veeva company-defined default values are not accessible by the user, the first available value to the user in the role__v picklist displays.
When saving the new account, the affiliation is created between the new account and the primary parent or initiating account with the selected role__v value. Conversely, the relationship is also created on the parent or initiating account record. The influence__v field on the affiliation__v object is set to No Influence by default.
If your business process does not currently use account affiliations or does not want affiliations created automatically between accounts, this behavior can be disabled with the Parent Account Wizard or New Object Type Wizard by enabling the disable_affiliation_autocreate__v Veeva Setting. When this setting is selected, the role__v picklist does not display in the Account Wizard layout, and therefore an affiliation is not established between the accounts.
