Long Notes in Data Change Requests
Admins can enable a long notes text area for data change requests. When end users submit a data change request, the Notes section, which is used to provide additional information about the requested change, allows up to 1,000 characters.
When a user visits an HCP and wants to submit a DCR request to update the Account, Address, or Child Account information, they can enter lengthy URL weblinks, multiple phone numbers, or feedback in the Notes section. The long notes provide data stewards the information needed to verify the requested change.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users, Integration Users
Configuring Long Notes in Data Change Requests for
Integration Users
This feature requires Network Release 24R3.1.
To configure this feature, grant Integration users Edit access to the long_notes__v field for DCRs with Network to use the Long Notes text area.
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Ensure Configuring Data Change Requests is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
-
Grant the following permissions:
Object Object Permission Object Type Fields Field Permission data_change_request__v CRE n/a long_notes__v Edit - Remove Edit access to the notes__v field.
The user must have edit access to either the Notes field or the Long notes field, depending on which feature admins want to enable.
- Add long_notes__v to the Data Change Request layout.
All DCR configurations are supported for this feature.
| DCR Configuration |
Data Change Request Mode (Veeva Common Setting) |
Network Customer Master Mode (Network Setting) |
|---|---|---|
| Decoupled DCRs (without Network) | 1 | 0 |
| DCRs with Network | 1 | 1 |
|
Decoupled unverified DCRs (without Network) (mini sync) |
2 | 0 |
|
Unverified DCRs with Network (mini sync) |
2 | 1 |
Using Long Notes in Data Change Requests as
End Users
When a user enters a new DCR record or edits a DCR record, the long_notes__v text area allows the user to enter up to 1,000 characters.
Entry Points
The long notes text area is available from the following entry points:
- Accounts - New Account Wizard, Edit Accounts, Global Account Search, Events Management Attendee Reconciliation
The Account Preview During Creation Veeva Setting and Network Setting are supported, so Browser users can see the DCR Note section on the preview page.
- Addresses - New or Edit actions from an Address Related List on the Account Details page
- Child Accounts - New or Edit actions from a Members of / Members Related List on the Account Details page
- Approved Email
