Online DCR Process
DCRs are created whenever a user creates or edits an account__v, address__v, or child_account__v record.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- End Users
Configuring Data Change Requests for
End Users
Ensure Configuring Data Change Requests is complete.
Submitting a New Account DCR as
End Users
A New Account DCR can only be initiated from the Network Account Search results page. Even if the user does not have permission to create new accounts, the New Account action displays on the Network Account Search results page because the user can create a DCR with this action by making edits to the Account. The user must have create access to the account__v object type in the DCR object in order to create a New Account DCR.
The page displays as a normal New Account page, with the addition of the Data Change Request section and Notes field. After entering the Account information and a Note, when the user clicks Submit, My Accounts page displays.
Depending on the scenario, certain DCRs are created when you Submit.
|
Scenario |
Preconditions |
Description |
Outcome |
Created DCRs |
|---|---|---|---|---|
|
Create New Account DCR via New Account Wizard |
User wants to create a new Account. New Account Wizard is being used. |
User creates new Account and Address DCRs. |
New Account and New Address DCRs are created. |
1. New Account 2. New Address(es) (with reference to New Account DCR) |
|
Create New Account DCR via Parent Account Wizard |
User wants to create a new Account. ParentAccount Wizard is being used. |
User creates new Account, Addresses and Child Account DCRs. |
New Account, New Address, New Child Account DCRs are created. |
1. New Account 2. New Address(es) (with reference to New Account DCR) 3. New Child Account (with reference to New Account DCR) |
Submitting an Edit Account DCR as
End Users
When a user has access to the DCR object and create access to the account__v object type, a custom Account Edit page displays after clicking Edit on the account page. DCR-controlled fields display as editable on the layout, and are denoted with a lock icon. This is an indication to the user that a Data Change Request will be created if they edit the field.
Non DCR-controlled fields can be edited normally and are stored when clicking Save.
Edit Account Data Change Request page
The Data Change Request section contains a Notes field (notes__v field of the Data Change Request object). Enter the reason for the changes or other notes for the Data Steward or equivalent responsible person. The Notes field is not a required field, but it can be made a Required field by enforcing it on the DCR page layout.
Do not enter emojis in the notes__v field.
Submitting a New Address DCR as
End Users
If a user clicks the Create action, a DCR is created via the New Address page. The page displays as a normal New Address page with the addition of the Data Change Request section that also displays the Notes field (notes__v field on the Data Change Request object).
After submitting the required information, the My Accounts page displays.
Submitting an Edit Address DCR as
End Users
When a user has access to the DCR object and create access to the address__v object type, a custom Address Edit page displays after clicking Edit. DCR-controlled fields display as editable on the layout, and are denoted with a lock icon.
Non DCR-controlled fields can be edited normally and are stored after clicking Save.
Edit Address Data Change Request page
The Data Change Request section contains a Notes field (notes__v field of the Data Change Request object). Enter the reason for the changes or other notes for the Data Steward or equivalent responsible person. The Notes field is not a required field, but it can be made a Required field by enforcing it on the DCR page layout.
Submitting a New Child Account DCR as
End Users
There are two ways to create a new child account:
- The Create action on the Member Of section on the person Account detail page
- The Create action on the Members or Member Of section on the business Account detail page
If the user does not have permission to create new accounts, the user can still create DCRs via this method.
- The user must have access to the DCR object in order to create and view Data Change Requests
- The user will be able to select any account__v object type for which they have at least read permission
The user can select the Parent account and set it to Primary, if applicable; the user can then select the Child account. The Notes field is not a required field, but it can be made a Required field by enforcing it on the DCR page layout. Enter the reason for the DCR or other notes for the Data Steward or equivalent responsible person.
Tapping the Submit action submits the DCR for processing at the next sync.
The Save & Make Primary action is not supported when creating or editing child accounts with DCRs.
Submitting an Edit Child Account DCR as
End Users
When a user has access to the DCR object and create permission to the child_account__v object type, a custom Child Account Edit page displays after clicking Edit. DCR-controlled fields display as editable on the layout, and are denoted with a lock icon.
Non DCR-controlled fields can be edited normally and are stored when clicking Save.
Edit Child Account Data Change Request page
The Data Change Request section contains a Notes field (notes__v field of the Data Change Request object). Enter the reason for the changes or other notes for the Data Steward or equivalent responsible person. The Notes field is not a required field, but it can be made a Required field by enforcing it on the DCR page layout.
