The Sample Management module consists of the following components:

• Content Acknowledgement (content_acknowledgment__v) - The Content Acknowledgement object stores Acknowledgement of Content receipt signatures and fulfillment data for sample requests/BRCs shipped directly to HCPs, for example shipment and delivery status
• Content Acknowledgement Item (content_acknowledgement_item__v) - The Content Acknowledgement Item store product-level details for Content Acknowledgement records
• Product Catalog (product__v) - The Product Catalog stores product information for all detail and sample products. In order to select a sample product on the call report, users must have access to the corresponding record in the product catalog.
• Rep Roster (rep_roster__v) - The Rep Roster object stores relevant information about each user who manages sample inventory—for example, user contact information and sample storage location address
• Sample Inventory (sample_inventory__v and sample_inventory_item__v) - The Sample Inventory object contains the header record for a user’s physical inventory of sample lots. sample_inventory_item__v contains the records for individual line items in an inventory.
• Sample Lot (sample_lot__v)- The Sample Lot object stores user-specific sample records and lot numbers available for Sample Transactions. In order to disburse a product, users must have access to the corresponding Sample Lot record.
• Sample Lot Add (sample_lot_add__v) - The sample_lot_add__v object stores user requests for additional sample lots
• Sample Lot Item (sample_lot_item__v) - The sample_lot_item__v contains information on the attributes of a sample lot. For example, when cold chain sampling is enabled, this object stores the tag alert number.
• Sample Order Transaction (sample_order_transaction__v) - The Sample Order Transaction object maintains and controls all transactional data related to sample requests/BRCs
• Sample Receipt (sample_receipt__v) - The Sample Receipt object stores records for all pending sample receipts. When samples are transferred to a user, a pending sample receipt record is automatically created by the sample_transaction__v trigger on the Sample Transaction object.
• Sample Transaction (sample_transaction__v) - The Sample Transaction object stores all transactional data related to samples—for example, information on sample disbursements, adjustments, transfers, and returns

To configure this module:

1. Ensure Configuring the Product Catalog is complete.
2. Navigate to Admin > Configuration > Tabs.

3. Create the following tabs:

   • Lot Catalog
   • My Samples
   • Rep Roster
   • Sample Inventories
   • Sample Order Transactions (for BRCs)
   • Sample Transactions

   Do not create tabs for the sample_lot__v and sample_inventory_item__v objects. Sample management is conducted through the sample_transaction__v, lot_catalog__v, and sample_inventory__v objects.
   

4. Navigate to Admin > Users & Groups > Permission Sets.
5. Select the appropriate permission set.
6. Select the Objects tab.

7. Grant at least the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   lot_catalog__v	CRED	n/a	active__v expiration_date__v id item_id__v legacy_crm_id__v lot_catalog_external_id__v name__v ownerid__v product__v sample__v sample_description__v status__v u_m__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   rep_roster__v	CRED	n/a	address_line_1__v address_line_2__v city__v computer_asset_tag__c fax_number__c home_phone__v id legacy_crm_id__v mobile_number__c name__v organization_id__c ownerid__v state_province__v status__v territory__v username_external_id__v vin__c zip__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_inventory__v	CRED	sample_inventory__v	audit__v id inventory_date_time__v inventory_for__v inventory_from_date__v inventory_type__v legacy_crm_id__v lifecycle__v mobile_created_datetime__v mobile_id__v mobile_last_modified_datetime__v name__v no_sample_lots__v object_type__v ownerid__v previous_inventory_date_time__v sample_inventory_status__v state__v status__v submitted__v submitted_date__v unlock__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v stage__sys	Read
   sample_inventory_item__v	CRED	sample_inventory_item__v	count__v difference__v expected_quantity__v expiration_date__v id inventory_name__v legacy_crm_id__v lot__v lot_lookup__v mobile_id__v name__v object_type__v sample__v status__v u_m__v unlock__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_lot__v	CRED	sample_lot__v	active__v allocated_quantity__v batch_lot_id__v calculated_quantity__v expiration_date__v id legacy_crm_id__v name__v object_type__v ownerid__v product__v sample__v sample_lot_id__v status__v suppress_lot__v u_m__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_lot_add__v	CRED	sample_lot_add__v	comments__v id legacy_crm_id__v lot__v mobile_id__v name__v object_type__v ownerid__v quantity__v sample__v status__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_lot_item__v	CRED	tagalert__v	active__v sample_lot__v	Read
   sample_order_transaction__v	CRED	brc__v receipt__v	account__v account_id__v account_name__v address_line_1__v address_line_2__v allocation_impact_quantity__v call_date__v call_datetime__v call_id__v call_name__v call_sample_id__v call_sample_name__v city__v comments__v confirmed_quantity__v credentials__v dea__v (optional) dea_expiration_date__v (optional) delivery_status__v disclaimer__v distributor__v group_identifier__v group_transaction_id__v lifecycle__v lot__v manufacturer__v name__v object_type__v ownerid__v quantity__v ref_order_transaction_id__v request_receipt__v salutation__v sample__v sample_card_reason__v sample_order_transaction_status__v sample_send_card__v sample_u_m__v ship_address_line_1__v ship_address_line_2__v ship_cds__v ship_cds_expiration_date__v ship_city__v ship_country__v ship_license__v ship_license_expiration_date__v ship_license_status__v ship_location__v ship_state__v ship_zip__v ship_zip_4__v shipment_id__v signature__v signature_date__v state__v state_province__v status__v submitted_date__v territory__v transfer_to__v transfer_to_name__v transferred_date__v transferred_from__v transferred_from_name__v type__v u_m__v zip__v zip_4__v	Edit
   			created_by__v created_date__v global_id__sys modified_by__v modified_date__v stage__sys link__sys	Read
   sample_receipt__v	CRED	sample_receipt__v	comments__v confirmed_quantity__v id legacy_crm_id__v lot__v lot_name__v name__v object_type__v quantity__v receipt_comments__v received__v ref_order_transaction_id__v ref_transaction_id__v sample__v shipment_id__v status__v transferred_date__v transferred_from__v transferred_from_name__v u_m__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_transaction__v	CRED	adjustment__v disbursement__v receipt__v return__v transfer__v	account__v address_line_1__v address_line_2__v adjust_for__v adjusted_date__v call_date__v call_datetime__v call_name__v cds__v cds_expiration_date__v city__v comments__v confirmed_quantity__v credentials__v dea__v (optional) dea_expiration_date__v (optional) disbursed_to__v disclaimer__v distributor__v group_identifier__v group_transaction_id__v id inventory_impact_quantity__v legacy_crm_id__v license__v license_expiration_date__v license_status__v lifecycle__v location_text__v lot__v lot_name__v manufacturer__v object_type__v quantity__v reason__v receipt_comments__v received__v return_to__v ref_transaction_id___v request_receipt__v salutation__v sample__v sample_card__v sample_card_reason__v sample_transaction_status__v shipment_id__v signature__v signature_date__v state__v status__v state_province__v submitted_date__v transfer_to__v transfer_to_name__v transferred_date__v transferred_from__v transferred_from_name__v type__v u_m__v zip__v zip_4__v	Edit
   			created_by__v created_date__v global_id__sys stage__sys state_stage_id__sys link__sys modified_by__v modified_date__v	Read
   user__sys	R	n/a	employee_number__v	Read
   user_territory__v	R	n/a	n/a	n/a

8. Grant View permission to the following controls on the sample_inventory__v object:

   • sample_inventory_items_section__v
   • si_inv_from_date_field_control__v
   • si_previous_inv_date_time_field_control__v

9. Grant View permission to the following object controls on the sample_transaction__v object:

   • st_lot_field_control__v
   • st_quantity_field_control__v
   • st_sample_field_control__v
   • st_state_province_field_control__v - for transfer__v and return__v object types
   • st_u_m_field_control__v

10. Grant Execute permission to the unlock__v object action on the sample_transaction__v object.

11. Grant View permission to the following object controls on the sample_order_transaction__v object (for BRCs) :

    • sot_lot_field_control__v
    • sot_quantity_field_control__v
    • sot_sample_field_control__v
    • sot_state_province_field_control__v - for transfer__v and return__v object types
    • sot_u_m_field_control__v
12. Grant Execute permission to the unlock__v object action on the sample_order_transaction__v object.

13. Select the Tabs tab.

14. Grant View permission to the following tabs:

    • Lot Catalog
    • My Samples
    • Rep Roster
    • Sample Inventories
    • Sample Order Transactions (for BRCs)
    • Sample Transactions
15. Select the Pages tab.
16. Grant View permission to the My Samples page.

Configuring Layouts

To configure layouts for this module:

1. Navigate to Admin > Configuration > Objects > product__v.
2. Select the Layouts tab.
3. Add the following fields to the appropriate layouts on the product__v object:
   • distributor__v
   • manufacturer__v
   • sample_quantity_bound__v
   • sample_quantity_picklist__v
   • sample_u_m__v
   • user_aligned__v
4. Navigate to Admin > Configuration > Objects > sample_inventory__v.
5. Select the Layouts tab.
6. Ensure the inventory_for__v field is added to the appropriate sample_inventory__v layouts.

Ensure the mobile_last_modified_datetime__v and mobile_created_datetime__v fields are not placed on sample_inventory__v layouts. If these datetime fields are placed on the layout, their values may be incorrectly stamped.

Configuring Veeva Settings

To configure Veeva Settings for this module:

1. Navigate to Business Admin > Objects > veeva_settings__v.
2. Select the check box for the enable_mysamples_login__v Veeva Setting to enable sample admin users to view other users’ My Samples pages.
3. Ensure the use_multi_sample__v Veeva Setting check box is selected for all users.

Creating Sharing Rules

Create sharing rules, if needed, to ensure sample admin users can view other users’ inventories, sample lots and sample transactions. To grant sample admin users access to data on the sample_lot__v, sample_receipt__v, and sample_inventory__v objects using Vault Dynamic Access Control (sharing rules):

1. Navigate to Admin > Configuration > Objects.

2. Select the appropriate object.

3. Select the Sharing Rules tab.

4. Select Create.

5. Populate the appropriate fields for the sharing rule.

For more information on rule criteria, see How to Create Sharing Rules on the Vault platform help site.

Sample admin users can also grant other users access as needed, using sharing rules.

Preventing Field Copying

To prevent field values from being copied across records, for fields on any object:

1. Navigate to Admin > Configuration > Objects.

2. Select the appropriate object.

3. Select the Fields tab.

4. Select the appropriate field.

5. Select the Do not copy this field in Copy Record check box.

Selecting the check box for a field ensures the field values are not copied when users clone records.

To configure this module:

1. Ensure Configuring the Product Catalog is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:
   

   Object	Object Permissions	Object Types	Fields	Field Permissions
   lot_catalog__v	R	n/a	active__v created_by__v created_date__v expiration_date__v id item_id__v legacy_crm_id__v link__sys lot_catalog_external_id__v modified_by__v modified_date__v name__v ownerid__v sample__v sample_description__v status__v suppress_lot__v u_m__v	Read
   rep_roster__v	CRE	n/a	address_line_1__v address_line_2__v city__v created_by__v created_date__v fax_number__c global_id__sys home_phone__v id legacy_crm_id__v link__sys mobile_number__c modified_by__v modified_date__v name__v organization_id__c ownerid__v state_province__v status__v territory__v username_external_id__v vin__c zip__v	at least Read
   sample_inventory__v	CRE	sample_inventory___v	id inventory_date_time__v inventory_for__v inventory_from_date__v inventory_type__v legacy_crm_id__v lifecycle__v mobile_created_datetime__v mobile_id__v mobile_last_modified_datetime__v name__v no_sample_lots__v object_type__v ownerid__v previous_inventory_date_time__v sample_inventory_status__v state__v status__v submitted__v submitted_date__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v stage__sys state_stage_id__sys	Read
   sample_inventory_item__v	CRE	sample_inventory_item__v	count__v expected_quantity__v expiration_date__v id inventory_name__v legacy_crm_id__v lot__v lot_lookup__v mobile_id__v name__v object_type__v sample__v sample_lot_id__v status__v u_m__v	Edit
   			created_by__v created_date__v difference__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_lot__v	RE	sample_lot__v	active__v (optional; enables users to activate and deactivate sample lots)	Edit
   			batch_lot_id__v calculated_quantity__v created_by__v created_date__v expiration_date__v global_id__sys id legacy_crm_id__v link__sys modified_by__v modified_date__v name__v object_type__v ownerid__v product__v sample__v sample_lot_id__v status__v u_m__v	Read
   sample_lot_add__v	CRE	sample_lot_add__v	comments__v id legacy_crm_id__v lot__v mobile_id__v name__v quantity__v sample__v  status__v	Edit
   			created_by__v created_date__v global_id__sys link__sys mobile_id__v modified_by__v modified_date__v object_type__v ownerid__v	Read
   sample_lot_item__v	RE	tagalert__v	active__v sample_lot__v	Read
   sample_order_transaction__v	CRE	brc__v - only grant end users Read access to the brc__v object type receipt__v - only grant end users Read access to the receipt__v object type	address_line_1__v address_line_2__v city__v comments__v confirmed_quantity__v group_transaction_id__v lot__v manufacturer__v name__v object_type__v quantity__v ref_order_transaction_id__v sample_order_transaction_status__v state_province__v submitted_date__v transfer_to__v transfer_to_name__v transferred_date__v transferred_from__v transferred_from_name__v type__v u_m__v zip__v zip_4__v	Edit
   			account__v account_id__v account_name__v allocation_impact_quantity__v call_date__v call_datetime__v call_id__v call_name__v call_sample_id__v call_sample_name__v created_by__v created_date__v credentials__v dea__v (optional) dea_expiration_date__v (optional) delivery_status__v disclaimer__v distributor__v global_id__sys group_identifier__v lifecycle__v link__sys modified_by__v modified_date__v ownerid__v request_receipt__v salutation__v sample_card_reason__v sample_send_card__v sample__v sample_u_m__v ship_address_line_1__v ship_address_line_2__v ship_cds__v ship_cds_expiration_date__v ship_city__v ship_country__v ship_license__v ship_license_expiration_date__v ship_license_status__v ship_location__v ship_state__v ship_zip__v ship_zip_4__v shipment_id__v signature__v signature_date__v stage__sys state__v state_stage_id__sys status__v territory__v	Read
   sample_receipt__v	CRE	sample_receipt__v	comments__v confirmed_quantity__v id legacy_crm_id__v lot__v lot_name__v name__v object_type__v quantity__v receipt_comments__v received__v ref_transaction_id__v ref_order_transaction_id__v sample__v shipment_id__v status__v transferred_date__v transferred_from__v transferred_from_name__v u_m__v	Edit
   			created_by__v created_date__v global_id__sys link__sys modified_by__v modified_date__v	Read
   sample_transaction__v	CRE	adjustment__v disbursement__v - only grant end users Read access to the disbursement__v object type receipt__v - only grant end users Read access to the receipt__v object type return__v transfer__v	address_line_1__v address_line_2__v adjust_for__v adjusted_date__v city__v comments__v confirmed_quantity__v group_transaction_id__v inventory_impact_quantity__v lot__v lot_name__v object_type__v quantity__v reason__v receipt_comments__v received__v return_to__v ref_transaction_id___v sample__v sample_transaction_status__v shipment_id__v state_province__v submitted_date__v transfer_to__v transfer_to_name__v transferred_date__v transferred_from__v transferred_from_name__v type__v u_m__v zip__v zip_4__v	Edit
   			account__v call_date__v call_datetime__v call_name__v cds__v cds_expiration_date__v created_by__v created_date__v credentials__v dea__v (optional) dea_expiration_date__v (optional) disbursed_to__v disclaimer__v distributor__v global_id__sys license__v license_expiration_date__v license_status__v lifecycle__v link__sys location_text__v manufacturer__v modified_by__v modified_date__v request_receipt__v salutation__v sample_card__v sample_card_reason__v signature__v signature_date__v stage__sys state_stage_id__sys state__v	Read
   user__sys	R	n/a	employee_number__v	Read
   user_territory__v	R	n/a	n/a	n/a

6. Grant View permission to the following controls on the sample_inventory__v object:

   • sample_inventory_items_section__v
   • si_inv_from_date_field_control__v
   • si_previous_inv_date_time_field_control__v

7. Grant View permission to the following controls on the sample_transaction__v object:

   • st_lot_field_control__v
   • st_quantity_field_control__v
   • st_sample_field_control__v
   • st_state_province_field_control__v - for transfer__v and return__v object types
   • st_u_m_field_control__v

8. Grant View permission to the following controls on the sample_order_transaction__v object (for BRCs) :

   • sot_lot_field_control__v
   • sot_quantity_field_control__v
   • sot_sample_field_control__v
   • sot_state_province_field_control__v - for transfer__v and return__v object types
   • sot_u_m_field_control__v
9. Select the Tabs tab.
10. Grant end users View access to the following tabs:
    • My Samples
    • Sample Inventory
11. Select the Pages tab.
12. Grant end users View access to the My Samples page.

Configuring Layouts

To configure layouts for this module:

1. Navigate to Admin > Configuration > Objects > sample_inventory__v.
2. Select the Layouts tab.
3. Ensure the inventory_for__v field is added to the appropriate sample_inventory__v layouts.
4. Create a layout rule on the sample_inventory__v object to ensure the inventory_for__v field is read-only on saved and submitted inventories. Use the following layout rule expression: not(IsBlank(created_date__v))
5. Configure sample_inventory__v layouts to enable sample inventories on the iPad platform:
• Create a related object section for the sample_inventory_item__v object on sample_inventory__v layouts
• Select Layout Rules
• Create a layout rule to hide the sample_inventory_item__v related object section:
• Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
• Apply the following display effects for the layout rule:
• Effect: Hide
• Type: Sections
• Value: Name of the sample_inventory_item__v related object section

Configuring Veeva Settings

To configure Veeva Settings for this module:

1. Navigate to Business Admin > Objects > veeva_settings__v.
2. Enable the following Veeva Setting check boxes:
   • enable_receipt_activation__v - When this setting is enabled and users receive sample transfers, the corresponding sample lots are not active in users' inventories until they confirm they received the transfer. This setting only applies to sample transactions with the transfer__v object type.
   • enable_ipad_mysamples__v - Enables users to capture inventory counts on the iPad platform

3. Populate the max_sample_lines__v Veeva Setting with a number under 100 (optional). This setting defines the maximum number of product lines in a transaction. The default value is 10.

Ensure VMobile Object Configurations (VMOCs) exist for all objects detailed in the configuration above and for the appropriate platforms. If not, create them.

Ensure the appropriate records are in place for sampling—each sample product must have product records and a sample lot record, and each user must have a rep roster record with address information. See Creating Records for Sample Management for more information.

Enabling Inventories without Sample Lots

To enable end users to save or submit inventories without adding sample lot line items (optional):

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant View permission to the no_sample_lots__v control on the sample_inventory__v object.
5. Navigate to Admin > Configuration > Objects > sample_inventory__v.
6. Select the Layouts tab.
7. Place the no_sample_lots__v field control and the no_sample_lots__v field on the appropriate sample_inventory___v layouts.
8. Create a layout rule on the appropriate sample_inventory__v layouts to hide the no_sample_lots__v field from the layout.

Enabling Blind Inventories

To enable blind inventories for end users (optional):

1. Navigate to Admin > Configuration > Objects > sample_inventory_item__v.
2. Select the Layouts tab.
3. Create a new layout on the sample_inventory_item__v object.
4. Remove the expected_quantity__v and difference__v fields from the new layout.

Preventing Users from Saving Inventories

To prevent end users from saving inventories, in cases where inventories must be directly submitted without saving (optional):

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant View permission to the sample_inventory_submit__v field control on the sample_inventory__v object.
5. Navigate to Admin > Configuration > Objects > sample_inventory__v.
6. Select the Layouts tab.
7. Place the sample_inventory_submit__v field control on the appropriate sample_inventory__v layouts.

Preventing Users from Submitting Inventories

To prevent end users from submitting inventories, in cases where users should only be able to save inventories (optional):

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Remove access to the submit__v object action on the sample_inventory__v object type.
5. Remove access to the sample_inventory_submit__v field control on the sample_inventory__v object type.
6. Navigate to Admin > Configuration > Objects > sample_inventory__v.
7. Select the Layouts tab.
8. Remove the sample_inventory_submit__v field control from sample_inventory__v layouts.

Additional configuration is needed for custom layouts on the sample_transaction__v, sample_order_transaction__v, and sample_inventory__v objects. This configuration enables sample transactions and sample inventories to display the appropriate fields, including defaulting the Inventory For, Transferred From, and Adjust For fields to the current user when records are created from tabs instead of from the My Samples page.

When creating custom field values for sampling, ensure any custom field values defined for picklists on the call2__v or call2_sample__v objects match the active picklist field values for the disbursement__v object type on the sample_transaction__v object and the brc__v object type on the sample_order_transaction__v object.

See the following sections for details:

• Sample Transaction and Sample Order Transaction Layouts
• Sample Inventory Layouts

Sample Transaction and Sample Order Transaction Layouts

When creating custom layouts on the sample_transaction__v or sample_order_transaction__v objects, complete the following additional configuration:

1. Navigate to Admin > Configuration > Objects > sample_transaction__v.
2. Select the Layouts tab.
3. Add the lot__v field to all sample_transaction__v layouts.

4. Create a detail form section named sample_information__c on the appropriate sample_transaction__v layouts, if it is not already included.

5. Ensure the following field controls are placed in the sample_information__c section on sample_transaction__v layouts:
   • st_lot_field_control__v
   • st_quantity_field_control__v
   • st_sample_field_control__v
   • st_state_province__v - transfer__v and return__v object types only
   • st_u_m_field_control__v

   Configuring other fields in the sample_information__c section is not supported.

6. Add the following controls to all sample_transaction__v layouts:
   • st_adjust_for_field_control__v
   • st_transferred_from_field_control__v

   When using the st_adjust_for_field_control__v and st_transferred_from_field_control__v controls, do not place the adjust_for__v and transferred_from__v fields on the sample_transaction__v layout.

7. Select Layout Rules from the sample_transaction__v layout.
8. Create a layout rule to hide the sample_information__c section on sample_transaction__v layouts.
9. Create layout rules to make the adjust_for__v and transferred_from__v fields required on sample_transaction__v layouts:
   • Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
   • Apply the following display effects for the layout rule:
   • Effect: Display as required
   • Type: Field
   • Value: adjust_for__v, transferred_from__v
10. Create layout rules to hide the lot__v field on sample_transaction__v layouts:
    • Use either the expression 'true' or the expression, type='object_type__v'. For example, type='adjustment__v'
    • Apply the following display effects for the layout rule:
    • Effect: Hide
    • Type: Field
    • Value: lot__v
11. Navigate to Admin > Configuration > Objects > sample_order_transaction__v.
12. Select the Layouts tab.
13. Add the lot__v field to all sample_order_transaction__v layouts.
14. Add the following controls to all sample_order_transaction__v layouts:
    • sot_adjust_for_field_control__v
    • sot_lot_field_control__v
    • sot_quantity_field_control__v
    • sot_sample_field_control__v
    • sot_state_province__v - transfer__v and return__v object types only
    • sot_transferred_from_field_control__v
    • sot_u_m_field_control__v

    When using the sot_adjust_for_field_control__v and sot_transferred_from_field_control__v controls, do not place the adjust_for__v and transferred_from__v fields on the sample__order_transaction__v layout.

15. Select Layout Rules from the sample_order_transaction__v layout.
16. Create layout rules to make the adjust_for__v and transferred_from__v fields required on sample_order_transaction__v layouts:
    • Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
    • Apply the following display effects for the layout rule:
    • Effect: Display as required
    • Type: Field
    • Value: adjust_for__v, transferred_from__v
17. Create layout rules to hide the lot__v field on sample_order_transaction__v layouts:
    • Use either the expression 'true' or the expression, type='object_type__v'. For example, type='adjustment__v'
    • Apply the following display effects for the layout rule:
    • Effect: Hide
    • Type: Field
    • Value: lot__v

Optionally, create layout rules on sample_transaction__v and sample_order_transaction__v layouts to requires users to complete the state_province__v field or any additional fields:

1. Navigate to Admin > Configuration > Objects.
2. Select the appropriate object.
3. Select the Layouts tab.
4. Select the appropriate layout.
5. Select Layout Rules.
6. Create a layout rule to make the state_province__v field required on the appropriate sample_transaction__v and sample_order_transaction__v layouts:
   • Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
   • Apply the following display effects for the layout rule:
   • Effect: Display as required
   • Type: Field
   • Value: state_province__v
7. Create layout rules to make additional fields required, as needed for compliance and reporting:
   • Use either the expression 'true' or the expression, type='object_type__v'. For example, type='adjustment__v'
   • Apply the following display effects for the layout rule:
   • Effect: Display as required
   • Type: Field
   • Value: Appropriate field name

Sample Inventory Layouts

When creating custom layouts on the sample_inventory__v object, complete the following additional configuration:

1. Navigate to Admin > Configuration > Objects > sample_inventory__v.
2. Select the Layouts tab.
3. Add the following controls to sample_inventory__v layouts:
   • sample_inventory_items_section__v
   • si_inv_from_date_field_control__v
   • si_inventory_for_field_control__v
   • si_previous_inv_date_time_field_control_v

   When using the si_inventory_for_field_control__v control, do not place the inventory_for__v field on the sample_inventory__v layout.

4. Select Layout Rules from the sample_inventory__v layout.
5. Create a layout rule to make the inventory_for__v field required on sample_inventory__v layouts:
   • Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
   • Apply the following display effects for the layout rule:
   • Effect: Display as required
   • Type: Field
   • Value: inventory_for__v
6. Enable users to capture sample inventories on the iPad platform:
   • Add the following fields to sample_inventory__v layouts:
   • previous_inventory_date_time__v
   • inventory_from_date__v
   • Select Layout Rules from the sample_inventory__v layout
   • Create a layout rule to hide the previous_inventory_date_time__v and inventory_from_date__v fields from sample_inventory__v layouts:
   • Populate the IF this Layout Rule Expression is TRUE box with the expression 'true'
   • Apply the following display effects for the layout rule:
   • Effect: Hide
   • Type: Field
   • Value: previous_inventory_date_time__v, inventory_from_date__v