Capturing Custom Text

To provide a fuller picture of users’ interactions with HCPs and capture important information about product transactions, users can enter additional product information in a custom text field for the following product transactions:

  • receiving product shipments (Browser only)
  • creating a product transfer, adjustment, or return (Browser only)
  • recording a call (iPad, iPhone only)

For example, when users disburse co-pay cards to an HCP, they input the range of co-pay card BIN numbers on the call report to track which HCPs receive which co-pay cards. This functionality is available for all product types—samples, BRCs, alternative samples, promotional items, high value promotional items, reprints, and custom product types.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users do not require an additional license
  • End Users, Sample Admin Users

Configuring Custom Text Capture for

To configure this feature:

  1. Ensure Configuring Sample Management is complete.

  2. Navigate to Users & Groups > Permission Sets.

  3. Select the appropriate permission set.

  4. Grant sample admin users the following permissions:

    Object Object Permissions Object Types Fields Field Permissions

    call2_sample__v

    n/a

    n/a

    		 custom_text__v

    Edit

    product__v

    n/a

    n/a

    		 custom_text__v

    Edit

    sample_receipt__v

    n/a

    n/a

    		 custom_text__v

    Edit

    sample_transaction__v

    n/a

    n/a

    		 custom_text__v

    Edit

  5. Grant sample admin users view permission to the st_custom_text_field_control__v object control on the sample_transaction__v object.

  6. Grant sample admin users view permission to the sot_custom_text_field_control__v object control on the sample_order_transaction__v object for BRCs.

  7. Navigate to Configuration > Objects > product__v > Layouts.

  8. Add the custom_text__v field to the appropriate product__v layouts.

Configuring Custom Text Capture for

To configure this feature:

  1. Ensure Configuring Sample Management is complete.

  2. Navigate to Users & Groups > Permission Sets.

  3. Select the appropriate permission set.

  4. Grant end users the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permissions

    call2_sample__v

    n/a

    n/a

    		 custom_text__v

    Edit

    product__v

    n/a

    n/a

    		 custom_text__v

    Read

    sample_transaction__v

    n/a

    n/a

    		 custom_text__v

    Edit

    sample_order_transaction__v

    n/a

    n/a

    		 custom_text__v

    Edit
    sample_receipt__v

    n/a

    n/a

    		 custom_text__v

    Edit

  5. Grant end users view permission to the st_custom_text_field_control__v object control on the sample_transaction__v object.

  6. Grant end users view permission to the sot_custom_text_field_control__v object control on the sample_order_transaction__v object for BRCs.

  7. Navigate to Configuration > Objects > sample_transaction__v > Layouts.

  8. Add the st_custom_text_field_control__v object control to the same section as the st_sample_field_control__v control on sample_transaction__v layouts.

  9. Navigate to Configuration > Objects > sample_order_transaction__v > Layouts.

  10. Add the sot_custom_text_field_control__v object control to the same section as the sot_sample_field_control__v control on sample_order_transaction__v layouts, for BRCs.

  11. Navigate to Configuration > Objects > call2_sample__v > Layouts.

  12. Add the custom_text__v field to the appropriate layouts on the call2_sample__v object.

  13. Navigate to Configuration > Objects > sample_receipt__v > Layouts.

  14. Add the custom_text__v field to the layout assigned to the default object type on the sample_receipt__v object, if not already added.
  15. Enable the appropriate product__v records for custom text capture. In order for users to capture custom text for a particular product, sample admin users must enable the product__v record:
    • Navigate to either All > Product Catalog tab or Business Admin > Objects > product__v.
    • Select the appropriate product__v record
    • Select the check box for the custom_text__v field
    • Select Save

Optionally, the custom_text__v field can be made required for end users. To make the custom_text__v field required:

  1. Navigate to the Layouts tab for the appropriate objects.
  2. Add the custom_text__v field to the appropriate layouts.
  3. Create a layout rule to hide the custom_text__v field from layouts, since object controls are used to display the custom text input.
  4. Create a layout rule to make the custom_text__v field required on the appropriate layouts.

Capturing Custom Text as

Users can capture custom text for defined products when:

To capture custom text on a call report or on a sample transaction, enter the appropriate text in the custom_text__v field.

The custom_text__v field is read-only once users do any of the following:

  • Accept an HCP signature on the call report
  • Submit the call report
  • Submit a sample transfer, adjustment, receipt, or return
  • Submit an allocation transfer or allocation adjustment

Related Topics

Transferring Products

Confirming Product Receipt

Selecting Products