Capturing Custom Text

Uses can add extra product details in a custom text field on call reports, helping capture a more complete view of HCP interactions and product activity. 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 (Browser, iPad, iPhone)

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?

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 View permission to the st_custom_text_field_control__v field control on the sample_transaction__v object.

  6. Grant View permission to the sot_custom_text_field_control__v field control on the sample_order_transaction__v object, to enable custom text 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 View permission to the st_custom_text_field_control__v field control on the sample_transaction__v object.

  6. Grant View permission to the sot_custom_text_field_control__v field control on the sample_order_transaction__v object, to enable custom text for BRCs.

  7. Add custom text field controls to the appropriate layouts:

    • Navigate to Configuration > Objects > sample_transaction__v > Layouts
    • Add the st_custom_text_field_control__v field control to the same section as the st_sample_field_control__v control on sample_transaction__v layouts
    • Navigate to Configuration > Objects > sample_order_transaction__v > Layouts
    • Add the sot_custom_text_field_control__v field control to the same section as the sot_sample_field_control__v control on sample_order_transaction__v layouts, for BRCs

  8. Add custom text fields to the appropriate layouts:

    • Navigate to Configuration > Objects > call2_sample__v > Layouts
    • Add the custom_text__v field to the appropriate layouts on the call2_sample__v object
    • Navigate to Configuration > Objects > sample_receipt__v > Layouts
    • 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
  9. 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 field 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.

Marking the custom_text__v field as required at the object level is not supported.

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