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Approve or Reject a Data Change Request
Review and act on Data Change Requests submitted directly by users in the Life Sciences Cloud for Customer Engagement app. Use the built-in Lightning component to create a new tab to approve or reject a change request.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To approve or reject a Data Change Request: | Life Sciences Commercial Admin Life Sciences Key Account Manager |
When a user submits a Data Change Request to create a new record, the request goes through an approval process before the record becomes active. If you approve a request, the record is created as submitted. If you reject a request, Salesforce automatically updates specific fields on the affected object to mark it as inactive or expired. The fields that get updated depend on the object type. For most objects, the IsActive field is set to false. For objects that track time-bound data, such as ProviderAffiliation, HealthcareProvider, ContactPointEmail, and ContactPointPhone, end date fields are also set to today's date.
However, ContactPointSocial is a special case because it has no native IsActive flag or effective date fields. The rejection is handled by setting the SocialPlatformProvider field to InActive. For this reason, InActive must be added as a picklist value for the SocialPlatformProvider field before the rejection workflow can function correctly for this object.
This table shows each supported object and the exact field changes applied when a new record creation request is rejected.
| Object | Field Modifications upon Rejection |
|---|---|
| Account | IsActive = false |
| ContactPointAddress | IsActive = false |
| ProviderAffiliation | EffectiveEndDate = Date.today(), IsActive = false |
| ContactPointEmail | ActiveToDate = Date.today() |
| BusinessLicense | IsActive = false |
| ContactPointPhone | ActiveToDate = Date.today() |
| ContactPointSocial | SocialPlatformProvider = 'InActive' |
| HealthcareProvider | EffectiveTo = Date.today(), IsActive = false |
| HealthcareProviderNpi | IsActive = false |
| HealthcareProviderSpecialty | IsActive = false |
- In Setup, search for Tabs and select it.
- In the Custom Tabs page, under the Lightning Component Tabs, click New.
- In the New Lightning Component Tab page, select lsc4ce:dataChangeListWithApproveReject.
- Enter the tab label.
- Enter the name of the tab.
- For Tab Style, click the Search icon and select the tab style.
- Click Next.
-
Choose the user profiles for which the new Lightning Component tab will be available. You
may also examine or alter the visibility of tabs from the detail and edit pages of each
profile.
By default, Apply one tab visibility to all profiles is enabled.
- Apply different tab visibility settings to each profile.
- Save your changes.
