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Set Up Data Change Request by User Profile

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Set Up Data Change Request by User Profile

Control how data updates are governed for various objects in the Life Sciences Cloud for Customer Engagement app. Specify whether changes apply immediately or require review before finalization. This set up makes sure that data updates comply with your organization’s review policies and support profile-specific handling of data changes.

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 set up and configure Data Change Request features and objects: Life Sciences Commercial Admin
Important
Important Data Change Request is supported for these objects: Account, HealthcareProvider, HealthcareProviderSpecialty, HealthcareProviderNPI, ContactPointAddress, ContactPointPhone, ContactPointSocial, ContactPointEmail, BusinessLicense, and ProviderAffiliation.
  • Create object metadata cache configuration for LifeSciDataChgDefMngFld object. Add one record per field or multiple records for the same field when different configurations are required. See Create Object Metadata Cache Configuration.
  • Create records for UserAdditionalInfo object for the authenticated user with preferred country and available country sets. In addition, create associated LifeSciCountry records. Create these records through through Apex or Tooling API. See Create a record.
  1. From the App Launcher, find and select Life Sciences Commercial.
  2. Click Admin Console.
  3. In the Life Sciences Customer Engagement Setup page, click Account Management.
  4. In the navigation pane, click Data Change Request.
  5. To activate the Account object and its related Data Change Request object, turn on Object Status.
  6. In the Profile Settings section, select a default behavior from the Default Settings dropdown to determine when the changes reflect across web and mobile apps.
    On the mobile app, the changes reflect immediately if the configuration is set to apply immediately. The mobile users can see the changes made on the web app only after the app's next sync.
    • Don’t apply changes immediately: Sends DCR for approval first on the web app. Changes appear on the mobile app after approval on the next sync.
    • Apply changes to each field individually: Applies all the changes on the mobile app immediately. Creates a data change request for review. If the changes are later rejected by the authorizer, the updates will be reverted on the next sync.
    • Apply changes immediately: Applies changes at the field level; controls how changes are applied to each field. On the web app, if the changes are rejected then the changes are reverted on the mobile app on the next sync.
  7. To apply the selected default behavior, turn on Active.
  8. Configure different behaviors for specific profiles.
    1. In the Profile section, click Add.
    2. Select a profile.
      For example, select System Administrator.
    3. Select the field update type for the profile.
    4. To apply the rule, turn on Active.
  9. Save your changes.
  10. Similarly, set up Data Change Request for the other objects.
 
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