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Manage Sample Limit Template Product Assignments
To enforce rules and manage distribution based on the template’s defined limits, assign sample limit templates to products or product groups.
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 manage sample limit templates product assignments: | Life Sciences Commercial Admin permission set |
- From the App Launcher, find and select Admin Console.
- Select Sample Limits, and then select Template Product Assignments.
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Select the template that you want to assign to products.
If you select the default generic template or a custom generic template, you can modify the maximum quantity for each visit and period. You can also set the period start and end dates for the products that you select.
- In the product hierarchy, search for products, or use the arrows to expand or collapse product groups.
- Select the products to apply sample limit templates to.
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Scroll to the bottom of the page and save your changes.
When you save your changes, provider sample limit template assignment records are created automatically for each product and template. If you make changes to the templates, these records aren’t updated. Update provider sample limit template assignment records manually to reflect the updated template rules.
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Go to the Sample Limits Jobs page and run the relevant job.
- If this is the first time you’re assigning the template to a product, run the job to initialize the template for accounts.
- If the template already had a product assigned and you changed the assigned template, run the Assign Sample Limit Templates to Products job instead.
After you assign sample limit templates to products, make sure that users can access provider sample limit template assignments. Update the sharing settings for the provider sample limit template assignment object and set the default internal access to Public Read Only. Alternatively, share these records with each user manually.
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