Vault CRM DCRs

AD
DM

Data change requests (DCRs) can be submitted to Network from Vault CRM. The DCRs are processed in real-time; when the DCR is processed in Network, the updates are immediately available in Vault CRM.

Integration requirements

The Vault Integration Username configured on the Network Administration page in Vault CRM must be the same username that is used for the Vault external credentials configured in Network.

For additional configuration requirements for Vault CRM, see Vault CRM Help: Data Change Requests.

Track DCR status

Administrators can use the Task Audit History (Logs) in Network to monitor the status of data change request (DCRs) sent from Vault CRM.

DCR events

All data change request events are logged in the Task Audit History.

An action type is assigned to each event.

Action Type User Name Details
CreateTask VaultCRM A task was created by <user> in Vault CRM.
ServiceLog System A log is generated by Network to indicate a change in the task state.
ChangeState System The DCR state was changed.
ReceiveDCR System The DCR data was received in Vault CRM.
TransformDCR System Mappings were read using <integration user>.
SubmitDCR System A DCR was sent to Network API using the Vault CRM Bridge.
UpdateVaultCRMCustomerData System The account was upserted to Vault CRM.
UpdateVaultCRMDCR System The DCR status was updated in Vault CRM.
Receive Notification System A notification of task state change has been resolved.
ResolveTask System Task was resolved.
CompleteTask System Task was closed.

Event errors

Any errors that occur during the DCR process are also logged in the appropriate events. For example, if an account import to Vault CRM fails during the process, the error displays in the UpdateVaultCRMDCR event.

Task IDs

The Task ID column is blank when the DCR is first received from Vault CRM.

Change request key

The Change Request Key column and Change Request Key filter are added to the log. A change request key is the global DCR ID that is assigned to each event.

Add the change request key to the filter to view all events for a DCR.

DCR attachments

DCRs received from Vault CRM can include attachments.

Support for attachments

  • Number of files - A maximum of three files.

  • File size - 10 MB maximum for each file.

  • File types - Only image file types are supported in Veeva Network.

    • BMP

    • GIF

    • HEIF (supported on Apple® devices only)

    • JPG/JPEG

    • PNG

    • TIF/TIFF

  • Descriptions - A maximum of 1000 characters can be added.

  • Platforms - Vault CRM Browser and iPad.

Network configuration

Attachments must be configured for each object type (HCP, HCP).

If you have enabled attachments for objects in your Network instance already, no changes are required to support these DCRs from Vault CRM.

For details, see Enable attachments on DCRs in the Veeva Network Online Help.

Vault configuration

Configuration steps are required in Vault CRM to support attachments on DCRs.

For details, see the DCR Attachments topic in the Vault CRM Online Help.

Long notes on data change requests

Network accepts DCRs submitted from Vault CRM that include notes containing up to 1,000 characters.

Vault CRM users can add detailed comments in the Notes section on DCRs to provide data stewards with the information they need to verify the requested changes.

Support for long notes

Long notes are available in the Browser and iPad.

Network configuration

No configuration is required in Network to support additional text on DCRs sent from Vault CRM.

Vault CRM configuration

Configuration steps are required in Vault CRM to support long notes on DCRs.

For details, see the Long Notes in Data Change Requests topic in the Vault CRM Online Help.