Primary address
Primary addresses configurations
There are two types of configurations available for address sub-objects:
- Network Calculated - Use if you want Network to calculate the primary address for you.
-
Unique Checkbox - Use if you want to manage how the primary is calculated.
There are options to allow Network to calculate a primary in some situations to ensure that a primary is assigned to an affiliation.
Review the table to compare the two types of configurations available for primary address custom fields.
| Unique Checkbox | Network Calculated | |
|---|---|---|
| Commonalities | Business logic ensures that one record is primary. | |
| Differences | Multiple primary fields are allowed for each object. | Only one primary field is allowed for each object. |
| Available on all Veeva and custom sub-object and relationship objects. | Available on address and parent affiliation objects. | |
| Managed by Network users. | Managed by Network. | |
| Configuration options allow for more granular control over when primary address is calculated. For more information, see Unique Checkbox primary. | Always ensures there is an active and valid primary. | |
Enabling this feature
Administrator:
- Create primary type custom fields using the Network Calculated or Unique Checkbox configuration.
User activities
The following activities are available depending on the user type:
| Activity | Standard User | Data Steward | Data Manager | Administrator |
|---|---|---|---|---|
| Create the primary type custom field |
|
|
||
| Update existing addresses using the Data Updater |
|
|
||
| Define Network Calculated primary address on profiles |
|
|
||
| Define Unique Checkbox primary address on profiles |
|
|
|
|
| View primary address on profiles |
|
|
|
|
| Set primary on an address |
|
|
|
|