Admin settings

Workflow settings

In version 20R1.0, workflow settings were updated to include any reference type fields. Now, Boolean reference fields are now supported for the workflow settings. You can use these BooleanReference and Checkbox type fields to be more specific about the records that are auto-approved or records that are returned to local data stewards if rejected by Veeva OpenData.


In this example, add requests for locally managed records will be automatically approved if the HCPs are pharmacists OR they are Fellows.

This enhancement is available in your Network instance by default.

Updated workflow settings

The following workflow settings have been updated to include Boolean fields:

  • Auto-Approve Add Requests for New Customer Owned Records
  • Auto-Approve Change Requests for Customer Owned Records
  • Review OpenData Rejection of Add Requests