Workflow settings

Auto-approve change requests for sub-objects

25R2

Administrators can configure the workflow settings to auto-approve change requests for locally owned sub-objects. Previously, sub-objects could be auto-approved for new locally owned sub-objects only.

This enhancement is enabled by default in your Network instance.

Supported records

Sub-object changes can be auto-approved on all records.

  • Locally records

  • Veeva OpenData records

  • Third party records

For example, a change to a locally managed address on an OpenData record can now be auto-approved.

Supported sub-objects

  • Addresses

  • Licenses

  • Parent HCOs

  • Custom sub-objects on HCPs and HCOs

Set auto-approval for sub-object changes

  1. In the Admin console, click Settings > Workflow Settings.

  2. Expand the Auto-Approve Change Requests for Customer Owned Records section.

  3. In the Sub-Objects field, add the sub-objects that you want to be auto-approved.