Slide 1: 22R2 PromoMats Release Education
22R2 PromoMats Release Education August 2022
Slide 2: Emily Borner and Diego Arteaga
Emily Borner Customer Success Manager, NA Diego Arteaga Customer Success Manager, EU
Slide 3: 22R2 Key Dates
22R2 Key Dates Dates Event July 11 (all PODs) Pre-release vaults available July 11-15 Validation package available on VeevaDocs July 11: System Release Memo July 12: Compliance Documents July 15: Executed OQs July 27 Technical Release Education https://veeva.zoom.us/webinar/register/6716555095205/WN
Slide 4: Icons
Icons On By Default Enabled By Configuration Admin Checkbox Copyright © Veeva Systems 2022 4
Slide 5: Announcements
V Announcements
Slide 6: Veeva Commercial Summit Madrid, 28–30 November 2022
’ Vveeva 28-30 November, 2022 COMMERCIAL =| aca SUiln SALES + MEDICAL - MARKETING REGISTER NOW
Slide 7: Vault Help Pages – Classic Vault Help Retirement
Multi-Pass Vault HelpFormula PagesFields – Classic Vault Help Retirement Enhancements Introduced with 22R1 Retired with 22R2 New Vault Help Pages Classic Vault Help Pages Access the new Vault Help Pages here: https://platform.veevavault.help/en/lr/ Copyright © Veeva Systems 2022 7
Slide 8: Vault Help: Application-Specific Help Pages
Vault Help: Application-Specific Help Pages Overview • Vault Help is now divided into application-specific URLs to present the most relevant information to each Application Easily utilize • The updated Vault Help page is located Application Specific here URLs Business Justification • Admins can more
Slide 9: Veeva Vault Mobile
Veeva Vault Mobile • The mobile app for Veeva Vault • Existing functionality: − Search and view documents − Share a file to the app to create an unclassified document • New in 22R2: − Filter documents by My, Recent, and Favorites − Complete document tasks, and receive a push notification for new tas
Slide 10: Data Model Changes – Platform & Commercial
Data Model Changes – Platform & Commercial • With every release, we update the data model to better support evolving needs and new feature functionality • The details around the data model changes can be found in the appendix: − Platform Data Model Changes − Commercial Data Model Changes Copyright ©
Slide 11: Documents
V Documents
Slide 12: OCR Pages with Images & Text
OCR Pages with Images & Text Overview The annotation function • Vault now performs Optical Character recognizes the text Recognition (OCR) on PDF documents within the logo image. that contain both images and text Business Justification • This will further support the indexed text capabilities such a
Slide 13: OCR Pages with Images & Text
OCR Pages with Images & Text • Details − OCR (Optical Character Recognition) extracts and indexes text within scanned image and PDF source files. The text is then incorporated into the viewable rendition • This supports text highlighting, annotations, and copying • The indexed text is searchable in
Slide 14: OCR Pages with Images & Text
OCR Pages with Images & Text Before After Text in the logo image is The annotation function not recognized when recognizes the text annotating the document. within the logo image. Copyright © Veeva Systems 2022 14
Slide 15: AIR PSD Image Enhancements
AIR PSD Image Enhancements Overview • This feature introduces the option to improve the image quality of PSD images in PNG Automated Image Renditions (AIR) <Single screenshot only> Business Justification • PNG renditions of PSD images were rendered incorrectly when generated using the AIR feature •
Slide 16: AIR PSD Image Enhancements
AIR PSD Image Enhancements • Considerations − Contact support to have Enhanced PSD Image Rendering enabled − The PDF rendition will be used to convert to PNG instead of the original source file resulting in a higher quality image Copyright © Veeva Systems 2022 16
Slide 17: Automated Image Rendition Flattening
Automated Image Rendition Flattening Overview • New checkbox option on the Rendition Type configuration that automates the rendered image to be flattened • The image may not have the same appearance. In some instances, because the image is not flattened it leads to a poorer rendition. By flattening
Slide 18: Optional Linked References for Pre-Clearance Packages
Optional Linked References for Overview Pre-Clearance Packages • Linked references are now optional for Pre Clearance eCTD Compliance Packages • New record to the Promotional Material Type object called “Pre-Dissemination Review of Television Ads” Business Justification • Users may not want to inclu
Slide 19: Objects
V Objects
Slide 20: Number Field Decimal Places Enhancement
Number Field Decimal Places Enhancement Overview • When editing the Number field on an object record, if a user includes decimal places with trailing zeroes (e.g., 165.100), they will no longer appear trimmed when saved in the record detail view <Single screenshot only> Business Justification • Prev
Slide 21: Number Field Decimal Places Enhancement
Number Field Decimal Places Enhancement • Details − When creating, viewing or editing an object record, user shall be able to enter a value into a number field or currency field with trailing zeroes in the decimal point (e.g., 165.50) without the UI trimming it upon save and in future edits • Consid
Slide 22: Freeze Column for Related Object Sections
Freeze Column for Related Object Sections Overview Drag horizontal bar • With this feature users will be able to freeze any number of columns, starting from the left most column for related object sections • Users can drag a vertical line to indicate how many columns to freeze while scrolling horizo
Slide 23: Lifecycles and OneWorkflow
Lifecycles • and OneWorkflow OneWorkflow for Documents (fka Multi-Document and Document Workflows) • OneWorkflow for Objects
Slide 24: New Operators for Workflow on Documents (1 of 2)
New Operators for Workflow on Documents (1 of 2) Overview • System Admins now have new conditional operators available for document workflow decision step configurations: • all blank • at least one blank <Single screenshot only> • none blank Business Justification • Provide more flexibility to creat
Slide 25: New Operators for Workflow on Documents (2 of 2)
New Operators for Workflow on Documents (2 of 2) Overview • Workflow participants viewing a task containing multiple documents will see Un-bolded document names of documents they have not has been viewed by viewed appear in bold workflow participant <Single screenshot only> Business Justification •
Slide 26: Increase in Workflow Start Step Rules
Increase in Workflow Start Step Rules Overview • This feature increases the number of Workflow Start Step rules a System Admin can configure in OneWorkflows Business Justification • Increasing this limit enables customers using the Advanced Workflow Role Configuration feature in Legacy Workflows to
Slide 27: Increase in Workflow Start Step Rules
Increase in Workflow Start Step Rules • Details − System Admins can now configure … • Up to 20 Start Step rules in a OneWorkflow that can route multiple documents • Up to 30 Start Step rules in a OneWorkflow that is configured to route one document at a time • Considerations − OneWorkflow Start Step
Slide 28: Save Task Information
Save Task Information Overview • This feature saves information entered into a task completion dialog box until automatic subsequent workflow steps are complete • Previously, if an automatic step failed then Task Owners would have to re- enter the information • E.g., entry criteria not met Business
Slide 29: Task Instruction Visibility in OneWorkflow
Task Instruction Visibility in OneWorkflow Overview Configured These instructions are from the admin’s workflow configuration by Admin • Task Instructions from the Workflow Initiator, and Admin configured on the task, are now visible on the Home tab and in the record / document page From Workflow In
Slide 30: Document Notification Templates in OneWorkflows on Single Documents
Document Notification Templates in OneWorkflows on Single Documents Overview • This feature allows System Admins to configure notifications to participants in OneWorkflows used to route a single document Business Justification • Close a gap between Legacy workflows and OneWorkflows Copyright © Veeva
Slide 31: Document Notification Templates in OneWorkflows on Single Documents
Document Notification Templates in OneWorkflows on Single Documents • Details − A System Admin will have the option of selecting a Notification Template when a document OneWorkflow is configured to route a single document − A Notification Template can be configured in … • A document workflow task •
Slide 32: Automatically Name Envelope Records Flag Exposed in Settings
Automatically Name Envelope Records Flag Exposed in Settings Overview • Allows admins to enable automatic naming of their envelope records used in OneWorkflows • Prior to this feature, this flag had to be enabled by support Business Justification • Some organizations will want Vault to automatically
Slide 33: Include Users Allowed in Role
Include Users Allowed in Role Overview • Allows OneWorkflow participant control to expose users that are allowed in a certain document lifecycle role • Includes users and groups allowed via Dynamic Access Control as well as via <Single screenshot only> role defaults and override rules Business Justi
Slide 34: Include Users Allowed in Role
Include Users Allowed in Role • Details − Admins can enable this feature for a specific participant control by selecting the flag “Display users and groups allowed in role” in the Start step configuration • Considerations − For legacy workflows, the default behavior is to show all users allowed in R
Slide 35: Searching & Filtering
V Searching & Filtering
Slide 36: Add Documents to Expanded Search
Add Documents to Expanded Search Overview • This feature adds the ability to search both documents and objects simultaneously and provides more direct navigation to the Expanded Search experience <Single screenshot only> Business Justification • Previously, only objects could be added to a Collectio
Slide 37: Add Documents to Expanded Search
Add Documents to Expanded Search • Details − Expanded Search Collection feature will have a new option for document types − When adding documents to a collection, Admins can choose to include all documents or a specific document type − A new option to apply VQL criteria will allow filtering to be ap
Slide 38: Add Archive Option to Search Settings
Add Archive Option to Search Settings Overview • Prior to 22R2, customers needed to request for document archiving to be enabled on their Vaults • The archiving option has been added to the Settings>Search Settings Business Justification • Provides Admins direct control over this capability rather t
Slide 39: Add Archive Option to Search Settings
Add Archive Option to Search Settings • Considerations − This is a one-way enablement – once enabled, this feature cannot be disabled. A warning will appear at the time of enablement alerting the Admin accordingly Copyright © Veeva Systems 2022 39
Slide 40: Add CJK Indexing Option to Search Settings
Add CJK Indexing Option to Search Settings Overview • Customers with a lot of Japanese, Chinese or Korean text in their object records previously had to contact support to optimize searching in these languages • We’ve now added this option to the search settings so administrators can enable or disab
Slide 41: Add CJK Indexing Option to Search Settings
Add CJK Indexing Option to Search Settings • Details − When enabled, Vault searches for object records using a dictionary to separate words • Improves mapping for Chinese, Japanese, and Korean − System Admins can enable this Indexing Option by navigating to Settings and checking the box “Enable CJK
Slide 42: Freeze Column Headers & Rows on Object Tabs
Freeze Column Headers & Rows on Object Tabs Overview • Users can now freeze columns and headers on object tabs. Column headers are always visible when scrolling vertically • If enabled, users can choose how many columns to freeze (always visible) while scrolling horizontally Business Justification •
Slide 43: Reporting
V Reporting
Slide 44: Dashboard exports for large charts
Dashboard exports for large charts Overview • The "Download Image" button on expanded dashboard chart is now replaced with two new buttons Business Justification • Currently dashboard exports are limited to 600 px width. This does not match the width of the expanded chart, which is based on the brow
Slide 45: Support Document Roles as Reporting Object
Support Document Roles as Reporting Object Overview • This feature enables users to report on Users and Groups assigned documents and their user roles, for to Document Roles for a list of documents example: • Users and groups assigned to each role on documents • Documents with specific owners, or re
Slide 46: Support Document Roles as Reporting Object
Support Document Roles as Reporting Object • Details − This feature introduces a new Document Role Report Type that allows end-users to create standard and multi-pass reports that display document roles, and the users/groups in those roles • Considerations − While this is considered an Auto-On featu
Slide 47: Additional Aggregate Functions in Reports
Additional Aggregate Functions Overview • This feature adds additional aggregate in Reports functions to Vault reports • “List” and “Distinct List” which return a concatenated list of records in a single cell • “Std Dev” and “Std Dev Samp” return the standard deviations for a distribution Business J
Slide 48: Usability & Interface
V Usability & Interface
Slide 49: Localize Vault to Norwegian
Localize Vault to Norwegian Overview • Users can update the language Vault Navigate to Settings > displays on static labels to Norwegian Language & by changing the language settings in Region Settings their User Profile • Administrators can fully localize Vault by using the Bulk Translation tool to
Slide 50: Localize Vault to Norwegian
Localize Vault to Norwegian • Details − Users can select Norwegian as their language in Vault through the User Profile, and all static labels will be updated − Admins can utilize the Bulk Translation tool to translate all other dynamic labels − Vault also supports setting Norwegian translations for
Slide 51: Notification Template Tab
Notification Template Tab Before 22R2 After 22R2 Overview • This feature combines the Document Messages tab and the Object Messages tab into a single tab called Notification Templates • The User Interface will allow System Admins to differentiate between Object and Document notification templates Af
Slide 52: Notifications: Rich Text in Email Body and Notification Text
Notifications: Rich Text in Email Body and Notification Text Vault Notification Overview • Allows rich text fields in object records to be displayed as rich text in the • Text in Vault UI notifications • Email body from Vault notifications Business Justification • Display rich text object record fie
Slide 53: Notifications: Rich Text in Email Body and Notification Text
Notifications: Rich Text in Email Body and Notification Text • Details − Notification templates now allow the selection of a rich text fields to be included in the notification template in two different flavors: • Plain text - example: ${Object.description__c} • Rich Text – example: ${Object.descrip
Slide 54: View Delete Warning when Deleting Tab
View Delete Warning when Deleting Tab Overview • To help prevent Admins from deleting tabs and related views in error, Vault now displays a warning when attempting to delete a tab Business Justification • The warning has been added as an additional safeguard for admins to confirm that they actually
Slide 55: Preserve eSignature Page Signer Info
Preserve eSignature Page Signer Info Overview • Signatures captured after 22R2 will preserve the signer’s title at the time of signature each time the page is regenerated • Signature pages are generated upon the first view of the page and after a new signature is captured • If a delegate user adds t
Slide 56: Preserve eSignature Page Signer Info
Preserve eSignature Page Signer Info • Considerations − The ${signee_title__v} merge field token must be included in the signature block of each signature template to reflect the title on the generated page Merge Field • Learn more about Signature Token Page Templates Copyright © Veeva Systems 2022
Slide 57: Display System-Managed Users in Search & Filters
Display System-Managed Users in Search & Filters Overview • Standardizes how these System-Managed users are exposed in Vault UI’s: • System-Managed users no longer appear when selecting user for the purpose of data entry (Documents, Objects records, Configurations) • System-Managed users are include
Slide 58: Display System-Managed Users in Search & Filters
Display System-Managed Users in Search & Filters • Details − System-Managed users consist of: • Application Owner • Java SDK Service Account • System • Considerations − “Manager Groups” are no longer created for System-Managed user − System-Managed users cannot be used to create a cross-domain user
Slide 59: Admin & Configuration
V Admin & Configuration
Slide 60: Outbound Migration Packages: View & Add Dependencies
Outbound Migration Packages: View & Add Dependencies Overview • Allows for verification if an outbound View/ Add VPK has all required interdependent Dependencies in Action Menu on Outbound components for deployment Package • View dependencies and blocking components Business Justification • Improved
Slide 61: Outbound Packages: View & Add Dependencies
Outbound Packages: View & Add Dependencies • Details − Admins will be able to select one target Vault for the outbound package − Target Vaults can be either parent Product Vaults or parent/sibling/child Sandbox Vaults − Using an action on the outbound package, admins will be able to view interdepend
Slide 62: Person: First Name or Last Name is required
Person: First Name or Last Name is required Overview • When creating a person record in the person object, either the First Name or the Last Name is required – only newly created person records are affected Business Justification • With this change more diverse person use case can be supported, wher
Slide 63: Jobs: Audit Logs for External URL Call Jobs
Jobs: Audit Logs for External URL Call Jobs Overview • Audit log entries for External URL call jobs now contain the User Name JOB ID included configured as the Run As user for the job under Type in Login Audit Log • The Login Audit entry now includes the Job ID Business Justification • Showing the u
Slide 64: Vault Loader
V Vault Loader
Slide 65: Vault Loader: Trailing Zeroes Included in Extracts
Vault Loader: Trailing Zeroes Overview Included in Extracts for Number • CSVs exported from the Vault Loader UI and Currency Fields and Command Line tool (CLI) will now contain trailing zeroes for number and currency fields • E.g. 94.20 Business Justification • Previously, the Vault Loader extract w
Slide 66: Vault File Manager
V Vault File Manager
Slide 67: Upload Source Files Using Vault File Manager
Upload Source Files Using Vault File Manager Overview • Vault File Manager now supports uploading source files of up to 100GB • Users have the option to upload via Vault File Manager when they attempt to upload new version, create new draft, or upload to placeholder in Vault Business Justification •
Slide 68: Upload Source Files Using Vault File Manager
Upload Source Files Using Vault File Manager • Details − A new “Upload using Vault File Manager” ribbon button in the Create Draft, Upload New Version, and Upload File to Placeholder dialogs − Vault suggests to upload using Vault File Manager for files larger than 4GB • Considerations − Users requir
Slide 69: VFM Action UI Look and Feel
VFM Action UI Look and Feel Overview • This feature refreshes the Vault File Manager UI to align with the appearance of the Action UI in Vault • These visual updates do not change any existing functionality and do not change the locations of common visual elements that users are familiar with Busine
Slide 70: MultiChannel
V MultiChannel
Slide 71: Auto Publish to CRM for Approved Email Fragments
Auto Publish to CRM for Approved Email Fragments Overview • Automation of Email Fragment creation Document is and publishing for CRM through new uploaded into Vault document fields and lifecycle entry actions • Automatic sync between related piece/medical content and the email Document field is set
Slide 72: Auto Publish to CRM for Approved Email Fragments
Auto Publish to CRM for Approved Email Fragments • Details − The ‘Publish to CRM (Email)’ field controls whether a related piece/medical content should be shared with CRM as an email fragment – when set to ‘Yes’, Vault creates the respective email fragment based on an automatically selected master e
Slide 73: Auto Publish to CRM for Approved Email Fragments
Auto Publish to CRM for Approved Email Fragments • Details − The newly added lifecycle entry action ‘Update Email fragment State’ will allow to update the email fragment state whenever the initial piece moves to another lifecycle state to keep the two in sync − A new 'Deleted' lifecycle state has be
Slide 74: Auto Publish to CRM for Approved Email Fragments
Auto Publish to CRM for Approved Email Fragments • Considerations − Admins need to enable the Publish Approved Email Fragments for Veeva CRM capability in the Application Settings of Veeva Vault to make use of the Auto Publish capability − The shared document field ‘Publish to CRM (Email)’ needs to
Slide 75: Auto Publish to CRM for Approved Email Fragments
Auto Publish to CRM for Approved Email Fragments • Limitations − The steady state for email fragments require an expiration date. To allow for automatic population of the expiration date based on the source piece, uncheck the ‘Do not copy this field during Make a Copy’ checkbox on the object field c
Slide 76: Packaging of CLM Content on CDN (Engage Share)
Packaging Packagingof CLM Content of CLM on Content on CDN (Engage Share) CDN (Engage • Overview Share) − Adds content for CLM on staging/production CDN environments in both zipped and unzipped formats where previously it was just zipped − Same behavior as Engage • Business Justification − Supports
Slide 77: Resources
V Resources
Slide 78: Resources
Resources • Contact your Customer Success Manger or Managed Services Consultant • Email: VaultCustomerSuccess@veeva.com • 22R2 Release Kit: https://www.veeva.com/products/commercial-vault-release- presentations/ • Vault Resource Library: https://support.veeva.com/hc/en- us/articles/360013243773-Veev
Slide 79: Thank you
V Thank you
Slide 80: Appendix
V Appendix
Slide 81: Platform Data Model Changes
Platform Data Model Changes • The following component was added to the Platform data model to support new features: − Added the Target Vault (target_vault__v) field to the Outbound Package (outbound_package__v) object to support the Outbound Packages: View & Add Dependencies feature Copyright © Veev
Slide 82: Commercial Data Model Changes
Commercial Data Model Changes • The following changes were made to MedComms and PromoMats Vaults to support the Packaging of CLM Content on CDN (Engage Share) feature: − Added the shared field Publish for Veeva CRM (Remote CLM) (publish_for_veeva_crm_remote_clm__v) • The following changes were also
Slide 83: Commercial Data Model Changes
Commercial Data Model Changes • The following changes were made to PromoMats Vaults: − Added the Pre-Dissemination Review of Television Ads object record to the Promotional Material Document Type object • The following changes were made to MedComms Vaults: − Added the Response Contact (response_cont
Slide 84: Commercial Data Model Changes
Commercial Data Model Changes • The following changes were made to PromoMats and MedComms Vaults to support the Auto Publish to CRM for Approved Email Fragments feature: − Added the following shared document fields: • Publish for Veeva CRM (Email) (email_content__v) • Targeted Document Type (targete
Slide 85: Commercial Data Model Changes
Commercial Data Model Changes • The following changes were made to MedComms Vaults to support the Data Agnostic MedComms to CRM Connection for Medical Inquiry and Network (OpenData) Connection to Look Up HCP Reference Data for Medical Inquiry features: − Added the following fields to the Case (case_
Slide 86: Vault Java SDK Service Account
Vault Java SDK Service Account • Overview − Custom Vault Java SDK code now executes as the new Java SDK Service Account − Audit trails now show custom events logged as java_sdk_service@{domain} on behalf of {username}, instead of System • Business Justification − Provide better transparency about ex
Slide 87: Vault Platform HTTP/2 Support
Vault Platform HTTP/2 Support • Vault now uses HTTP/2 as the default protocol to optimize network performance • This update enables faster page loads • Although the older HTTP/1.1 protocol is supported, restricting to only allow HTTP/1.1 traffic is not recommended • We strongly advise reviewing and
Slide 88: Enhancement to Document Multi-Value Fields in Expressions
Enhancement to Document Multi-Value Fields in Expressions • Overview − Multi-select picklist and object fields on documents return all selected values when used in lifecycle and workflow expressions • Business Justification − Prior to this release, Vault returned a single value, even when multiple w
Slide 89: Delegate Admin CSV Export Enhancement
Delegate Admin CSV Export Enhancement • Overview − There is no longer a limit of 1024 Active Delegations when exporting Active Delegations (Admin > Users & Groups > Active Delegations) • Business Justification − Improves Admin experience when needing to export larger list for the Active Delegations