Configuring Localize Pack Copy (Veeva Claims)

Veeva Claims Pack Copy Management provides users with the ability to generate local pack copy from a global pack copy. Before generating local pack copy, users can optionally check for missing localizations and then select the global elements they want to include in the pack copy for the specified locations. Vault finds any existing local elements for the languages associated with the specified locations and adds them to the local pack copy, allowing users to reuse element translations for different geographical markets mapped to the same language.

Localize Pack Copy Objects

Veeva Claims uses the following core objects to support Localize Pack Copy:

• Pack Copy (pack_copy__v): This object represents a pack copy and contains information about the product to which the pack copy applies, the location for the pack copy, and whether a pack copy is global or local.
• Packaging Level (pack_level__v): This object represents the packaging level.
• Panel (panel__v): This object represents pack copy panels.
• Element (element__v): This object represents text or image content to use on packaging, and contains information about the element language, locations, global element (for local elements), and local adaptation information.
• Country Language (country_language_mapping_object__v): This object represents which languages are applicable to each country (Location). This information is used to determine the languages in which translations are required for a local pack copy.
• Local Pack Copy Element Translation Set (local_pack_copy_element_translation_set__v): This system-managed join object references a global Element record, local Pack Copy record, and local Element record when users enter translated text into the Translator View so that Vault can display translated element text for a local Pack Copy.
• Usable Element Location (usable_element_location__v): This system-managed object joins the Element and Location objects, allowing a local Element to be associated with multiple Locations. Records include references to the related Local Adaptation and Claim, when applicable.

Configuration Overview

Configuring your Vault to use Localize Pack Copy involves the following steps:

1. Configuring object types
2. Configuring object page layouts
3. Configuring the Localize Pack Copy object action
4. Creating country-language mappings
5. Defining Translator group settings
6. Configuring user permissions

Configuring Object Types

If you’ve configured object types for the Element or Panel objects, you must assign certain fields to all relevant object types:

• For the Element object, the Element Language field.
• For the Panel object, the Pack Copy Ref and Pack Copy Country fields. Vault automatically populates the Pack Copy Country field when a user adds a Panel to a local Pack Copy and the field should not be visible to users on the Panel object page layout.

Configuring Object Page Layouts

You must configure the Element and Pack Copy object page layouts to support Localize Pack Copy.

Configuring the Element Object Page Layout

You must configure the Element object page layout in the following ways:

• Add a related object section for the Usable Element Location object. This section will display local Elements, with references to the applicable Claims and Local Adaptations for Claim types of Elements.
• Ensure you do not include the Element Country and Local Adaptation fields in the page layout. We recommend also updating these fields to inactive status.

Configuring the Pack Copy Object Page Layout

The Translator View section on Pack Copy records allows users to add translated text for elements in languages mapped to a Location. The Translator View section displays any existing translations for Elements reused in multiple local Pack Copies. You must add the Translator View section to the Pack Copy object page layout for users to be able to provide element text inline for Elements in a localized Pack Copy and to view completed translations.

To add the Translator View section to the Pack Copy object page layout:

1. Navigate to Admin > Configuration > Objects > Pack Copy > Page Layouts > [Page Layout].
2. Add the Translator View control section with the slider () icon to the object page layout.
3. In the Add Translator View dialog, you can make the following changes:
   • Optional: Change the Section Label.
   • Optional: In the Show the section only in these lifecycle states field, select one (1) or more lifecycle states. This option only appears if the object uses a lifecycle.
   • Optional: Enter Section Help content to provide the user with any relevant information. Help content appears below the section label.
   • Optional: Select the Expand the section by default checkbox so that the section is always open when users open the object records.
4. Click Done.

Configuring the Localize Pack Copy Action

When users run the Localize Pack Copy action, they can check for missing localizations and select which global Elements they want to localize for specified locations in the Localize Pack Copy dialog. When users click Continue in the dialog, Vault creates new local Pack Copies (with associated Packaging Level and Panel record hierarchies) for each selected Location based on the global Pack Copy. Vault also creates or associates the applicable local Elements for each generated Pack Copy, for which users can provide or reuse translations. The number of local Elements Vaults creates or associates depends on your configuration:

• For any Element Types you specify in the Element Localization Setting, creates one (1) new local Element per global Element. If any local versions of the selected Elements already exist for a specified location, Vault instead associates the existing Element.
• For unspecified Element Types, creates new local Elements for each language mapped to each specified location. If any local versions of the selected Elements already exist for a language mapped to a specified location, Vault instead associates the existing local Element.

When the Localize Pack Copy action completes, Vault also does the following:

• Populates fields on generated Pack Copy records based on the global record.
• For Claim types of generated local Elements, creates or references the appropriate Local Adaptation.
• If the Element Language field is blank on any existing local Elements referenced in the generated Pack Copy, populates the field with the same value defined in the global Element.
• Creates new join records to the global Element in the new local Element records from which the local copy was made.
• Creates Usable Element Locations to associate each generated local Element to the user-selected Locations, with references to the appropriate Claim and Local Adaptation, when applicable.

Review the following behavior regarding the process of localizing a Pack Copy record:

• Vault automatically inserts “[LPC-{Location Name}-#]” to the local Pack Copy record title.
• The generation process adheres to the permissions of the user who initiated the action, allowing the user to view and copy only the records to which they have Read and Edit permission.
• The Localize Pack Copy action fails if any of the following occur:
  • The field Element Text in the Element object has the attribute Users must always enter a value (required) selected. Ensure you do not set this field to required for the Element object.
  • The user selects a Location in the Localize Pack Copy dialog that you have not mapped to any languages.

How to Configure the Localize Pack Copy Action

To configure the Localize Pack Copy object action:

1. Assign the Localize Pack Copy action to the Pack Copy object. Do not select Assign to All Lifecycle States.
2. Configure the user action on the appropriate lifecycle states of the Pack Copy lifecycle and specify the following:
   1. Optional: Enter Instructional Text. This displays for users in the Localize Pack Copy dialog.
   2. Optional: Specify which active Elements object fields display to users in the Localize Pack Copy dialog. The order in which you add fields dictates the order of columns displayed from left to right in the dialog. If you do not specify any fields, the dialog includes the Element, Element Text, Element Type, and Element Language fields by default.
      • In the Grid Columns (Ordered) field, enter the names of up to ten (10) supported Element object fields, separating multiple values with a comma. This field supports up to 255 characters.
      • If you previously specified which fields to display in the Localize Pack Copy dialog using the Grid Columns field, we recommend clearing the field. Any values in this field are ignored when you populate the Grid Columns (Ordered) field.
   3. Enter an Action Label.
3. Optional: Define localization settings to selectively create Elements.

Supported Field Types

The following object field types are supported to display as Grid Columns:

• Component (for lifecycles and lifecycle states)
• Currency
• Date
• Long Text
• Lookup
• Number
• Object
• Picklist
• Text
• Yes/No

Defining Element Localization Settings

You can define certain Element Types for which the Localize Pack Copy action will create only one (1) local Element for each user-specified location per global Element. For all other unspecified types, Vault creates or associates a local Element for every language you’ve mapped to each user-selected location. To do this:

1. Navigate to Admin > Configuration > Element Localization Setting.
2. Click Create.
3. Enter a unique Name for the setting you are creating.
4. Specify if the setting is Active. If you select No, Vault ignores the setting.
5. For Element Types for Localization, enter the names of one (1) or more values from the Element Type picklist on the Element object, with each value separated by a comma. Element types you select here are not included in the Translator View section of Pack Copy records.
6. Click Save.

You must define all localization settings in a single Element Localization Setting component.

Defining Action Settings in a Claim Admin Setting

To configure selective creation of local Pack Copy using a Localize Pack Copy type of Claim Admin Setting record:

1. Navigate to Business Admin > Objects > Claim Admin Settings.
2. Click Create.
3. Select Localize Pack Copy as the Setting Type.
4. Optional: Enter Instructional Text. This displays for users in the Localize Pack Copy dialog.
5. Enter the names (not the labels) of up to ten (10) supported Element fields to display as Grid Columns in the Localize Pack Copy dialog. Separate values with a comma. The order in which you add Element fields dictates the order of columns from left to right in the dialog.
6. Optional: Select one (1) or more Element Types for Localization.
7. Click Save.
8. Assign the Localize Pack Copy action to the Pack Copy object. Do not select Assign to All Lifecycle States.
9. Configure the user action on the appropriate lifecycle states of the Pack Copy lifecycle.

If you define localization settings in a Claim Admin Setting and also create an Element Localization Setting, Vault ignores the Claim Admin Setting.

Creating Country-Language Mappings

You must create country-language mappings before users can run the Localize Pack Copy action. The action will fail if users try to localize pack copy for unmapped locations. See Defining Country-Language Mappings for more details.

Defining Translator Group Settings

As a requirement for the Localize Pack Copy functionality, you must create an appropriate custom Translator group and define group settings. This allows you to provide access for the appropriate users to enter translated element text in the Translator View of the Pack Copy object record page.

To configure Translator group settings:

1. Optional: Create an appropriately-named Security Profile for Translators.
2. Create an appropriately-named custom Group for Translators and include any required security profiles. You can create multiple groups, if applicable.
3. Add Translator users to the group.
4. Create the Translator Group Setting component:
   1. Navigate to Admin > Configuration > Translator Group Setting.
   2. Click Create.
   3. Enter a unique Name for the setting you are creating.
   4. Specify if the setting is Active. If you select No, Vault ignores the setting.
   5. In the Translator Group Name field, enter the name of the custom Translator Group you created.
   6. Click Save.

Defining Translator Group Settings in a Claim Admin Setting

To define translator group settings in a Claim Admin Setting after creating the custom group:

1. Navigate to Business Admin > Objects > Claim Admin Settings.
2. Click Create.
3. Select Translator Group Setting as the Setting Type.
4. Enter the custom group name (not the label) in the Translator Group Name field.
5. Click Save.

Configuring User Permissions

You must ensure users have the appropriate read and create permissions to access the appropriate objects and object fields in addition to the permission outlined below:

Localize Pack Copy

• Read and Create permission on the following objects, including Read permission on any custom fields:
  • Local Adaptation
  • Pack Copy
  • Packaging Level
  • Panel
  • Panel Element
• For the Element object: Read and Create permission, including Create permission on all Element object fields to use the Check for Missing Localizations button and to see all columns in the Localize Pack Copy dialog.
• For the Localize Pack Copy object action on the Pack Copy object: Execute permission.

Translator View

For the Translator View section to be available for users to provide element text, users must be assigned to the Translator group and have the following object-level permissions:

• For the Element object: Edit permission, including Edit permission on the Element Text field.

Related Permissions

You can complete all steps in this article with the standard System Administrator or Vault Owner security profile. If your Vault uses custom security profiles, your profile must grant the following permissions:

Type	Permission	Controls
Security Profile	Admin: Configuration: Object Lifecycle: Edit	Ability to modify object lifecycles.
Security Profile	Admin: Configuration: Objects: Create, Edit	Ability to create and modify Vault objects and Element Localization Setting and Translator Group Setting components
Security Profile	Admin: Security: Groups: Create, Edit, Assign Users	Ability to create and modify groups and to assign users to groups.
Security Profile	Admin: Security: Permission Sets: Edit	Ability to modify permission sets for users.
Security Profile	Application: API: Metadata API	Ability to access the Element Localization Setting and Translator Group Setting pages.