Customize the Inbox Item Layout

To facilitate manual intake, Vault supports customization capabilities for the Inbox Item object layout. You can update the layout to add custom Case object fields, reorder or remove fields in layout sections, and hide certain records to simplify the intake process. We recommend copying the standard Inbox Item object layout and customizing it as needed. Vault requires certain fields on the layout to process intake and prevents you from saving any update that removes a required field or section.

Add Custom Case Fields

If the custom Case fields have been added to the Case object and enabled for the Case Type, you can add the respective custom Case fields using the multi-select picklist. This allows users to enter and edit these field values during manual intake. Upon promoting the Inbox Item, these custom Case fields are copied to the Case.

There are a few considerations when adding custom Case fields:

• The custom Case field must be of one of the following field types:
  • Date
  • Text
  • Long Text
  • Picklist
  • Object
• Only fields from the Case object are supported, not from Case child objects.
• There is a limit of 20 custom Case fields for each section.

Hide the Medical History & Concurrent Conditions and Drug History

You can choose to hide the Drug History and the Medical History & Concurrent Conditions records from the Products and Events sections, respectively.

Perform the following steps to hide these picklist values from Inbox Items:

1. On the Inbox Item layout, edit the Products section.
2. Under Show Drug Hustory, select False from the dropdown menu.
3. Select Done.
4. Edit the Events section.
5. Under Show Medical History & Concurrent Conditions, select False from the dropdown menu.
6. Select Done.
7. Save the page.

The Product will be of Case Product type and the Medical Event will be of Adverse Event type by default. The Type field will not be displayed in these sections.