Enable E2B Import to Inbox Item

Learn how to update your Vault’s configuration to be able to import Inbox Items from E2B files.

About the Feature

Support to import Inbox Items from E2B files was added in 21R2. Vaults created in 21R2 or later include the necessary configuration by default, while Vaults created in 21R1 or earlier must have the configuration upgrades described on this page to enable this feature.

Once enabled, Import an Inbox Item describes how to use this feature.

Prerequisite

If you don’t have Inbox Items configured in your Vault, follow the appropriate steps in Enable Inbox Items depending on the Vault Safety template version your Vault was deployed from.

Configure the Create Inbox Item Document Action

Add the Create Inbox Item from Document action to the AER lifecycle and any additional document lifecycles, as required.

  1. In the Admin area, go to Configuration > Document Lifecycles.
  2. Open the AER Lifecycle.
  3. Open the States tab.
  4. Select New (new__v).
  5. Open the User Actions tab.
  6. Select Edit.
  7. Select Create Rule, and specify the following settings:
    1. Select Create Inbox Item From Document from the dropdown list.
    2. Enter an Action Label, such as “Create Inbox Item from Document”.
  8. Select Save.

Create Inbox Item from Document Action

Update the Case Page Layout

Update the Case Page Layout for study Cases and to show the base Case Contact object type.

Case Layout Updates

  1. In the Admin area, go to Configuration > Objects > Case.
  2. Open the Layouts tab.
  3. Open the Case Page Layout.
  4. Remove the Study field from the Study section and add it to the Details section below New Info Date. You can also drag and drop the field.
  5. Save the layout.
  6. Select Layout Rules.
  7. Update the Study Cases Rule (case_study_rule_v__c):
    1. Remove Products from the Values column.
    2. Update the Layout Rule Expression to match the following: isBlank(study__vr.name__v)
      Study Cases Layout Rule

Show Base Case Contacts

Edit the Criteria VQL in the Case Contacts section on the Case Page Layout to show the base Case Contact object type.

  1. In the Admin area, go to Configuration > Objects > Case.
  2. Open the Layouts tab.
  3. Open the Case Page Layout.
  4. In the Contacts section, select the Edit icon.
  5. Under Criteria VQL, edit the VQL to match the following:
    object_type__vr.api_name__v CONTAINS ('reporter__v', 'health_care_professional__v', 'patient_contact__v', 'facility__v','base__v')
  6. Select Done.

Case Contacts Criteria VQL