Learn how to configure your Vault for streamlined product coding during Case processing.
About the Feature
With the 24R2 release, Vault Safety introduces a Product Browser for quick and efficient product selection during Case processing. You can now auto-code and search for Company Products and External Products faster. After selecting a product, you can hover over the field to display related details, such as Product Family, Product, Trade Name, Product Registration, and Country.
After configuring this feature, see Auto-Code and Browse Products for more information.
Update the Case Layout
Complete the following steps to update the Case Product section on the Case Page Layout:
- Go to Admin > Configuration > Objects > Case > Layouts > Case Page Layout.
- Remove the existing Products section. For more information, see How to Remove Sections and Pages in Configuring Object Layouts.
- Add the Case Products control section with the Slider (
) icon. Optionally, rename the section by entering “Products” in the Section Label field. For more information, see How to Add Sections in Configuring Object Layouts.
- Select Save.
Update the Case Product Object
You must update the Case Product object by:
- Activating the Base Case Product object type
- Updating the Case Product layout for the Base Product type and configuring layout rules
- Updating the Case Product layout for the Company Product type
Go to Admin > Configuration > Objects > Case Product to complete these procedures.
Activate the Base Case Product Object Type
Complete the following steps to activate the Base Case Product object type on the Case Product object:
- On the Object Types tab, select Base Case Product.
- Select Edit.
- In the Status field, select Active.
- Select Save.
Update the Case Product Layout for the Base Product Type
Complete the following steps to update the Case Product Detail Page Layout:
- On the Case Product object Layouts tab, select Case Product Detail Page Layout.
- In the Study section, select Edit and then update the Section Label to “Blinding Details”.
- Select Done.
- In the newly named Blinding Details section, click on the Study field and drag it into the Details section. We recommend positioning the Study field so it’s below the Case field.
- In the Details section, perform the following:
- Remove the Product (Reported) field.
- Add the Product control field with the Slider (
) icon. Ensure you select the control field with the name
case_product_browser_base__c
.
- Select Done.
- Select Save.
Configure Layout Rules
Complete the following steps to configure two (2) layout rules on the Case Product Detail Page Layout:
- On the Layouts tab, select Case Product Detail Page Layout.
- Select Layout Rules.
- Select Create and configure the following layout rule:
- Label: Not Study Case
- IF this Layout Rule Expression is TRUE:
isBlank(study__v)
- Apply the following display effects:
- Hide > Sections > Blinding Details
- Hide > Fields > Study, Product (Study), Study Blinded, Blinded Name (Placeholder), Study Arm, Study Arm Product
- Select Save.
- Select Create and configure the following layout rule:
- Label: Study Product Blinded Rule
- IF this Layout Rule Expression is TRUE:
If(IsBlank(blinded__v), if(IsBlank(case_blinded__v), if(IsBlank(study_blinded__v), FALSE, study_blinded__v), case_blinded__v), blinded__v)
- Apply the following display effects:
- Hide > Sections > Substances, Registration Details
- Hide > Fields > Product (Study)
- Display As Required > Fields > Product (Reported)
- Select Save.
Update the Case Product Layout for the Company Product Type
Complete the following steps to update the Company Product Detail Page Layout:
- On the Case Product object Layouts tab, select Company Product Detail Page Layout.
- In the Details section, perform the following:
- Remove the following fields:
- Product (Reported)
- Product
- Product Registration
- Add the Product control field with the Slider (
) icon. Ensure you select the control field with the name
case_product_browser_company__c
. - Move the Country Obtained control field so it’s above the Product control field.
- Remove the following fields:
- Select Save.