Enable Product Browser for Faster Case Product Selection

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:

  1. Go to Admin > Configuration > Objects > Case > Layouts > Case Page Layout.
  2. Remove the existing Products section. For more information, see How to Remove Sections and Pages in Configuring Object Layouts.
  3. Add the Case Products control section with the Slider (app-control) icon. Optionally, rename the section by entering “Products” in the Section Label field. For more information, see Configuring Object Layouts.
  4. Select Save.

Update the Case Product Object

You must update the Case Product object by:

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:

  1. On the Object Types tab, select Base Case Product.
  2. Select Edit.
  3. In the Status field, select Active.
  4. Select Save.

Update the Case Product Layout for the Base Product Type

Complete the following steps to update the Case Product Detail Page Layout:

  1. On the Case Product object Layouts tab, select Case Product Detail Page Layout.
  2. In the Study section, select Edit and then update the Section Label to “Blinding Details”.
  3. Select Done.
  4. 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.
  5. In the Details section, perform the following:
    • Remove the Product (Reported) field.
    • Add the Product control field with the Slider (app-control) icon. Ensure you select the control field with the name case_product_browser_base__c.
  6. Select Done.
  7. Select Save.

Configure Layout Rules

Complete the following steps to configure two (2) layout rules on the Case Product Detail Page Layout:

  1. On the Layouts tab, select Case Product Detail Page Layout.
  2. Select Layout Rules.
  3. 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
  4. Select Save.
  5. 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)
  6. Select Save.

Update the Case Product Layout for the Company Product Type

Complete the following steps to update the Company Product Detail Page Layout:

  1. On the Case Product object Layouts tab, select Company Product Detail Page Layout.
  2. In the Details section, perform the following:
    • Remove the following fields:
      • Product (Reported)
      • Product
      • Product Registration
    • Add the Product control field with the Slider (app-control) 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.
  3. Select Save.