# Enable Signal Case Series

Learn how to configure your Vault to use _Signal Case Series_.

## About the Feature

With the 25R1 release, you can apply _Signal Case Series_ to a _Signal View_ for consistent signal reporting and analysis. A _Signal Case Series_ is a static list of _Case_ versions that does not change over time.

After completing the configuration on this page, see the following resources for next steps:
* <a href="/en/gr/825938/">Configure Safety Views for Signal Case Series</a>
* <a href="/en/gr/753144/#create-signal-calculations">Configure Signal Calculation Objects</a>
* <a href="/en/gr/808068/#create-signal-product-profiles">Manage Signal Product Profiles</a>
* <a href="/en/gr/935435/#signal-case-series">Create Statistical Data</a>

## Configure Object Layouts

Update or configure the layouts for the following objects:
* [_Workbench View_][1]
  * _Signal View_ object type
  * _Principal View_ object type
* [_Signal Case Series_][2]
* [_Signal Calculation_][3]
* [_Signal Calculations Setting_][4]
* [_Signal Calculation Run_][5]
* [_Signal Product Profile_][6]

Navigate to **Admin > Configuration > Objects**.

### Update the Workbench View Layouts

To update the _Signal View_ and _Principal View_ object type layouts, navigate to the **Workbench View** object and select the **Layouts** tab.

#### Update the Signal View Layout

To update the _Signal View_ layout:

1. Select **Signal View Detail Page Layout**.
2. In the _Details_ section, add the **Signal Case Series Enabled** field.
3. In the _View Columns_ section, <a href="/en/gr/26387/#how-to-edit-related-object-columns">edit the default columns</a> to include:
    * _Signal Case Series Key_
    * _Case Version Key_
4. Select **Save**.

#### Update the Principal View Layout

To update the _Principal View_ layout:
1. Select **Principal View Detail Page Layout**.
2. In the _View Columns_ section, <a href="/en/gr/26387/#how-to-edit-related-object-columns">edit the default columns</a> to include _Case Version Key_.
3. Select **Save**.

### Configure the Signal Case Series Layout

To create a custom _Signal Case Series_ object layout:
1. Navigate to **Signal Case Series > Layout**.
2. Select **Create**.
3. In the _Add Layout_ dialog, for the **Layout Label**, enter `Signal Case Series Detail Page Layout`.
4. Select **Done**.
5. On the _Signal Case Series: Record Name_ page, select **Save**.

### Update the Signal Calculation Layout

To update the _Signal Calculation_ layout:
1. Navigate to **Signal Calculation > Layout > Signal Calculation Detail Page Layout**.
2. In the _Details_ section, add the **Case Series View** field.
3. Select **Save**.

To create a _Signal Calculation_ layout rule to hide the _Case Series View_ field for advanced _Signal Calculations_:
1. Select **Signal Calculation Detail Page Layout**.
2. Select **Layout Rules**.
3. Select **Create**.
4. On the _Create Layout Rule_ page, complete the following information:
    * **Label**: Hide Case Series View
    * Optional: **Description**: Enter `Hide Case Series View for advanced calculations.`
    * **If this Layout Rule Expression is True**: Enter `query_type__v != 'sql__v'`
    * **Apply the following display effects**:
      * **Effect**: Hide
      * **Type**: Fields
      * **Values**: Case Series View
5. Select **Save**.

### Update the Signal Calculations Setting Layout

To update the _Signal Calculations Setting_ layout:
1. Navigate to **Signal Calculations Setting > Layouts > Signal Calculations Setting Detail Page Layout**.
2. In the _Signal Calculations_ section, add the **Case Series View** field.
3. Select **Save**.

### Update the Signal Calculation Run Layout

To update the _Signal Calculation Run_ layout:
1. Navigate to **Signal Calculation Run > Layouts > Signal Calculation Run Detail Page Layout**.
2. In the _Details_ section, add the **Case Series Result ID** field.
3. Select **Save**.

### Update the Signal Product Profile Layout

To update the _Signal Product Profile_ layout:
1. Navigate to **Signal Product Profile > Layouts > Signal Product Profile Detail Page Layout**.
2. In the _Details_ section, add the **Default Workbench Dashboard** field.
3. Select **Save**.

## Add the Open Case Series in Workbench Dashboards Action

To allow users to open a _Workbench Dashboard_ from a _Statistical Data_ record to analyze and visualize _Signal Case Series_ data, <a href="/en/gr/43127/#assign-actions">add</a> the _Open Case Series in Workbench Dashboards_ action to the _Statistical Data_ object. Leave the _Available in All Lifecycle States_ checkbox unselected.

## Configure the Statistical Data Object Lifecycle

Add the _Open Case Series in Workbench Dashboards_ <a href="/en/gr/59885/#define-actions">user action</a> to the _Statistical Data_ object lifecycle for the following lifecycle states:
* _Ready_
* _In Progress_
* _Complete_

We recommend configuring the _Statistical Data_ object lifecycle so that the _Open Case Series in Workbench Dashboard_ action appears only when the _Statistical Data_ record contains at least one (1) _Case_ count or when the _Listed_ field is populated. To do this, create the following rule:
* **Condition Type**: Formula evaluates to TRUE
* **If this formula is True**: Enter `(cumulative_all_count__v > 0) || (new_all_count__v > 0) || Not(IsBlank(listed__v))`
* **Allow the following actions**: Open Case Series in Workbench Dashboard
* **Action Label**: Enter `Open Case Series in Workbench Dashboard`

## Grant Permissions

Ensure your <a href="/en/gr/22824/#object-permissions">permission sets</a> are updated to grant the appropriate level of access for Admins and business users to objects and tabs according to your organization's process. Manage permissions from **Admin > Users & Groups > Permission Sets > [Permission Set]**.

### Admin & User Permissions

In the applicable permission sets, select the **Objects** tab and use the table below to grant permissions:

<table>
    <thead>
        <tr>
            <th>Permission Set</th>
            <th>Object</th>
            <th>Object Permissions</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td rowspan="3">[Applicable Admin Permission Set]</td>
            <td><em>Signal Product Profile</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
        </tr>
        <tr>
            <td><em>Signal Case Series</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                </ul>
            </td>
        </tr>
        <tr>
            <td><em>Workbench Dashboard</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
        </tr>
        <tr>
            <td rowspan="2">[Applicable User Permission Set]</td>
            <td><em>Signal Product Profile</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                </ul>
            </td>
        </tr>
        <tr>
            <td><em>Workbench Dashboard</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
        </tr>
    </tbody>
</table>

### Standard Tab Permissions

In the applicable permission sets, select the **Tabs** tab and grant _View_ permissions for the _Signal Product Profile_ tab.

[1]: #update-the-workbench-view-layouts
[2]: #configure-the-signal-case-series-layout
[3]: #update-the-signal-calculation-layout
[4]: #update-the-signal-calculations-setting-layout
[5]: #update-the-signal-calculation-run-layout
[6]: #update-the-signal-product-profile-layout