You can customize the Case Compare Page to specify how Vault displays data on the following pages:
- Inbox Item to Case Compare: Allows users to compare data between a current Inbox Item and a matched record.
- Case Version Compare: Allows users to compare data between different Case versions or Cases.
Customize the Inbox Item Follow-Up Case Compare Layout
To access the Case Compare Followup layout, navigate to Admin > Configuration > Pages > Case Compare Page > Case Compare Followup. In the listed page Sections, the Default Filter Options section controls the default filters that are enabled each time the page is loaded. We recommend showing new and modified as a base but you may want to show more detail by default. All other page sections correspond to sections with fields on the layout.
Note: We recommend including the Duration (status) and Type fields in the Adverse Event section. If you do not do this, Vault incorrectly indicates records with matching and missing values as modified on the Inbox Item to Case Compare page.
Customize Fields
To customize fields displayed on both pages:
- On the Case Compare Followup page, select the section to which you want to add or remove fields.
- Select Edit.
- Add or remove the Fields as applicable.
- Optional: Drag and drop fields to modify the order they appear on the layout.
- Select Save.
Note: For the Inbox Item to Case Compare page, Vault uses all non-displayed fields for data merging, regardless of which fields you configure to display on the pages.
Layout Considerations
Consider the following as you customize the layout:
- You can add both custom and standard fields to the layout.
- Do not add Reason Omitted fields to the layout.
- You cannot add the same field to multiple sections.
- Vault cannot merge lookup or formula fields.
- You cannot add custom Case child object sections to the layout. Vault copies any custom child records to the new Case version, though the custom child objects are not visible to users on the page.
- Vault copies up to two custom child objects and up to 100 records per custom child object to the new Case version.
Configure User Permissions
The following user permissions and security apply to the Case Compare Page page:
- Users must have View access to the Case Compare Page in their permission set.
- If your Vault uses Atomic Security for objects, users can only view and merge object field values to which they have Read access.
- If users are missing Read permissions at the field or object level, fields adhere to their default promote to follow-up behavior on the Inbox Item to Case Compare page.
- The audit log records updates as performed by Vault.