Enable Inbox Items

This article provides instructions to update your Vault configuration to use Inbox Items.

26R1 Update: Automatic Inbox Item Creation for Adverse Event Report Documents

With the 26R1 release, Vault automatically generates Inbox Items when users upload Case > Source > Adverse Event Report classified documents. Vault generates the Inbox Item when the uploaded document renders and populates the Inbox Item document field so users can navigate to the generated record. Vault generates Inbox Items for supported file formats. To turn this functionality off, enable the Disable Automatic Intake of AER Documents intake setting.

24R3 Update: Report Type & Seriousness

With the 24R3 release, users can view and filter the Report Type and Seriousness fields on the Inbox Item object record list page. For Inbox Items created after the 24R3 release, these field values automatically synchronize with the values of the matching fields in the control sections of the Inbox Item object layout.

To allow users to modify the Report Type field directly from the Inbox Item object record list page, you must assign Edit permission for applicable permission sets for the object field.

Configuration Checks for All Vaults

Verify that your Vault has the basic Inbox Item configurations described in the following section.

Inbox Item Layout

Navigate to Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.

The table below lists the fields or columns each section should have. Add or remove fields and columns to ensure the Inbox Item Layout matches the settings and order listed.

Section Settings Fields/Columns
Case Validity and Source
  • Type: Detail Form
  • Section Label: Case Validity and Source
  • Section Name: case_validity_source__c
  • Section Layout: Detail Form - Two Columns
  • Section Help: Case validity fields and source document.
  • Study
  • Company Product
  • Adverse Event
  • Country
  • Identifiable Patient
  • Identifiable Reporter
  • Source Document
Organization and Region
  • Type: Detail Form
  • Section Label: Organization and Region
  • Section Name: manual_creation__c
  • Section Layout: Detail Form - Two Columns
  • Organization
  • Localization
Inbox Status
  • Section Label: Inbox Status
  • Section Name: inbox_item_status_section_control__c
  • Show the section only in these lifecycle states: Marked as Follow-up, Promoted
Details
  • Section Label: Details
  • Section Name: ai_details_section__c
Case Contacts
  • Section Label: Case Contacts
  • Section Name: ai_reporter_section__c
Patient
  • Section Label: Patient
  • Section Name: ai_patient_section__c
Products
  • Section Label: Products
  • Section Name: ai_products_section__c
Medical Events
  • Section Label: Medical Events
  • Section Name: ai_adverse_events_section__c
Documents
  • Type: Related Documents
  • Referencing Document Field: Inbox Item
  • Section Label: Documents
  • Section Name: documents__c
  • Name
  • Document Number
  • Type
  • Subtype
  • Classification
  • Status
Inbound Transmissions
  • Type: Related Object
  • Related Object: Transmission
  • Section Label: Inbound Transmissions
  • Section Name: transmissions__c
  • Creation Option: Prevent record creation
  • Name
  • Lifecycle State
  • Transmission Date
  • Transmission Type
  • Case
  • Reason
  • Origin
  • Destination
System
  • Type: Detail Form
  • Section Label: System
  • Section Name: system__c
  • Section Layout: Detail Form - Two Columns
  • Show the section only in these lifecycle states:
    • Promoted
    • Duplicate
  • Name
  • Case
  • Lifecycle State
  • Created By
  • Created Date
  • Last Modified By
  • Last Modified Date
Workflow Timeline Default Settings
For Internal Use Only (Do NOT Remove) Default Settings

Grant Delete Permissions for the Intake Role

Update permissions to allow intake users to delete the Products, Medical Events, and Reporter-type Case Contacts sections on Inbox Items in the Verification state.

Update Case Intake Actions Permission Set

  1. Navigate to Users & Groups > Permission Sets > Case Intake Actions > Objects.
  2. Select Edit.
  3. Beside Inbox Item, select the Delete checkbox.
  4. Select Save.

Update Inbox Item Lifecycle Security

  1. Navigate to Configuration > Object Lifecycles > Inbox Item Lifecycle.
  2. In the Roles section, select Edit.
  3. Expand the Intake role.
  4. Beside Verification, select the Delete checkbox.
  5. Select Save.