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. 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.

Inbox Item Layout

We recommend copying the standard Inbox Item object layout and customizing it as needed.

Grant Delete Permissions for the Intake Role

Update permissions to allow intake users to delete the Products, Events, and Reporter types of 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.