# Enable PMDA Multi-Submission with Localized Case

Learn how to configure your Vault to support PMDA Multi-Submission with Localized Case.

## About the Feature

Support for submitting multiple PMDA Submissions from a single Case was added to Veeva Safety in 23R1.
Vaults created in 23R1 or later include the necessary configuration by default, while Vaults originally deployed earlier than 23R1 must have the configuration upgrades described on this page to enable this feature.



<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: If your Vault was provisioned prior to 21R1, you will need to <a href="/en/lr/01363/">enable the Local Fields for PMDA (Japan) feature</a>.</p>
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  </div>
</div>



## 23R1 Update: Enhancements for Current Case Product Registration

The following configuration steps are general enhancements for Case Product Registration. To configure the PMDA Multi-Submissions with Localized Case feature, see [Configure PMDA Multi-Submission with Localized Case][0] below.

### Update Field Defaults and Object Type for Case Product Registration

1. Navigate to **Admin > Configuration > Objects > Case Product Registration**.
2. In the **Details** tab, set the **Default Object Type** to _Japan_.
3. In the **Object Types** tab, select **Base Case Product Registration**, and set its **Status** to _Inactive_.
4. In the **Fields** tab, change the following field settings as shown in the table below:

| Field | Setting | Value
|--- |--- |---
| Case | Default Value | `localized_case__vr.case__v`
| Case Product | Criteria VQL | `case_version__v = {{this.case__v}}`

### Update Field Defaults for Localized Case Comment

1. Navigate to **Admin > Configuration > Objects > Localized Case Comment > Fields**.
2. For the **Case** field, set the **Default Value** to _Localized Case_ > _Case_ (<code>localized_case__vr.case__v</code>).

### Update Create Options for Layouts

1. Navigate to **Admin > Configuration > Objects**.
2. For each of the following layouts, click the **Edit** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-edit-icon.png" alt="Edit" style="" />) icon of the listed section.
3. In the **Edit Related Object Section** window, set the **Creation Option** to _Create record in pop-up dialog_.

| Object | Layout | Section
|--- |--- |---
| Case | Case Page Layout | Case Product Registrations
| Localized Case | Localized Case Detail Page Layout | Product Registrations
| Localized Case | Localized Case Detail Page Layout | Case Comments

## Configure PMDA Multi-Submission with Localized Case {#configure-pmda-multi-submission}

To configure the PMDA Multi-Submission with Localized Case feature in your Vault, complete the steps described in the following sections.

### Update the Field Labels for Deprecated Fields

1. Navigate to **Admin > Configuration > Objects > Case Product Registration**.
2. Update the field labels listed below to add `(NOT USED)` to their label:

| Field | Label | Display in default list and hovercards
|--- |--- |---
`completeness__v` | Completeness (NOT USED) |
`immediate_report_type__v` | Immediate Report Type (NOT USED) |
`pmda_reporting_category__v` | PMDA Reporting Category (NOT USED) | Clear checkbox
`report_overview__v` | Report Overview (NOT USED) |
`registration_type__v` | Registration Type (NOT USED) |

1. Navigate to **Admin > Configuration > Objects > Localized Case Comment**.
2. Update the field labels as listed below to add `(NOT USED)` to their label:

| Field | Label | Display in default list and hovercards
|--- |--- |---
`case_product__v` | Case Product (NOT USED) |
`case_product_registration__v` | Case Product Registration (NOT USED) | Clear checkbox

### Set the Localized Case Default Value

1. Navigate to **Admin > Configuration > Objects > Local Reporting Details > Fields > Localized Case**.
2. Set the **Default Value** to `primary_case_product_registration__vr.localized_case__v`.
3. Set the **Criteria VQL** to `case_version__v = {{this.case__v}}`.

### Layout Updates

Navigate to **Admin > Configuration > Objects**, then use the table below to update the respective layouts:

| Object | Layout
|--- |--- |---
| Case Product Registration | [Japan Detail Page Layout][1]
| Localized Case Comment | [Case Comments Detail Page Layout][2]
| Local Reporting Details | [Local Reporting Details Detail Page Layout][3]
| Local Reporting Details/Product Join | [Local Reporting Details/Product Join Detail Page Layout][4]
| Case | [Case Page Layout][5]
| Localized Case | [Localized Case Detail Page Layout][6]

#### Japan Detail Page Layout {#japan-layout}

1. Replace the **Registration Type (NOT USED)** field with the **Registration Type** field.
2. Remove the **Reporting Information** section.
3. Remove the **Case Comments** section.

#### Case Comments Detail Page Layout {#case-comments-layout}

1. Remove the **Case Product (NOT USED)** and **Case Product Registration (NOT USED)** fields.
2. Add the **Local Reporting Details** and **Primary Product Registration** fields.

#### Local Reporting Details Detail Page Layout {#local-reporting-details-layout}

Configure the layout with the following sections and fields/columns:

<table>
  <col style="width:20%">
  <col style="width:50%">
  <col style="width:30%">
  <thead>
    <tr>
      <th>Section</th>
      <th>Settings</th>
      <th>Fields/Columns</th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td><em>Details</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Detail Form</em></li>
          <li><strong>Section Label</strong>: <em>Details</em></li>
          <li><strong>Section Name</strong>: <code>details__c</code></li>
          <li><strong>Section Layout</strong>: <em>Detail Form - One Column</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Case</em></li>
          <li><em>Localized Case</em></li>
          <li><em>Primary Case Product</em></li>
          <li><em>Primary Case Product Registration</em></li>
          <li><em>PMDA Reporting Category</em></li>
          <li><em>Completeness</em></li>
          <li><em>Immediate Report Type</em></li>
          <li><em>Destination Case ID</em></li>
          <li><em>Report UID</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>Case Comments</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Related Object</em></li>
          <li><strong>Related Object</strong>: <em>Localized Case Comment</em></li>
          <li><strong>Section Label</strong>: <em>Localized Case Comments</em></li>
          <li><strong>Section Name</strong>: <code>localized_case_comments__c</code></li>
          <li><strong>Creation Option</strong>: <em>Create record in pop-up dialog</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Name</em></li>
          <li><em>Comments Label</em></li>
          <li><em>Comments Text</em></li>
          <li><em>Local Reporting Details</em></li>
          <li><em>Primary Product Registration</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>Local Reporting Details</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Related Object</em></li>
          <li><strong>Related Object</strong>: <em>Local Reporting Details/Product Join</em></li>
          <li><strong>Section Label</strong>: <em>PMDA Reportbale Products</em></li>
          <li><strong>Section Name</strong>: <code>local_reporting_detailsproduct_joins__c</code></li>
          <li><strong>Creation Option</strong>: <em>Create record in pop-up dialog</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Name</em></li>
          <li><em>Case Product</em></li>
          <li><em>Case Product Registration</em></li>
          <li><em>Rank</em></li>
          <li><em>Drug Role</em></li>
        </ul>
      </td>
    </tr>
    <tr>
      <td><em>System</em></td>
      <td>
        <ul>
          <li><strong>Type</strong>: <em>Detail Form</em></li>
          <li><strong>Section Label</strong>: <em>System</em></li>
          <li><strong>Section Name</strong>: <code>system__c</code></li>
          <li><strong>Section Layout</strong>: <em>Detail Form - Two Columns</em></li>
        </ul>
      </td>
      <td>
        <ul>
          <li><em>Created Date</em></li>
          <li><em>Created By</em></li>
          <li><em>Last Modified Date</em></li>
          <li><em>Last Modified By</em></li>
          <li><em>Status</em></li>
          <li><em>Organization</em></li>
          <li><em>Name</em></li>
        </ul>
      </td>
    </tr>
  </tbody>
</table>

#### Local Reporting Details/Product Join Detail Page Layout {#local-reporting-detailsproduct-layout}

1. Insert the **System** section with the following settings:
  * **Section Type**: Detail Form
  * **Section Label**: Case Summary
  * **Section Layout**: Detail Form - Two Columns
2. Move the following fields to the _System_ section:
  * _Created By_
  * _Created Date_
  * _Last Modified By_
  * _Last Modified Date_
  * _Status_
  * _Case_
  * _Localized Case_
  * _Organization_
  * _Name_
3. Edit the **Details** section fields as follows:
  * _Case_
  * _Localized Case_
  * _Case Product_
  * _Case Product Registration_
  * _Drug Role_
  * _Local Reporting Details_
  * _Rank_
  * _Registration Category_

#### Case Page Layout {#case-layout}

1. Edit the **Case Product Registrations** section:
    1. Remove the **PMDA Reporting Category (NOT USED)** field.
    2. Add the **Registration Category** and **Registration Type** fields.
2. Insert the **Local Reporting Details** Related Object section.
3. Save the page.
4. Navigate to **Layout Rules**.
5. Select the **Hide PMDA Regional for non-Japanese case** Layout Rule.
6. Update the **Apply the following display effects** section as follows:
    * **Effect**: Hide
    * **Type**: Sections
    * **Values**: Case Product Registrations, Local Reporting Details

#### Localized Case Detail Page Layout {#localized-case-layout}

1. Edit the columns in the **Product Registrations** section:
    1. Remove the **PMDA Reporting Category (NOT USED)** field.
    2. Add the **Registration Category** and **Registration Type** field.
2. Insert the **Local Reporting Details** Related Object section and move it after the **Product Registrations** section.
3. Edit the **Submission** section to add **Local Reporting Details** to the list of displayed columns.
4. Edit the **Case Comments** section:
    1. Remove the **Case Product Registration (NOT USED)** field.
    2. Add the **Local Reporting Details** field.

[0]: #configure-pmda-multi-submission
[1]: #japan-layout
[2]: #case-comments-layout
[3]: #local-reporting-details-layout
[4]: #local-reporting-detailsproduct-layout
[5]: #case-layout
[6]: #localized-case-layout