Enable Merge to In-Flight Case

Learn how to update your Vault’s configuration to enable Merging an Inbox Item to an In-Flight Case.

About the Feature

Merge to In-Flight Case was added to Veeva Safety in 22R1. This feature allows users to merge information from an Inbox Item into a latest Case version.

See Merge to In-Flight Case for more information about this feature.

Configure Case Promotion Settings describes how the configuration options on the Intake Settings page impact your Vault.

Configure Intake Settings

  1. Navigate to Admin > Settings > Intake Settings.
  2. Select Edit.
  3. In the Follow-Up Options section, add the following Prohibited States:
    • Data Entry
    • Triage
  4. In the Allow Merge Into Active Case section, select the Require user performing merge to have edit access to target case checkbox and add the following Prohibited States:
    • Superseded
    • Invalid
    • Duplicate
    • Rejected
    • Approved
    • Closed
    • Nullified
    • Unblinding
    • Voiding
    • Voided
    • End of Study Unblinding
    • QC
    • Medical Review
    • Unblinded
    • Nullifying
  5. In the Allow Mark Follow-up section, add the following Prohibited States:
    • Superseded
    • Invalid
    • Duplicate
    • Rejected
    • Approved
    • Closed
    • Nullified
  6. Select Save.

Update the Inbox Item Object

Go to Configuration > Objects > Inbox Item. You must update the Inbox Item layout and actions.

Configure the Inbox Item Layout

See Inbox Item Layout for information on configuring the Inbox Status section.

Update the Inbox Item Actions

In the Inbox Item object, go to the Actions tab.

  1. Select Create.
  2. Select Unmark Follow-Up from the Select Action dropdown menu.
  3. Select Continue.
  4. Make sure the fields match the following information:
    • Label: Unmark Follow-up
    • Status: Active
    • Name: unmark_followup__c
  5. Save the page.

Update the Inbox Item Lifecycle

In the Admin area, go to Configuration > Object Lifecycles > Inbox Item Lifecycle to configure role permissions and add user actions.

Add Read and Edit Permissions to User Roles for the Marked as Follow-Up State

You must add Read and Edit permission to certain user roles. To do this:

  1. In the Roles section, select Edit.
  2. Select the Read checkbox for the following roles:
    • Data Entry
    • ICSR Approver
    • Intake
    • Medical Reviewer
  3. Select the Edit checkbox for the following roles:
    • Data Entry
    • Intake
  4. Save the page.

Add User Actions to the Marked as Follow-Up State

Add the Create Case and Unmark Follow-up user actions to the Marked as Follow-Up state.

Update the Case Lifecycle

You must update the Update field entry action on the Closed lifecycle state:

  1. Navigate to Admin Configuration > Object Lifecycles > Case Lifecycle.
  2. In the States section, select Closed.
  3. In the Entry Actions section, select Edit.
  4. For the Update field action, update the Set to value formula for the Version field to floor(version__v + 1).
  5. Save the page.

Update the Case Layout

  1. Navigate to Admin > Configuration > Objects > Case > Layouts > Case Page Layout.
  2. Select Edit.
  3. Add a Related Object section for the Inbox Item object below the This Case is Locked section.
    • We suggest labeling this section Case Pending Information.
    • Select the Prevent record creation option.
    • Update the Criteria VQL field to: state__v = 'marked_followup_state__v'
    • Ensure this section includes the following dolumns to display:
      • Priority
      • New Info Date
  4. Save the page.