# 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 <a href="/en/lr/01138/">Merge to In-Flight Case</a> for more information about this feature and <a href="/en/lr/740208/#intake">Safety Application Settings & Configuration Options</a> for information about Intake Settings. 

## 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_
    * _Vioding_
    * _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 <a href="/en/lr/01308/#inbox-item-page-layout">Inbox Item Layout</a> 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. 

### <a id="add-read-edit-marked-fu"></a>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_ <a href="/en/lr/43127/">user actions</a> to the _Marked as Follow-Up_ state.

## Update the Case Lifecycle 

You must update the _Update field_ <a href="/en/lr/59885/#entry-actions">entry action</a> 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.