# Enable Creation of Inbox Items from Literature Articles

Learn how to configure your Vault to create _Inbox Items_ from ICSRs found in _Literature Articles_.

## About the Feature

With the 24R1 release, SafetyDocs allows you to create _Inbox Items_ from ICSRs found in _Literature Articles_. When you create  _Inbox Items_ from _Literature Articles_, Vault automatically populates key fields. You can promote these _Inbox Items_ to _Cases_ as you normally would in Safety. This integrated approach reduces the need for manual data entry and provides a smooth, end-to-end literature case processing solution. 

For more information, see <a href="/en/lr/680195/">Create Inbox Items from Literature Articles</a>.

## Prerequisites

To use this feature, your Vault must be licensed for both Veeva Safety and Veeva SafetyDocs. Contact your Veeva representative for more information.

## Configure Layouts

Layouts are managed through **Admin > Configuration > Objects > [Object] > Layouts**. 

### Literature Article Layout

In the **Literature Article** object, go to **Layouts > Literature Article Detail Page Layout** and complete the following configuration:

#### Add Fields

Complete the following steps to add fields to this layout:

1. In the **Article Details** section, select **Add** and add the **Product** field.
2. In the **Reference Information** section, select **Add** and add the following fields:
    * **Country of Publication**
    * **Place of Publication**

#### Insert Sections

Complete the following steps to insert sections on this layout:

1. Under the **Article Documents** section, select the **Plus** icon and select **Insert Section**.
2. In the **Select Section Type** dialog, select **Related Object > Continue**.
3. On the **Add Related Object Section** dialog, complete the fields as follows and then select **Done**:
    * **Related Object**: Select **Inbox Item**
    * **Section Label**: Enter "Inbox Items"
    * **Section Name**: Enter "inbox_items"
4. Ensure the following columns are added to the new **Inbox Items** section:
    * Name
    * Adverse Event
    * Country
    * Case
    * Lifecycle State
    * Number of Cases
5. Under the **Inbox Items** section, select the **Plus** icon and select **Insert Section**.
6. In the **Select Section Type** dialog, select **Related Object > Continue**.
7. On the **Add Related Object Section** dialog, complete the fields as follows and then select **Done**:
    * **Related Object**: Select **Case**
    * **Section Label**: Enter "Cases"
    * **Section Name**: Enter "cases"
8. Ensure the following columns are added to the new **Cases** section:
    * Name
    * Product
    * Primary Event (PT)
    * Primary Event Seriousness
    * Narrative Preview

#### Add Layout Rule

Complete the following steps to add a layout rule to hide the **Inbox Items** and **Cases** sections when the Literature Article does not contain ICSRs:

1. From the top-right of the page, select **Layout Rules**.
2. Select **Create** and complete the fields on the **Create Layout Rule** page as follows:
    * **Label**: No Confirmed ICSRs
    * **Name**: no_confirmed_icsrs__c
    * **IF this Layout Rule Expression is TRUE**: `icsr_review_outcome__v != Picklist.icsr_review_outcome__v.confirmed_icsrs__v || state__v != 'complete_state__v'`
    * **Apply the following display effects**: Hide > Sections > Inbox Items, Cases.
3. Select **Save**.

#### Insert a Detail Form for the Keywords Field

We recommend removing the **Keywords** field from the **Article Details** section and creating a separate Detail Form for it by completing the following steps:

1. Remove the **Keywords** field from the **Article Details** section.
2. Under the **Reference Information** section, select the **Plus** icon and select **Insert Section**.
3. In the **Select Section Type** dialog, select **Detail Form > Continue**.
4. On the **Add Detail Section** dialog, complete the fields as follows and then select **Done**:
    * **Section Label**: Enter "Keywords"
    * **Section Name**: Enter "keywords"
    * **Long Text / Rich Text Field**: Select **Keywords**
5. Select **Done**.

#### Move Fields to the Reference Information Section

We recommend moving the following fields to the **Reference Information** section:

* **Language**
* **Article Notes**

#### Insert Pages

Complete the following steps to organize the **Literature Article Detail Page Layout** into pages. See <a href="/en/lr/26387/#how-to-add-pages">How to Add Pages</a> for instructions.

1. Insert two (2) pages on the layout with the following labels:
    * **Article Review**
    * **Reference**
2. In the left navigation pane, drag and drop the various sections to add them to these pages as follows:
    * **Article Review**
        * **Article Details**
        * **Review Outcome**
        * **Abstract**
        * **Article Documents**
        * **Inbox Items**
        * **Cases**
    * **Reference**
        * **Reference Information**
        * **Keywords**
        * **Literature Authors**
        * **Vancouver Citation**
        * **Literature Additional Information**
        * **Workflow Timeline**
        * **System**

### Inbox Item Layout

In the **Inbox Item** object, go to **Layouts > Inbox Item Detail Page Layout** and complete the following configuration:

#### Add Fields

Add the following fields:
* **Source Literature Review**
* **Source Literature Article**
* **Number of Cases**

#### Add Layout Rule

Complete the following steps to add a layout rule to hide the fields above when the Intake Method is not **Literature Promotion**:

1. From the top-right of the page, select **Layout Rules**.
2. Select **Create** and complete the fields on the **Create Layout Rule** page as follows:
    * **Label**: Hide Literature Fields
    * **Name**: hide_literature_fields__c
    * **IF this Layout Rule Expression is TRUE**: `intake_method__v != Picklist.intake_method__v.literature_promotion__v`
    * **Apply the following display effects**: Hide > Fields > Source Literature Review, Source Literature Article, Number of Cases.
3. Select **Save**.

### Case Layout

In the **Case** object, go to **Layouts > Case Detail Page Layout** and complete the following configuration:

#### Add Fields

In the **Details** section, select **Add** and add the following fields:
* **Source Literature Review**
* **Source Literature Article**

#### Add Layout Rule

Complete the following steps to add a layout rule to hide the fields above when the Intake Method is not **Literature Promotion**:

1. From the top-right of the page, select **Layout Rules**.
2. Select **Create** and complete the fields on the **Create Layout Rule** page as follows:
    * **Label**: Hide Literature Fields
    * **Name**: hide_literature_fields__c
    * **IF this Layout Rule Expression is TRUE**: `intake_method__v != Picklist.intake_method__v.literature_promotion__v`
    * **Apply the following display effects**: Hide > Fields > Source Literature Review, Source Literature Article.
3. Select **Save**.

## Update the Label of the Product Family Field

To maintain consistency between Literature Reviews, Literature Articles, and the Inbox Items and Cases generated from them, update the label of the **Product Family** field on the **Literature Review** object as follows:

1. Go to **Admin > Configuration > Objects > Literature Review**.
2. On the **Fields** tab, select **Product Family** and then select **Edit**.
3. In the **Label** field, enter "Product".
4. Select **Save**.

## Configure the Create Inbox Item from Literature Action

The following sections describe how to configure the **Create Inbox Item from Literature** action. Users run this action to create Inbox Items from ICSRs found in Literature Articles.

### Add an Action to the Literature Article Object

Complete the following steps to associate the **Create Inbox Item from Literature** action with the **Literature Article** object:

1. Go to **Admin > Configuration > Objects** **>** **Literature Article**.
2. On the **Actions** tab, select **Create**.
3. In the **Create Action** dialog, select **Create Inbox Item from Literature** and then select **Continue**.
4. On the **Create Action** page, update fields as required and select **Save**.

### Add User Actions to the Literature Article Lifecycle

Complete the following steps to enable the **Create Inbox Item from Literature** action on the **Literature Article** object:

1. Go to **Admin > Configuration > Object Lifecycles** **>** **Literature Article Lifecycle**.
2. In the **States** section, select **Further Action In-Progress**.
3. In the **User Actions** section, select **Edit**.
4. Select **Create Rule** and configure the following rule:
    * **Perform with conditions** > If > **ICSR Review Outcome > equals > Confirmed ICSR(s)**
    * Allow the following actions > **Create Inbox Item from Literature**
    * Action Label: **Create Inbox Item from Literature**
5. Select **Create Rule** once again and configure the following rule:
    * **Always > Change State to > Complete**
    * Action Label: **Mark as Complete**
6. Save the page.

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      <p><strong>Note</strong>: SafetyDocs supports configuring the <strong>Create Inbox Item from Literature</strong> action as part of the <strong>Literature Article Review Workflow</strong>. This involves adding a System Action step to create an Inbox Item when the <strong>ICSRs Identified</strong> verdict is selected. With this configuration, you can directly create Inbox Items without needing manual intervention in the <strong>Further Action in Progress</strong> state.</p>

<p>Determine which configuration is more aligned with your organization’s requirements and make the necessary changes.</p>
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