Learn how to configure an action that enables Case Processors to quickly add multiple Study Products to a Study Case at once.
About the Feature
With the 24R3 release, Vault Safety extends the multi-product selector for Study Products from Inbox Items to Cases, providing a more consistent user experience across the application. You can now configure the Specify Study Products action on Cases for clinical trial studies, enabling users to add multiple Study Products to a Study Case at once. This results in faster processing of complex studies with numerous phases or study products.
After configuring this feature, see Code and Browse Study Products for more information.
Configure the Specify Study Products Action on Cases
To configure the Specify Study Products action on the Case object, create the action on the object and then configure a user action on the Case Lifecycle object lifecycle.
Create the Specify Study Products Action on the Case Object
Navigate to Admin > Configuration > Objects > Case > Actions, and assign the Specify Study Products action to the Case object. We recommend not selecting the option to make the action Available in All Lifecycle States.
Configure the Specify Study Products User Action on Case Lifecycle States
Add the Specify Study Products action as a user action on the Case Lifecycle object lifecycle. We recommend configuring the action on the following states:
- Data Entry (Initial)
- Data Entry (Reopened)
You can configure the action on additional states as required by your business process.
We recommend configuring the user action to perform conditionally when:
- Report Type > equals > Study
- Study > Study Has Unspecified Products > equals > No