Enable Create Inbox Items from Literature Articles in CRO Vaults

Learn how to configure multi-sponsor Vaults to specify a separate Sponsor and Organization for each Literature Review and Literature Article.

About the Feature

With the 24R3 release, Contract Research Organization (CRO) customers with multi-sponsors in their Vaults who perform literature reviews for different sponsors can configure their Vault to set the Organization field on an Inbox Item to the same Organization value as the Literature Article it was created from.

After you have configured this feature, see Create Inbox Items from Literature Articles for more information.

Overview

Complete the following procedures to configure this feature in your Vault:

Configure the Literature Article Object

To configure the Literature Article object, update the layout and configure the Product, Product Family, and Organization fields. To complete these procedures, navigate to Admin > Configuration > Objects > Literature Article.

Update the Literature Article Layout

Add the Organization field:

  1. Navigate to the Layouts tab, and select the Literature Article Detail Page Layout.
  2. In the Article Details section, add the Organization field.
  3. Select Save.

Create a Layout Rule for Organization

Create a layout rule for Organization:

  1. Navigate to the Layouts tab, and select the Literature Article Detail Page Layout.
  2. Select Layout Rules.
  3. On the Layout Rules list page, select Create.
  4. Add a Layout Rule with the following configuration:
    • Label: “Organization Required”
    • IF this Layout Rule Expression is TRUE: TRUE
    • Apply the following display effects: Display As Required > Fields > Organization
  5. Select Save.

Configure the Product and Product Family Fields

Complete the following steps to add a constraint to the Product and Product Family fields.

  1. Navigate to the Fields tab, and select the appropriate field.
  2. Configure the following Reference Constraint: organization__v = {{this.organization__v}}
  3. Select Save.

Configure the Organization Field

Complete the following steps to set a default value for the Organization field.

  1. Navigate to the Fields tab, and select the Organization field.
  2. Configure the following Default Value: literature_review__vr.organization__v
  3. Select Save.

Configure the Literature Review Object

To configure the Literature Review object, update the layout and configure the Product and Product Family fields. To complete these procedures, navigate to Admin > Configuration > Objects > Literature Review.

Update the Literature Review Layout

Add the Organization field:

  1. Navigate to the Layouts tab, and select the Literature Review Detail Page Layout.
  2. In the Details section, add the Organization field.
  3. Select Save.

Create a Layout Rule for Organization

Create a layout rule for Organization:

  1. Navigate to the Layouts tab, and select the Literature Review Detail Page Layout.
  2. Select Layout Rules.
  3. On the Layout Rule list page, select Create.
  4. Add a Layout Rule with the following configuration:
    1. Label: “Organization Required”
    2. IF this Layout Rule Expression is TRUE: TRUE
    3. Apply the following display effects: Display As Required > Fields > Organization
  5. Select Save.

Configure the Product and Product Family Fields

Complete the following steps to add a constraint to the Product and Product Family fields.

  1. Navigate to the Fields tab, and select the appropriate field.
  2. Configure the following Reference Constraint: organization__v = {{this.organization__v}}
  3. Select Save.

Configure the Literature Article Product Object

Complete the following steps to add a constraint to the Product and Product Family fields.

  1. Navigate to Admin > Configuration > Objects > Literature Article Product > Fields and select the appropriate field.
  2. Configure the following Reference Constraint: organization__v = {{this.literature_article__vr.organization__v}}
  3. Select Save.