Enable Case Copy with Linking

Learn how to configure your Vault so users can copy existing Cases, including all records, custom fields, and links to original Case documents.

About the Feature

With the 24R3 release, Vault Safety supports creating up to 100 copies of an existing Case. This is useful in scenarios such as creating multiple safety reports from a single literature report, which can then be individualized, as well as other customer-specific needs. Copied Cases include all parent and child records, custom fields from the source Case, and links to all documents from the original Case. When users copy Cases, Vault also creates copies of domestic Localized Cases, Parent Information Cases, and Localized Parent Information Cases. Clear audit logs identify Cases created through copying. On copied Cases, the Number of Cases field indicates the number of copies a user created.

After you have configured this feature, see Copy a Case for more information.

Configure the Case Object

To configure the Case object, add the Copy Case action and add the Number of Cases field to the layout. To complete these procedures, navigate to Admin > Configuration > Objects > Case.

Configure the Copy Case Action on Cases

Depending on your business process, the Copy Case action can be configured on the Case and Imported Case object types. To configure the Copy Case action on the Case object, navigate to the Actions tab and add the Copy Case action. We recommend leaving the option to make the action Available in All Lifecycle States unselected and then configuring the user action on the applicable Case Lifecycle object lifecycle states.

Update the Case Layout

Complete the following steps to add the Number of Cases field to the Case object layout:

  1. Navigate to Layouts > Case Page Layout.
  2. In the Details section, add the Number of Cases field.
  3. Select Save.

Create the Find Copied Cases Web Action

Create the Find Copied Cases web action with the following settings:

  • Label: Find Copied Cases
  • Type: Select Object
  • Target: Open in New Window
  • URL: https://${Vault.domain}/ui/#reporting/viewer/copied_cases__v?OSY000000001227.OSF000000001X81%2C%2C%2CEQ=${Object.id}