# Transition to Multi-Product Selection

If you have previously configured _Studies_ with the _Single Arm Selection on Inbox_ setting (formerly labeled _Study Has Arms_), you should transition those _Studies_ and any related _Inbox Items_ and _Cases_ so that they no longer use that setting.

To improve the efficiency and flexibility of working with _Study Products_, especially for complex studies involving numerous phases or products, Vault includes the <a href="/en/lr/760294/">multi-product selector</a> for _Inbox Items_ and _Cases_. This streamlined feature replaces the previous workflow that used the _Single Arm Selection on Inbox_ setting (formerly labeled _Study Has Arms_) on _Studies_. This setting required users to select a _Study Arm_ on _Inbox Items_, which then auto-selected all the _Products_ in the _Study Arm_. However, this restricted users from easily modifying the arm and products thereafter, which resulted in frustration. This behavior was also too restrictive for patient cases that spanned complex multi-part trials. As a result, Vault will sunset the _Single Arm Selection on Inbox_ setting on _Studies_ by the end of 2026.

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      <p><strong>Note</strong>: You can continue to include <em>Study Arm</em> details in the <em>Study</em> library for existing and new <em>Studies</em>. Sunsetting of the <em>Single Arm Selection on Inbox</em> setting will not change existing records on your configured <em>Studies</em>.</p>
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## Transition Overview

To transition to the multi-product selector and deprecate the _Single Arm Selection on Inbox_ setting (formerly labeled _Study Has Arms_) in your Vault, complete the following procedures:

1. <a href="/en/lr/01334/">Enable Multi-Product Selector for Study Products on Inbox Items</a>
2. <a href="/en/lr/760295/">Enable Multi-Product Selector for Study Products on Cases</a>
3. [Update the _Case_ object][1]
4. [Update the _Case Compare Followup_ layout][2]
5. [Update open-label and blinded _Studies_][3]
6. [Configure the _Unblind Study Product_ action on _Cases_][4]
7. [Configure complex _Studies_][5]

No action is required for completed _Studies_ with _Study Arms_.

## Update the Case Object {#update-case}

On the _Fields_ tab of the _Case_ object, navigate to the _Study Arm (unblinded)_ field and remove the <a href="/en/lr/75340/#-how-to-constrain-related-records">reference constraint</a> (`study_product_group__v = `).

## Update the Case Compare Followup Layout {#update-case-compare}

To remove the _Study Arm_ field on the _Case Compare Followup_ layout:

1. Navigate to **Admin > Configuration > User Interface > Pages > Case Compare Page > Layouts > Case Compare Followup**.
2. In the _Sections_ section, select **Study**.
3. Select **Edit**.
4. In the _Fields_ field, remove the **Study Arm** and **Study Arm (unblinded)** fields.
5. Select **Save**.

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      <p><strong>Note</strong>: When creating follow-ups to existing <em>Inbox Items</em> with <em>Study Arms</em>, Vault does not map <em>Study Arms</em> to follow-up <em>Cases</em>. On follow-up <em>Cases</em>, users can track <em>Study Arms</em> in the <em>Study Arm</em> field.</p>
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## Update Open-Label and Blinded Studies {#update-ol-studies}

For all open-label and blinded _Studies_ with _Yes_ in the _Single Arm Selection on Inbox_ field (formerly labeled _Study Has Arms_):

1. Navigate to **Business Admin > Objects > Studies** and select the _Study_.
2. Select **Edit**.
3. In the **Single Arm Selection on Inbox** field, select **No**.
4. Select **Save**.

## Configure the Unblind Study Product Action on Cases {#case-lifecycle}

To configure the _Unblind Study Product_ action, <a href="/en/lr/43127/#assign-actions">assign</a> the action to the _Case_ object and do one (1) of the following:

* Add the action as an <a href="/en/lr/59885/#entry-actions">entry action</a> that will **Always** apply on the _Unblinding_ state of the _Case Lifecycle_ object lifecycle.
* Add the action as a <a href="/en/lr/59885/#define-actions">user action</a> to the _Unblinding_ state of the _Case Lifecycle_ object lifecycle.

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      <p><strong>Note</strong>: Update any process and Standard Operating Procedures (SOPs) to reflect the workflow change.</p>
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## Configure Complex Studies {#complex-studies}

To support complex studies, for example studies with both open-label and blinded products, complete the following procedures:

### Update Submission and Distribution Settings {#update-submission-distribution-settings}

Navigate to **Admin > Settings > Submission and Distributions Settings** and select the **Display Unmasked Open-label Products on Blinded CIOMS and MedWatch 3500A** checkbox.

### Update the Case Lifecycle {#update-case-lifecycle}
To remove the manual work of unblinding each _Study Product_ when processing _Cases_ for _Studies_ without _Study Arms_, we recommend <a href="/en/lr/826706/">enabling Blind Isolation: Simplified Study Product Unblinding</a>.

However, if you opt to not enable Simplified Study Product Unblinding, you must update the _Case Lifecycle_ to add <a href="/en/lr/59885/#entry-action-types">_Change related object lifecycle state asynchronously (no limit)_</a> as an <a href="/en/lr/59885/#entry-actions">entry action</a> on the _Unblinding_ lifecycle state using the following conditions:
- **Condition Type**: Select **All conditions are met**
- **If**: Select **Study Blinded** > **equals** > **Yes**
   - **perform actions**: Select **Change related object lifecycle state asynchronously (no limit)**
   - **Related Object**: Select **Case Products**
   - **Change State To**: Select **Unblinding**
   - Select the **Conditions On Related Records** checkbox
      - **Condition**: Select **Exclude related records in the following lifecycle states**
      - **Related Record's State**: Select:
         - **Open**
         - **Active**
         - **Unblinded**

[1]: #update-case
[2]: #update-case-compare
[3]: #update-ol-studies
[4]: #case-lifecycle
[5]: #complex-studies