Learn how to configure your Vault to generate Case Collections from Workbench Case Series.
About this Feature
With the 25R2 release, users can generate a Case Collection in the CIOMS I and E2B(R3) formats from a Workbench Case Series. This feature allows Safety users to use their Workbench Report output when reporting to external partners. For more information, see Generate Case Collections from Workbench Case Series.
Configure Case Collection Actions on Workbench Reports
You must configure the following actions on the Workbench Report object:
- Generate CIOMS I Masked Collection
- Generate CIOMS I Unmasked Collection
- Generate E2B R3 Collection
To do this, assign the actions to the Workbench Report object and do one (1) of the following:
- Select the Available in All Lifecycle States checkbox to apply atomic action security defaults for the applicable lifecycle states.
- Add the action as a user action to the applicable states of the Workbench Report Lifecycle object lifecycle.
Grant Object Permissions
Ensure your permission sets are updated to grant users the appropriate level of access to objects and object types according to your organization’s process. To grant the appropriate permissions, see Enable Create and Export Case and Safety Report Collections.
Optional: Configure Notification Preferences
By default, Vault sends summary notifications instead of immediate alerts. You can configure your notification preferences depending on your business needs.