Enable Product Family Datasheets

Learn how to configure your Vault to use Product Family Datasheets for Expectedness evaluations.

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

With 23R3, Vault Safety supports creating Datasheets for Product Families. Upon creation, the Product Family Datasheet is inherited by all Products within the family that do not have a specified Datasheet. If the Product Family Datasheet changes, those updates are automatically included for Products sharing the Datasheet.

After configuring this feature, see Manage Datasheets and Auto-Expectedness: Product Family Datasheet for more information.

Update the Product Family Page Layout

Complete the following steps to add the Family Datasheet field to the Product Family object:

  1. Go to Admin > Configuration > Objects > Product Family > Page Layouts > Product Family Detail Page Layout.
  2. In the Details section, add the Family Datasheet field.
  3. Select Save.