About the Feature
Support for displaying the list of PV Cases on a Signal was added to Vault Signal in 22R2. This feature allows you to use Cases from Vault Safety for Product-Event analysis.
Once you have completed the configuration steps on this page, see About the PV (Pharmacoviligance) Data Source in the Signal Data Sources article for more information.
Add Signal Case Version Permissions
Perform the following configuration to update your Signal permission set with Product-Event Case Version permissions:
- Go to Admin > Users & Groups > Permission Sets > Signal Actions.
- Go to the Objects tab.
- Enable Read permissions for the Product-Event Case Version object.
Note There is currently a limitation where you are required to enable both Read and Create permissions so that associated newly copied PV Cases will appear under the tracked Product-Event upon refreshing the data. This limitation will be addressed in a future release.
Add the PV Cases Section to the Product-Event Page Layout
- Go to Configuration > Objects > Product-Event.
- In the Page Layouts tab, select the Product-Event Detail Page Layout.
- Add a Related Object section for PV Cases using the following information:
- Related Object: Product-Event Case Version > Case
- Section Label: PV Cases
- Section Name:
pv_cases__c - Creation Option: Prevent record addition.
This option allows users to create a Product-Event Case version record whereas the default option, “Create record in new page”, only allows users to see the Create option. - Criteria VQL:
state__v != 'superseded_state__v'
This Criteria VQL hides Case records in the Superseded Lifecycle State in order for the list of PV Cases to match the PV Database Case Count (N) value displayed in the tracked Product-Event's Signal Sources section.
- Add your desired columns to the newly created section.
Product-Event Page Layout PV Cases Section Example
