Quick Actions
Quick actions are object-specific operations that can be used to create a more user-friendly, streamlined experience. The available object-specific quick actions are shown in the table below.
Object | Quick action | Description |
|---|---|---|
Interaction ( | Account Info ( | Displays the Case Accounts/Quick Search widget. |
Interaction ( | Close ( | Closes the interaction and related records. |
Interaction ( | MIC Snapshot ( | Creates a PDF snapshot of an Interaction record and all related Request, Fulfillment, Adverse Event, and Product Quality Complaint records using the in-house snapshot feature. |
Interaction ( | Transfer Interaction ( | Changes the owner of the Interaction. |
Interaction ( | Account Search ( | Opens the Account Search tab. |
Interaction ( | Generate Snapshot ( | Makes a PDF snapshot of the record using the in-house snapshot feature. |
Adverse Event ( | Add Interaction Related Items ( | Allows copying files and emails from the related Interaction onto the AE. |
Adverse Event ( | Add Related Product Quality Complaint ( | Creates a new PQC linked to the AE. |
Adverse Event ( | Generate E2B ( | Generates E2B file. |
Adverse Event ( | MIC Snapshot ( | Creates a PDF snapshot of the Adverse Event record using the in-house snapshot feature. |
Adverse Event ( | Transfer ( | Allows the transferring of the AE. |
Adverse Event ( | Send To Safety ( | Uses Nintex DocGen to email the AE to the Safety team. |
Fulfillment ( | Generate Package ( | Opens a modal to start the fulfillment package generation process using the new package generation queue in the Utility Bar. |
Fulfillment ( | Generate Package ( | Opens tabs to generate the fulfillment package. |
Fulfillment ( | Refresh Request List ( | Refreshes the Request Fulfillment Related List. |
Fulfillment ( | Transfer ( | Allows the transferring of the fulfillment. |
Fulfillment ( | Email Fulfillment ( | Uses Nintex DocGen to email out the Fulfillment. |
Inbound Form ( | Mass Recreate Request ( | Triggers the recreation of a Request for selected Inbound Form. Will create a duplicate if an existing request exists. |
Inbound Form ( | Recreate Request ( | Triggers the recreation of a Request for selected Inbound Form. Will create a duplicate if an existing request exists. |
Product Quality Complaint ( | Add Related Adverse Event ( | Create a new, linked Adverse Event. |
Product Quality Complaint ( | MIC Snapshot ( | Creates a PDF snapshot of the Product Quality Complaint record using the in-house snapshot feature. |
Product Quality Complaint ( | Transfer ( | Allows the transfer of the PQC. |
Product Quality Complaint ( | Send to QC ( | Uses Nintex Docgen to email the PQC to the quality team. |
Request ( | Follow up Request ( | Clones the request and makes a follow-up Interaction for it. |
Request ( | Add Related Adverse Event ( | Creates a new, linked, Adverse Event from information on the Request. |
Request ( | Add Related Product Quality Complaint ( | Creates a new, linked, PQC from information on the Request. |
Request ( | Clone Request ( | Clones the Request. |
Request ( | New Custom Response ( | Opens wizard modal to create a new document with pre-populated fields based on the calling request and Document Wizard Setting ( |
Request ( | Create FAQ ( | Opens wizard modal to create a new document with pre-populated fields based on the calling request and Document Wizard Setting ( |
Request ( | MIC Snapshot ( | Creates a PDF snapshot of the Request record using the in-house snapshot feature. |
Request ( | Snapshot ( | Uses Nintex DocGen to generate a PDF snapshot of the request. |
Request ( | Transfer Request ( | Allows for the transferring of the Request. |
Request ( | Update Follow up Consent Details ( | Allows the editing of the follow-up consent information for closed requests. |