Enhanced Record Edit

Medical Information Cloud - Enhanced Record Edit is a Lightning Web Component that always displays fields in an editable format and auto-saves entered field data. Administrators should add a single instance of the component to a page layout. Administrators can select a layout, set component and error notification visibility conditions, toggle data overwrite checks, and exclude key users from data overwrite checks, all of which override other configurations that exist for a given user.

Conditional fields

Conditional Field Rule custom metadata records specify when to hide and show fields on a layout based on values in other fields. For example, the Request - Subcategory conditional field rule record that ships with Medical Information Cloud Inquiry Management states that if the Category field has a value, the Subcategory field should display on the layout.

Note

Conditional Field Rule records only work with the Enhanced Record Edit component.

For more information, see Custom metadata settings.

Implementation considerations

Keep these considerations in mind when adding the Enhanced Record Edit component to Lightning page layouts:

A page should have a maximum of one Enhanced Record Edit component on it at a time. Multiple instances can cause save conflicts or odd behavior.
The MIC - Enhanced Record Edit component should only be used on open records. In the Lightning App Builder, set the MIC - Enhanced Record Edit component visibility to Record > Is Closed Equal false, and set the Record Detail component visibility to Record > Is Closed Equal true.
The component only displays fields and sections on the main page layout. The component does not support:
- Buttons
- Custom links
- Embedded Visualforce and s-controls
- Embedded reports and dashboards
- Quick actions
When specifying page layouts for Accounts:
- Make sure that all page layout names are unique across both Account and PersonAccount objects.
- In the Lightning App Builder, add component visibility filters to render a version of the component with the correct page layout based on whether the layout is designed for a Person account or not. The filter condition for a PersonAccount layout is Record > Is Person Account Equal true, and the filter condition for an Account is Record > Is Person Account Equal false.
When manually specifying an Adverse Event or Product Quality Complaint page layout for the MIC - Enhanced Record Edit component to display, lookup fields on the page layout may not render correctly unless they are also added to the Lightning Feed Layout. This includes lookup fields such as Owner and Created by.
For the component's user interface display density to match the user interface display density used throughout the rest of the environment, set the UI Layout field on the Global Setting custom metadata type to match the environment's default density setting.

Administrators can override other configuration that exists for a given user via the following configuration fields:

Configuration field	Description
Layout Name	Layout used to display the fields
Error Modal Type	Indicates the persistence type of error toasts: sticky (default) - Remains visible until closed dismissible - Remains visible until closed or duration has elapsed pester - Remains visible until duration has elapsed
Toast For Field Errors	Indicates how field errors should be handled: Per Error (default) Single Modal No Modal
Exclude Users when enabled	Enables key user(s) to be excluded from the `Enable Dirty Data Check` configuration: Running User Automated Process User Running User and Automated Process User
Enable Dirty Data Check	Enables the `Record was edited by another user` overwritten data check error
Set Component Visibility	Controls when the component appears via filter conditions and logic
Autosave Wait Time	Indicates the wait timeout in milliseconds before autosave is initiated on change of any field. If more data is entered before time is up, the timer restarts to the time from the last input or change.

Enhanced Record Edit renders the Owner and Record Type fields as read-only. Users are not able to edit them.
When editing an older version of a record, the Medical Information Cloud - Enhanced Record Edit component blocks saving to prevent concurrent editing. Users must refresh the browser or reopen the record to retrieve the newest version before editing.
An alternate Enhanced Record Edit with Save Check component is available as a replacement for the Enhanced Record Edit component. The Save Check feature warns users of unsaved changes before users can navigate away from or close a tab. For more information, see Enhanced Record Edit with Save Check.

Enhanced Record Edit with Save Check

Medical Information Cloud - Enhanced Record Edit with Save Check is a Lightning Aura Component that always displays fields in an editable format and auto-saves correctly entered field data. If there is missing or incorrect field data, the save check will warn a user about unsaved changes and prompt users to correct any errors before a tab is navigated away from or closed. Administrators can add a single instance of the component to a page layout. Administrators can select a layout, set component and error notification visibility conditions, toggle data overwrite checks, and exclude key users from data overwrite checks, all of which override other configurations that exist for a given user.

Configuring auto-save

You can enable or disable the auto-save functionality using the MIC - Enhanced Record Edit w/Save Check component.

To disable auto-save, navigate to an Interaction and click Edit Page. In the Details section on the MIC - Enhanced Record Edit w/Save Check component, uncheck "Enable Auto Save".

To enable manual save, navigate to an Interaction and click Edit page. In the Details section on the MIC - Enhanced Record Edit w/Save Check component, check "Enable Manual Save". When enabled, a Save button will appear on the page, allowing you to click to save your work. Additionally, you may press Ctrl + S (for Windows) or Cmd + S (for MACs) on your keyboard as a shortcut to save your work.