Related List
The MIC - Related List component displays Request, Fulfillment, Adverse Event, Product Quality Complaint, and Interaction QA records related to a given Interaction and enables users to create new related records. While similar to the standard Salesforce Related List - Single component, the MIC - Related List component requires fewer clicks to create new related records, displays related records in a more compact, table grid-view, and includes more configuration points than the Related List - Single component.
The configuration of the MIC - Related List component is controlled entirely by the configuration of the underlying Lightning record page supporting a given User within Medical Information Cloud Inquiry Management Lightning. You can alter the default configuration of the Interaction Record Page to change the following aspects of this component:
Configuration point | Description |
---|---|
Related item inclusion | Add or remove related items from appearing within the component (e.g. Requests, Fulfillments, etc.). |
Vertical sequencing | The vertical order in which related items are presented. For example, the Requests related item can be lowered to appear below the Product Quality Complaints related item. |
Parent lock field | The field that indicates if the Interaction is locked. If the Interaction is locked, the New button on the component is hidden. In most cases, this should be set to |
Display Fields | Comma-separated list of fields to display. See Configuration considerations. |
Max Rows | Maximum number of rows to show. Blank means no limit. |
Sort field | Field to sort the list by. Blank is unsorted. |
Sort order | Order to sort the list by. The sort order can be ascending or descending. |
The MIC - Related List component does not support these field types:
Geolocation
Address
Encrypted/EncryptedString
base64
Configuration considerations
The component does not support these fields:
Geolocation
Address
Encrypted/EncryptedString
base64
ComboBox
ComplexValue
Polymorphic relationships, such as WhatId
Note
While it is a polymorphic relationship, OwnerId is supported.
The
Alerts
field allows you to view all alerts for a record in a single field via icons for new alerts, escalations, locked records, urgent flags, urgent icons, and updated SLA flags. On Interactions, theAlerts
field will also include any child records that have escalations, locked records, urgent flags, and SLA flags as well. The icons below are the default icons for Medical Information Cloud V10. Customers upgrading from versions prior to V10 may see different icons.Icon
Alert
Action
Urgent
Remains until the Urgent checkbox is unchecked.
Past due SLA flag
Always remains - SLA was not closed before the due date.
Warning SLA flag
Always remains - Due date is coming soon.
Escalated
Remains until the Escalate checkbox is unchecked.
Note
Prior to V10, escalations remain until the record is returned to owner.
Locked
Remains until the closed or canceled record is reopened.
Note
The field does not take user permissions into account. Aggregate alerts can potentially be seen by users without access to underlying child records.
A record that stores information about a Requester's inquiry and the response that you provide. If a person calls and asks several questions, you will log one Interaction with several Requests.
A record that stores the written response you send via email, fax, or mail to an Account. With a Fulfillment record, you can create a package of information to send via email, mail, or fax to the account that submitted the inquiry. The Fulfillment Package includes a cover letter and all the documents used to answer the account's questions.
When you give an Account a verbal response, you do not create a Fulfillment. Fulfillments are only used for written responses.
A record that stores information on perceived unintended or unfavorable symptoms of a product.
A record that stores information related to a potential quality issue of a product. The issue may be related to manufacturing, stability and release testing, dose preparation, storage, or distribution.
A record that captures and stores QA review scores for how well the parent Interaction record was handled and documented. Multiple Interaction QA records can be associated with a single Interaction record.
A record that stores the Requester's contact information and information about how and when the Requester reached out to the contact center. Every Interaction has at least one Request associated with it.
Interaction is a Salesforce Case, just relabeled. For that reason, there are references to the Case object in code and declarative configuration throughout the Medical Information Cloud product and documentation.
A version of the Medical Information Cloud Inquiry Management module that supports the Salesforce Lightning user experience and that makes heavy use of the Salesforce Lightning Service Console, an enhanced user experience that allows users to view multiple records and their related records on the same screen and quickly work through assigned tasks and records.