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Release notes

This topic contains the release notes for V16 of Medical Information Cloud. The release notes are organized into these high-level sections:

As this page is maintained and updated over time to ensure accurate and timely information, Komodo Health recommends referencing the release notes online rather than printing and referencing static versions of the page. The Changelog page lists all notable changes made to this page.

For the release notes from earlier versions of Medical Information Cloud, visit the Archive.

New features

The V16 release of Medical Information Cloud will contain several new features whose functionalities are detailed below. Details about enablement and configuration are included within the product documentation, which will be updated when the release is made available.

New Adverse Event Child Record component

The new MIC - Adverse Event Child Record (medAdverseEventChildRecord) Lightning Web Component will be available for managing the child records of Adverse Event (MED_Adverse_Event__c) records. Currently, users create new Adverse Event child records in a modal, which prevents the users from accessing other information on the parent Adverse Event record. With the new component, users can create new child records directly on the Adverse Event record page and therefore reference any related information on the parent record or on any other child record. Admin users must configure the component for each child object and can specify the fields to appear, the name of the component, and more.

Related work item(s): MIC-4000, MIC-4008

Files Connect with Google Drive

Medical Information Cloud will introduce an integration with Google Drive through Salesforce's Files Connect service that enables users to create, reference, and collaborate on files that are hosted externally. The files can be Microsoft 365 files, Google Drive files, and other text and image files stored in Google Drive up to 6MB in size. Users will also be able to create snapshots of the files to track changes.

Warning

External files created with the Files Connect integration are not supported for fulfillments.

Related work item(s): PLTFM-3034, PLTFM-3037, PLTFM-3075, PLTFM-3096, PLTFM-3107, PLTFM-3108, PLTFM-3109, PLTFM-3116, PLTFM-3127, PLTFM-3136, PLTFM-3149, PLTFM-3162, PLTFM-3168, PLTFM-3193, PLTFM-3201

Updated features

The V16 release of Medical Information Cloud will also contain several improvements and optimizations to existing features and functionalities to better align with customer feedback and provide an enhanced user experience. Unless noted otherwise, all updated features are shipped "off" by default for existing customers and "on" by default for new customers.

Updated Account Search V3

Account Search V3 will be updated to include several enhancements to existing functionalities as well as improvements to the user interface and user experience (UI/UX).

Configure default Quick Search options like account type filters

Both the MIC - Case Accounts (MED_CaseAccounts) component and the MIC - Case Accounts Quick Search (medCaseAccountsQuickSearch) component will have additional default options that admin users can configure, such as the ability to show or hide the Omni Search box, the Country field (which, as described below, is no longer required), the Account record type filters, the Advanced Search fields, and the Restrict toggle. This will enhance the usability of the components, especially the option to let users filter by specific Account record types while searching for an account. Currently, users must first perform an account search before they can filter the search results by account types like HCPs, non-HCPs, or employees. With the new release, users will be able to select an account type in the initial account search as long as the Account Search component is appropriately configured.

Related work item(s): MIC-3923

Secondary information in search results

Users will be able to view secondary, or additional, information about each account in the search results by hovering over or clicking the down arrow to the right of any account. A popover will appear and, by default, show the account's source, credentials, primary language, and specialty for both person accounts and institution accounts. Admin users can configure the fields that should appear as secondary information as well as hide the secondary information popover completely.

Related work item(s): MIC-3938

Country field no longer required

The Country field will no longer be required in Account Search and Account records. Currently, while users can set the Country field to equal None when searching for an account, Account Search will still use an associated Country value, such as that on the related Interaction record, to query for Account records. In the new release, if the Country field is None, null, or empty, then a global (ZZ) account search will be performed. This ensures that users will be able to search for and create accounts without selecting a country. This also means that the Country field can be removed from Account Search layouts. However, if the Country field is removed from a layout, then the State field, which is dependent on the Country field, must also be removed from the layout to avoid any potential errors.

Note

This will be "on" by default, and no steps are required to enable this enhancement.

Related work item(s): MIC-3955

Visual updates on the results table

The results table will have a few visual enhancements, including updated column names, disc-style lists in contact and affiliation columns, highlighted icons for the selected account, and padding between each distinct value in a row. Additionally, the data in each column will no longer appear cut off and will instead automatically wrap to the following line if it does not fit in the default column width. This will improve user readability by ensuring that the data returned by Account Search fits inside the columns in the results table.

Note

This will be "on" by default, and no steps are required to enable this enhancement.

Related work item(s): MIC-3873, MIC-3968

Inactive records excluded from search results

Account Search will automatically exclude Account, Contact Information (MED_Contact_Information__c), and Affiliation (MED_Affiliation__c) records that have a Status (MED_Status__c) value of Inactive to provide users with the most relevant search results. Currently, Account Search returns both active and inactive records, which admin users can revert to in the new release via the Global Setting (mvn__MED_Global_Setting__mdt) custom metadata type. On the new Account Search Excluded Statuses (mvn__MED_Account_Search_Excluded_Statuses__c) field, admin users can configure the statuses that should be excluded, which will subsequently override the new default Account Search behavior of only returning active records. For example, to filter out both inactive and pending Account, Contact Information, and Affiliation records, an admin user must set the Account Search Excluded Statuses field to Inactive,Pending, not just Pending.

Note

This will be "on" by default, and no steps are required to enable this enhancement.

Related work item(s): MIC-3975

Auto-scroll to search results

When users conduct an account search in either the Account Search tab or the Quick Search component, Account Search will automatically scroll down to the results. This will help users more quickly access their desired search results.

Note

This will be "on" by default, and no steps are required to enable this enhancement.

Related work item(s): MIC-3986

Add Fulfillment Files List component to other objects

Admin users will be able to add the MIC - Fulfillment Files List component to the record pages of other objects, such as Adverse Event (MED_Adverse_Event__c), Request (MED_Request__c), and PQC (MED_Product_Quality_Complaint__c) pages. This will allow users to more easily manage fulfillment documents across the Medical Information Cloud product, including checking in/out, finalizing, and deleting documents.

Related work item(s): MIC-4003

E2B updates

Admin users will soon be able to set null values more explicitly without needing to worry about issues with nullFlavors. For example, if a person's initials are UNK, they would be sent as Unknown instead of keeping the valid initials. In V16, Medical Information Cloud will no longer substitute plain nullFlavor values like MSK for the nullFlavor syntax. Instead, these will be allowed as values.

To set a nullFlavor, map a value of nullFlavor_<null flavor value>. The specified value will be set as the special nullFlavor attribute for the attribute.

The MED_E2B_Generate_Button value will be updated from Generate to Yes. Submit AE. The MED_E2B_Generator_Header label value will be changed from E2B (R3) Generator to Submit Adverse Event.

Related work item(s): MIC-3988, MIC-4009

Complete a task for another user on the Task record

Admin users will be able to configure the new ✓ Complete Task button to appear on Task records. This will enable users with the required permissions to complete workflow tasks directly on the Task record on behalf of a task assignee. Currently, if a user wants to complete a task in place of an assignee, the user has to mark the task as complete on the Document record because they cannot do so on the Task record. With the new release, users can complete tasks both on the Task detail page and the Document record page.

Related work item(s): PLTFM-2961

Reassign a task to another user

Users will be able to reassign their workflow tasks to other users without needing administrator access. Currently, users cannot reassign their workflow task unless they have the CM_Admin custom permission or ask another user who has the CM_Admin custom permission. In the new release, users can just be assigned the new CM_Reassign_Task custom permission, which is included in the CM_ReassignTasks permission set.

Related work item(s): PLTFM-2931

Search with multiple characters in picklists and comboboxes

Picklists and comboboxes currently only allow single-character searches. This means that when users enter multiple characters, each character is interpreted as a new search. For example, if a user types fr in a picklist field with language options, the picklist would first scroll to the values that start with f and then scroll to the values that start with r. In the new release, however, every multiple-character search in picklists and comboboxes will be treated as a single filter query. For example, if a user types a fr in a picklist field with language options, the user will be shown values that start with fr, like French.

Note

This will be "on" by default, and no steps are required to enable this enhancement.

Related work item(s): PLTFM-2979

Hide file hosting options in New Document wizard

Each of the file hosting options in the New Document wizard will be able to be hidden via new fields on the MCM Global Setting (mvn__CM_Global_Setting__mdt) custom metadata type. This will enable admins to have greater control over the types of documents that users can create in Medical Information Cloud

Related work item(s): PLTFM-3034, PLTFM-3094

Track the original document of cloned documents

When a document is cloned, users will be able to use the new Cloned From (mvn__CM_Document__c) field on the Document (mvn__CM_Document__c) object to more easily track the original document.

Related work item(s): PLTFM-3276

Defect fixes and maintenance

Table 7, “Fixed items details defects and maintenance items identified in V15 that will be fixed in the V16 release.

Table 7. Fixed items

Work item

Description

New behavior

MIC-2753

The MIC - Enhanced Record Edit (medEnhancedRecordEdit) component uses the getRecordUi wire adapter for the user interface (UI), which Salesforce has deprecated.

The MIC - Enhanced Record Edit component will use getLayout instead of getRecordUi.

MIC-3905

When the G.K.7.r.1 E2B output is generated, a performer tag is missing, resulting in it being missed by safety systems.

A performer tag will be added to G.k.7.r.1/2.

MIC-3911

The Account lookup field on an Interaction (Case) record is editable when users try to update the account's contact information, such as their email address.

A validation rule will be added that disallows changing the selected account's contact information.

MIC-3918

When there are long or rich text fields in an Account Search query and any single account in the search results has more than 200 related Contact Information (MED_Contact_Information__c) or Affiliation (MED_Affiliation__c) records, the search may throw the following error message: "Aggregate query has too many rows for direct assignment, use FOR loop". This is due to a Salesforce limitation on querying large numbers of related records.

Note

This issue impacted V14.1 and was identified in a known issue (K1-131).

The database queries will be optimized to directly fetch Contact Information records instead of Account records with their related Contact Information records, and field permissions on these objects will be updated. These changes will resolve the query error as well as improve Account Search performance.

MIC-4069

When users search for an HCP on a new Interaction (Case) record, the Affiliation column does not appear in the Account Search results table.

New Field (mvn__LY_Field__mdt), Layout Field (mvn__LY_Layout_Field__mdt), and Layout Section (mvn__LY_Layout_Section__mdt) metadata records will be added to ensure that the Affiliation column appears in the Account Search results table out of the box.

MIC-4074

Users are allowed to add one new note on a closed Interaction (Case) record but should not be able to edit that note or add any additional notes. However, users are currently able to edit notes on recently closed interactions without any errors.

Notes on closed interactions will no longer be editable no matter when the interaction was closed, and an error message will be thrown if a user attempts to edit a locked note.

MIC-4084

Documents of the Internal Document type and Work Instructions subtype should, but do not, appear in the documents list in the Work Instructions component. This is because the API names of the out-of-the-box picklist values on the Requester Type (MED_Requester_Type__c) field on the Interaction (Case) object and the Complainant Type (MED_Complainant_Type__c) field on the Product Quality Complaint (MED_Product_Quality_Complaint__c) object are incorrect.

The API names of the out-of-the-box picklist values on the Requester Type and Complainant Type fields will be corrected, and documents will appear in the Work Instructions component as expected.

PLTFM-2551

If a user creates a document without a file and then uploads a rendition for the document, the document’s metadata appear in both the Preview and Details tabs on the Document record page. Additionally, in the Preview tab, the document’s metadata appear below the file preview and therefore overflow outside the file preview component.

When a document has a rendition, the Preview tab will only show the file preview and will not show the document's metadata. The document’s metadata will only appear in the Details tab.

PLTFM-2996

When a workflow task is assigned to a user who already has the role that is required to complete the workflow task and then the workflow task is reassigned to another user, the role is taken from the original assignee and granted to the new assignee. This means that the original assignee loses the role they already had. This also means that the original assignee loses access to the document if that was their only role on the document.

If a user is assigned a workflow task that grants them a role they already have and then another user is assigned the workflow task instead, the first assignee will keep their role on the document while the new assignee will also be granted the role to complete the task.

PLTFM-3072

Document roles cannot be removed from users with open workflow tasks on documents, even if the document roles are not associated to the open tasks.

Document roles can be removed from a user as long as the document roles are not associated to any of the user’s open tasks on the document or the user is assigned the new CM Delete Document Role With Open Tasks (CM_Delete_Document_Role_With_Open_Tasks) custom permission.

PLTFM-3076

The Request Translation button is always available in the Related Documents component, even if customers do not have the integrated language translation service. When users who do not have access to the translation service click the button, a wizard opens without any options.

The Request Translation button will be hidden from the Related Documents component of a document if the Enable Translation Requests (mvn__CM_Enable_Translation_Requests__c) field is disabled in the MCM Global Setting (mvn__CM_Global_Setting__mdt) custom metadata type.

PLTFM-3123

When a workflow is started and tasks are assigned to multiple users, every user receives notifications about the task assignments, including the tasks that are assigned to other users.

Users will only be notified about tasks that are assigned to themselves. Notifications will no longer be sent for tasks that are assigned to other users.

PLTFM-3324

NotIncludes is not a valid operator value in criteria definitions.

Users will be able to set the operator property to equal NotIncludes when creating criteria definitions.



Metadata changes

The following subsections capture the changes against entities in key areas of Medical Information Cloud that will be introduced in the latest release. This list is not exhaustive, as it does not contain changes that are internal to the application and that are not exposed to customers for customization, extension, or integration.

Custom label changes are listed in the table(s) below:

Table 8. New custom labels

Work item(s)

Custom label(s)

MIC-3923

mvn__MED_Basic_Search

mvn__MED_Record_Type

mvn__MED_Restrict_Search

MIC-3987

mvn__MED_Back

MIC-4000

MED_Adverse_Event_Related_Record_Deleted_Message

MED_Adverse_Event_Related_Record_Deleted_Success

MED_Adverse_Event_Related_Record_Saved

PLTFM-3034, PLTFM-3037, PLTFM-3075, PLTFM-3096, PLTFM-3108, PLTFM-3109, PLTFM-3116, PLTFM-3127, PLTFM-3162, PLTFM-3193, PLTFM-3201

mvn__CM_Authorize_File_Repository

mvn__CM_Copy_Link

mvn__CM_Create_Snapshot_Version

mvn__CM_Document_New_Version_Snapshot_Email_Body

mvn__CM_Document_New_Version_Snapshot_Feed_Body

mvn__CM_Document_New_Version_Snapshot_Notification_Body

mvn__CM_Document_Version_Snapshot_Log

mvn__CM_External_File_Warning

mvn__CM_File_Create_Type_Not_Supported

mvn__CM_File_Repository_Auth_Close_Message

mvn__CM_File_Repository_Auth_Close_Title

mvn__CM_File_Repository_Back

mvn__CM_File_Repository_Create

mvn__CM_File_Repository_Create_New

mvn__CM_File_Repository_Loading_More

mvn__CM_File_Repository_New_Item

mvn__CM_File_Repository_Select

mvn__CM_Files_Connect

mvn__CM_Files_Connect_Disclaimer

mvn__CM_Files_Connect_Document

mvn__CM_Files_Connect_Presentation

mvn__CM_Files_Connect_Spreadsheet

mvn__CM_Files_Connect_Upload_File

mvn__CM_Latest_External_File_Warning

mvn__CM_Latest_External_File_Warning_Header

mvn__CM_Microsoft_Excel

mvn__CM_Microsoft_PowerPoint

mvn__CM_Microsoft_Word

mvn__CM_Missing_File_Repository_Permissions

mvn__CM_Missing_Files_Connect_File_Access

mvn__CM_New_Snapshot_Version

mvn__CM_No_Repositories

mvn__CM_Open

mvn__CM_Search_File_Repository

mvn__CM_Select_From_File_Repository

mvn__CM_Selected_File

mvn__CM_Snapshot_Current_Version

mvn__CM_System_Event_Document_New_Version_Snapshot



Table 9. Modified custom labels

Work item(s)

Custom label

Modification description

MIC-3968

mvn__MED_Contact_Result_Column_Label_Address

The value will be updated from Addresses to Address.

mvn__MED_Contact_Result_Column_Label_Email

The value will be updated from Email Addresses to Email.

mvn__MED_Contact_Result_Column_Label_Phone

The value will be updated from Phone Numbers to Phone.

mvn__MED_Parent_Accounts

The value will be updated from Parent Accounts to Affiliations.

MIC-4009

MED_E2B_Generate_Button

The value will be updated from Generate to Yes. Submit AE.

MED_E2B_Generator_Header

The value will be updated from E2B(R3) Generator to Submit Adverse Event.



Custom metadata type changes are listed in the tables below:

Table 10. New custom metadata type fields

Work item(s)

Custom metadata type

Field

MIC-3975

mvn__MED_Global_Setting__mdt

mvn__MED_Account_Search_Excluded_Statuses__c

PLTFM-3034, PLTFM-3094, PLTFM-3116, PLTFM-3127

mvn__CM_Global_Setting__mdt

mvn__CM_Files_Connect_Excel_Template__c 

mvn__CM_Files_Connect_PowerPoint_Template__c 

mvn__CM_Files_Connect_Word_Template__c

mvn__CM_Hide_External_File_Button__c

mvn__CM_Hide_Files_Connect_File_Button__c

mvn__CM_Hide_M365_File_Button__c

mvn__CM_Hide_No_File_Button__c

mvn__CM_Hide_Translation_File_Button__c

mvn__CM_Hide_Upload_File_Button__c



Table 11. New custom metadata records

Work item(s)

Custom metadata type

Metadata record name

MIC-3938

mvn__LY_Field__mdt

MED_Account_Source

MED_Credentials

MED_Primary_Language

MED_Specialty

mvn__LY_Layout_Field__mdt

MED_Secondary_Info_Account_Source_Inst

MED_Secondary_Info_Account_Source_Person

MED_Secondary_Info_Credentials_Inst

MED_Secondary_Info_Credentials_Person

MED_Secondary_Info_Primary_Lang_Inst

MED_Secondary_Info_Primary_Lang_Person

MED_Secondary_Info_Specialty_Institution

MED_Secondary_Info_Specialty_Person

mvn__LY_Layout_Section__mdt

MED_Account_Secondary_Results_Inst

MED_Account_Secondary_Results_Person

MIC-4069

mvn__LY_Field__mdt

MED_Parent_Name

mvn__LY_Layout_Field__mdt

MED_Search_Result_Parent

mvn__LY_Layout_Section__mdt

MED_Results_Affiliation_Person

PLTFM-3034, PLTFM-3109

mvn__SE_System_Event__mdt

CM_Document_New_Version_Snapshot

mvn__SE_System_Event_Configuration__mdt

CM_Document_New_Version_Snapshot

PLTFM-3034, PLTFM-3149

mvn__CT_Content_Type__mdt

bmp

gif

jpg

png

svg

tiff

zip



Table 12. Modified custom metadata fields

Work item(s)

Custom metadata type

Field

Modification description

PLTFM-3034, PLTFM-3109

mvn__CM_Document_State_Entry_Action__mdt

mvn__CM_Type__c

The New Snapshot Version (CM_New_Snapshot) picklist value will be available.



Object changes are listed below.

Table 13. New object fields

Work item(s)

Object

Field(s)

MIC-4008

MED_AE_Drug_Information__c

MED_E2B_Product__c

MED_Other_Product__c

MED_Related_Record_Label__c

MED_AE_Primary_Source__c

MED_Related_Record_Label__c

PLTFM-3034, PLTFM-3168

mvn__CM_Document__c

mvn__CM_External_Content_Version_Id__c

PLTFM-3276

mvn__CM_Document__c

mvn__CM_Cloned_From__c



Table 14. Modified object fields

Work item(s)

Object

Field

Modification description

MIC-4084

Case

MED_Requester_Type__c

The API names of the out-of-the-box picklist values will have the MED_ prefix.

MED_Product_Quality_Complaint__c

MED_Complainant_Type__c



Permission changes are listed in the table(s) below:

Table 15. New permission sets

Work item(s)

Permission set

PLTFM-2931

CM_ReassignTasks



Table 16. New custom permissions

Work item

Custom permission

MIC-4008

MED_E2B_Submission

PLTFM-2931

CM_Reassign_Task

PLTFM-3072

CM_Delete_Document_Role_With_Open_Tasks



Table 17. Modified permission sets

Work item

Permission set

Modification description

MIC-4008

MED_E2B_User

Added the MED_E2B_Submission custom permission.



Static resources

Static resource changes are listed in the table(s) below:

Table 18. New static resources

Work item(s)

Static resource(s)

PLTFM-3034, PLTFM-3116

cmExcelTemplate

cmPowerPointTemplate

cmWordTemplate



Validation rule

Validation rule changes are listed in the table(s) below:

Table 19. New validation rules

Work item(s)

Object

Validation rule

MIC-4008

MED_AE_Drug_Information__c

MED_Require_Product



Required pre-install & pre-upgrade actions

This section includes the required actions administrators must take before installing and upgrading to the Medical Information Cloud V16 release.

Enable Lightning Web Security

Lightning Web Security (LWS) must be enabled to install and upgrade to the Medical Information Cloud V16 release. For instructions, reference Salesforce's documentation on how to Enable Lightning Web Security in an Org.