Inquiry record page components and New/Edit button overrides
Key Takeaway
Override the Inquiry object's Edit button with lsc4ce:MultiEntityEditOverride so users can update the parent Case and the child Inquiry in one step. Override the New button with lsc4ce:MultiEntityCreateOverride so users can create both records from one page.
In Life Sciences Cloud for Customer Engagement, formal medical inquiries are handled on the Inquiry record page. Sales representatives use the page to create and submit inquiry requests. Medical science liaisons use it to respond to the inquiry questions. Setup has two parts. First, you arrange Lightning components and tabs on the LSC Inquiry Lightning record page. After that, you override the standard New and Edit buttons with multi-object components, so users can work on the parent Case and the child Inquiry in one flow. Both parts require the "Life Sciences Commercial Admin" permission set.
How to set up the Inquiry record page
- Create a field set on the Inquiry Question Answer object. The field set supplies the columns for the related list on the Inquiry Question Answer tab. You can include Inquiry Question, Response, Response Contact Point Record and Response Date Time, in your preferred order. Create the field set before you add the related list, because the related list's "Field Set Name" property takes the field set's API name.
- Edit the LSC Inquiry Lightning record page on the Inquiry object.
- Add these pieces to the page:
- The
LifeSciStagePathContainercomponent. - A custom Details tab. Set the "Tab Label" to "Custom" and enter "Details" as the "Custom Label". You need the custom tab because the standard Details tab isn't supported on the iPad.
- An Inquiry Question Answer tab that holds the Related List - Life Sciences component, pointed at the
InquiryQuestionAnswerobject. - Optionally, the Timeline component, so users can view timeline details for inquiries.
- When the page is ready, activate it with "Assign as Org Default" for Desktop and Phone.