Subject hierarchy for categorizing Medical Insights
Key Takeaway
To add a child category for Medical Insights, create it as a Subject record and point its "Parent Subject" lookup to the existing parent Subject. Then check "Active" so the tag appears in the mobile capture form.
Subjects, which are also called Tags, are records that organize and categorize Medical Insights. You arrange Subjects in a parent-child hierarchy, such as Therapeutic Areas with Oncology beneath it, so users apply a consistent set of categories to insights. You then use standard Salesforce sharing to control which users can see sensitive categories.
What a Subject is
You apply Subjects to Medical Insights so users can find insights by filtering on Subject. Categorizing insights works through the Subject object, not through a field on the Medical Insight record. In the Subject Management data model, the Subject object sits alongside Inquiry, Medical Insight, and Subject Assignment.
The same Subject records can also be applied to medical inquiries and email templates, so one set of categories serves several functions. On medical inquiries, Subjects help drive automatic queue assignment and build a knowledge repository. The Subject structure you design for insights is therefore part of the same data model that inquiry handling uses.