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            Override Optionality of Mandatory Fields Based on Hierarchy

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            Override Optionality of Mandatory Fields Based on Hierarchy

            Help users capture therapy data according to the requirements of the country or service territory where the therapy is performed. Display a customized list of fields and make optional fields mandatory for a combination of conditions, based on the priority number assigned to each combination.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To access the Advanced Therapy Management app: Health Cloud Advanced Therapy Orchestration permission set

            For example, for a therapy task called “Verify Details”, the admin must capture the Account Number field of the Account object for patients in India. The Account Number field is mandatory only in India. For the same therapy task, the Account Number field is optional for advanced therapies in Germany or the US. To comply with country-specific regulations and requirements, create an Advanced Therapy Field Optionality Override record, and assign a priority number for the combination of conditions.

            Field optionality override rules use descending order of priority, that is, between priority number 10 and priority number 1, number 10 is picked first. For example, the Account object’s Account Number field is mandatory for India, when the service territory (treatment center) is Mumbai, and this combination has a priority of 10. There’s another combination of conditions where the Healthcare Provider object’s Name field is mandatory for India, while the service territory can be any state. The second combination has a priority of 1. The first field optionality record, with the priority number of 10 is considered for the override.

            Note
            Note You can make an optional field mandatory for a specific set of conditions, but you can’t make a mandatory field optional.

            You can customize and add more conditions for the field optionality override as needed.

            1. From Setup, in the Quick Find box, enter Decision Tables, and then click Generate Decision Tables. Click Enable.
            2. Click the dropdown next to the Field Optionality Override decision table, and then click Activate.
            3. From App Launcher, find and select Advanced Therapy Field Optionality Overrides, and click New Override Rule.
              Optionally, click New to add a customized field list using a JSON string.
            4. On the first window, add the conditions for an override.
              1. Select a country.
              2. Assign a priority to the combination of conditions.
              3. Select a service territory.
              4. Add a task name.
              5. Select a work procedure.
              6. Select a work type.
              7. Select a work type step.
                A new field optionality override record with a priority assigned to the combination of country, work type, work procedure, service territory, work type step, and task name.
              8. Click Next.
            5. Select the object, and then select fields that you want to make mandatory.
              1. To add an object, click Add icon.
              2. Find and select the object you want to add.
              3. Select the fields you want to display.
              4. To change a field from optional to required, click Mandatory.
                A new field optionality override record with the Account object's Account Number field set as mandatory.
              5. Click Next.
            6. Add a display order for each of the selected fields.
            7. Save your changes.
             
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