Loading
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Add Flexcard to the Research Study Page

          Add Flexcard to the Research Study Page

          To enable study managers to view assessment details, add the SiteManagementAssessmentDataVisualization Flexcard to the Research Study page.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
          User Permissions Needed
          To create a default Criteria-Based Search and Filter configuration:

          Health Cloud Starter

          AND

          Omnistudio Admin

          1. From the App Launcher, find and select Research Studies.
          2. Open a research study record.
          3. Click Setup, and select Edit Page.
          4. Place the Flexcard component in a suitable spot on the page layout.
            We recommend that you create a dedicated tab on your page for this Flexcard and place it inside that tab.
          5. Select the Flexcard component that you placed on the page.
          6. In the component properties panel, select the SiteManagementAssessmentDataVisualization Flexcard.
          7. Save your work and activate the page, if needed.
           
          Loading
          Salesforce Help | Article