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            Set Up the Inquiry Record Page for Medical Inquiries

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            3. Administer Life Sciences Cloud

            Set Up the Inquiry Record Page for Medical Inquiries

            Add tabs and Lightning components to the Inquiry record page so that your sales representatives can easily create and submit medical inquiry requests, and medical science liaisons can submit their response to the inquiry questions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To set up the Inquiry record page: Life Sciences Commercial Admin permission set

            Prerequisite: Create a field set for the Inquiry Question Answer object.

            1. From Setup, go to Object Manager, and select Inquiry.
            2. Under Lightning Record Pages, select the inquiry record page and click Edit.
            3. Drag the LifeSciStagePathContainer component to an appropriate spot on the page.
            4. Save your changes.
            5. Add a tab named Inquiry Question Answer.
            6. Drag the Related List - Life Sciences component to the Inquiry Question Answer tab, and then set up these fields.
              • Object Name: InquiryQuestionAnswer
              • Field Set Name: Enter the name of the Inquiry Question Answer field set.
              • Label: Inquiry Question Answer
              • Icon Name: standard: work_plan_rule
              • Handler for update/delete: StandardUpdateDeleteHandler
              • Where Clause: InquiryQuestion.InquiryId = 'recordId'
              • Component name for the New action: StandardNewAction
              • Relationship Field API Name: Inquiry.InquiryQuestionId
              • View All Components: StandardViewAll
              • Show record count: true
            7. To view the timeline details for inquiries, drag the Timeline component to the page and configure the component details.
            8. Click Activation.
            9. Click Assign as Org Default, and select Desktop and Phone.
            10. Click Next and save your changes.

            After you're done setting up Lightning components and tabs, you can configure action buttons on the Inquiry record page.

            See Also

             
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