Enforcing Order Review Using MyInsights

  • iPad
  • Windows

Customers can ensure users are adhering to guidelines for order processing by requiring the users to review MyInsights content before signing or submitting an order.

For example, Sarah Jones wants to place an order for 200 Cholecap 10mg but there is a flagged report for the customer. When she selects Submit, a MyInsights visualization displays. Sarah selects the report, reviews the information to ensure she is following the correct process for this customer, then submits the order.

Configuring Order Review Enforcement Using MyInsights

To enable this feature:

  1. Ensure Order Management is configured.
  2. Grant the following FLS permissions to the Enforce_Report_Review_Before_Submit_vod field on the HTML_Report_vod object:
    • Admin - FLS Edit
    • End User - FLS Read
  3. Place the Enforce_Report_Review_Before_Submit_vod field on the appropriate HTML_Report_vod object page layout.

Enforcing Order Review Using MyInsights

To enforce order review, admins must select the Enforce_Report_Review_Before_Submit_vod check box when creating MyInsights records.