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Quick Actions

Quick actions are object-specific operations that can be used to create a more user-friendly, streamlined experience. The available object-specific quick actions are shown in the table below.

Table 137. Object-specific quick actions

Object	Quick action	Description
Interaction (`Case`)	Account Info (`MED_Case_Account_Info__c`)	Displays the Case Accounts/Quick Search widget.
Interaction (`Case`)	Close (`MED_Close_Interaction`)	Closes the interaction and related records.
Interaction (`Case`)	MIC Snapshot (`MED_MIC_Snapshot`)	Creates a PDF snapshot of an Interaction record and all related Request, Fulfillment, Adverse Event, and Product Quality Complaint records using the in-house snapshot feature.
Interaction (`Case`)	Transfer Interaction (`MED_Transfer_Interaction`)	Changes the owner of the Interaction.
Interaction (`Case`)	Account Search (`MED_Account_Search`)	Opens the Account Search tab.
Interaction (`Case`)	Generate Snapshot (`MED_Snapshot`)	Makes a PDF snapshot of the record using the in-house snapshot feature.
Adverse Event (`MED_Adverse_Event__c`)	Add Interaction Related Items (`MED_Add_Interaction_Related_Items`)	Allows copying files and emails from the related Interaction onto the AE.
Adverse Event (`MED_Adverse_Event__c`)	Add Related Product Quality Complaint (`MED_Add_Related_Product_Quality_Complaint`)	Creates a new PQC linked to the AE. Note Mavens recommends adding the Interaction (`MED_Case__c`) lookup field to the Adverse Event page layout for the best user experience for this quick action. If the Interaction field is not on the page layout and a user clicks Save on the modal, the related Product Quality Complaint record will be created successfully, but the modal will remain open, which can cause users to mistakenly assume the record was not created.
Adverse Event (`MED_Adverse_Event__c`)	Generate E2B (`MED_Generate_E2B_Action`)	Generates E2B file.
Adverse Event (`MED_Adverse_Event__c`)	MIC Snapshot (`MED_MIC_Snapshot`)	Creates a PDF snapshot of the Adverse Event record using the in-house snapshot feature.
Adverse Event (`MED_Adverse_Event__c`)	Transfer (`MED_Transfer_AE`)	Allows the transferring of the AE.
Adverse Event (`MED_Adverse_Event__c`)	Send To Safety (`MED_Send_To_Safety`)	Uses Nintex DocGen to email the AE to the Safety team.
Fulfillment (`MED_Fulfillment__c`)	Generate Package (`MED_Generate_Fulfillment_Package`)	Opens a modal to start the fulfillment package generation process using the new package generation queue in the Utility Bar.
Fulfillment (`MED_Fulfillment__c`)	Generate Package (`MED_Generate_Package`)	Opens tabs to generate the fulfillment package.
Fulfillment (`MED_Fulfillment__c`)	Refresh Request List (`MED_Refresh_Request_Fulfillments`)	Refreshes the Request Fulfillment Related List.
Fulfillment (`MED_Fulfillment__c`)	Transfer (`MED_Transfer_Fulfillment`)	Allows the transferring of the fulfillment.
Fulfillment (`MED_Fulfillment__c`)	Email Fulfillment (`MED_Email_Fulfillment`)	Uses Nintex DocGen to email out the Fulfillment.
Inbound Form (`MED_Inbound_Form__c`)	Mass Recreate Request (`MED_Mass_Recreate_Request`)	Triggers the recreation of a Request for selected Inbound Form. Will create a duplicate if an existing request exists.
Inbound Form (`MED_Inbound_Form__c`)	Recreate Request (`MED_Recreate_Request`)	Triggers the recreation of a Request for selected Inbound Form. Will create a duplicate if an existing request exists.
Product Quality Complaint (`MED_Product_Quality_Complaint__c`)	Add Related Adverse Event (`MED_Add_Related_Adverse_Event`)	Create a new, linked Adverse Event. Note Mavens recommends adding the Interaction (`MED_Case__c`) lookup field to the Product Quality Complaint page layout for the best user experience for this quick action. If the Interaction field is not on the page layout and a user clicks Save on the modal, the related Adverse Event record will be created successfully, but the modal will remain open, which can cause users to mistakenly assume the record was not created.
Product Quality Complaint (`MED_Product_Quality_Complaint__c`)	MIC Snapshot (`MED_MIC_Snapshot`)	Creates a PDF snapshot of the Product Quality Complaint record using the in-house snapshot feature.
Product Quality Complaint (`MED_Product_Quality_Complaint__c`)	Transfer (`MED_Transfer_PQC`)	Allows the transfer of the PQC.
Product Quality Complaint (`MED_Product_Quality_Complaint__c`)	Send to QC (`MED_Send_QC`)	Uses Nintex Docgen to email the PQC to the quality team.
Request (`MED_Request__c`)	Follow up Request (`MED_Follow_up_Request`)	Clones the request and makes a follow-up Interaction for it.
Request (`MED_Request__c`)	Add Related Adverse Event (`MED_Add_Related_Adverse_Event`)	Creates a new, linked, Adverse Event from information on the Request. Note Mavens recommends adding the Interaction (`MED_Case__c`) lookup field to the Request page layout for the best user experience for this quick action. If the Interaction field is not on the page layout and a user clicks Save on the modal, the related Adverse Event record will be created successfully, but the modal will remain open, which can cause users to mistakenly assume the record was not created.
Request (`MED_Request__c`)	Add Related Product Quality Complaint (`MED_Add_Related_Product_Quality_Complaint`)	Creates a new, linked, PQC from information on the Request. Note Mavens recommends adding the Interaction (`MED_Case__c`) lookup field to the Request page layout for the best user experience for this quick action. If the Interaction field is not on the page layout and a user clicks Save on the modal, the related Product Quality Complaint record will be created successfully, but the modal will remain open, which can cause users to mistakenly assume the record was not created.
Request (`MED_Request__c`)	Clone Request (`MED_Clone_Request`)	Clones the Request.
Request (`MED_Request__c`)	New Custom Response (`MED_Create_Custom_Response`)	Opens wizard modal to create a new document with pre-populated fields based on the calling request and Document Wizard Setting (`mvn__MED_Document_Wizard_Settings__mdt`).
Request (`MED_Request__c`)	Create FAQ (`MED_Create_FAQ`)	Opens wizard modal to create a new document with pre-populated fields based on the calling request and Document Wizard Setting (`mvn__MED_Document_Wizard_Settings__mdt`).
Request (`MED_Request__c`)	MIC Snapshot (`MED_MIC_Snapshot`)	Creates a PDF snapshot of the Request record using the in-house snapshot feature.
Request (`MED_Request__c`)	Snapshot (`MED_Snapshot`)	Uses Nintex DocGen to generate a PDF snapshot of the request.
Request (`MED_Request__c`)	Transfer Request (`MED_Transfer_Request`)	Allows for the transferring of the Request.
Request (`MED_Request__c`)	Update Follow up Consent Details (`MED_Update_Follow_up_Consent_Details`)	Allows the editing of the follow-up consent information for closed requests.

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