Calyx RIM on Microsoft 365 User Guide

Sequence Workflow Form Attributes

When initiating a workflow you must include their attribute values in the Sequence Workflow form.

The table below lists the attributes for the Sequence Workflow form.

Field Name Description Business Rules
Business Process The Business Process you select for the form. N/A
Business Process Type The Business Process Type for the selected Business Process. Business Process Type: Create Sequence Workflow
Product The name of the product that a submission is created for in Calyx RIM. Only products that do not have a status mapped to the internal status of WITHDRAWN or NOT APPROVED in Calyx RIM are available.

Product name is a concatenation of [Product Name + Product Strength + Product Dosage Form].

For example: Paracetamol 10 mg/ml Solution for Infusion

Use to filter the Country and Application drop-down list.

If the product selected does not have active applications, the following message is displayed: "There are no active Countries/Applications for the Product you have selected."

Auto-populate functionality is supported:
  • When you view an email the Add-in was launched from:
    • If the current e-mail body or subject contains a full match for only one product name, the Product field is populated with that product name.
    • If the current e-mail body or subject contains the same number of full matches for several product names, the Product field is populated with the product name that appears first.
    • If the current e-mail body or subject contains a different number of full matches for several product names, the Product field is populated with the product name that appears more times.
    • If the current email body or subject contains a product without an application, the Product field is not populated with that product.
  • When you compose an email:
    • The Add-in populates the Product and Country fields based on the Activity History data.
    • The Add-in requires at least one successful entry in the activity history to initiate auto-populate functionality.
    • The Add-in searches the entries in the Activity History based on the selected Business Process Type.
    • The Add-in searches the entries in the Activity History only for the successful form submissions(without error or fail).
    • The Add-in populates the Product and Country fields with the most frequently used combination on Activity History data. The Add-in validates the input by checking if the product has a related country and an application.
Country Name of the country. Available for selection only after a product with active applications is selected.

Only countries that you have permission to in Calyx RIM are available.

Use to filter the Application drop-down list.

Auto-populate functionality is supported when you view an email the Add-in was launched from:
  • The Country field is auto-populated only after the Product field is auto-populated.
  • If the current email body or subject contains the only country name, the Country field is populated with that country name.
  • If the current email body or subject contains the same number of matches for several countries, the Country field is populated with the country name that appears first.
  • If the current email body or subject contains a different number of matches for several countries, the Country field is populated with the country name that appears more times.
  • If the current email body or subject contains an application which has the only country, the Country field is populated with that country name.
Application Name of the application.

This is the application that a sequence will be created for in Calyx RIM.

This field is available only after a country is selected.

Applications that are associated with the selected product and country are available.

Does not display applications associated with a selected product that has a status mapped to the internal status of NOT APPROVED or WITHDRAWN.

If there is only one application associated with the selected country, the Application field is populated with that application.

Auto-populate functionality is supported when you view an email the Add-in was launched from:
  • The Application field is auto-populated only after the Country field is auto-populated.
  • If the current email body or subject contains the only application name, the Application field is populated with that application name.
  • If the current email body or subject contains the same number of matches for several application names, the Application field is populated with the application name that appears first.
  • If the current email body or subject contains a different number of matches for several application names, the Application field is populated with the application name that appears more times.
Create Sequence (Sequence Description) The description copied to the description field for the submission created in Calyx RIM. The sequence description entered in the Calyx RIM Outlook add-in form is copied to the Submission Description field for the QC and Update Submission activity in the workflow. The workflow is initiated for the selected application.

Maximum length for the text is 4000 characters.

Add Notification Recipients Recipients for the Outlook notification. You can select contacts from the:
  • Outlook contact list
  • Organization directory
  • Manually enter email addresses

The form submitter receives a copy of the notification.

Attach Documents Attach files to the notification that is sent with the Outlook notification when the sequence is created. With Browse files, you can attach files from the system folder or from the group documents library.
With Attach from email, you can attach items attached to an email you launched the Add-in from. These Outlook items can be attached:
  • Events
  • Contacts
  • Email Message
In addition, you can attach the email you launched the Add-in from along with the message history and all the items attached to it.

You can drag and drop a file you want to attach.

You cannot attach the Inline images in emails.

Attach from email functionality is not supported when you compose an email.

The following rules are applicable for the attachment functionality.
  • When the Add-in administrator enable the OneDrive functionality:
    • Attachments larger than 3 MB are automatically uploaded to the OneDrive storage of the user who submit the form.
    • You can share/edit the attachments from the OneDrive using the link.
    • Email notification body contains links to OneDrive attachments.
  • When the Add-in administrator disable the OneDrive functionality:
    • The list of items available for attachment does not contain attachments larger than 3 MB from the current email.
    • When you add files larger than 3 MB using the Browse option, the Add-in displays an error message.
  • You can limit the Attachment size with the Microsoft Exchange Server settings.
Submit and Notify When you click, Submit and Notify executes the flow in Calyx RIM. Submit and Notify is enabled only after you fill the mandatory fields with valid values.

If the combination of the fields Product, Country, and Application is not unique, the Confirm Submission popup window appears with the message: "The data you have selected has been previously submitted. Submitting this form may create a duplicate record in Insight. Are you sure you want to submit the form?"

The Add-in considers submissions done in last 90 days when you search for duplicate data.