Release Date: August 4, 2023 & August 11, 2023

The following applications may have different release dates: QualityOne client applications, RegulatoryOne, Safety, and Veeva Claims.


The issues listed below may impact Vault functionality for some users. We are actively investigating all known issues and will be providing fixes and updated information in future Vault releases.

Last Updated: November 7, 2023

Brand & Medical Portal

Description Issue No.
When editing the Panoramic thumbnail for Portal Carousels, the updated image may not be seen on the Portal homepage. To see the new image, hard reset the browser cache.   DEV-605686
In some cases, Medical Portal users experience a server error while adding documents to widgets.   DEV-611069

Clinical Operations

Description Issue No.
In some cases, when users attempt to send an email to both the Study Communications and Clinical Documents Email Processors, only one of the processors is successful, though Vault does not display any error message.   DEV-556099
Vault fails to delete CDX Overrides for Agreements via API when the Agreement is paused or deactivated.   DEV-564468
The Atomic Security: Fields and Atomic Security: Active Workflow Actions are editable on the Milestone Document Object Lifecycle.   DEV-584845
In certain cases, when you archive a document in your Source Vault, it is not properly moved to the archived state in the Source Vault when it is transferred to the Source Vault.   DEV-585922
In some cases, there is a slight lag between the time a user selects the Start Workflow action and when Vault displays the Start Workflow window. During this time the user can continue to select the action which causes Vault to eventually open multiple Start Workflow windows/dialogs.   DEV-586034
In certain cases, Vault will process EDC item deletions via the Clinical Operations to CDMS Connection even if the related connection job ended with errors.   DEV-588975
In some cases, Vault fails to update the Milestone Document when users change the EDL Item classification that the Milestone references.   DEV-592468
In some cases, when users run the Retry Failures action for an active Study Agreement after correcting any invalid values, Vault creates an additional Transfer Failure record despite transferring the information successfully.   DEV-594645
In some cases, the Rename Connection action is erroneously available on the Connection (`connection__sys`) object.   DEV-594971
In certain cases, Vault does not correctly apply the "ClinOps version not in Steady State" status to documents sent from Clinical Operations Vaults to Site Vaults.   DEV-595266
In rare cases, the ClinOps - CDMS Inbound Parent Job displays the inbound Vault ID as "null" in the Clinical Operations Vault.   DEV-595474
Users encounter errors when attempting to open videos sent from Clinical Operations Vaults to Site Vaults via CDX.   DEV-595505
Users encounter an error when attempting to update Study Person records in batches of 500.   DEV-601022
If users add a Milestone to a document and set the Actual Finish Date on the Milestone, Vault does not allow the corresponding Milestone Item to be deleted.   DEV-602344
In certain cases, an unexpected error during agreement message processing for TMF transfer can result in duplicate documents.   DEV-602647
In some cases, when users attempt to reclassify a Milestone document, the document is deleted.   DEV-603776
Users encounter an error when attempting to reclassify a classified document.   DEV-607684
In the Firefox browser, users are unable to view the notification for downloading the ePRO Survey report.   DEV-608093

Commercial

Description Issue No.
In Vaults using the Enhanced Suggest Links functionality, Vault may fail to suggest links.   DEV-588437
Under certain circumstances, the Clear filter option does not appear in the filter menu on the Modular Content document panel.   DEV-591084

Developer Features: SDK

Description Issue No.
In some cases, Vault updates the last modified date of a document after executing a document trigger that results in the document being saved with no updates.   DEV-571652
Custom Vault Java SDK code using the deprecated method newLocalHttpRequest() may fail.   DEV-588174
Custom code using ObjectLifecycleStateUserActionMetadataService#getRecordLifecycleUserActions() incorrectly returns a "User does not have read permission for the record" error.   DEV-601625

Developer Features: VQL

Description Issue No.
For documents that have multiple steady state versions, criteria VQL expressions using `status__v = STEADYSTATE()` or `minor_version_number__v = 0` return all steady state versions of the document instead of just the latest version.   DEV-609717

Medical

Description Issue No.
Under certain circumstances, users searching for Case Contact records using the MedComms OpenData connection may experience a server error.   DEV-606190

Platform: Admin

Description Issue No.
When a .msg file is included as an attachment in an email sent to Vault, it may not be processed as an email attachment.   DEV-591865
Vault incorrectly orders items in the object configuration Page Layout tab when sorted by the Object Type column.   DEV-605580

Platform: Checklists

Description Issue No.
The Visual Designer action incorrectly appears in Atomic Security: Actions for non-draft states.   DEV-578395
If a user unlinks a dependent question with a nested dependent section, the Visual Designer page may not display sections in the correct order.   DEV-592457

Platform: Documents

Description Issue No.
In rare cases, users experience a server error when uploading attachments.   DEV-581986
Vault renders transparent animated files as solid black images.   DEV-584840
Under certain circumstances, Vault fails to render large Excel files.   DEV-595836
Vault displays a blank page when a user selects a document in the multi-document viewer before another document has loaded.   DEV-597007
Users are unable to access Link to Content mode directly from View mode on a document in the Library.   DEV-607455
In some cases, the User Action Download Formatted Output encounters an error when executed in 23R2 Pre-Release Vaults.   DEV-608005
The User Action Download Formatted Output fails if a relationship is referenced multiple times in a document template.   DEV-609260

Platform: Lifecycle & Workflow

Description Issue No.
In some cases, Vault may fail to display condition filters when enabled for entry criteria on an object with inbound relationships.   DEV-562306
When opening the Expressions Editor for an Event Action that updates an object reference to an object with a large number of records, users may experience slow performance.   DEV-590063
Object lifecycle pages with many user actions, entry criteria, and entry actions configured may load slower than expected.   DEV-590115

Platform: Objects

Description Issue No.
Users may encounter a server error when creating records for a child object with redefined parent-child relationships.   DEV-570848
Creating relationship criteria at the same time as object reference fields on high volume objects may result in blocked deployment.   DEV-578264
Users may experience a server error when attempting to edit an object reference field with no Read permission.   DEV-590307
When checking the syntax of a formula expression for a formula mask, Vault may not display accurate number padding.   DEV-590544
Vault may take longer than usual to load object record audit trails.   DEV-591176
In cases where an object records detail page has multiple sections, Vault may compress the section names in the left Navigation Panel.   DEV-591693
Vault may not accurately apply a format mask to a field whose formula references a default controlling field removed from the object's page layout.   DEV-592938
Admins may encounter two error messages instead of one when checking the syntax of an invalid validation expression.   DEV-607685

Platform: Performance & UI

Description Issue No.
Under certain conditions, navigating to the Troubleshoot tab of an OAuth 2.0 / OpenID Connect Profile causes a blank page.   DEV-581990
When a user switches between two saved views that have different filters, Vault sometimes applies the previous view's filters to the current view's data.   DEV-585719
VPKs may fail to deploy steps to recreate deleted document fields.   DEV-590586
Vault may fail to accurately display an object record's hovercard depending on a user's browser or the hovercard size.   DEV-590833
List layouts may have missing translations.   DEV-594627
Under certain conditions, the sharing settings for a User object appears as a blank page.   DEV-594697
Under certain conditions, controlling fields are not added to page layouts.   DEV-604404

Platform: Reporting

Description Issue No.
Under certain circumstances, Vault fails to execute Multi-Pass union reports.   DEV-576753
Vault may fail to execute Multi-Pass reports that include fields with formatted masks.   DEV-587997
In some cases, Vault fails to apply format masks to fields in EDL reports.   DEV-588295
Users cannot click the Apply button when configuring optional run-time filter prompts on a dashboard.   DEV-595006

Platform: Search & Filter

Description Issue No.
Users may receive a server error when changing a Saved View Task Type filter from All to Envelope, when a sort on document field is saved and Envelope tasks are included.   DEV-567367
In some cases, when migrating views, Shared Views are not properly migrated.   DEV-578749
Enhanced Suggest Links does not work when "Enable multilingual document handling" and "Enable Text Asset Country Join Object Record Creation SDK" are enabled.   DEV-584739
Users receive an error when searching for a phrase with more than 250 characters.   DEV-586554
In Validation Management, Vault may display a server error when a user navigates to their My tasks page when the user has a task but has not had a Validation Team Assignment.   DEV-590303
In some cases, Saved Views do not appear on the filter configuration sheet on Vault Mobile.   DEV-591617

Platform: Security

Description Issue No.
Under certain conditions, assigning object field permissions on the label field do not work as expected for newly created objects.   DEV-583058

Platform: Vault File Manager

Description Issue No.
Users may encounter an error when checking in files from Vault File Manager.   DEV-575310
A user who starts the login process with Vault File Manager will be unable to log into Vault until the Vault File Manager login has completed.   DEV-592731
After a session times out, Vault File Manager fails to prompt users to login and displays an incorrect and unhelpful error message.   DEV-594229

Quality

Description Issue No.
In Vault Surveillance, when a Complaint is created missing contact information, the notification email regarding the missing information may incorrectly state "Record ID must not be null" instead of a helpful error message.   DEV-566441
Vault may display an error while transferring data from a Clinical Operations Vault to a Study Training if an object reference field rule is inactive.   DEV-579343
Vault may display a server error when a user attempts to search within a Process Navigator hierarchy with a string longer than 250 characters.   DEV-587054
In Vault LIMS, when a user attempts to hierarchical copy a test definition record, the copy may not contain child records as expected.   DEV-590345
In some cases in Vault LIMS, the system may display an error when a user attempts to create a new version of a sample plan or specification record.   DEV-591244
In some cases in Vault LIMS, the system may display a server error when the Generate Lab Tests action executes as a user or event action.   DEV-591636
Vault may display an incomplete error message when the Activate External Collaborators action executes and detects a duplicate external username.   DEV-594107
Vault may display an error when attempting to execute the Activate External Collaborators document lifecycle entry action when the Quality External User Template includes certain token combinations including the ${PersonEmailPrefix} token.   DEV-594566
In Validation Management, when a user navigates to a requirement record detail page from the Requirements Burndown View, Vault may not display a navigation breadcrumb in the top left of the detail page.   DEV-594833
In Vault LIMS test execution, the Actual amount field may be incorrectly required for Consumable inputs which don't specify an amount.   DEV-609720
The External Collaborator user that is managed by the External Collaboration for Documents feature in QualityDocs is not presented with the option to download the document that they are collaborating on even when they are granted the ‘Download Source’ permission on the appropriate Document Lifecycle State Security Settings page.   DEV-614439
Vault Validation Management displays a server error when a user attempts to delete or replace an attachment on a completed Execution Step during the test step change process when both action security is enabled for attachments and atomic security permissions to delete and upload attachments are not configured to execute in the lifecycle state. To mitigate this issue, you can configure atomic security on the Completed lifecycle state of the Validation Test Step Lifecycle to grant execute permissions for the attachment actions, and configure a layout rule on the Execution Step detail page to hide the attachments section to prevent users bypassing the Test Step Change process for attachments.   DEV-615360
In some cases, when the Cascade Document Roles system action is used in the Document Change Control workflow, the Users/Groups in the Document Change Control Roles that are cascaded down to the associated documents are not audited on the Document Change Control records. This occurs if the Users/Groups in the Document Change Control received their roles via Custom Sharing Rules.   DEV-626023

QualityOne

Description Issue No.
In some cases, users cannot load the Configuration page in the Admin area.   DEV-565959
In some cases, the HACCP Flow Diagram displays and allows users to create HACCP Plan Process Steps using custom object types that should not be allowed on the diagram.   DEV-576920
In some cases, the HACCP Flow Diagram displays and allows users to create HACCP Plan Process Step Connections using custom object types that should not be allowed on the diagram.   DEV-576922
If users lose repositioning permissions while moving process steps on a HACCP Flow Diagram, the timestamp updates but the action fails and no error message displays.   DEV-577146
In some cases, users are not able to select the closest connection between two process steps on a HACCP Flow Diagram if they are overlapping or close together.   DEV-582622
When a user selects a picklist value that has no corresponding value on the target document’s field while syncing a document from QualityOne to a Training Vault, the error message in the job log contains incorrect information.   DEV-583804
In some cases, users are able to view the HACCP Flow Diagram even if they do not have the necessary field permissions.   DEV-586876
In some cases, users can enter Edit mode on a HACCP Flow Diagram even if they do not have the required permissions to create or view elements on the diagram.   DEV-586885
In some cases, the action fails and an unexpected error message displays when attempting to delete a process step from the HACCP Flow Diagram.   DEV-587202
In some cases, an error message displays and no edit option is available when users attempt to launch a HACCP Flow Diagram with a large number of process steps and connections.   DEV-589643
When attempting to launch the HACCP Flow Diagram, users that do not have Read permissions for the Diagram Locked (diagram_locked__v) field see an error message and the action fails.   DEV-590125
Some of the HACCP Flow Diagram's functionality does not work properly in the Safari™ browser.   DEV-590863
In some cases, after dismissing an error dialog the process step nodes on a HACCP Flow Diagram all shift to the left, but their position values do not change.   DEV-590894
In some cases, load times for the HACCP Flow Diagram are longer than expected.   DEV-592682
In some cases, users are seeing an unexpected error message when attempting to view information for an element of the HACCP Flow Diagram for which they do not have the required permissions.   DEV-593224
In some cases, COA Inspection files submitted externally through email intake display unexpected information in the Created By field.   DEV-594045
In some cases, the Below Detectable Limit Variant is not behaving as expected when users run COA Analysis.   DEV-599797
In some cases, Comment Type creation fails with an unexpected error.   DEV-602438

QualityOne Client Applications

The QualityOne Client Applications release is targeted for tentative availability on August 22, 2023.

Description Issue No.
QualityOne Audit Checklist Mobile: In some cases, users cannot upload files created through Google, such as Docs, Sheets, and Slides, from Google Drive.   OLS-18971
QualityOne Audit Checklist Mobile: Users cannot scroll through the screen while creating a new Question.   OLS-19137
QualityOne Audit Checklist Mobile: In some cases, attempting to open a PPT file from a checklist through the MS Powerpoint application results in file display issues.  This is an external issue and not caused by QualityOne code. OLS-19163
QualityOne Audit Checklist Mobile: When creating a new Audit Finding record, switching to landscape mode does not jump to display the new record.   OLS-19322
QualityOne Audit Checklist Mobile: The application crashes when downloading a checklist that contains a file larger than 50 MB.   OLS-19364
QualityOne Audit Checklist Mobile: Missing "Day" Chinese character.   OLS-19908
QualityOne Audit Checklist Mobile: In some cases, the application may crash when switching Vaults.   OLS-20004

Regulatory

Description Issue No.
When a user attempts to select an unpublished Submission, the Submission Archive Viewer displays the warning message in English only.   DEV-566668
When a user attempts to select an unpublished Submission, the Submission Archive Viewer displays the warning message in English only.   DEV-566668
In some cases, the RIM Email Processor fails to detect duplicate documents in email attachments.   DEV-574914
When a dispatched content plan’s Content Plan field is blank, users encounter an error when navigating to the Review Comparison page from a link.   DEV-576443
Vault cannot automatically create Labeling Deviations when there are more than ten (10) related Country Dependency records.   DEV-576899
Permalinks to named destinations within a target document published as a viewable rendition resolve to the first page of the document rather than the named destination.   DEV-577927
In some cases, when two published documents contain embedded permalinks to the same named destination within a source document, the links resolve to the first page of the document rather than the named destination.   DEV-580715
When a user refreshes the Submissions Archive Viewer page, Vault displays the viewer tab in the default style, rather than in orange text.   DEV-581168
When a user refreshes the Submissions Archive Viewer page, Vault displays the viewer tab in the default style, rather than in orange text.   DEV-581168
When Submission metadata is updated, the related hovercard message informing the user to refresh the browser appears in English only.   DEV-582805
When Submission metadata is updated, the related hovercard message informing the user to refresh the browser appears in English only.   DEV-582805
When a document is published using a custom rendition, permalinks are not resolved.   DEV-587204
When the Published Output Location is updated on a linked target document, continuous publishing fails to properly update inbound permalinks to named destinations when locking the target document.   DEV-587599
When an Admin navigates to the dispatch comparison viewer from a Dispatch Message record in Business Admin and clicks an action (e.g., Accept, Reject), the comparison viewer freezes and does not navigate back to the Dispatch Message record.   DEV-592299
When a Submission has multiple Clinical Study or Nonclinical Study relationship records, the Set Leaf Operation dialog does not auto-expand to the section containing both records.   DEV-592800
When the “Show inactive Applications and Submissions in Viewer” Submissions Archive Application Setting is disabled, users cannot filter by inactive Submissions, however Vault still displays inactive Submission data in the viewer grid.   DEV-594285
When the “Show inactive Applications and Submissions in Viewer” Submissions Archive Application Setting is disabled, users cannot filter by inactive Submissions, however Vault still displays inactive Submission data in the viewer grid.   DEV-594285
The Submission column filter in the Submissions Archive Viewer displays values for all Submissions under the Application, rather than only those visible in the viewer.   DEV-594453
The Submission column filter in the Submissions Archive Viewer displays values for all Submissions under the Application, rather than only those visible in the viewer.   DEV-594453
When managing registered details, the Summary page “Finish” button is disabled when the request exceeds the number of records allowed for creation or update.   DEV-595772
When copying into a Content Plan, the success and failure counts in the resulting notification do not include the total number of matched documents.   DEV-596193
When copying into a Content Plan, the success and failure counts in the resulting notification do not include the total number of matched documents.   DEV-596193
When a user expands a content plan section at the bottom of the tree within the Active Dossier and Content Plan viewers, the view jumps back to the first expanded section in the tree.   DEV-598627
The Submissions Archive Viewer does not load when the index.xml file is archived.   DEV-599736
The Submissions Archive Viewer does not load when the index.xml file is archived.   DEV-599736
The Submissions Archive Viewer does not display unshared Views in the drop-down to System Administrator users with permissions to manage all Views.   DEV-600581
When a user without Read permission for the Submission Metadata object selects Where Used in Archive, the Submissions Archive Viewer does not load. For users with Read permission, the viewer loads but does not automatically expand to the selected location.   DEV-601968
When setting a leaf operation for multiple Submissions, users must apply filters for a specific Submission in order to view STF XML files in the dialog.   DEV-603493
When multiple users are selected for the verification task when managing registered details, Vault sends the task and notification to only one user.   DEV-604385
When transferring Content Plan data from a PromoMats Vault to a connected RIM Vault where the Content Plan does not exist, Vault does not create a corresponding User Exception Message record with the described error.   DEV-605288
When a user drags and drops a document without a subtype in the Active Dossier Editor, Vault displays an error and does not create Active Dossier Item and Active Dossier Item Detail records.   DEV-605788
For China (CN) eCTD submission records, there are typographical errors in the labels of sections 1.4, 1.4.6, and 1.8.1.   DEV-606182
When a user splitting Activities navigates back from the Summary page to the Define Relationships page and de-selects a record, Vault directs them to a blank Define Relationships page instead of the Summary page.   DEV-608164
Users without Read permission for the Application object are able to view but not execute the Create Registrations action.   DEV-610772
When a user splitting Activities navigates back from the Summary page to the Define Relationships page and de-selects a record, Vault directs them to a blank Define Relationships page instead of the Summary page.   DEV-611011
When a user selects Expand All from an Application, the Submissions Archive Viewer displays duplicate Correspondence folders and contents.   DEV-611794
The Learn More link from the Training Summary Results field within Trained Model records incorrectly resolves to the Clinical Vault Help page for the TMF Bot (page ID: 72739). The link should resolve to the Regulatory Vault Help page, Evaluating RIM Bot Auto-Classification Models (ID: 518092).   DEV-615638
When the XML Manufacturer field includes a value with two blank spaces (e.g., 'All_ _Manufacturers', where underscores are spaces), the Submissions Archive Viewer grid displays the value with one space ('All Manufacturers').   DEV-647016

RegulatoryOne

The RegulatoryOne release, including all Platform known issues, is targeted for tentative availability on August 22, 2023.

Description Issue No.
In some cases when users change the state of a record for which an Admin has configured two (2) or more entry actions, the associated job status fields do not update as expected.   OLS-19686
In some cases, icon images don't display as expected in the Registration Item Requirement Viewer.   OLS-22124

Safety

The Safety release, including all Platform known issues, is targeted for tentative availability on August 17, 2023 & August 25, 2023.

Description Issue No.
The Active MedDRA Version dropdown on the MedDRA Dictionary record of the Dictionaries object does not display any active MedDRA versions.   SAF-40045
When creating Follow-up Cases, Expectedness values from initial Cases are changed on the Assessments and Case Assessment Expectedness sections of Follow-up Cases.   SAF-40548
Validation results generated on Cases are displayed on Transmission records and validation results generated on Transmissions are displayed on Case records.   SAF-41634
An inbox item cannot be merged to an In-flight Case if users delete a record from the inbox item without deleting its Localized child records first.   SAF-42242
When a product cannot be auto-coded, the system does not display a message to indicate that the action could not be completed.   SAF-42431
The audit trail on Inbox Items created from E2B files displays picklist names instead of labels.   SAF-42631
Users with the Case Processing security profile are unable to view data in the Medical Review Timeline of an inbox item that has been promoted to a Case.   SAF-42713
Inbox Items cannot be created from JSON files if the values entered in Controlled Vocabulary fields are invalid.   SAF-42899
When the Show Drug History and Show Medical History fields are set to "False", the pagination on Inbox Items imported from E2B files still reflects entries and pages for items that are not shown.   SAF-43364
Child and parent ages are not automatically calculated on Child and Parent Information Cases even if the Auto-Calculate checkbox is selected.   SAF-43450
When creating Follow-up Cases from the Case Compare page, Unblinded or Open Label products are incorrectly created as Blinded products.   SAF-43492
Cases are sent to the "Voided" state immediately after promotion when there are no Primary Products or Primary Assessments in their source E2B files.   SAF-44406
When a PMDA Case has multiple LRDs, the values entered in some J2 fields and Localized Case Comments are mapped from the wrong LRD upon export.   SAF-44906
The system does not correctly identify whether Company-Product Combination Products have Device-type Product Constituents or other types of Product Constituents when generating FDA MedWatch 3500A, FDA E2B(R2) and E2B(R3), and EMA E2B(R3) files.   SAF-45308
When the Localization record for Japanese (Japan) is set to generate Localized Assessments for Case Product Registrations, Domestic Case creation fails for Inbox Items with Localization set to "Japanese".   SAF-45649
Inbox Items imported from E2B files or documents incorrectly retain their initial Case Access Groups even when relevant information is changed.   SAF-45709
When Localization Type is "Local" and Localization Language is set to "English", the Patient RoA and Dose Form values are mapped to the translated English fields rather than the local fields on Inbox Items imported from JSON files.   SAF-45824
When a case narrative is updated, the narrative preview and generated XML file do not reflect these changes.   SAF-46100
The Product dropdown on Cases displays products of all types instead of filtering for the product type selected on creation.   SAF-46131
The "Product" Reporting Rule Parameter does not evaluate whether Cases contain Company Products.   SAF-46175
The Due Date field on Localized Cases is not set to the earliest due date from their Localized Case Assessments.   SAF-46301
PMDA.J2.2.2 fails and causes a validation error even on Follow-up cases.   SAF-46710
When Combination Products made up of drug and device constituents are added to a Case, the device constituent is incorrectly included in the Most Conservative Product/Assessment (MCP/A) on the submission.   SAF-46711
When a non-Admin user clears the Country field on an Inbox Item, the field is not automatically cleared in the Case Validity and Source section.   SAF-46737
Values entered in the Source field are mapped to the Localized Source field upon case promotion even when the "Enable Localization-based Mapping on Import" setting is turned off.   SAF-46772

Vault Mobile

Description Issue No.
The user may see an error message on the Library page if there is a security override of Hidden set for that user on any of the following fields: format__v, crosslink__v, filename__v.   DEV-580283
If a user’s language is set to something other than English, they will not be able see their list of Dashboards when accessing the dashboards__sys mobile tab.   DEV-572336
When using the in-app browser launched from the mobile app ('Open in browser') the browser experience may be limited and difficult to navigate due to the way the Vault web interface renders in the in-app browser. For example, when entering information into a pop-up dialog through the web interface, the pop-up dialog may jump around on the screen making it difficult to input data.   DEV-543500

Veeva Claims

The Veeva Claims release, including all Platform known issues, is targeted for tentative availability on August 22, 2023.

Description Issue No.
When expanding and collapsing the Project Hierarchy Viewer section of a Project record, the section may not appear as the active section on the record.   OLS-8507