Release Date: August 23, 2024

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


This release includes fixes for the following issues:

Last Updated: August 28, 2024

Clinical Operations

Description Issue No.
When attempting to upload a Trip Report Template Question Template with a duplicate name, users experience an unhelpful server error message.   DEV-680199*
In some cases, Vault fails to run the CTMS Transfer Standard Mapping Cleanup job.   DEV-698411*
In cases where a document has already been transferred to a target Vault, the source Vault only updates the metadata of the Steady State version of the document on subsequent transfers.   DEV-699549*
In some cases, when a user approves a document shortly after the document's creation, Vault does not generate the Milestone Document record as expected.   DEV-707308
Users searching for a Universal Site Number experience a server error if they enter a backslash in the search bar.   DEV-724325*
Notifications reflect inaccurate counts for date-based metrics where Track Enrollment Metrics has been updated from Yes to No.   DEV-725427
In some cases when navigating between sections of a Disclosure record, Vault will validate empty fields.   DEV-725869*
In some cases, Vault fails to receive Subject Visits from CDMS.   DEV-727763*
Vault fails to receive transfers from CDMS when Event Groups contain special characters.   DEV-728409*
Admins experience an unclear error message when attempting to view a lifecycle state containing a Change Issue Type action that references an inactive object type.   DEV-729450
In some cases, users can create but are unable to update Monitoring Visit Participant records.   DEV-738971
In certain cases in Site Connect, the Distribute to Sites action may create a distribution task for a site without a supporting document.   DEV-739219*
A user may be unable to transfer documents from SiteVault to a Clinical Operations Vault if there are any custom required date fields.   DEV-739325*
If an active SiteVault Connection is disabled directly rather than disabling an eConsent Study Site Acceptance, non-Vault Owners will not be able to reconnect Study Sites for eConsent.   DEV-742374*
Users are unable to download Study Announcement documents.   DEV-742898*
When a new Study Person is created with a Language set and Site Connect User set to True, the new Study Person may not receive their invitation.   DEV-742929*
In some cases, users may see a blank dialogue for Send Documents/Requests to Site actions even though there are matching documents.   DEV-743397*
Batch registrations of Site Connect users may fail if any of the users are associated with an inactive site.   DEV-743773*
When a user selects Download in the PAL Document Viewer, the Last Downloaded Date field for all Distribution Tasks related to that document even if that document or those Distribution Tasks are related to other Study Sites.   DEV-745086*
In some cases, resent Safety Distribution emails may not include the full set of documents that were included in the original email.   DEV-752836*
Users may receive a server error when attempting to make changes to a custom object record.   DEV-752897

Commercial

Description Issue No.
Vault may fail to provide non-exact matches for Chinese, Japanese, and Korean Claim text.   DEV-738919
The Preview page may become stuck on recommendations generation when the Read permission is removed from the CM ruleset object.   DEV-745091*

Developer Features: API

Description Issue No.
Users with the View Document and Annotate permissions are unable to update the linked_records__sys field on Claim link annotations using the Vault REST API or Vault Java SDK when they are not the annotation owner.   DEV-708552*
Under certain conditions, the Retrieve Workflow Tasks API (GET /api/{version}/objects/objectworkflows/tasks) may return tasks for users who do not have any tasks. This regression was fixed in all versions of the API.   DEV-741566*

Developer Features: MDL

Description Issue No.
Components may have duplicate inbound names.   DEV-675234*
When running a RECREATE command on a raw object, changing the name of an object reference field may result in the creation of duplicate indexes.   DEV-722589
Permissionset MDL permissions values are not returned in a deterministic order.   DEV-726650*
Vault does not block RECREATE commands for Reports with null values for filters on object references.   DEV-727757*

Medical

Description Issue No.
Vault fails to delete join records after users delete the matching Medical Inquiry Keyword Variations.   DEV-714760*
Under certain circumstances, users see a server error when attempting to change the state of a sent Case Response email.   DEV-742184*
In some cases, users may receive an error when attempting to use the Revoke Response Link action.   DEV-743683*
Vault fails to update the XML file when users attach a text file to an E2B report.   DEV-745240

Multichannel

Description Issue No.
In some cases, a content withdrawal job may finish after a publishing job scheduled after it, leading to the incorrect deletion of the latest content version.   DEV-723846
In some cases, Vault fails to generate an Automated Image Rendition and does not display an error.   DEV-743761*

Platform: Admin

Description Issue No.
When running the Download Log action for a Date Based Document Operation, the log doesn't contain the VQL query for the job.   DEV-718900*
Under certain conditions, Admins receive a server error when attempting to save an object lifecycle user action.   DEV-737031*
In rare cases, CDMS Vaults may experience server errors on clone.   DEV-742252
In some situations, Safety and VaultCRM Vaults may see Object Control Permissions for applications that are not enabled.   DEV-744582*
In some Sandbox Vaults for product families that utilize user-based licensing (Quality, Quality One, RIM, Commercial, Vault Medical, Vault CRM, Vault Safety, RegulatoryOne), admins may get the message “Unable to save user as one or more license limits are reached" when creating users in some rare licensing scenarios. This can happen only when creating cross-domain or VeevaID users (Admin > Users & Groups > Vault Users > Create Cross-Domain Users & Register VeevaID user), when creating/updating users using the user legacy REST APIs or when using Vault Loader on the legacy user object. The Vault Object user interface (Admin > Users & Groups > Vault Users > Create / Edit), REST APIs, and Vault Loader on the user object (user__sys) are not affected.   DEV-753606

Platform: Documents

Description Issue No.
In some cases, Vault fails to update the existing controlled document template with the latest Steady state version of the template document source file.   DEV-685320*
In some cases, document formula fields may display an invalid format when imported to a target Vault via a test data package and exported in Vault Configuration Reports.   DEV-712826
In some cases, Vault may fail to render an Adobe InDesign file if multiple complex InDesign files are in queue to be rendered.   DEV-713565*
When users accept a workflow task, the Doc Info page may display a blank Information pane on the right side of the page.   DEV-718686
Vault allows users to upload formatted output templates with unsupported characters.   DEV-723597
The entry to create a document from a template may fail to show in the document's audit trail.   DEV-723809*
In some cases, Vault fails to render Adobe InDesign files uploaded in a compressed zip file.   DEV-724512
In some cases, when a field with a dependency is updated, the updated value in Admin > Logs > System Audit History does not match the Last Modified Date value on the corresponding object record.   DEV-725208
When users upload a .txt file, the Format field on the Doc Info page may display the value Unknown(.txt).   DEV-726412
When downloading a document with multi-value object reference fields, the PDF may fail to include a comma-separated list of all values.   DEV-728055*
In some cases, the dates in the File Created Date and File Last Modified Date fields may not match the Created and Modified dates on source video files.   DEV-730723
Users may encounter an error when PDF with Annotations is used to download a document with page-level line annotations.   DEV-730853*
In some cases, Vault fails to render Adobe InDesign files uploaded through Vault File Manager.   DEV-731286
When completing a document task, users may receive an unresolved annotations error even though the Doc Info page shows all annotations are resolved on the document.   DEV-732868
The Status Message field on the Rendition Status page fails to display a Maximum object relationship depth exceeded warning when a document contains a merge field token without a WHERE clause that exceeds the object relationship depth limit.   DEV-738840*
In some cases, when a user updates expected document fields, the changes appear in the audit trail but are not immediately reflected in the UI.   DEV-739602
The Duration field on the Doc Info page does not display time in the H:MM:SS format for videos under 30 seconds.   DEV-742593
In some cases, users may encounter an infinite loading screen when attempting to upload a placeholder document.   DEV-749129
When users upload PDF/A viewable renditions, the file size of the rendition may not match that of the source file.   DEV-749143

Platform: Email & Notifications

Description Issue No.
In some cases, the RIM email processor fails to render some attachments.   DEV-728354
In rare cases, Vault may fail to send a notification to users after they request a controlled copy of a document.   DEV-747964*

Platform: Lifecycle & Workflow

Description Issue No.
A multi-record workflow with no controls in the start step may fail when started on a single record with an object type.   DEV-718265*
Users receive ellipses in the NeeS auto-generated Table of Contents when enabling continous publishing.   DEV-743074
In some cases, upgrade tasks to asynchronously update Document Lifecycles may fail.   DEV-743394*
Users may encounter an error when attempting to progress a document into a lifecycle state with an auto-start entry action.   DEV-744469

Platform: Localization

Description Issue No.
When a user navigates to the VeevaID registration page from an email notification with no language configured, the page does not populate the Language field, and the Continue button is disabled.   DEV-742479*
When using Vault in French, users may be unable to save values for date fields with alphanumeric formatting.   DEV-742628*

Platform: Objects

Description Issue No.
When a document is updated to a new version, object records with corresponding document reference fields may not capture the version reference change in the audit trail   DEV-685035*
Using Vault Loader to update an object record fails when a user reference field is used as the unique field to identify the record.   DEV-710373
When clicking on the link of a Document Change Request object in the Associated Change Request section, the link always takes the user to Business Admin instead of a page on the front end.   DEV-714257
Admins are unable to delete a custom layout when it is the only custom layout for a non-base object type and a standard layout exists.   DEV-715724*
Under certain conditions, when attempting to create a related record record fails due to missing required fields, users receive a server error rather than an error message that required fields are missing.   DEV-723602*
The Today() function for Date and DateTime object fields uses the time zone from the user's computer instead of the Vault user's time zone setting.   DEV-725555
In some cases, when creating a new object record with a document field, the record may be created with an invalid value in that field.   DEV-727083*
Users may receive a network error when attempting to edit or copy a record in a Related Object section.   DEV-730152
When a field has an invalid format mask containing two pairs of hash symbols (##) separated by other characters that include a space, Vault does not use the raw field value and instead displays a server error and a "Page Not Found" error on the record detail page.   DEV-731305
Users are unable to see web section URLs when editing object records.   DEV-732753
Under certain circumstances, when a user attempts to create a record of a non-base object type from a related object section, Vault displays a server error.   DEV-734211*
Web sections configured with an edit mode URL are not shown during creation.   DEV-737529*
When an Admin attempts to copy an object record that has a lookup to a legacy User field, such as Created By, Vault displays a server error.   DEV-737940
When populating a required document reference field, users who have one recently viewed document experience unusual autofilling of the Document and Version fields.   DEV-738020
When using opening and closing square brackets ("[", "]") in a reference constraint on a field for an object type, users receive a blank error message and are unable to save.   DEV-740381
Permalinks to documents with HTML hyperlinks in the title may navigate to external links instead of to the document when clicked.   DEV-741861*
In some cases, users may encounter an unexpected error when rendering Layouts with Legacy widgets to a PDF.   DEV-742800*
When an Admin attempts to copy an object record that has a lookup to a number field on a raw object, or create a record from the related object section of the source object record, Vault displays a server error.   DEV-744224
When a user creates a Signatures section in a page layout, the related object section defaults to the first available related object instead of a related object with eSignatures enabled.   DEV-745584
Users may receive an error when attempting to use the Print Record action on a record that has Criteria VQL or custom VOF functions in its related objects or documents section.   DEV-747438
Under certain circumstances, users may receive an error when attempting to use the Print Record action.   DEV-750041
Users that run the Change Object Type API endpoint below a certain version may see a discrepancy in the object type value between the list view and detail view for those records.   DEV-750429

Platform: Performance & UI

Description Issue No.
Under certain conditions, users receive a server error when trying to save changes on a user profile page.   DEV-698870*
Users may be unable to export outbound migration packages with steps containing invalid fields.   DEV-708652*
In some cases, you may be unable to select signature page layouts when creating outbound migration packages.   DEV-725559
Some outbound migration packages may fail to export.   DEV-732496
Vault may fail to show the read-only value of an attachment field after the field has been populated and made inactive.   DEV-737852*
After copying and pasting text into a rich text editor, moving the cursor, and then pressing the Backspace key, the cursor moves to the end of the pasted content.   DEV-738367
The upload buttons on the document creation page are not navigable via the Tab key.   DEV-739248*
Under certain circumstances, when a user performs an action that starts a single instance state job, they may experience server errors or performance issues.   DEV-755351*

Platform: Reporting

Description Issue No.
Users may receive a server error when running an asynchronous ad hoc report with filters.   DEV-584507*
Vault may display incorrect results when users run Multi-Pass reports joined on and grouped by object references.   DEV-620294*
If a VPK contains a report with filters that use the contains operator, Vault fails to deploy the test data package.   DEV-725738
Users may encounter an error when attempting to delete groups that were previously in use in a report, dashboard, or object record.   DEV-729231
In some cases, some field values may fail to populate in reports despite the fields being populated.   DEV-731614
Object reports display "No active record," even if the User has a Registration Item Requirement or a Resource.   DEV-742635

Platform: Search & Filter

Description Issue No.
In some cases, selecting Show In Tab on a Study record takes users to related records of a different Study.   DEV-718255*
When applying date filters, the column may display dates that are one day outside of the selected range.   DEV-732598
In some cases, a full document library search does not include all of the results present in the quick search bar.   DEV-733207
In some cases, users are unable to filter by related child objects in the individual record audit trail.   DEV-748744

Platform: Security

Description Issue No.
When a user is manually added to a group, then assigned a security profile which would automatically add that user to that group, then the user's security profile is changed so that user no longer has automatic access to that group, the Audit Trail incorrectly displays an entry stating the user was removed from the group.   DEV-722294

Quality

Description Issue No.
QMS inbound jobs fail in cases where there are 500 or more activity records.   DEV-558624*
Vault may fail to make Display Fields and Filter Fields in the Record Check Interface non-editable and hidden.   DEV-702857*
Users may encounter a server error when updating test steps with additional prompts within the Test Authoring Interface.   DEV-712917*
In rare cases, the Root Cause Analysis Tool may fail to successfully populate Long Text fields.   DEV-721434
Vault may display a banner for an outdated test step when the Executor is updated for multiple steps.   DEV-721518*
Admins may be unable to modify the status of the `internalexternal__v` field on the CAPA Action object.   DEV-728806*
In some cases, Training Requirements fail to populate with a Study from Curriculum as expected.   DEV-733987
Under certain circumstances. when using the Assign to Learner Action on a Curriculum, the action may fail to create the Individual Learner Role and leave the IAR records stuck in the Requested state.   DEV-740717
Users are able to see buttons that they don't have permissions for on the Training Requirements page.   DEV-742604
Users may see an Unexpected Error while saving a test step without permission for the Test Step Additional Prompts object.   DEV-743104
Users may receive an error when adding a document to the Release section in a Document Change Control record while simultaneously changing the document's status from Draft to Steady State.   DEV-743420*
Learners are unable to complete eSignature workflow tasks on Classroom Training Assignments if the class has already been completed.   DEV-743855*
When a workflow task is made available to all users in a participant group, Vault fails to display the Batch workflow banner.   DEV-744517*
Users who do not have the Create permission on the Complaint object will not be able to create join object records from Adverse Event Report custom app sections.   DEV-744969
Users may encounter an error when Vault attempts to generate a document from a formatted output via entry action for an Audit record.   DEV-745656
Users may unexpectedly be able to view all active standard layouts.   DEV-748318*
Users may encounter an error when attempting to delete a Risk Matrix.   DEV-751380

QualityOne

Description Issue No.
In some cases when users click on the Actions menu of a HACCP Plan Process Step Connection on the HACCP Flow Diagram, the HACCP Plan Process Step Connection is not selected.   DEV-706334*
If a user attempts to run the Create HACCP Plan Design from Design action on a HACCP Plan after losing Edit permission for the Language (language__v) or Translation Source (translation_source__v) fields on the HACCP Plan (haccp_plan__v) object, the action fails and Vault displays an error message.   DEV-717682*
The Categorization of Control Measures subsection of the Information panel displays “All fields are required to be filled in.” helper text when the subsection is in not in Edit mode.   DEV-728019*
Vault does not translate configuration fields and error messages for the Create Proposed Audit action when the user's language is not English.   DEV-731419*
When a user first opens the Actions menu on a HACCP Flow Diagram element for which they do not have Delete permission, the menu displays "No actions available" text.   DEV-731533*
In some cases when a user navigates to a referenced record from the Information panel of the HACCP Flow Diagram and then clicks the back button on the browser, Vault displays a server error.   DEV-741687*
If a user enters "@%" when creating a comment, Vault returns a server error.   DEV-743721*

Regulatory

Description Issue No.
The Create Content Plan job does not complete successfully when the Content Plan Item unique name is enabled.   DEV-621354*
When a global filter is changed on a saved view, the Save View As button displays instead of Save View.   DEV-720214*
Publishing fails with an internal error when Vault attempts to merge Submission Content Plan sections for Bosnia submissions.   DEV-721937*
When a number field on the Registration object is configured with a percent format mask, the Create Bulk Registrations wizard’s Confirmation page appears blank.   DEV-726228*
Users receive an internal error when attempting to import a submission that has a single quote in the Application Folder Name or Sequence ID field.   DEV-726850
Users creating Activity, Submission, and Regulatory Objectives in bulk receive a “Server having problems” error when required Submission object fields are configured with format masks.   DEV-726899*
In some cases, when Vault fails to merge matched documents, the resulting error message contains more than 1500 characters and publishing fails.   DEV-727713
In some cases, links are not publishing out and being reported in the Validation Results.   DEV-728940
Users may receive a false positive on CA rule A09.   DEV-729183*
Users are unable to see the list of countries when adding an Application Country join, and thus unable to add Application Country records.   DEV-730258
In some cases, when Vault fails to generate a new Table of Contents, users receive a nonspecific internal error.   DEV-731820
Users may receive a false negative on CA rule C05.   DEV-732298
In some cases, users are incorrectly able to advance in the global to local flow of the Create Related Records wizard without populating the Submission Type field.   DEV-732301*
In some cases, users assigned a permission set without All Object Read permissions receive a “Server having problems” error when attempting to execute the Generate UDI Submission action.   DEV-732505
Publishing fails for Report Level Content Plan Items where the Report Level Content Plan field is blank. Vault also merges and publishes previously-published documents, even if the document’s Ready for Publishing field is No.   DEV-733049
Users may receive a false positive on EA rule 15.6.   DEV-735073
In some cases users receive a submission rejection for incorrect grouped submission number formatting.   DEV-735525
Submissions Archive Viewer may display an Empty Section Indicator on a section that contains content in the default Current View (i.e., when more than one submission is visible in Viewer) for Country sections in Module 1.   DEV-736709
Users may receive a false positive or stale validation on US rules 1323, 1322, and RIM102.   DEV-736919
When users attempt to create a non-global Submission related to a Global Application, they receive a nonspecific “Server having problems” error.   DEV-737543*
In some cases, Vault does not create Regulatory Objective Clinical Study records when bundling Activities.   DEV-739092*
When no Saved View is applied in Submissions Archive Viewer, Viewer does not persist the selected All Actions menu selection for Cell Text treatment, Truncate Cell Text or Wrap Cell Text, when navigating away from and returning to the Viewer tab.   DEV-740913*
In some cases, Vault incorrectly reports DP.7.BR.1 when an Investigational Product’s ATC Code field is blank.   DEV-744211
In some cases, users receive an internal error when publishing a Report Level Content Plan.   DEV-744296*
In some cases, when the same source and target link pair appear in different Submissions, Vault constructs the incorrect relative path to the target link during continuous publishing.   DEV-744396
When users run the Draft Publish and Merge Report action, the documents do not merge as expected.   DEV-744950
Users may receive a false positive or stale validation on EU rule 11.2.   DEV-748172
In some cases, RIM wizard users may encounter a Page Not Found page containing typos.   DEV-749142*
The checksum of the published document is not updated and does not match the document with suppressed links.   DEV-749322
When reordering a matched document under the last row visible in the Content Plan Viewer, the orange line that indicates a valid drop position to reorder matched documents is missing.   DEV-749395*

Safety

The Safety release, including all Platform fixed issues, is targeted for tentative availability on August 29, 2024.

Description Issue No.
When adding a blinded Study Product to a blinded Case for a Study without arms, Vault does not populate the reported Product with the Study Product Placeholder name.   SAF-52596*
On Cases created through the Promote to Multiple Cases action, Vault does not assign Case Access Groups based on the Case Access Group Override setting.   SAF-54908
During E2B import, when executing custom SDK code, Vault does not capture user exception messages in the job log.   SAF-55439
When the Base Language is set to Japanese, some values in the Message Catalog for the Sender Based Inbound Validations group are not translated.   SAF-58258*
When the Product Type field is edited on a Drug History record, Age at Vaccination is not auto-calculated or cleared as expected.   SAF-58910*
When the AI service is unavailable, Inbox Item import fails.   SAF-59465
After changing the Case Product on a Case with more than 500 Expectedness records for an Adverse Event, Vault displays an error message when regenerating Assessments.   SAF-59621
Vault prevents deleting a Case Product Dosage record from a Case Product record if any other records contain errors. Although the Save button appears active, after saving Vault doesn't save the changes or display a warning message.   SAF-59806
In Vaults with Strict Case Locking enabled and Isolation of Blinded Product Information disabled, users can edit the Product (Study) field on Cases with double-blinded studies. When Isolation of Blinded Product Information is enabled, Vault displays an unexpected error message when a user tries to save changes to the field.   SAF-59912*
For users without Read permissions on Transmissions, Vault prevents creating new Cases on the Inbox Item to Case Compare page.   SAF-59997
For Case Product Dosages, if zero (0) is entered as the Dose number, Vault displays incorrect Dose number and Dose unit values.   SAF-60844
If a Transmission record is manually moved to the Completed state before a sent Follow-up Message is opened, Vault changes the Transmission lifecycle state to Opened and sends additional Follow-up Messages.   SAF-61530
For Vaults with Automated Case Promotion configured with the Override merge method, upon Inbox Item promotion, Vault creates Follow-up Cases in the New state instead of the Revision state.   SAF-62111
In some cases, users receive an error when merging to an in-flight Case if the Inbox Items were created using the Safety-EDC Vault Connection.   SAF-62113
When a Case is already locked to a user and the first step of a workflow locks the Case to the user, Vault prevents that user from starting the workflow and displays an error message.   SAF-62225
When an unblinded Study Case with multiple products is exported to an E2B file, the values of the G.k.2.3.r.1 Substance / Specified Substance Name data element are mapped incorrectly.   SAF-62323
PMDA E2B(R3) reports include Section D for all PMDA Reporting Categories.   SAF-62533
In the EMA ICSR Reporting Rule Set, the Study Type parameter on the Downgrade to Non-Serious rule is configured for "Other Studies" instead of "Other Study".   SAF-62535
When generating PMDA E2B(R3) reports, Vault exports the J2.15.r Country of publication and J2.17.r Classification of trial/research data elements when they should be excluded based on the PMDA Reporting Category.   SAF-62583
The AE in Jurisdiction Source reporting rule parameter is case-sensitive.    SAF-62775
Following reporting rule evaluation on Follow-up Cases with multiple PMDA cross reporting obligations, Vault displays an error message and prevents some actions, such as generating Transmissions or calculating due dates.   SAF-63127
In some situations, when a PMDA Localized Case does not yet exist on the Global Case but validations are run, customers may experience an unexpected validation criteria failure for PMDA submittable Cases.   SAF-63392

Vault Connections

Description Issue No.
For documents with multiple versions processed within the same batch, if there is a document error that causes the job to stop processing, then the subsequent higher versions are not created as Crosslinks in Clinical Vault.   DEV-747649*
In cases where users have configured Document Number to include a country or product, CrossLink documents created by PromoMats - Medical Connection will not include the product or country in their Document Numbers, unlike manually created documents.   DEV-747910*

Veeva Claims

The Veeva Claims release, including all Platform fixed issues, is targeted for tentative availability on September 3, 2024.

Description Issue No.
If a user's name contains a percent symbol (%), they cannot be tagged in comments.    OLS-29990*
Search results on the Remove Statement and Related Records from Project and Clone Project pages consider asterisks (*) as trailing wildcards rather than characters.   OLS-30059*
Vault displays a server error when a user tries to upload a document to a Substantiation record if the Substantiation Upload or Related Reference fields are not added to the object type.   OLS-31015*
Vault displays a server error when a user without Read permission on the Statement field on the Project Statement object runs the Project Clone action.   OLS-31687*