Release Date: March 6, 2026


This release includes fixes for the following issues:

Last Updated: March 6, 2026

Clinical Operations

Description Issue No.
Vault fails to send users without Read permissions the Insufficient Access error message when they attempt to access Study records.   DEV-1000696*
The Organization field on a Contact Information record does not update after the OpenData ID on a related Organization record is changed.   DEV-1001258*
Vault displays a VMC error when users attempt to enable the Quality Review Action flag.   DEV-1001719*
CTN Data Change Logs may be unexpectedly carried over from the Protocol Notification CTN after running the Generate Subsequent CTN action.   DEV-1002565
When users take the Send for eSignature action on a PI without a User or Person record, the email job fails and displays the "null null" value for the Recipient field.   DEV-1002675*
In some cases, certain CDMS Integration Points may cause data transfers from CDMS to Clinical Operations Vaults to fail.   DEV-1002686*
Vault incorrectly displays an error message when users enter an ID value in a Disclosure record.   DEV-1002744*
In some cases, Vault displays null values when users hover over relative timestamps in Disclosure comments.   DEV-1003554*
The Comments dialog on Disclosure records continues to display the hover over icons after users edit and save existing comments.   DEV-1003759*
The Vault does not correctly update the Name field on Study Person records to the winning Name value when users run the Merge Persons action.   DEV-1004511*
Users cannot select a month or year when they open a date picker while editing a Study Site Plan.   DEV-1004827*
Users are unable to download TMF exports through FileZilla and Vault File Manager if there are leading and trailing spaces in the folder names.   DEV-1005258
Under certain circumstances, CTMS Formatted Output jobs run successfully, but the document is never generated.   DEV-1007185
Vault does not display an error when users enter variations of "n/a" into required string fields on US Registration Disclosure records.   DEV-898399*
Some validation messages for the Validate action on US Results appear above the incorrect table.   DEV-932323*
The existing Protocol Title value disappears when users edit the Document Exchange Form.   DEV-988932*
An unexpected error occurs when users attempt to export the TMF for a study and the documents have a filing level of Site Level or Study Country Level, but the exported study does not have an associated study country or site linked.   DEV-988981
TMF Export fails with unexpected errors when exporting studies that contain signed documents with filenames longer than 100 characters.   DEV-989619
In some cases, Vault Disclosure displays inconsistent validation error messages compared to the PRS validations.   DEV-991395
The Vault displays the Save and Proceed button as disabled on US Results and EU Application Disclosure records instead of hiding the button.   DEV-991544*
Users receive a server error when attempting to create a Quality Review Task via the Raise Under Task action.   DEV-999244*

Commercial

Description Issue No.
The error message displayed when users attempt to save a Team Assignment URS record without populating any custom fields has not been translated for non-English languages.   DEV-1004031*

Developer Features: SDK

Description Issue No.
Users are unable to call the Objects.requireNonNull method in custom SDK code.   DEV-1004261*
When the Conditions On Related Records checkbox is not checked on an object lifecycle's Change related object lifecycle state entry action, attempting to retrieve its metadata with EntryActionChangeRelatedObjectStateMetadata results in an error.   DEV-1007768*

Medical

Description Issue No.
Hovercards display the UTC date and time instead of the user's local date and time.   DEV-1000902*
The project stage label, such as Planning, is visible on milestone hovercards.   DEV-1000973*
The field labels in the FAQ Quick Search section are not translated to non-English languages.   DEV-1006363*
The scrollbar and zoom functionality on the chart in the Plan Summary view are reset after users collapse and expand the view.   DEV-986765*
Vault displays a server error when users view an SCP record that contains a Therapeutic Area picklist value that has been set as Inactive.   DEV-996331*
When users populate the Response Contact field on a Case Response record, Vault removes the field value when saving the record.   DEV-998952

Multichannel

Description Issue No.
Vault displays a permissions error when users with permissions assigned attempt to delete Multichannel Slide documents.   DEV-999192

Platform: Admin

Description Issue No.
Admins may encounter a system error if they enter a query in a VQL query agent tool that deletes an object in an object relationship.   DEV-1000985*
In some cases, when an agent tool fails execution, the error message and Stop Reason may not log in the agent trace file.   DEV-1003052*
In some cases, system-managed agent monitoring and daily activity objects are included in sandbox snapshots.   DEV-1003084*
If a user does not have access to any agents or all agents are inactive in a Vault, the Veeva AI Chat icon displays an improper error message.   DEV-1004341*
Admins may encounter an error when adding over 19 agent tools to an agent action.   DEV-1004813*
In some cases, users may encounter a server error when attempting to view notifications.   DEV-1005294*
In some cases, the Timestamp > Is in the range filter in the Document and Object Record Audit History may display dates in format based on the user's Locale setting.   DEV-1005525*
When creating or editing a VQL Query agent tool, the Property field displays a maximum value error of 64 characters if over 33 characters are entered.   DEV-1008320*
In some cases, agent trace files may not include all agent context configured in an agent.   DEV-1009688
Agent Actions in Veeva AI Chat may fail to correctly render markdown tables.   DEV-907624*
Users receive a server error when attempting to save a reference lookup with an invalid condition or a condition with a syntax error.   DEV-964033*
Admins may encounter an error when saving an object agent context with an inbound document relationship in the object fields.   DEV-979720*
In some cases, Vault runs scheduled jobs at a time different from their scheduled time.   DEV-983324
Changes to some components may take longer than expected to be reflected in Vault Comparison and Configuration reports.   DEV-983590
In some cases, agent APIs may include inactive agent actions in the response.   DEV-990842*
In some cases, Veeva AI Chat may direct users to an incorrect destination if they click a chat in History or Recent Chats that was initiated by API.   DEV-992953*
Admins can select Super Agent Class from the Agent Class drop-down menu when configuring a custom agent.   DEV-996411*
In some cases, agent actions executed through API may return a response in the incorrect format.   DEV-999113*
XML parsing does not behave as expected for Objectlifecycle and Doclifecycle on Configuration Reports.   DEV-999888

Platform: Documents

Description Issue No.
When using the Document SDK to get an unprocessed copy of a rendition, the rendition may incorrectly have metadata removal and page rotations applied.   DEV-1001386*
Under certain circumstances, users may experience performance issues while working with Excel files.   DEV-1002889*
In some cases, when uploading a corrupt Excel file, rendering fails without informing the user of the corruption.   DEV-1003555*
In some circumstances, when using Download as PDF, related records may be displayed in the PDF as plain text links instead of clickable hyperlinks.   DEV-1003999
When updating the Base document type, the Bring Forward Annotations on Version Create setting incorrectly displays as updated in the System Audit History even if it has not changed.   DEV-1004470
In some circumstances, an error is displayed when rotating an image file in the document viewer.   DEV-939149*
Under certain circumstances, copying and pasting words from viewable renditions generated in Chrome may not work as expected.   DEV-954346*
After editing bookmarks on a PDF when PDF/A is enabled in the rendition profile, the re-rendered PDF is not PDF/A compliant.   DEV-971301*
Users recieve an unhelpful error message when uploding a PPT file where all slides are hidden.   DEV-978395
An incorrect error message is displayed for invalid tokens in uploaded Word formatted outputs.   DEV-990560*
Users may see an incorrect error message when attempting to generate viewable renditions of X3F files.   DEV-993958*

Platform: Email & Notifications

Description Issue No.
In some circumstances, an error is displayed when verifying outbound email domains.   DEV-1004095*

Platform: Lifecycle & Workflow

Description Issue No.
In some cases, changing the browser window size when the Paste Summary dialog is displayed causes the screen to freeze.   DEV-1005012*
MDL for Doclifecycle may incorrectly send ALTER notifications for hidden lifecycles.   DEV-848686

Platform: Performance & UI

Description Issue No.
In the Column Export Selector, the Field tooltip does not disappear after reaching a window boundary while scrolling.   DEV-1000798*
In some circumstances, the Process Graph in a Process View incorrectly displays records looping through the same lifecycle state.   DEV-1002034

Platform: Reporting

Description Issue No.
When pasting in usernames to the Created By filter and saving and running the Process View, the filters may not be displayed on the filter list.   DEV-1002356*
Users can incorrectly create a Process View with more than 100 columns using MDL RECREATE.   DEV-1002762*
The expected error message is not displayed when using MDL RECREATE to create a Process View with an invalid type.   DEV-1002773*
The expected error message is not displayed when using MDL RECREATE to create a Process View with duplicate columns.   DEV-1002779*
Some tooltips for record export process metrics in Process Monitor do not indicate that they can apply to documents as well as records.   DEV-1002832*
After creating a new Process View, the incorrect file type might be displayed when exporting the view.   DEV-1002888*
Under certain circumstances, users are unable to copy and paste using CTRL+V within document and object reports.   DEV-1003175*
Under certain circumstances, Primary Object with Object Reports display incorrect validation messages for the Object Type field.   DEV-1003599*
In some circumstances, an error is displayed when running a Process View with picklist values selected for the Group By option.   DEV-1003648*
Combining a Primary Object Aggregate formula field with a Doc Role field in the second grouping of a Country Down report results in a server error.   DEV-1004424*
In a recent update to the pagination of HVOs, the "+" sign next to the Total Items and Total Pages that signifies overflow values was mistakenly removed.   DEV-1006020*
In some circumstances, when exporting reports to Excel using the Data Only option, the Date column is too narrow to display the date results.   DEV-1008283*
Users receive a server error when attempting to run a report that includes a formula field with "Concat(PreviousState(documents.status__v), documents.doc_state_type__v)" in the columns.   DEV-964831*
Using an Object Reference or Attachment field and CycleTime functions in the same formula does not work as expected.   DEV-965386*
Under certain circumstances, users are incorrectly able to delete conditional fields that are used in a Matrix report, causing a server error when attempting to run the report.   DEV-991715*
Users may receive a server error when adding an aggregate formula to the Document object in Matched Document report types.   DEV-994872*
Users may receive a server error when checking syntax after using a large number as a parameter for an aggregate formula field.   DEV-997485*
Under certain circumstances, dashboard drilldowns may not function as expected.   DEV-998911
In Process Monitor, additional filters may not be displayed as expected on the filter list after encountering an error adding additional filters.   DEV-999332*

Platform: Search & Filter

Description Issue No.
Under certain circumstances, after collapsing the filters on the Library page, users are unable to expand or modify them.   DEV-994533

Platform: VeevaID

Description Issue No.
Under certain conditions, a new VeevaID user cannot be added after updating the email address of a different VeevaID user.   DEV-1006065

Quality

Description Issue No.
In some cases, Field Corrective Action jobs do not complete, potentially causing performance issues and failing to create the expected records.   DEV-1000616*
When the field referencing a configured Organization Object is hidden from a record's detail page, all Person records are available to select from the External Collaborator Object Control.   DEV-1001998*
Users may encounter inconsistency between the formatting of different Date and DateTime values on the Document Control Homepage.   DEV-1003411*
Field attributes such as Status, requiredness, and uniqueness are not editable for the Device Usage Duration Unit (device_usage_duration_unit__v) field on the Reported Product object.   DEV-1003656*
Vault fails to copy a Template Activity after a user updates the Co-Author field on a source Test Script.   DEV-1004134*
In some cases, Vault generates XML MHRA Adverse Event Reports with XSD validation errors.   DEV-1004539*
In some cases, Vault fails to update XSD schema when generating XML MHRA Adverse Event Reports.   DEV-1004613*
Users in cloned Vaults may experience an error when attempting to change the state of a document with an active external collaborator.   DEV-1008287*
In some cases, when a user refreshes an object record detail page immediately after generating or upversioning a History Record document to display in the Record History section, Vault displays a server error.   DEV-1009437*
Vault may incorrectly allow users to perform the Inactivate PALs action on documents where the PAL is inactive or the PAL Expiration Date is after the current datetime.   DEV-1009642*
In some cases, the Document Control Homepage displays unrelated workflow envelopes after users apply the Period Review Workflow filter.   DEV-965760*
When the Risk Builder is in reorder mode and the drop-down is expanded, if a user deletes all text from the drop-down's Process Step selection field or presses the Esc key, Vault displays an unexpected error.   DEV-985684*
When Vault generates a Word formatted output in a language other than English via a workflow job step, if the formatted output includes Reason for Change data, some Reason for Change field labels are not translated in the generated document.   DEV-994353*
In some Vaults, the APQR object unexpectedly has a proposed_apqr__qdm field. This can result in blocked deployment of Vault migration packages (VPKs).   DEV-999154

QualityOne

Description Issue No.
When a user runs the Create & Activate External Collaborator user action twice on a record or document without updating the Persons in the External Collaborator (external_collaborator__v) field, the second action encounters errors and Vault does not send a notification.   DEV-1002713*
When a user initiates the Create & Activate External Collaborator user action on a document with a blank External Collaborators (external_collaborators__v) field, Vault displays a server error and the action does not run.   DEV-1003356*
When the Create & Activate External Collaborator user action runs on the same document or object record from multiple tabs in rapid succession, if the External Collaborator (external_collaborator__v) field value is different in each tab, all External Collaborators selected in each tab are activated.   DEV-1003634*
When a user runs the "Create HACCP Plan from Design" or "Create HACCP Plan Design from Design" action and saves the Create HACCP Plan dialog without modifying the value for a required picklist field, Vault displays a server error.   DEV-1007875

Regulatory

Description Issue No.
When submissions are imported out of order and the latter submission has a suspended Context of Use, the Submissions Archive Harmonization job is able to resolve the suspension however the Application Hierarchy Path under the new parent does not follow its new parent's path.   DEV-1001332*
Selected records/Columns do not display on the bulk edit screen when the Active Dossier Item Detail column is present on the Item Detail Active Dossier Viewer.   DEV-1001523*
An eCTD 4.0 Document does not upversion continuously when a New Document version is uploaded.   DEV-1001618*
The auto-matching timeout for the "Document Matching Worker Job" is not sufficient when the matching queue is backed up.   DEV-1002221*
Labels are missing for documents distributed and inbound link publishing task types.   DEV-1002620*
WHO Rule F.19 generates errors related to the folder path and file names when users attempt to generate a submission.   DEV-1002816
In certain circumstances, Extended Metadata records are created when the Related Change Type value is blank.   DEV-1003253*
Users may receive a 1255 validation error when the file extension is .json.   DEV-1003262
With WHO eCTD v3.2, the validation criteria for Rule F.06 checks that the prefix is separated from the substance name with a hyphen instead of a space.   DEV-1003369*
The all_doc_count__v field of the content plan items are not updated in a timely manner.   DEV-1003621*
When creating FHIR messages in bulk, the confirmation page indicates that Vault will update the Provenance reason (instead of the Operation Type) on the related IDMP PDS records.   DEV-1004088*
In Set document metadata update dialog, the Content Plan that contains Content Plan Items has additional options that are not needed.   DEV-1004504*
Duplicate Health Authority Commitment records display in the panel.   DEV-928227*
When a Submissions Archive Viewer user edits or rearranges columns then reloads the page, the Submission ID no longer appears in the leaf operation.   DEV-939991*
Users may receive an error when editing Active Dossier Item Detail status, Application, Submission, and Regulatory Objective join in the Active Dossier editor when the letter case of the country is changed.   DEV-941653*
The breadcrumb should not be displayed on the Health Authority Response guided flow.   DEV-944255*
In some cases, when a Submission Viewer user adds Clinical Site columns for Module 4 in the application view, the viewer does not populate the column values as expected.   DEV-952593*
Document cell selections are lost when a user encounters a non editable cell during page scroll.   DEV-962474*
The Registration Verification, Create and Manage Event Details, Assess Local Activities, and Split Activities Registrations wizards do not apply updates to Yes/No fields configured as a checkbox.   DEV-964005*
In some cases, Vault extracts inactive Active Dossier Item Detail records via the Extract Active Dossier Relationships action.   DEV-966316*
The Active Dossier status does not updated as expected when the country code is insensitive.   DEV-974853*
In some cases, the IDMP Viewer does not follow user-selected filters on the viewer's landing page when launching the view.   DEV-990341*
When the Create Questions action is triggered from the workflow, Health Authority Question and Commitment records are not created.   DEV-990353*
In the Select Leaf Operation the Content Plan that contains CPI has extra options "Cumulative view" and "Sorts options" which are not needed.   DEV-990655*
The existing parent Active Dossier Structure is not populated with token metadata when reparenting Active Dossier Template and hierarchy sync are completed.   DEV-991660*
When importing an eCTD 4.0 submission via FTP, the resulting confirmation email does not include XML leaf checksum warnings.   DEV-996244*
Under certain circumstances, when publishing eCTD submissions, the XML Species field value on a Submission Nonclinical Study does not match its value on an Application Nonclinical Study.   DEV-998914
An unexpected error occurs when using drag and drop from the Active Dossier editor with the Active Dossier Item Detail column present.   DEV-999065*
When eCTD 4.0 submissions are imported out of order, the Submissions Archive Viewer mini-browser displays incorrect values for the Archive Sections and Submissions Archive Document Sections fields.   DEV-999864*

Safety

Description Issue No.
Users cannot void follow-up Case versions if a previous version relates to a foreign Localized Case with unsubmitted Transmissions, such as a Transmission in the Withdrawn state.   SAF-93054
If more than one Scheduled-type PVA Obligation includes the same Source Workbench Report Set, when the Schedule PVA Obligation action runs Vault does not generate a PVA Document for Distribution.   SAF-93598*
When users select Ignore All on the Inbox Item to Case Compare page, Vault does not ignore information in Case-level fields.   SAF-93660
When generating Transmissions with Patient Content Protection set to Mask PII (EU Guidance), Vault does not add the prefix "PII_Protected_" to the document name.   SAF-93858
When copying the Post-Market Serious Sample Outline used to configure rules based narratives, Vault displays an error message that Narrative Statement Options with the same Name exist.   SAF-93938
When generating the August 2024 version of the FDA MedWatch 3500A for Cases with Combination Products that have more than one device constituent, Vault exports information for only one constituent to the form.   SAF-94181
In Vaults configured with strict Case locking, when a Case is locked to a user, Vault does not prevent other users from editing Case Product Dosage or Case Product Indication records.   SAF-94200
In Vaults configured to isolate blinded clinical trial information, Vault prevents users from deleting unblinded study Products with associated blinded records.   SAF-94336
When generating CIOMS I, FDA MedWatch 3500A, and FDA E2B(R3) file in Vaults configured to isolate blinded clinical trial information, when evaluating the order of unblinded Case Products, Vault considers the Rank of the unblinded record, instead of the blinded record.   SAF-95079
When generating Transmissions with Patient Content Protection set to Mask PII (EU Guidance), Vault does not apply masking logic to formats other than EMA E2B(R3) and does not mask Parent Identification fields for parent-child cases. In addition, Vault removes the Sender data elements.   SAF-95178
When exporting Dictionary page layouts through an API, Vault displays an error.   SAF-95462
The ICH.D.9.2.r.2 validation criteria fails when a Localized Case does not exist.   SAF-95588
If a user triggers the Run action on a Workbench Report and then closes the report page while the report runs, after the report finishes running it does not appear in the Vault and notification messages are not sent.   SAF-95597
When respondents access Web Intake Forms on mobile devices, the user interface does not appear as expected when in Edit mode.   SAF-95893*
An error occurs when filtering a Workbench Report or Workbench Dashboard by a MedDRA Query that includes a Building Block.   SAF-95896
In some instances, Admins may experience slow performance when creating or updating a Workbench Principal View.   SAF-95928
In Vaults configured for MedDRA Suggestions, when auto-coding a MedDRA Term, if Vault does not find a match and opens the MedDRA Browser, attempting to navigate through pages on the browser does not update the displayed results.   SAF-95953
On Web Intake Forms, if an initial user entry causes a Form Field to be required based on configured Conditional Field Display Rules, after changing the entry so that the Form Field should no longer be required, the field remains as required.   SAF-95955*
Device Code Type values on JSON-imported cases created using tabular data format import do not appear in Inbox Items.   SAF-96329
When the Excel output of Workbench Reports is configured to display fields as links, Vault allows more than 65,530 links per worksheet, resulting in errors and non-functional links.   SAF-96653

Veeva Connections

Description Issue No.
Translations are missing for the CRM Connection Country object in Medical Vaults.   DEV-1000863*
Translations are missing for the CRM Connection Country object in PromoMats Vaults.   DEV-1000866*
In some cases, users are unable to create Regulatory Activity Items in Quality Vaults via the Enhanced Change Control (ECC) connector.   DEV-1002224