Release Date: April 9 & April 16, 2021


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: April 16, 2021

Admin

Description Issue No.
Admins can delete a group even if the group is used in a document lifecycle role’s default and override rules.   DEV-295604
When importing an inbound package, validation incorrectly identifies some objects with a status of Missing – Block.   DEV-328442
The default field labels display the ID value instead of the Name value on the Field Rule Detail page.   DEV-343872
Using the in-line editor to update the Actual Start Date of a Milestone results in an error.   DEV-344068
When a user loads object records with Vault Loader, Vault returns a “Success” message but does not update document reference fields.   DEV-347238
Vault does not display a default value for the Rendition Status dropdown menu.   DEV-347865
Users with delegates do not receive the delegate version of the notification.   DEV-349506
In some cases, Vault may fail to export a CSV domain users list that includes a large number of columns.   DEV-352957
Using the Create button to add data to a newly created Audit record may result in an insufficient privileges error and inability to save changes.   DEV-359354
Saving a question design results in a server error if the checklist design field is empty.   DEV-359751
Clicking an Action menu for Report records may result in an exception written to the logs.   DEV-359970
For groups with 200 or more profiles, the group detail page may not correctly display all profiles in the group.   DEV-361054
In some cases, clicking the Select All button on the Review and Select Steps page when deploying a configuration migration package may not correctly select all items.   DEV-362030
The Vault Memberships list on the Domain User details page list may incorrectly show membership in vaults that are marked for deletion.   DEV-362198
In some scenarios, jobs stay in “Running” status and do not succeed or fail.   DEV-362366
In some cases, clicking on a Web Action record results in a server error.   DEV-364404
In some cases, the Filter Tab field on custom tabs does not display the filter value, though the filters are applied as expected.   DEV-365468
In some cases, deleting custom Document Types also deletes document relationships on standard Document Types with similar names.   DEV-365973
If a job condition references a deleted record, the job and associated audit trail may not update properly.   DEV-366315
The wrong error message is returned when migrating an object package containing blank default values.   DEV-366368
Under certain conditions, users are unable to use the “Allow selection in configuration” flag for an auto-managed group that references outdated data.   DEV-366705
Under certain conditions, some audit data may be missing due to improperly handling null values.   DEV-367335
The Maximum Length field on Formula types of object fields are locked and can only be updated via MDL   DEV-369886
Under certain conditions, Admins cannot download or delete overlay overrides.   DEV-370027
In some cases, Vault Comparision reports fail if the source vault has several workflow definitions with the same Modified Date and one is missing a public key.   DEV-370134
When using Vault Loader to update user records, Vault sometimes fails to add users to groups based on security profile.   DEV-371164
In some cases, Vault Loader fails to extract object records when the Include Non-Editable Fields checkbox is selected.   DEV-371223
The copyright date displayed in the Vault Loader CLI is incorrect.   DEV-372191
When using Vault Compare, errors comparing individual components cause the entire comparison to fail.   DEV-372296
Formatted output reports fail to generate when the template includes a document relationship that references an object.   DEV-373447
Vault creates duplicate folders on the FTP Staging Server.   DEV-374134
Users who are not Vault Owners experience a server error when editing filters on object tabs.   DEV-374261
When Internet Explorer 11 users generate a Vault Comparison or Vault Configuration report, Vault does not apply proper bullet formatting to the resulting notifications.   DEV-376768
When a user loads an invalid mapping file to Vault Loader, Vault displays an Uploading File pop-up with a continuously looping progress bar instead of an error message.   DEV-378542
Users are unable to deploy Inbound Packages containing Object type Tab or Subtab components with multiple Object Type values.   DEV-380048
Deployment fails for inbound packages containing complex join objects with name__v fields where both unique and system_managed_name are set to true.   DEV-380859
Users who do not have Read permission on the Users and Groups objects are unable to open the Vault Loader Extract page.   DEV-384172
When extracting data with Vault Loader, users are able to see and select fields on objects for which they do not have read permission. Vault does not include data for these fields in the resulting extract.   DEV-384685
Deployment fails for rows containing picklist or boolean fields when deploying inbound packages containing data steps.   DEV-386277
When a user’s first or last name is updated through the Vault UI, the new name is not reflected in the Created By and Last Modified By fields of object records.   DEV-387438

Authentication

Description Issue No.
Some OAuth users may not receive the proper down for maintenance response.   DEV-191011
Attempting to log in to a vault that is down results in a “You do not have access to an active Vault” message despite other vaults being available.   DEV-314652
Inactivating an eSig/OAuth profile linked to a Security Policy is hidden from the UI in the Security Policy.   DEV-321399
Reset Password email is sent in the wrong language when it is performed in Users & Groups on Admin UI.   DEV-364263
In some scenarios, users cannot log in if the vault domain is in Configuration Mode.   DEV-371477
In some cases, when users attempt to log in using their SSO credentials, the page never loads.   DEV-374173
In some scenarios, delegate users receive a server error when accessing the My Vaults page.   DEV-380820

Clinical Operations

Description Issue No.
In some cases, creating a CrossLink results in a server error.   DEV-288670
In some cases, the Calculate Cycle Times job does not create Cycle Time records as expected.   DEV-340188
Users that don’t have permission to view the Expected Documents tab cannot access the Review Overcount or Review Pending Decisions links from the eTMF Homepage.   DEV-344322
In some cases, CTN Data Change Log records do not contain Study, Study Country, or Study Site values.   DEV-349227
Activating an Agreement may cause performance issues.   DEV-353675
After certain configuration changes to an existing workflow in vaults using Multi-Site Document Distribution, Vault displays an error when attempting to distribute documents to specific sites.   DEV-356859
Inactive values are included in the Milestone Category picklist on Homepages.   DEV-357207
In some cases, the Previous Monitoring Event field on an active Monitoring Event is being populated with an inactive Monitoring Event record.   DEV-357870
The default value of the Active Agreement field on a Site record may be removed when you import a VPK file to update the Site object.   DEV-360623
In some cases, the Last Modified Date on a document audit trail updates in spite of no changes to the Milestone field.   DEV-361554
In some cases, creating a new Product record results in a server error.   DEV-362302
Saving Study Product or Study Person records without a value in the Study Role field results in a server error if EDL creation is triggered on that record.   DEV-363832
In some cases, executing the Generate CTN user action results in an unexpected error.   DEV-364245
In some cases when users select a Study in the Study Selector in the Library before creating a document, Vault populates the document’s Study field with the Study value.   DEV-364276
Users who do not have Trip Report Answer create permissions no longer have the ability to edit Responses and Comments on Trip Report Questions.   DEV-364885
Performing the “Create Protocol Deviation Log” user action on a Site results in a server error   DEV-365006
In some cases, Vault does not create CDX Issues when Configuration Mapping records have invalid field mappings.   DEV-365388
In some cases, copied documents do not retain the Product value.   DEV-365474
In some vaults, attempting to open the Selected Study Organization Role Detail Page Layout results in an error.   DEV-366211
Users cannot enter Trip Report responses for empty Answer Sets with no available Answer records on multiple-choice questions   DEV-366444
Users cannot use the “Create Fees from Template” action without adding “Create” permission on the “Additional Fees” object type.   DEV-368858
In some cases, completion metrics on Milestones with Actual Finish Dates are updated unexpectedly.   DEV-369039
Documents transferred from SiteVault via Veeva Site Connect do not include Product values.   DEV-369261
Error messages on Distribution Tasks do not match the error message on the corresponding CDX Issue records.   DEV-374798
Documents transferred to a target vault via TMF Transferred do not include the audit trail from the source vault.   DEV-375454
Vault does not allow users to save Studies for Study object types that are not associated with the CDX ID field   DEV-376639
When EDLs are configured with custom lifecycles, sending the records to sites via Veeva Site Connect results in an unexpected error.   DEV-377159
In some cases, scheduling multiple Change Milestones to Complete jobs may result in performance issues and delays in job execution.   DEV-379165
After accepting and approving a study Agreement, distribution tasks and document IDs are not logged correctly.   DEV-379364
In certain scenarios, the Create Milestone from Template job fails with the error message “As an Owner of this job, this notification is to inform you that the job was unable to complete its execution (ID: 107024), and ended with a status of: Errors Encountered.”   DEV-379584
Vault does not create Study Sites via Vault Loader if they reference an organization with an invalid USN.   DEV-379828
In some cases, selecting “TMF RM 2.0” from the drop-down menu in the TMF Viewer results in a network issue error message.   DEV-380013
When users add new research sites to a document in a source vault, Veeva Site Connect creates duplicate profile documents rather than upversioning existing documents in the target vault.   DEV-380432
The Update Metrics and Update Monitored Metrics jobs may not be able to recover data upon encountering an error.   DEV-380806
In some cases, the Update Metrics job fails when a study’s Metric Calculation value is Date Based and Subjects have a Screen Failed Date without a Screen Date or a Withdrawn Date without an Enrolled Date.   DEV-380826
The Create Metrics Over Time job fails if there are more than 500 planned rollups for metrics over time.   DEV-381427
When multiple profile documents are transferred to SiteVault via Veeva Site Connect, Vault may not create Distribution Tasks for all relevant records.   DEV-381429
In some cases, TMF Transfer does not transfer placeholder documents.   DEV-382001
In some cases, sending an Agreement to a target vault results in multiple server errors.   DEV-382002
In some scenarios, users receive a “server having problems” error when trying to send a document through Veeva Site Connect.   DEV-382391
Clinical User Tasks with blank Categories are not included in view when users click on the Not Applicable category from the Study Quality widget on the CRA Homepage.   DEV-384152
Users with the Business Admin security profile see a server error when they attempt to execute the Distribute to Sites user action.   DEV-385383
Some users without the Manage Archive permission are able to add a document to an archived study.   DEV-387286
Vault may display a server error when users hover on the Completeness field on Milestone records list pages if the Milestone has no Sum of Actual Total Document Field value.   DEV-387507
When safety letters are transferred to SiteVault vaults via Veeva Site Connect, the related Safety Distribution records do not update from Ready to Distributed state, and Vault does not populate the Initial Distribution Date field.   DEV-388034
In some cases, document transfer fails for Site Connect Renditions.   DEV-389963
In some cases, Vault may not create Distribution Tasks in target vaults for documents transferred via Veeva Site Connect. Related Distribution tasks in the source vault are in the Failed lifecycle state in spite of successful document transfer.   DEV-389964
CTN Data Change Logs are created when Study Person records with CRA roles are created and the Include in CTN / 届出書記載 field is set to Yes.   DEV-392150

Commercial

Description Issue No.
In some cases, Digital Publishing for Documents fails and URLs are not generated.   DEV-336334
In some cases, the Production CDN URL field remains populated when the document is Retired.   DEV-346153
In some cases, Vault does not display values for production URL tokens in notifications.   DEV-346624
If the latest version of a Multichannel Slide is in Draft state, and the slide is expired, the corresponding record is not withdrawn from the production CLM.   DEV-348293
Vault incorrectly changes the state of a regenerated compliance package.   DEV-353780
When a user attempts to add a document on which they don’t have the Edit Fields permission to a Portal widget, Vault displays a “server having problems” error instead of a more helpful message.   DEV-354077
Vaults using non-standard Material Type fields and picklists do not pull in material type when generating an eCTD compliance package.   DEV-362189
eCTD binder generation fails if there are required filters on the Linked Document relationship type.   DEV-366109
When a user updates an existing cover letter template to the new Medical Inquiry Case Response Cover Letter document type, Vault sometimes incorrectly maps existing custom document fields with similar names to the Related Case Request and Related Case Response fields, and cover letter generation fails.   DEV-367288
When generating an eCTD Compliance Package, Vault does not include the promotional document number and version on Form 2253 or the Supplementary Form.   DEV-367291
Content Filters based on a previously created Saved View from a different portal do not filter or display results correctly.   DEV-369417
Vault fails to generate folders in eCTD Compliance Package binders.   DEV-370028
Users experience an error when triggering the Create Presentation action via the Multichannel Loader.   DEV-374796
When performing a bulk action on documents in a Portal, Vault does not apply filters.   DEV-376814
Standard Metrics fields are updated on the audit trail but are not updated and show as blank in the Standard Metrics section of the document.   DEV-379738
Users encounter a server error when adding a related Portal to a Portal record.   DEV-380115
eCTD document filenames exceed 64 characters in length.   DEV-385839

Developer Features: API

Description Issue No.
Vault does not log a “SUCCESS” in the api_response_status column of the API Usage Log after making API calls to retrieve audit trails.   DEV-208629
Using JSON to bulk delete by unique field value for a number containing a decimal place returns an error.   DEV-348858
Some API users are able to assign workflow tasks to inactive or pending users.   DEV-351314
The Update Single Document endpoint does not return a response status if the request fails. This fix only affects API v21.1+.   DEV-352915
Under certain conditions, using the API to update a study object reference field utilizing a VQL constraint may result in unexpected behavior.   DEV-355279
Using the API bulk upsert API may result in unexpected behavior if the CSV payload contains a trailing whitespace fo non-system managed name fields.   DEV-356532
In API v20.2+, the executable__v attribute returned for document/binder lifeycle action APIs sometimes returns as false for executable actions.   DEV-357418
Under certain conditions, some audit data may be missing due to improperly handling null values.   DEV-362646
The wrong error message is returned when using Vault Loader to create a record for an event package.   DEV-365223
If an object has a unique number field, for example, num__c, an UNEXPECTED_ERROR may occur when updating a record using the bulk upsert API.   DEV-365895
Vault does not prevent the creation of object types on objects that do not have object types enabled. Users encounter server errors when attempting to open these objects in Vault.   DEV-370702
When a user retrieves document audit trail metadata, the Retrieve Audit Metadata endpoint returns a version value of “-.-” instead of “0.0” for events attributed to a document but not tied to any particular version.   DEV-370903
When extracting documents with the Extract Data Files endpoint, if a user selects the include_source__v or include_renditions__v extract options, and no documents match the VQL criteria, or if all documents in the vault are placeholders without renditions, the extract fails instead of succeeding and returning an empty CSV.   DEV-371163
When exporting documents with the Vault API’s Extract Data Files endpoint, if a user selects the include_source__v or include_renditions__v extract options and does not include id in the fields array, Vault returns an error and the job fails.   DEV-371930
The “Assign Users & Groups to Roles on Multiple Documents” API (/api/{version}/objects/documents/roles/batch) allows setting more than one user as the document owner.   DEV-379658
The Update Object Records endpoint does not accept integer values for the id parameter when updating user__sys records if the Content-Type is application/json.   DEV-382301
The Job Status endpoint sometimes returns a status of “PROCESSING” for Vault File Manager jobs which have already completed successfully.   DEV-382575
Upserting object records through the API sometimes results in an METHOD_NOT_SUPPORTED error.   DEV-384881
When creating user_role__sys records in bulk through the API, if the first item in the request body fails for permission checking reasons, the rest of the request will also fail.   DEV-386399
When a user attempts to Create Multiple Document Versions through the API, in some scenarios the CSV response identifies an error but no error message appears in the response.   DEV-386690
API header responses include an unexpected “Set-Cookie” header.   DEV-390790

Developer Features: MDL

Description Issue No.
When a user drops a Permissionset or Securityprofile type component and then recreates a component with the same name, Vault applies description attribute values from the dropped component to the new component.   DEV-240639
Users are unable to set a default_value on a picklist type Docfield using RECREATE.   DEV-354284
In some cases, Vault may not provide a useful error message when attempting to create Atomic Security component with empty attributes.   DEV-360491
When creating custom Docfields, users are able to assign system picklists.   DEV-373618
Users are able to select system type picklists when creating picklist fields on an object using MDL.   DEV-373622

Developer Features: SDK

Description Issue No.
In vaults using the Vault Java SDK for local http callout requests, an invalid or expired session error is returned even when the Authorized Connection User is active.   DEV-367965
External Connections cannot retry sending Spark messages because session IDs are not stored.   DEV-370325
When using the Query Service with High Volume Objects, processing threads are released to the thread pool when execution is complete.   DEV-376788

Developer Features: VQL

Description Issue No.
In some cases, users experience slow performance when querying relationships between high volume objects.   DEV-343606
For some complex VQL queries, the query times out and returns UNEXPECTED_ERROR.   DEV-368621
In some cases, when a VQL query has multiple pages of results, Vault retrieves the first page but fails to retrieve subsequent pages.   DEV-370342

Documents

Description Issue No.
After deleting a Viewable Rendition, some Linked Document relationships may remain in use.   DEV-178457
When a user checks in a document via Office Online, Vault does not accurately capture changes in file size.   DEV-277386
Inline text attachments are missing as Vault attachments from .MSG files.   DEV-325528
In some cases, Vault does not display annotations when sorting by author.   DEV-328882
In some cases, Vault displays incorrect field dependency rules.   DEV-330415
The document viewer and viewable rendition differ and display content from different versions of the source document.   DEV-330492
In some cases, Microsoft Word™ documents fail to render.   DEV-341002
In some scenarios, merge fields resolve as blank (tokens do not resolve).   DEV-346729
In some cases, a page with a list of font names is added to rendered documents.   DEV-346939
In some cases, Microsoft Word™ documents in Compatibility Mode fail to render.   DEV-349659
Documents with Read-Only protection fail to render.   DEV-351423
Under certain conditions, the hierarchical document type picker may display document types, subtypes, or classifications to which the current users does not have create permissions, resulting in an error upon saving.   DEV-351694
In some cases, the internal structure of renditions includes an extra line preceding the end of file marker in the file trailer.   DEV-352405
Documents fail to render if a user uploads a DOTX file as a new version and attempts to merge fields.   DEV-352584
Under certain conditions, documents may take an inordinate amount of time to load in searches.   DEV-353161
Under certain conditions when creating a binder, users are unable to edit the binder structure due to an unresponsive UI.   DEV-353521
The error message when attempting to delete a document from an archived binder does not contain a reason.   DEV-353820
In some cases, Microsoft Word™ documents with SEQ fields fail to render.   DEV-353885
When adding references to Claim records, users experience an error when selecting anchors with titles that are 135 characters or longer.   DEV-354399
In some cases, bringing forward the same annotation multiple times may result in lost tag values on annotations.   DEV-360256
Vault incorrectly allows the Archive Document and Unarchive Document actions on prior document versions.   DEV-361507
For documents created by bulk API import with unexpected date formatting, for example, 2020-12-4 instead of 2020-12-04, when a user edits another document field, Vault creates an audit trail entry showing an update to the date field where the old and new values are the same.   DEV-361856
In some cases, after rendering a Microsoft Excel™ document, Vault displays text in empty table cells.   DEV-362037
Vault may display an error when attempting to bring forward annotations for documents with certain font configurations.   DEV-362521
Removing the Document Version value from a Claim Reference results in an error.   DEV-362668
Documents do not appear in the Document Change Control “Documents to Be Released” section several days after being added.   DEV-362683
The second time a user brings forward an annotation and selects “Do not bring forward page-level annotations”, Vault does not bring forward the replies.   DEV-362953
After adding a rendition through bulk API to a document with an existing rendition, the Audit Trail incorrectly states that a viewable rendition was successfully added.   DEV-364633
When users Download Notes to export annotations, the Subtype field in the CSV file is blank for sticky note annotations.   DEV-365511
After creating a placeholder and adding content, the size attribute is missing from the Audit Trail.   DEV-366779
In some cases, Vault generates zero byte files when downloading a PDF with annotations   DEV-367323
Documents fail to render if the source document contains invalid merge field content.   DEV-368345
Internet Explorer users experience incorrect cursor focus when adding text annotations to a document.   DEV-368745
In some cases, Vault incorrectly renders citations as bookmarks.   DEV-370039
In some cases, merge fields that are unavailable on the active document type display an error instead of leaving the token blank.   DEV-370235
Attempting to upversion a document results in a server error if the document has target version-specific document relationships with archived documents.   DEV-370249
Collaborative Authoring does not work as expected after a prolonged period of disuse.   DEV-371274
Vault fails to create and render CrossLinks for large documents.   DEV-371684
After updating documents using Vault Loader, Vault does not update the Timeliness document field.   DEV-371926
Empty Microsoft Excel™ worksheets fail to render.   DEV-373986
In some cases, fields do not populate with default values during document classification if DAC is configured on the document.   DEV-374453
In certain circumstances, more than one version of a document may be returned by Vault search as the latest version.   DEV-374550
In some cases, Vault does not render Microsoft Word™ documents with tracked changes enabled as expected.   DEV-374785
In some cases, tokens in letter templates are not populated.   DEV-375767
In some cases, the Where Used view displays the incorrect document count and pagination when the document is associated with archived documents.   DEV-376623
Users may see a previously deleted rendition in the document viewer if the user uploaded renditions manually and the rendition is a protected PDF.   DEV-376631
Bookmarks in Microsoft Word™ documents navigate to the wrong place after rendering.   DEV-377366
When a user without the correct permissions attempts to re-render an annotated document and does not select “Preserve my annotations”, Vault displays an error but deletes the relationships.   DEV-378017
Checking documents in or out may result in performance issues.   DEV-378474
In some cases, Vault does not display images in renditions when images are embedded in Microsoft Word™ documents.   DEV-379849
The filename extension of PDF documents is case sensitive, which prevents PDF files from being displayed in the document viewer if the extension is not exactly “.pdf”.   DEV-380224
When a user navigates to document using a URL containing a version number that does not exist, Vault generates a duplicate “View document” event in the audit trail.   DEV-380249
Microsoft Excel™ worksheets without a header or footer are incorrectly rendered.   DEV-380716
In some cases, Vault fails to render Thai language characters.   DEV-380804
In some cases, there is a delay when adding a new section to very large binders.   DEV-381412
When a user attempts to open a Linked Documents section that contains over 1000 document relationships, a network issue occurs.   DEV-382240
Vault fails to render video files with long duration times.   DEV-382482
In some cases, the “File doesn’t exist in remote but exists in local” error dialog shows the file paths of the file involved.   DEV-383214
After an .RTF file fails to render, Vault displays an “unsupported file type” error message and does not allow the user to re-render.   DEV-384095
Users are unable to upload a viewable rendition of password-protected PDF documents.   DEV-384582
When uploading a rendition, the Upload Rendition progress dialog is missing the header.   DEV-384621
When a user moves an annotation, the annotation becomes unselected and remains unselected when the user clicks it.   DEV-385362
In cases where integrations update binders using the “Overwrite existing bindings if a newer version is available” option, Vault records the update even if nothing has changed.   DEV-385380
Users are unable to upload a video file that is 3 GB or larger using the drag-and-drop action.   DEV-386820
When downloading very large files from Vault, there is a long delay before the download begins.   DEV-389411
In the Select Targets dialog, if a user unselects certain nested targets using the mini-browser, the list under the target document will render incorrectly.   DEV-389731
The Select Targets dialog incorrectly displays long document names that do not contain whitespace.  

Lifecycle & Workflow

Description Issue No.
Initiating workflows has decreased performance.   DEV-361728
In certain cases, the participant selection dialog box may not allow the user to continue when there are ineligible participants selected.   DEV-362565
Vault may display an error when attempting to change a Content Plan object record to a Locked lifecycle state.   DEV-364107
In vaults with the “Atomic Security for Documents: Active Workflow Actions” feature enabled, Workflow Initiators do not have automatic access to actions for active workflows, such as Cancel Workflow or Reassign Task. Workflow Initiators need to have the correct security profile to access these actions, including the Update Due Date action introduced in 20R3 for multi-document workflows.   DEV-364187
In certain cases, the timeline view may not display the most recent effective version of a document if there was a state change by the Change State of Related Documents entry action, or triggered due to removal of documents in a multi-document workflow.   DEV-366073
Vault users’ ability to use a bulk state change action may incorrectly be blocked by the Start Workflow permission.   DEV-367522
After an auto-start workflow is initiated, the task bar loads slowly.   DEV-370986
In some cases, users receive a server error when attempting to “Add Participant” on an active object workflow.   DEV-371769
In some cases, a user may see multiple instances of the same active workflow.   DEV-371943
The error message displayed upon failing to meet entry criteria for a lifecycle state may incorrectly show the state key value instead of the state label.   DEV-372062
In some legacy workflows, when a user executes the Update Workflow Dates action on a workflow task with multiple participants, the workflow task participants continue to receive notifications that the task due date has been updated.   DEV-373480
In certain multi-document workflow configurations, after creating an optional workflow task via Add Participants, the optional workflow may be unexpectedly completed upon completion of a parallel required task.   DEV-374039
If permissions are updated between adding a document to the Cart and starting a multi-document workflow, a user may potentially start a multi-document workflow for documents they cannot view.   DEV-375208
Vault may display a server error when trying to delete a custom object with Atomic Security configured for a field in the object’s lifecycle.   DEV-376007
Vault may display a server error when a record state change triggers a related document state change with failing entry criteria.   DEV-378708
In certain cases, participants added to a workflow with the Add Participants function may not properly receive the workflow task.   DEV-380069
Certain verdict configurations in multi-document workflows may result in unexpected verdicts.   DEV-380491
Vault may not correctly send a notification to the user in the role configured in a Notification step of a multi-document workflow when this step occurs after a State Change step triggering the Set new major version entry action.   DEV-387906
When a lifecycle state contains the same user action more than once, the state’s Atomic Security page may not load properly.   DEV-390756
When some lifecycles have duplicate names and identical states, Vault is unable to generate Atomic Security for user actions in those states.   DEV-391335

Localization

Description Issue No.
Labels in the Controlled Copy Download action dialog have an incorrect Japanese translation.   DEV-348888
When using Bulk Translation feature for Notification Messages, Vault may incorrectly export some tokens in an incorrect format.   DEV-355499
Some labels in multi-document workflows may not correctly show translated text.   DEV-366623

Multichannel

Description Issue No.
The Create Email Fragment user action is not available to users with the External User license type.   DEV-328973
When a user uploads a Strict Open XML Presentation file to a Multichannel Presentation binder, Vault sends a failure notification that does not specify that the file type is not supported.   DEV-339112
When users select Create Presentation, Vault does not copy fields from Multichannel Presentations to Multichannel Slides.   DEV-343533
Under certain circumstances, users without the Edit Fields permission cannot create a new version of a document.   DEV-381058
Users experience a server error when approving Multichannel slides.   DEV-395532

Objects

Description Issue No.
Adding a long-text field to a high-volume object may fail due to improper indexing.   DEV-346203
When setting an object type-specific field default, Vault sets the default field value for inactive fields.   DEV-353908
In scenarios where unique values do not make sense, selecting the “Values must be unique” option on an HVO object’s document reference field causes a server error. Instead, the error should tell the user why this option does not make sense.   DEV-357102
In some cases, attempting to create a Deep Copy of a secured parent object record causes an unexpected error.   DEV-364684
In some cases, a Content Plan may incorrectly show that an EDL Item is still in progress after it has completed.   DEV-367481
In some cases, EDL Item continuous matching is not triggered when a document is updated.   DEV-368552
In some cases, users cannot save a field value which contains an apostrophe.   DEV-371408
Vault does not populate values for some Lookup fields on object record detail pages.   DEV-382396
Users may require Read access on object fields in order to edit user profile fields that are configured as editable in the profile layout configuration.   DEV-384333
When deploying a migration package, deleting a field used in a default value expression via MDL and then viewing the Object Types tab results in a server error.   DEV-386256
Under certain circumstances, when users encounter an “SDK_ERROR:OPERATION_FAILED” error when querying a high volume object record, the error message suggests their changes will be reverted but the changes are committed instead.   DEV-387515
If the first field a user edits on their user profile is a text field, long-text field, or rich-text field, the Save button does not become enabled until the edited field loses focus.   DEV-389037
When a user attempts to edit a controlled object reference field in bulk, it remains disabled even if the user edits all controlling fields.   DEV-389100

Performance & UI

Description Issue No.
In some scenarios, the hover tooltip text for Auto Managed Groups appears in the top-left of the page.   DEV-274380
Automated Image Rendition Density is defined in pixels per cm, rather than pixels per inch.   DEV-300499
Under certain conditions, Related Object and Document sections may take an inordinate amount of time to expand.   DEV-341914
Accessing a Safety case record may take longer than expected because the initial load includes data from collapsed sections.   DEV-347010
Expanding or collapsing a related object section has decreased performance.   DEV-347552
Under certain conditions, users are unable to start a workflow action.   DEV-351813
Some vaults may experience slowness or data errors for PDF and InDesign renditions due to a configuration error.   DEV-353348
Pressing the Page Down key on the document viewer may cause the page to continuously scroll up and down.   DEV-356399
In some cases, hovering over a group label may display an incorrect count of members.   DEV-357563
When a user receives the error “Another record has the same value” when editing a picklist, the error message is displayed twice.   DEV-360296
In some cases, inline editing a cell on an object record page may freeze the page, making other actions impossible   DEV-360594
In some cases, Vault errors when attempting to display a user group with a very large number of members (3,000+ members).   DEV-362855
Custom object notifications sometimes have missing values for tokens for some users   DEV-365458
The “Back to previous page” link does not work as expected.   DEV-365921
In some cases, the My Vaults page fails to load.   DEV-368760
When viewing all records for a custom object, extremely large numbers of records (1.5 million+) may take a very long time to display or timeout without displaying.   DEV-370585
In some cases, Vault does not track the Avg Time Login performance statistic.   DEV-371091
Notifications for Vault Loader jobs are missing bullets when viewed in Internet Explorer 11.   DEV-371996
Updating relationships related to a document version during a state change may have slow performance when there are many relationships.   DEV-376014
When used in notification templates, Rich Text field values display as plaintext, including HTML tags. In 21R1.0, Rich Text fields will still display as plaintext, but without any HTML markup.   DEV-378613
In some scenarios, Long Text fields do not display hovercards.   DEV-386598
Fonts and icons are larger in size on some Admin pages.   DEV-387099
If a report contains duplicate prompts and a user attempts to run the report from a dashboard, Vault displays a “Server having problems” error.   DEV-389030
On the user details page, section help icons (?) are mispositioned.   DEV-389231
Vault may take longer than expected to execute Multi-Pass workflow reports.   DEV-390478

Quality

Description Issue No.
E-learning files may not play in the Safari browser without the ‘Prevent cross-site tracking.’ setting disabled.   DEV-315852
In certain cases, Vault displays a server error instead of a detailed error message when a user attempts to view a Training Assignment without the necessary permissions.   DEV-348519
In some cases, moving documents associated with a Training Assignment to Steady state does not issue Training Assignments as expected.   DEV-352857
In some cases, the Sibling Check Related Record State Change entry action may trigger unexpectedly if there are large numbers of related records.   DEV-354626
Vault cannot launch e-learning content in Internet Explorer 11 browsers.   DEV-365048
Document icons may not correctly appear in related document sections on Training Assignment or Training Requirement Impact Assessment object record details pages.   DEV-366755
In certain Substitute Training configurations, a substitute training assignment which should be canceled may not be correctly canceled by the nightly Update Training Assignments job.   DEV-368030
Admins can assign the Learner license type to users in vaults where Vault Training is not enabled   DEV-368735
In some cases, the Learner Homepage may fail to completely load.   DEV-369388
In Vault Training, the entry action for Training Assignment records sometimes does not copy all fields.   DEV-371201
Users are unable to open Facilitated Training Request records if they contain formula icon fields   DEV-374990
In certain cases, Vault may not correctly close a Document Change Control when it enters a state with the Check and Close Multi-Document Change Control entry action configured. This primarily occurs when a document is added to the Documents to be Made Obsolete section of a Document Change Control and a new version of a document is created and then deleted prior to the entry action executing.   DEV-375591
In Vaults using the Preview E-Learning Content user action, Vault comparisons may report an unexpected discrepancy due to XML values which differ between individual vaults.   DEV-378874
Some SCORM 2004 e-learning content does not play as expected with the Preview E-Learning Content action.   DEV-379257
In Vault Training, E-learning videos do not play on iOS (iPad, iPhone).   DEV-381236
In vaults using the Audit Program Planning feature, Vault may not correctly populate the Quality Team for additional Audit records after the first created from a Proposed Audit record.   DEV-382251
In circumstances where multiple Training Assignments have been created from a Training Requirement, removal of that Training Requirement from the relevant Curriculum may not correctly cancel all of the affected Training Assignments.   DEV-384792
The self-registration page for classroom training may not correctly sort available classes by date.   DEV-385462
In vaults using Prerequisite Training, under certain circumstances, a Training Assignment may not appear as expected in the Add to Class Roster dialog.   DEV-385546
The “incomplete team” warning icon in a Quality Team section may be misaligned.   DEV-386185
When Admins attempt to save changes to custom user actions in the TA Checklist object lifecycle’s Passed state, Vault displays an error dialog and fails to save the changes.   DEV-387178

QualityOne

Description Issue No.
Vault Owners are not receiving the appropriate error message and are unexpectedly taken to the checklist page.   DEV-364618
In some cases, the Update Training Assignments job may fail without providing a useful error in the job log.   DEV-365556
In some cases, Vaults without QualityOne Training are able to create users with the learner user license.   DEV-371014
When an existing NCR record has a blank value for “Add Image Carousel”, Vault returns a “Server having problems” message when trying to access the record.   DEV-375436
When creating a record with no Quality object reference while including CAR, NCR, and/or HSE Events, users receive an unclear error message instead of the intended error message.   DEV-378513
When an Admin configures the Comment Setup tab as a sub-tab, the status is set to “Inactive” by default.   DEV-384378
Loading checklists may have slow performance when there are many sections and questions per section.   DEV-386381
Users are unable to complete a checklist review when navigating directly to the Audit Checklist Review page.   DEV-390772

QualityOne Mobile

The QualityOne Mobile release is targeted for tentative availability on April 27, 2021.

Description Issue No.
Some fields on the Purchase Order object are inactive.   DEV-365226
When deleting an NCR record, users receive an unclear alert instead of the expected confirmation text.   OLS-1229

Regulatory

Description Issue No.
Vault incorrectly reports link and bookmark PDF rules for older published documents rather than the most recent published document.   DEV-254217
In some cases, Vault reports PDF rules after continuous validation jobs even if there is no matched document.   DEV-257929
Vault doesn’t update tracking fields when a user removes a matched document from an inactive Content Plan Item record in the Hierarchy Viewer.   DEV-301515
For EU submissions, the 1.3.1 section of Module 1 does not display correctly in the published binder.   DEV-331229
During the Create Content Plan, Update Content Plan, Split Content Plan, and Update Token actions, Vault fails to replace some periods with hyphens.   DEV-339782
Vault does not publish some Vault links when users match source documents to content plan items that are initially publishing the submission.   DEV-341238
Users experience slow performance after running the Create Related Records wizard when constraints are configured on join objects.   DEV-345236
If a source document is matched in separate submission content plans for different regions, continuous publishing does not always publish links if the link target exists is only one of the submissions.   DEV-348656
Vault performance is slow when creating or updating many records from the Manage Registered Details wizard.   DEV-350357
After users unlock a previously locked matched document, continuous publishing does not publish links in the latest document version.   DEV-350527
After applying an advanced filter in the Submissions Archive Viewer, when users open a document, Vault navigates them to the Notifications page.   DEV-351995
Applying column filters for some field types in the Content Plan Hierarchy Viewer results in a Vault error.   DEV-353561
In some cases, Vault cannot render or re-rend the Index XML file properly.   DEV-355621
When updating registration fields in the Manage Registered Details wizard, users cannot update custom document reference fields.   DEV-358348
In some cases, the removal of manually matched documents fail and result in an error while the daily automatching job is running.   DEV-358364
In the Gateway Submission dialog, Vault includes Correspondence documents in the count of files being submitted.   DEV-358375
Vault does not resolve permalinks correctly after published documents have been merged.   DEV-359651
After users delete a Content Plan section or Content Plan Item and continuous publishing runs, Vault fails to delete the related Submission Validation Result records.   DEV-359731
When Submission Contact join records only have the Full Name field populated, the Submission Publishing job fails and Vault creates the binder with placeholders for the XML files.   DEV-361165
Users can import submissions via the API using incorrect folder paths.   DEV-361515
After submitting XEVMPD data to the EMA, Vault does not receive acknowledgement responses.   DEV-362199
Create from Document jobs in RIM vaults do not complete as expected.   DEV-362362
Validation rule CA F09 fails for some sequence descriptions.   DEV-362498
In RIM Submissions or RIM Submissions Archive vaults that had the RIM Registrations application added later, the Registration Data Verification workflow is missing.   DEV-363293
When users run the Create Related Records wizard, Vault sometimes names newly-created Regulatory Objective records incorrectly.   DEV-363297
In some cases, submission removals fail.   DEV-364623
Vault does not populate Archive Sections correctly when concurrent submission imports occur.   DEV-365740
In some cases, submission files don’t appear in the Submissions Archive Viewer after import.   DEV-365931
When replicating Content Plan sections, Vault does not propagate blank values on join records.   DEV-366346
In some cases, Sequence IDs with hyphens causes continuous publishing to fail.   DEV-367255
Vault sometimes handles missing nodes improperly when determining the content plan hierarchy path.   DEV-367309
Users sometimes see a server error when attempting to import a submission ZIP file.   DEV-368111
When validating the US Form filename as part of US 5029, Vault expects no characters to exist before the form number.   DEV-368618
While generating Product Data Messages, Vault fails to load an XML attachment and message number if the Product Report Item’s Language Code field is blank, causing the XEVMPD submission to fail.   DEV-369059
The Manage Registered Details wizard does not allow the addition of new Registered Product records that contain a comparator product to an Investigational Product registration that has a different non-comparator product.   DEV-369419
Permalinks to Submissions Archive content are not resolved if the published version is deleted.   DEV-370910
When Dossier Formats are defined, Vault does not load STF files to the correct folders during submission import, and users see warnings in the import notification.   DEV-371068
An error occurs when users export the Excel Tree with All Descendants from a content plan that contains placeholder documents after adding the Matched Document Size column in the Content Plan Hierarchy Viewer.   DEV-372121
Users cannot add a Unit of Presentation into a denominator when working with XEVMPD data.   DEV-374164
Some submissions imported through Vault File Manager get stuck in the TRANSFER_INITIATED status.   DEV-374543
The audit trail does not include an entry for the user who initiates a submission import via Vault File Manager.   DEV-374784
After an Admin disables the Show Correspondence in Viewer setting, correspondence folders still appear in the Submissions Archive Viewer and when users export the submission.   DEV-375418
Users can proceed in and complete the Create Related Records wizard without populating required fields, even though Vault cannot create the new records.   DEV-376644
When a matched document contains a link targeting another matched document, continuous publishing does not up-version the source document when the document containing the link target moves from inactive to active.   DEV-377931
An extra Actions menu appears on the right side of the screen when users hover over module sections in the Submissions Archive Viewer.   DEV-378258
In some cases, publishing jobs take longer than expected to complete.   DEV-379033
In some cases, users see unexpected leaf node warnings in the submission import notification, and some documents don’t appear correctly in the Submissions Archive Viewer.   DEV-379716
The EMA rejects XEVMPD messages that contain the GB country code due to Brexit.   DEV-379815
Enabling the Enable Submission based Viewer Filters setting on the Application Settings page does not remove values from the object reference fields used for submission metadata mapping.   DEV-379975
Errors occur on submission imports when an Admin enables the Show Correspondence in Viewer setting but doesn’t select a Document Type.   DEV-380364
When the XML Operation is set to Delete on a link target document, Vault publishes the target document as a placeholder but does not remove the link on the source document.   DEV-380746
The Registration Wizard Job In Progress notification template is missing from some vaults.   DEV-381039
In some cases, the Merge PDF action fails, and Vault publishes all files separately rather than creating a single merged PDF.   DEV-381115
During continuous publishing, Vault does not report Rule US5200 correctly.   DEV-381961
The Truncate Cell Text and Wrap Cell Text options do not work correctly in the Content Plan Hierarchy Viewer.   DEV-385166
The “RMS Integration and Synchronization” job title does not appear on the Job Definitions page.   DEV-385467
Users cannot filter on the Notes field on the Content Plan or Content Plan Item objects in the Content Plan Hierarchy Viewer.   DEV-385476
Vault incorrectly replaced periods within tokens, causing the tokens to no longer be valid when running the Update Tokens in Field action.   DEV-385916
The Manage Registered Details wizard does not launch the registration verification workflow or capture changes in the Unverified Data object if document fields are required on the registration details or registered details.   DEV-390890
The user running a Configurable Impact Assessment Report is added to the report copy as a Viewer instead of as an Editor.   DEV-391403

Reporting

Description Issue No.
For dashboards that include multiple reports with run-time inputs, Vault does not combine run-time inputs for Created By and Last Modified By fields in the dashboard inputs.   DEV-338920
In some scenarios, the date formal displayed in a report’s List View is different than the date format displayed when the report is exported to Excel.   DEV-357210
Excel files are corrupted or incorrect if the Excel formula includes the characters “<” or “&”.   DEV-358374
In some cases, Excel files with pivot tables cannot be uploaded as report templates.   DEV-361536
In some cases, attempting to save a matrix report with conditional fields results in a server error.   DEV-362363
Exported reports with the “Fit PDF export columns to one page” option enabled are longer than one page.   DEV-369993
In some cases, running an existing flash report results in an “Empty Cache” error.   DEV-376271
In some cases, users encounter a server error when running Multi-Pass reports with objects containing Rich Text or Long Text fields when the Include full text for long text fields or Include full text for rich text fields export option is selected.   DEV-383820
In certain scenarios, users cannot delete reports.   DEV-386111

Safety

The Safety release, including all Platform known issues, is targeted for tentative availability on April 15, 2021 & April 23, 2021.

Description Issue No.
When the Evaluate Reporting Obligations action runs on a follow-up Case that triggers the EMA Downgrade Serious to Non-Serious reporting rule, the Submission Reason field is incorrectly set to Initial instead of Follow Up, unless the prior version of the Case is a SUSAR.   SAF-14596
When a reporter questionnaire template has a Combination Product, added either under a Watchlist or through MedDRA Criteria, Correspondence records are not generated for Cases with that Combination Product. Note that questionnaire templates associated with any Product Constituents on the Case will still be generated.   SAF-15991
Vault Safety does not currently support mapping MHRA E2B Dose Form IDs to the Dose Form Controlled Vocabulary.
As a result, when importing dose forms from an MHRA E2B R2 file, the resulting Case Dose Form field is populated with the dose form ID number. The IDs are imported and exported successfully, but the descriptive dose form name is not visible.
 
SAF-16105
After selecting Show More on the Source Data pane, the header is not displayed on the pop-up for the following sections:
  • Patient
  • Detail
  • Custom sections
 
SAF-16368
E2B acknowledgment message (ACK) filenames are being generated inconsistently. Single case E2B ACKs are being named with the format unique_ID.filename-ACK.xml, and multi-case E2B ACKs are being named unique_ID-ACK.xml. This issue does not impact the contents of the ACKs.   SAF-16520
When importing an E2B file containing multiple ICSRs, if one of the cases results in an error, an Inbound Transmission for that single case is not generated. Users are notified when there is an error with the E2B import. The top-level Inbound Transmission for the E2B file containing multiple ICSRs is still generated.   SAF-16856
In Vault Safety 21R1.0, the Multi-Case E2B Import via API/AS2 enhancement can be enabled by request only. This feature will be automatically enabled in a future release. Contact Veeva Managed Services to request this feature.   SAF-17216
In Vault Safety 21R1.0, the VAERS Certification enhancement can be enabled by request only. This feature will be automatically enabled in a future release. Contact Veeva Managed Services to request this feature.   SAF-17234
In vaults with an inactive custom Drug Role Controlled Vocabulary with an E2B code of 1 (suspect), you cannot promote AERs to Cases.
Workaround: Change the inactive Drug Role Controlled Vocabulary to deprecated and rerun the Promote to Case action.
 
SAF-17288
System-generated E2B(R2) acknowledgment messages (ACKs) are not populated with any value in the M.1.4 Message Number field.   SAF-17334
When receiving a multi-case E2B(R3) from an AS2 gateway transmission, Vault Safety creates the AERs but does not currently generate and transmit an acknowledgment message (ACK) back to the sender.
The ACKs for the individual cases within the E2B message are still generated. However, these individual ACKs are added to a Base Transmission object type instead of Inbound Transmission.
 
SAF-17389
When an E2B file containing a single ICSR is imported successfully (including successful with warnings) using the Create AER from Document vault user action, two Message Acknowledgments (ACKs) are generated.
One ACK is correct, indicating the message was successfully parsed (transmissionacknowledgementcode = 01). The other ACK is incorrect, indicating that the message cannot be parsed (transmissionacknowledgementcode = 03).
Workaround: To email the ACK for the imported E2B, use the ACK with transmissionacknowledgementcode = 01 and ignore the other ACK.
 
SAF-17428
The Vault Safety CIOMS I field label for “7 + 13 Describe Reactions” displays [Lower Level Term], including when a vault has been updated to use MedDRA Preferred Terms (PTs) instead of LLTs.   SAF-17762
The PADER Non-Primary Suspect Product Report currently requires a custom field (event_meddra_pt__c), that was added to the Vault Safety template in a past release. Vaults created from a prior version of the Vault Safety template do not have this field unless an admin manually added this field to the Case Adverse Event object and page layout.
Vaults that do not have the event_meddra_pt__c field cannot generate the PADER Non-Primary Suspect Product Report. Also, if you select this field in the PADER Documents to Generate field, the PADER enters the Error state.
Other PADER reports are not impacted by this issue and continue to generate successfully.
 
SAF-17768

Search & Filter

Description Issue No.
Vault includes Version Description field values in query fields for document searches, resulting in unexpected search results.   DEV-352349
Picklist filter lookups match the first term only.   DEV-353605
When a user exports the contents of a dynamically-generated object record tab, Vault does not apply all Related List filters to the export.   DEV-354967
Users are unable to create configuration reports in vaults where CJK Optimized Object Search is enabled.   DEV-363142
Users are unable to create dashboards in vaults where CJK Optimized Object Search is enabled.   DEV-364227
When choosing a date with the date picker (calendar icon) for Filters in the “Search {object record}” dialog, the date value entered into the field is one day before the date chosen on the calendar. Users must select the date twice to get the correct the date.   DEV-378800
Under certain circumstances, when a user attempts to filter a custom object tab using a Lookup field, the Advanced filter mode does not show the correct field values.   DEV-380476
When users attempt to remove a filter from a saved view of Expanded Search results, Vault continues to apply the filter.   DEV-383772
When users attempt to modify a search on a Related Documents tab, Vault displays a “Page Not Found” error.   DEV-384775
On Expanded Search results pages, Vault displays a related-object filter in the Advanced Search dialog when it should not.   DEV-385543
For users with a preferred language other than English, the Actions menu for Expanded Search results does not include an Edit Columns button.   DEV-385970

Security

Description Issue No.
In certain cases, when adding a role to a document’s sharing settings, Vault may incorrectly display role selection choices from a lifecycle for a previous version of the document.   DEV-352021
Under certain conditions, permissions for an inactive user may not function as expected.   DEV-353881
Some users are not automatically added to groups based on their security profile.   DEV-363066
In some cases, Vault may display a server error when saving changes to object permissions in Permission Sets.   DEV-364161

Site Vault

Description Issue No.
In some cases, SiteVault is unable to transfer a previously transferred connected study document if the document type is reclassified with auto-naming disabled.   DEV-360879
In some cases, not all available studies are displayed when accepting a Connected Studies agreement.   DEV-389137

Vault File Manager

Description Issue No.
Uploading Large Size Asset renditions via Vault File Manager silently fails if the filename length exceeds 197 bytes. In 21R1.0, Vault will show a proper error message if the filename exceeds 197 bytes.   DEV-382713
Using Vault File Manager to upload very large files (10+ GB) may fail.   DEV-389165

Veeva Claims

The Veeva Claims release, including all Platform known issues, is targeted for tentative availability on April 27, 2021.

Description Issue No.
In some cases, users receive a server error when creating a generic comment.   OLS-1324
Users receive a server error and the Pack Copy Hierarchy Viewer does not display any records when Picklist values used in the viewer are inactive.   OLS-2191

Veeva Clinical Network

Description Issue No.
In some cases, users see a Page Not Found message after sending a document package to a Study Site.   DEV-366638
Vault does not prevent the Send Agreement Invitation entry action from creating Agreements for Sites with no organization or whose organizations have missing or invalid USN values.   DEV-367526
In some cases, Study value metadata is transferred from SiteVault vaults to Clinical Operations vaults for studies that do not have active Agreements.   DEV-368720
In some cases, Distribution Tasks fail to move to the Sending state and documents cannot be transferred.   DEV-370138
Vault creates duplicate documents when transferring multi-site documents from Site Vault Enterprise vaults to Clinical Operations vaults.   DEV-371561