Release Date: April 14, 2023 & April 21, 2023


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: June 9, 2023

Admin

Description Issue No.
Under certain conditions, system-owned users appear in the group membership edit page.   DEV-556329
Vault does not display the lock icon next to locked tabs on the tab collection detail page.   DEV-559887
Users experience a "Server having problems" error when saving edits to Vault Token records.   DEV-570720
Vault may fail to generate configuration reports with atomic security components.   DEV-572419
Under certain circumstances, Vault may display conflicting success and error notifications after an admin inadvertently deployed the same configuration migration package.   DEV-572842
In some cases, non-Vault Owners may be able to enable “Audit data changes” in an object that contains records.   DEV-573738

Authentication

Description Issue No.
Unsupported password characters work via API Call but not through the UI.   DEV-559580

Clinical Operations

Description Issue No.
When Override Payee is enabled, Vault overrides the Override section and allows users to save Fees even if there is a mismatch between the Total Fee Amount and the sum of the override payees.  Issue published in error DEV-530563
In some cases, running the Save Object Record, Delete VOF Record, Update Study Person Record, or Delete Study Person Record action against the Study Person object takes longer than expected.   DEV-542639
Transfer failure records are not created for the Study Site when the the Study Country does not transfer successfully.   DEV-552235
Transfer failure records are not created when referencing a country__v record that only exists in the source Vault but not the target Vault.   DEV-552650
In some cases, the CDMS to Clinical Operations connection job takes longer than expected to run, resulting in failure of related jobs.   DEV-555900
In some cases, when Payable Items generated for a single Fee with a Holdback are modified and the Generate Payable Items action is re-run, Vault fails to correctly update the Payable Items and their Related Holdback Items.   DEV-560951
In some cases, when users update the Study Hierarchy Fields on a document with tasks and navigate back to the document's tasks, the filters for Study Hierarchy are not updated accordingly.   DEV-561150
In Vaults using the Study Training to Clinical Operations connection, target CrossLinks in the Study Training Vault may be up-versioned unintentionally if a Study Training Connection Event was re-processed.   DEV-563091
Under certain circumstances, Vault incorrectly allows multiple Study Organization records to be set as the primary payee for a Study Site when there are no existing Study Organizations for the site.   DEV-567840
The Study Training to Clinical Operations connection CrossLink sync may fail during create draft or state change operations when attempting to sync large sets of CrossLinks.   DEV-568855
Vault does not display the expected error message when a user attempts to create a new draft and the product linked to the document's study is no longer valid.   DEV-570869
When users import documents using Vault Loader, and have EDL items with milestones that match those documents, Vault does not automatically update the milestones on the imported document.   DEV-571206
Under certain circumstances, site users may experience server errors after selecting a Study from the Tasks widget on the Site User homepage.   DEV-573882
Vault incorrectly displays the envelope icon in the Notifications section of the Home tab.   DEV-574813

Commercial

Description Issue No.
After enabling the new Portal interface, widget order in legacy Portals appear to shift.   DEV-559520
In some cases, Vault incorrectly populates Text Assets' (Claims and Reusable Text) Lifecycle Status fields on Approval Documents with the API name.   DEV-561131
Rather than failing the operation, Vault successfully generates Correspondence Letters where required fields are missing.   DEV-561269
Vault may fail to update widget statuses in the new Portal UI when updating Document widgets.   DEV-575266
In the new Portal UI, when editing a Portal Document widget, if the "+ Add Document" button is selected before all document cards load, only the newly selected documents persist.   DEV-575941
In rare cases, users experience a server error when navigating to the Modular Content document panel on documents with data and image modules.   DEV-576417

Developer Features: API

Description Issue No.
Using the API to match documents to EDL Items fails unexpectedly with a message that the resource is inactive or does not exist.   DEV-572105

Developer Features: SDK

Description Issue No.
When the Vault Java SDK Debugger is running, Vault throws an error when executing custom SDK code that uses the RecordService interface.   DEV-544018
In some cases, when a user attempts to delete a document configured with a custom BEFORE_DELETE trigger, Vault returns an unexpected error rather than a more helpful "Unable to Delete Document" error.   DEV-558900
When the URL is null, the message stays in the queue and retries. Instead, null messages should be removed without retry.   DEV-560744

Documents

Description Issue No.
In some cases, after Vault creates a document from an email, users see a "Document not found" error when attempting to open the file from their Document Inbox.   DEV-556144
In some cases, using the Google Drive integration results in server errors if the Vault's name includes special characters.   DEV-560171
In some cases, Vault fails to display certain document relationship types in the Entry Criteria dropdown menu during Document Lifecycle State configuration.   DEV-562022
Under certain circumstances, Vault fails to render XLSX files.   DEV-565272
In rare cases, Vault fails to apply overlays to all applicable pages in a document.   DEV-570298
Under certain circumstances, Vault fails to render large Adobe InDesign Packages   DEV-572878
In some cases, Vault does not display binders created from a Submission Content Plan in Library search results.   DEV-574089
When the "Restore placemarks on brought forward annotations" setting is disabled, Vault may fail to persist references to Claims in Claim Link annotations, and may not update the Where Used view.   DEV-575385
After users sign a document and it moves into the Steady State in which they do not have the View Document permission, Vault intermittently generates the eSignature page while updating the audit trail with the message "Signature page failed to generate." Vault will generate the eSignature Page the next time a user with the appropriate access views it.   DEV-576222
After users sign a document via workflow and it moves into the Steady State, Vault may not automatically generate the eSignature page. Vault will generate the eSignature Page upon the next request.   DEV-576718

Lifecycle & Workflow

Description Issue No.
Deleting document lifecycles may take longer than expected.   DEV-561002
In some cases, users may receive a validation error when starting a single-object workflow and see a misleading error message.   DEV-575971
In some cases, starting a workflow displays a participant validation error when the user included in the workflow is not a member of any Vault group.   DEV-577508

Medical

Description Issue No.
Vault fails to pull Medical Inquiries from Veeva CRM using a scheduled Pull job when the job owner is a user group.   DEV-558458
While creating Case using the OpenData connection, Vault may fail to display results while searching for a Case Contact record.   DEV-567113
In the new Portal UI, when editing a Portal Document widget, if the "+ Add Document" button is selected before all document cards load, only the newly selected documents persist.   DEV-576603
Vault may fail to update widget statuses in the new Portal UI when updating Document widgets.   DEV-576633

Objects

Description Issue No.
In some cases, the email log does not show translated exception details.   DEV-528825
If an email to Vault has two attachments with the same name but different contents, Vault may upload only one version of the attachment.   DEV-537288
If a custom record action is only available for certain states, Vault only blocks the page briefly as it executes the action and interrupts any subsequent user activity when the action completes.   DEV-540597
When a rich text field on an object enables Contains Protected Health Information (PHI) or Personally Identifiable Information (PII), users are unable to create new records with a value in the rich text field.   DEV-545732
When a high volume object has a related object section for another high volume object, Criteria VQL filters are not applied to the corresponding dynamic tab.   DEV-551179
Users cannot delete EDL records with 100 or more outbound fields.   DEV-554975
If a user creates a record through the Copy Record action, the inline error message "This email already exists" does not show unless the user clicks on the Email field.   DEV-558543
When records exist for a deleted User Task object, Vault displays a server error on the My Tasks and All Tasks pages.   DEV-570036
Vault may send emails to addresses on the Email Suppression List if the addresses are entered in a different case.   DEV-571250

Performance & UI

Description Issue No.
When users filter on lookup fields in custom tabs, Vault fails to display matching records.   DEV-532221
Under certain conditions, Query Field on an Integration Rule do not display properly.   DEV-535988
In some cases, emails with non-Latin characters sent to Vault have incorrect content in the email body.   DEV-539608
Deployment of migration packages may fail to create lifecycles for high volume objects that exist in the target Vault.   DEV-555009
Users are able to input more than the maximum 750 characters into the search bar when adding object references.   DEV-556180
Audit trails may not accurately display delegate actions performed within multi-record workflows.   DEV-559983
Users using Firefox as their browser may not receive the "Some filters are no longer available" warning.   DEV-559985
Certain components present in the target Vault may be displayed as missing when deploying migration packages, resulting in blocked steps.   DEV-564567
On the My Vaults page, if the list of Vaults is on page 2 or greater and a user applies a filter resulting in only one page, Vault shows "No items found."   DEV-565083
Vault may fail to remove a user task from the task view upon completion.   DEV-570016
In some cases, users receive a network issue message when attempting to inline edit a field in the grid view.   DEV-573166
The Business Admin > Picklists drop-down menu does not include a tooltip with the picklist name (e.g., activity_type__c).   DEV-574393
Vault fails to resolve numeric field tokens in notification templates.   DEV-576070

Quality

Description Issue No.
In certain circumstances in Validation Management, Vault may not display an error message when a user attempts to save a step in the Test Authoring interface without all required fields populated.   DEV-534696
Vault may display an error when a user attempts to create a Duplicated Record Check with an Inactive status and defined object match criteria.   DEV-544291
Vault may display a blank page when attempting to remove a user from a Quality Team role membership with the backspace key in the "Manage Invalid Team Members" dialog.   DEV-550767
In Vault LIMS, inputs may incorrectly be cleared when adding a sample to a test.   DEV-556479
Some state types may incorrectly be duplicated or share the same label.   DEV-556664
In some cases, the Application Role or Security Profile field may incorrectly display as required but incomplete when attempting to save a QMS User Template.   DEV-557037
In Vaults using the QMS-RIM connection, in some cases, the system may create duplicate Impacted Country records after performing the Update QMS Details action.   DEV-557601
In the Risk Builder, an input box may incorrectly remain after switching to View mode.   DEV-560698
In some cases, the Risk Builder may incorrectly display no steps when using the "All" steps view option.   DEV-560805
When using the QRM Risk Builder, Vault may incorrectly display an error when a user without Admin permissions attempts to copy or save a Risk.   DEV-561968
The Related Root Cause Analysis Item field may incorrectly be editable on manually-created Root Cause records.   DEV-564495
Vault may incorrectly display errors when a user without permissions to update the Risk Matrix field attempts to make changes in the RIsk Builder.   DEV-564662
In cases where a Learner has failed a class, then been added to a new class, the Learner Homepage may fail to display properly.   DEV-566744
In Validation Management, Vault may display an error when a user types "All" or "Not Challenged" into the Filter Requirements dialog.   DEV-570708
In Vaults using the QMS to RIM connection, transactions may be marked with an incorrect status when certain combinations of failures and successes are processed together.   DEV-570715
In some cases, Vault may display an error when attempting to create FMEA Risk Events.   DEV-572631
On the Training Dashboard, Vault displays a Page Not Found error when a user attempts to view tabs which have been inactivated.   DEV-573121
Under certain configurations on custom Risk object types, Vault may incorrectly display an error when a user populates the Severity, Occurrence, and Detectability values.   DEV-576377
In some cases, the “Resubmit Spark Trigger” User Exception Item may not function correctly for the QMS - RIM Connection.   DEV-579370

Quality & QualityOne

Description Issue No.
Some users experience an error when attempting to create a related Sample record on a Batch record.   DEV-553133

QualityOne

Description Issue No.
In some cases, users may receive a server error after changing a draft of a source document to the "Effective" state.   DEV-560208
In some cases, users receive an unclear error message when triggering the "Delete Finding for Disabled Response" entry action on the Audit Checklist record.   DEV-565290
In some cases, users receive an inaccurate error message when attempting to create a HACCP Plan Process Step Connection object record with an empty Input Step or Output Step field.   DEV-565488
In some cases, Vault displays a server error when attempting to run the "Delete Inspection" action on an Inspection record with no related child records.   DEV-566722
In some cases, Vault displays a blank page when attempting to view the Control Charts.   DEV-574456
In some cases, the display on the Create HACCP Plan Design from Design action dialog does not update properly if a user’s permissions change while they are entering information into the dialog.   DEV-574599

QualityOne Client Applications

The QualityOne Client Applications release is targeted for tentative availability on May 2, 2023.

Description Issue No.
QualityOne Audit Checklist Mobile: Tapping the Refresh button from the list of checklists incrementally scrolls the list upwards.   OLS-16432
QualityOne Audit Checklist Mobile: The Sign Out button is missing from the Vault selection section.   OLS-16889
QualityOne Audit Checklist Mobile: There is no sign out confirmation when users attempt to sign out of the application.   OLS-16890
QualityOne Mobile for iOS: In some cases, the application may close after attempting to open it.   OLS-17077
QualityOne Audit Checklist Mobile: Users are unable to upload an attachment from the iCloud Drive®.   OLS-18943

Regulatory

Description Issue No.
In some cases, the notifications for the Update Content Plan and Update Global Content Plan actions do not specify the constraints excluded during the update.   DEV-538745
When users drag and drop Active Dossier records into the viewer and do not populate the Product field with the Inactive Ingredient field, Vault does not display the created records in the viewer.   DEV-544331
In some cases, Vault does not execute Rule 5200 on incoming links during continuous publishing.   DEV-550919
The Quality to RIM Vault Connection does not create Event records in RIM when the QMS-RIM Integration and associated integration points are inactive.   DEV-551858
When a matched source document includes Vault annotations to permalinks to multiple targets, on-demand publishing does not up-version source documents and resolve the link if a target document is updated.   DEV-552009
When managing registered details, users receive a network issue error on the Summary page when attempting to submit updates to ~17K Registered object records.   DEV-553502
If the Submissions Archive application is disabled and re-enabled by Veeva in a RIM Vault, the Submissions Archive Application Settings are disabled but not re-enabled.   DEV-554437
When users apply a saved view in the Active Dossier viewer, Vault does not populate the Product Family filter, and the Product Family picklist is blank.   DEV-555308
When users expand a section in the new Submissions Archive Viewer, Vault does not display the loading icon.   DEV-556946
When splitting Activities, Vault does not Regulatory Objective Product Characteristic and Regulatory Objective Packaging Characteristic records if the Enable Application Relationships and Exclude Submission Lifecycle States application settings are enabled.   DEV-564870
When pulling Regulatory Objective data to a Submission, Vault does not create Product Characteristic join records.   DEV-566421
Within the M5 STF section, running On-Demand Publishing can result in binder leafs in a different order than the Content Plan Items are displayed.   DEV-566749
Users without read access to the Submission Metadata object are unable to apply filters in the new Submissions Archive Viewer, and the viewer displays but does not allow users to select Submission related objects in the Submission filter.   DEV-567129
Users without read permission to the Submission Metadata object receive an error when attempting to view document and leaf hovercards in the new Submissions Archive Viewer.   DEV-567266
When viewing documents in the new Submissions Archive Viewer in Safari or Firefox, users intermittently receive a server error if the viewer does not have any applied filters.   DEV-567458
Vault displays lists of related objects to users without Read permission on the object.   DEV-568273
Users cannot drag and drop to match documents from a document tab within a Tab Collection into the Content Plan Hierarchy Viewer.   DEV-568477
When creating Submission records in bulk from an Event, Vault does not create records if there are Constraints configured for the selected Submission Type.   DEV-568536
When cell text is truncated in the new Submissions Archive Viewer, Vault does not display the ellipsis icon.   DEV-568779
Users cannot drag and drop documents from a document tab within a Tab Collection into the Active Dossier Editor.   DEV-569039
Users cannot generate IDMP elements when the Application on the Lead Registration is specified as a Centralised Procedure (via the Application Procedure Type field) and the Lead Registration’s Country field is blank.   DEV-569416
The Generate UDI Submission job confirmation CSV file incorrectly counts the number of UDI Submission DI records Vault created during the job run.   DEV-569544
Users cannot navigate the UDI Submission Viewer using the Next button.   DEV-572142
Users receive a Page Not Found error when attempting to view FHIR messages in the IDMP Viewer if the XML does not include an <id value="mpid"/> tag under <MedicinalProductDefinition>.   DEV-572872
For AU submissions with a blank ARTG Number, Vault generates the ARTG Number in the XML.   DEV-573588
Users without Edit permission to a matched document’s Content Plan Item record are able to view the record’s empty Actions Menu.   DEV-574037
When the Set Bookmarks & Hyperlinks to Page & Coordinates - RLCP setting is enabled, the bookmark page destinations for merged documents within Report Level Content Plans are not updated.   DEV-574416
The Submission Wizard is unable to load the Application Relationship page when there is at least one relationship with a populated number field.   DEV-574489
When dragging and dropping documents to the Active Dossier Editor, the Add to Active Dossier dialog’s Save button is disabled if the user selects a different Section from the drop-down.   DEV-575350
When dragging and dropping a document with a Source Reference to the Active Dossier Editor, Vault does not populate it as the Submissions Archive Document in the resulting Active Dossier Item and Active Dossier Item Detail records.   DEV-575993
When users bulk update STF Content Plan Item file tags and continuous publishing is enabled, Vault intermittently does not maintain their ordering in the Submissions Archive Viewer.   DEV-576363
Users without access to the Submissions Archive Viewer tab are able to access the viewer via URL.   DEV-577801

RegulatoryOne

The RegulatoryOne release, including all Platform known issues, is targeted for tentative availability on May 2, 2023.

Description Issue No.
If Admins create Object Mappings on the Object Mapping tab instead of on the All Object Mappings page (Admin > Configuration > Object Mapping) Vault may not display error messages when new mappings cannot be created due to validation issues.   OLS-17870
If Admins create Relational Tokens on the Relational Tokens tab instead of on the All Relational Tokens page (Admin > Configuration > Relational Token) Vault may display a server error when new tokens cannot be created due to validation issues.   OLS-17961

Reporting

Description Issue No.
Under certain circumstances, users may receive a 'Server having problems' error when attempting to run a report with a formula field as a column and filter.   DEV-571156

Safety

The Safety release, including all Platform known issues, is targeted for tentative availability on April 20, 2023 & April 28, 2023.

Description Issue No.
If the Default Localization field on a User Profile is blank or set to "Global", users will encounter a server error when opening a Case adverse event.
Workaround: Set the Default Localization field on the User Profile to a specific language.
 
SAF-36860
Users may encounter a server error when adding or editing an adverse event on a Case.
Workaround: To edit an adverse event, make changes directly on the Case page instead of selecting the adverse event to open it separately.
 
SAF-36873
When the Complete state of a Localized Case is changed in the Intake Translation Settings, the corresponding Inbox Item remains in the Translation Requested state.   SAF-37509
When browsing for a MedDRA term on an adverse event, the MedDRA Browser appears in English even if the user's language is set to Japanese.
Workaround: Switch the MedDRA browser's language from English to Japanese.
 
SAF-37696
If an inbox item is opened while it is still in the Importing state when it is being created from an E2B file, several fields are prevented from being imported to the inbox item.   SAF-39092
When Follow-Up Cases are created from blinded studies with open-label or unblinded Standard of Care products, the Blinded field on Case Products is incorrectly set to "Yes".   SAF-39149
Transmissions may not be prevented from submission if the gateway connection is inactive.   SAF-39238
If a gateway transmission fails, the error notification email does not include a reason for the error.   SAF-39280
When creating an AER from an E2B file, document import will fail if the "Always: Set new major version" entry action is added to the Imported state for AERs.
Workaround: Delete the "Always: Set new major version" entry action from the Imported state for AERs.
 
SAF-39796
When conducting deep duplicate detection on inbox items, the Potential Matches page may display some Japanese characters even if the user's language is set to English.   SAF-39845
The value entered in the Origin field in the Case information section is not imported to inbox items if the inbox items are created from multiple E2B files.   SAF-40033
Users encounter a server error if an inbox item is opened while it is still in the Importing state when it is being created from an E2B file.   SAF-40118
Users encounter a server error if the creation of an inbox item from an E2B file fails and the inbox item is in the Import Error state.   SAF-40138
For general reporting and I–> X cross reporting, reporting rules generate transmissions for Non-Study Case Products instead of just for Study Case Products with Suspect or Interacting drug roles in Clinical Trial Study Cases.   SAF-40180
When conducting deep duplicate detection on inbox items that have custom lifecycle states, the Potential Matches page does not display the lifecycle states of the matching inbox items.   SAF-40594
When the user's language is set to French, the Event Reported field on Cases and Case adverse events displays the French translation of the LLT code.   SAF-40656
When Localization-based Mapping on Import is enabled for Domestic Cases, populating the English text values for the Patient RoA and Dose Form fields will cause the local text values for these fields to disappear.
Workaround: When the local text values disappear, populate them once again before populating the English text values.
 
SAF-40710
Users with the Case Processing security profile receive a job error notification when they perform actions such as "Create New Case" or "Promote to Follow-Up" on the Case Compare page.   SAF-40827
When conducting deep duplicate detection on inbox items, the Potential Matches page does not display matching Patient MRNs.   SAF-40846
When conducting deep duplicate detection, some cases with matching Gender and Country fields are ranked higher, while some with matching Patient Initials are ranked lower than others on the Potential Matches page.   SAF-40847
Custom fields are not imported to inbox items if the inbox item is created from a JSON file.
Workaround: Import custom fields at least five (5) hours after creating them to allow for a cache refresh.
 
SAF-40936
When a suspected and unexpected assessment is added to a Case created from a Clinical Trial study, the Assessment Tag does not change from SAE to SUSAR.   SAF-41079
The value entered in the Medical History Text field on Parent Information is not imported to inbox items if the inbox item is created from an E2B file.
Workaround: In Safety General Settings, clear the Enable Localization-based Mapping on Import checkbox for Domestic Cases.
 
SAF-41209
When conducting deep duplicate detection, Study and Study Number matching is completed within Reporter matching and is also assigned the same priority as Reporter matching.   SAF-41329
Users encounter an error when creating Follow-Up Cases from Japan Localized Cases that are imported from PMDA E2B files with Case Product Registrations, Local Reporting Details, and Local Reporting Details records or Product Join records included.   SAF-41371
Users encounter an error when creating Follow-Up Cases from the Case Compare page for Japan Localized Cases with Primary Case Product Registration records and Local Reporting Details included.   SAF-41372
The information entered in the Parent Medical History Text field is incorrectly mapped to the Patient Medical History Text field on Cases imported from E2B files with the Localization Type set to "Local".   SAF-41540
For Japan Localized Cases with Multilingual MedDRA enabled, English translations are not updated when Indications, adverse events, or Medical History information is updated, and translations and codes are missing when a new Indication is added.   SAF-41603
The Coding Method fields for Indication and Event are populated on inbox items even when the Enable Smart MedDRA Autocoding and Enable Smart MedDRA Coding Predictions settings are disabled.   SAF-41674

Search & Filter

Description Issue No.
Precision highlighting does not work when rich or long text columns appear in an object data grid.   DEV-535225
In some cases, some Person records that should appear in the Learner field for Curriculum Completion objects are not visible.   DEV-549461
In some cases, users may see unavailable filters included in pill text, sidebars, and export search criteria.   DEV-558941
Users may receive a server error when changing a Saved View Task Type filter from Document to All, when a sort on document field is saved and Envelope tasks are included.   DEV-561400
In some cases, users are able to create saved views that include outdated study field names.   DEV-562239
In some cases, document placeholder tasks are included in filtered results and result counts when they should not be.   DEV-566219
After navigating to a saved view from a saved or bookmarked URL, users are unable to update or remove Study filters from the view.   DEV-566229
Users may experience performance issues when many users are searching concurrently.   DEV-567392
In cases where Study Hierarchies are broken, saved views with multiple studies applied as filters may incorrectly appear blank.   DEV-569147
After editing columns or changing the layout of a saved view, users are unable to alter filters on Study fields.   DEV-570354
When filtering tasks on some document fields, the facet counts may not be displayed on unselected filter values.   DEV-570856
Vault displays unexpected characters in the long and rich text fields of objects which are part of an expanded search collection.   DEV-574332
When clicking "Show in Tab" on a related list for a High Volume Object, some filter types will remove all results until the filters are cleared on the Tab.   DEV-576387

Site Vault

Description Issue No.
Vault fails to display the progress banner for actions on Person records.   DEV-545541

Vault File Manager

Description Issue No.
In some cases, users cannot cancel file uploads in Vault File Manager.   DEV-576748