Authentication
Authenticate your account using one of the methods outlined below. The response returns a session ID that you can use in subsequent API calls. Session IDs time out after a period of inactivity, which varies by Vault. Learn more about session duration and management.
Basic
Request
$ curl -X POST https://{vault_subdomain}/api/{versions}/auth \
-H "Content-Type: application/x-www-form-urlencoded" \
-H "Accept: application/json" \
-d "username={username}&password={password}"
Response
{
"responseStatus": "SUCCESS",
"sessionId": "3B3C45FD240E26F0C3DB4F82BBB0C15C7EFE4B29EF9916AF41AF7E44B170BAA01F232B462BE5C2BE2ACB82F6704FDA216EBDD69996EB23A6050723D1EFE6FA2B",
"userId": 12021,
"vaultIds": [
{
"id": 1776,
"name": "PromoMats",
"url": "https://promomats-veevapharm.veevavault.com/api"
},
{
"id": 1777,
"name": "eTMF",
"url": "https://etmf-veevapharm.veevavault.com/api"
},
{
"id": 1778,
"name": "MedComms",
"url": "https://medcomms-veevapharm.veevavault.com/api"
},
{
"id": 1779,
"name": "QualityDocs",
"url": "https://qualitydocs-veevapharm.veevavault.com/api"
}
],
"vaultId": 1776
}
Authenticate your account using your Vault user name and password to obtain a Vault Session ID.
If the specified user cannot successfully authenticate to the given vaultDNS, the subdomain is considered invalid and this request instead generates a session for the user’s most relevant available Vault. A DNS is considered invalid for the given user if the user cannot access any Vaults in that subdomain, for example, if the user does not exist in that DNS or if all Vaults in that DNS are inactive. For this reason, it is best practice to inspect the response, compare the desired Vault ID with the list of returned Vault IDs, and confirm the DNS matches the expected login.
Vault limits the number of Authentication API calls based on the user name and the domain name used in the API call. To determine the Vault Authentication API burst limit for your Vault or the length of delay for a throttled response, check the response headers or the API Usage Logs.
POST https://{vaultDNS}/api/{version}/auth
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
vaultDNS | The DNS of the Vault for which you want to generate a session. If the requesting user cannot successfully authenticate to this vaultDNS, this request generates a session for the user’s most relevant available Vault. |
version | The Vault REST API version. Your authentication version does not need to match the version in subsequent calls. For example, you can authenticate with v17.3 and run your integrations with v20.1. |
Body Parameters
| Name | Description |
|---|---|
usernamerequired | Your Vault user name assigned by your administrator. |
passwordrequired | Your Vault password associated with your assigned Vault user name. |
vaultDNSoptional | The DNS of the Vault for which you want to generate a session. If specified, this optional vaultDNS body parameter overrides the value in the URI vaultDNS. If the requesting user cannot successfully authenticate to this vaultDNS, this request generates a session for the user’s most relevant available Vault. If this vaultDNS body parameter is omitted, this request instead generates a session for the domain specified in the URI vaultDNS. |
Response Details
On SUCCESS, this request returns a valid sessionId for any Vault DNS where the user has access.
The Vault DNS for the returned session is calculated in the following order:
- Generates a session for the DNS in the optional
vaultDNSbody parameter- If this
vaultDNSis invalid, generates a session for the user’s most relevant available Vault:- Generates a session for the Vault where the user last logged in
- If the user has never logged in, or if the last logged-in Vault is inactive, generates a session for the oldest active Vault where that user is a member
- If the user is not a member of any active Vaults, the user cannot authenticate and the API returns
FAILURE
- If this
- If the optional
vaultDNSbody parameter is omitted, generates a session for the DNS specified in thevaultDNSURI parameter- If this
vaultDNSis invalid, generates a session for the user’s most relevant available Vault:- Generates a session for the Vault where the user last logged in
- If the user has never logged in, or if the last logged-in Vault is inactive, generates a session for the oldest active Vault where that user is a member
- If the user is not a member of any active Vaults, the user cannot authenticate and the API returns
FAILURE
- If this
An invalid DNS is any DNS which the specified user cannot access, for example, if the DNS does not exist, if the user does not exist in that DNS, or if all Vaults in that DNS are inactive.
It is best practice to inspect the response, compare the desired Vault ID with the list of returned vaultIds, and confirm the DNS matches the expected login.
This API only returns FAILURE if it is unable to return a valid sessionId for any Vault the user can access.
Salesforce Delegated Requests
Request
$ curl -X GET \
-H "Authorization: {SFDC_SESSION_TOKEN}" \
-H "X-Auth-Provider: sfdc" \
-H "X-Auth-Host: https://{my_sfdc_domain}" \
https://myveevavault.com/api/{version}/{Vault_Endpoint}
If your Vault uses Salesforce Delegated Authentication, you can call the Vault API using your Salesforce session token. Learn about Salesforce Delegated Authentication in Vault Help.
The following prerequisites apply:
- A valid Vault user must exist with a Security Policy enabled for Salesforce.com Delegated Authentication.
- The trusted 18-character Salesforce.com Org ID must be provided.
- A user with matching username must exist in Salesforce.com Org ID.
Headers
| Name | Description |
|---|---|
Authorization | Your Salesforce session token. |
X-Auth-Host | Salesforce URL which Vault can use to validate the Salesforce session token. |
X-Auth-Provider | Set to sfdc to indicate that Salesforce is the authorization provider. |
Query Parameters
You can also use query string parameters instead of the headers outlined above.
| Name | Description |
|---|---|
auth | Your Salesforce session token. |
ext_url | Salesforce URL which Vault can use to validate the Salesforce session token. |
ext_ns | Set to sfdc to indicate that Salesforce is the authorization provider. |
Retrieve API Versions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/
Response
{
"responseStatus": "SUCCESS",
"values": {
"v7.0": "https://myvault.veevavault.com/api/v7.0",
"v8.0": "https://myvault.veevavault.com/api/v8.0",
"v9.0": "https://myvault.veevavault.com/api/v9.0",
"v10.0": "https://myvault.veevavault.com/api/v10.0",
"v11.0": "https://myvault.veevavault.com/api/v11.0",
"v12.0": "https://myvault.veevavault.com/api/v12.0",
"v13.0": "https://myvault.veevavault.com/api/v13.0",
"v14.0": "https://myvault.veevavault.com/api/v14.0",
"v15.0": "https://myvault.veevavault.com/api/v15.0",
"v16.0": "https://myvault.veevavault.com/api/v16.0",
"v17.1": "https://myvault.veevavault.com/api/v17.1",
"v17.2": "https://myvault.veevavault.com/api/v17.2",
"v17.3": "https://myvault.veevavault.com/api/v17.3",
"v18.1": "https://myvault.veevavault.com/api/v18.1",
"v18.2": "https://myvault.veevavault.com/api/v18.2",
"v18.3": "https://myvault.veevavault.com/api/v18.3",
"v19.1": "https://myvault.veevavault.com/api/v19.1",
"v19.2": "https://myvault.veevavault.com/api/v19.2",
"v19.3": "https://myvault.veevavault.com/api/v19.3",
"v20.1": "https://myvault.veevavault.com/api/v20.1",
"v20.2": "https://myvault.veevavault.com/api/v20.2",
"v20.3": "https://myvault.veevavault.com/api/v20.3",
"v21.1": "https://myvault.veevavault.com/api/v21.1"
}
}
Retrieve all supported versions of the Vault REST API.
GET /api/
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
On success, Vault returns every supported API version. The last version listed in the response may be the Beta version, which is subject to change. Learn more about Vault REST API versioning.
Domain Information
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/domain
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"domain__v": {
"domain_name__v": "veevapharm",
"domain_type__v": "testvaults",
"vaults__v": [
{
"id": "2000",
"vault_name__v": "PromoMats",
"vault_status__v": "Active",
"vault_application__v": "PromoMats"
},
{
"id": "4000",
"vault_name__v": "eTMF",
"vault_status__v": "Active",
"vault_application__v": "eTMF"
},
{
"id": "5000",
"vault_name__v": "QualityDocs",
"vault_status__v": "Active",
"vault_application__v": "QualityDocs"
},
{
"id": "7000",
"vault_name__v": "RIM Submissions",
"vault_status__v": "Active",
"vault_application__v": "RIM"
}
]
}
}
Domain Admins can use this request to retrieve a list of all Vaults currently in their domain.
GET /api/{version}/objects/domain
Headers
| Name | Description |
|---|---|
Content-Type | application/json |
Accept | application/json (default) or application/xml |
Response Details
| Name | Description |
|---|---|
domain_name__v | The name of the domain containing the Vaults. This is unique to each customer and part of the DNS of each Vault. |
domain_type__v | The type of domain (Production, Sandbox, Demo, or Test). |
id | The system-managed numeric ID assigned to each Vault. This is the Vault ID (vault_id__v) required in some requests. |
vault_name__v | The name of each Vault. This may be the same as the application or set to something unique. |
vault_status__v | The current status of each Vault (Active or Inactive). Inactive Vaults are inaccessible. |
vault_application__v | The application of each Vault (PromoMats, MedComms, eTMF, Quality Docs, Submissions, RIM Submissions, or Platform). |
In the UI, this information is displayed in Admin > Settings > General Settings and Admin > Settings > Domain Information.
Vault Query Language (VQL)
When an application invokes a query call, it passes in a Vault Query Language (VQL) statement (a SQL-like statement) that specifies the object to query (in the FROM clause), the fields to retrieve (in the SELECT clause), and any optional filters to apply (in the WHERE and FIND clauses) to narrow your results.
Submitting a Query
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "X-VaultAPI-DescribeQuery: true" \
https://myvault.veevavault.com/api/v14.0/query?q=SELECT id FROM documents
Response
{
"responseStatus": "SUCCESS",
"queryDescribe": {
"object": {
"name": "documents",
"label": "documents",
"label_plural": "documents"
},
"fields": [
{
"type": "id",
"required": true,
"name": "id"
}
]
},
"responseDetails": {
"limit": 1000,
"offset": 0,
"size": 17,
"total": 17
},
"data": [
{
"id": 24
}
]
}
VQL queries go to the /query REST interface. Submit a query by sending a POST request to the following endpoint:
/api/{version}/query
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
X-VaultAPI-DescribeQuery | Set to true to include static field metadata in the response for the data record. If not specified, the response does not include any static field metadata. This option eliminates the need to make additional API calls to understand the shape of query response data. |
Response Details
On SUCCESS, the response includes the following information:
| Name | Description |
|---|---|
limit | The number of records displayed per page. This can be modified. Learn more. |
offset | The records displayed on the current page are offset by this number of records. Learn more. |
size | The total number of records displayed on the current page. |
total | The total number of records found. |
previous_page | The Pagination URL to navigate to the previous page of results. This is not always available. Learn more. |
next_page | The Pagination URL to navigate to the next page of results. This is not always available. Learn more. |
data | All records found. |
About the X-VaultAPI-DescribeQuery Header
When you include the X-VaultAPI-DescribeQuery header and set it to true, the query response includes the following static metadata description:
| Name | Description |
|---|---|
name | The name of the queryable object. |
label | The label of the queryable object. |
label_plural | The plural label of the queryable object |
The field metadata may include some or all of the following:
| Metadata Field | Description |
|---|---|
name | Name of the field. |
label | The UI label of the field. |
type | The data type, for example, string or int |
max_length | The max length of a string field. |
max_value | The max value a number field. |
min_value | The minimum value of a number field. |
scale | The number of digits after a decimal point in a number field. |
required | Indicates the field is required. |
unique | Indicates if the value must be unique (true/false). |
status | Indicates if the field is active (active/inactive). |
picklist | The picklist name field value. |
Documents
Vault is a highly configurable system designed to reflect the business model of documents. Each Vault can have different document types, document fields, etc. The Document Metadata APIs allow you to query the Vault to understand what document-based metadata is available to use. Learn about Documents & Binders in Vault Help.
Retrieve Document Fields
Retrieve All Document Fields
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/properties
Response
{
"name": "name__v",
"scope": "DocumentVersion",
"type": "String",
"required": true,
"maxLength": 100,
"repeating": false,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"label": "Name",
"section": "generalProperties",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"helpContent": "The document name.",
"definedInType": "type",
"definedIn": "base_document__v"
}
{
"name": "product__v",
"scope": "DocumentVersion",
"type": "ObjectReference",
"required": true,
"repeating": true,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"objectType": "product__v",
"label": "Product",
"section": "productInformation",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"definedInType": "type",
"definedIn": "base_document__v",
"relationshipType": "reference",
"relationshipName": "document_product__vr"
}
{
"name": "document_creation_date__v",
"scope": "Document",
"type": "DateTime",
"required": true,
"repeating": false,
"systemAttribute": true,
"editable": false,
"setOnCreateOnly": false,
"disabled": false,
"label": "Created Date",
"section": "generalProperties",
"sectionPosition": 18,
"hidden": false,
"queryable": true,
"shared": false,
"definedInType": "type",
"definedIn": "base_document__v"
}
Retrieve all standard and custom document fields and field properties.
GET /api/{version}/metadata/objects/documents/properties
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The response lists all standard and custom document fields and field metadata. Note the following field metadata:
| Metadata Field | Description |
|---|---|
required | When true, the field value must be set when creating new documents. |
editable | When true, the field value can be user-defined. When false, the field value is system-managed. |
setOnCreateOnly | When true, the field value can only be set once (when creating new documents). |
queryable | When true, field values can be retrieved using the VQL. |
Retrieve Common Document Fields
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "docIds=101,102,103" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/properties/find_common
Response
{
"name": "submission_date__c",
"scope": "DocumentVersion",
"type": "Date",
"required": false,
"repeating": false,
"systemAttribute": false,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"label": "Submission Date",
"section": "submissionDetails",
"sectionPosition": 3,
"hidden": false,
"queryable": true,
"shared": true,
"usedIn": [
{
"key": "promotional_piece__c",
"type": "type"
},
{
"key": "compliance_package__v",
"type": "type"
},
{
"key": "claim__c",
"type": "type"
}
]
}
{
"name": "withdrawal_effective_date__c",
"scope": "DocumentVersion",
"type": "Date",
"required": false,
"repeating": false,
"systemAttribute": false,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"label": "Withdrawal Effective Date",
"section": "pieceDetails",
"sectionPosition": 17,
"hidden": false,
"queryable": true,
"shared": false,
"definedInType": "type",
"definedIn": "promotional_piece__c"
}
Retrieve all document fields and field properties which are common to (shared by) a specified set of documents. This allows you to determine which document fields are eligible for bulk update.
Learn about Shared Fields in Vault Help.
POST /api/{version}/metadata/objects/documents/properties/find_common
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
docIds | Input a comma-separated list of document id field values. |
Response Details
The response includes all fields shared by the three documents (docIds=101,102,103).
Vault allows you to reuse fields across multiple document types by creating shared fields, which exist outside the context of a document type. You can create shared fields or convert existing fields into shared fields in the Vault Admin application. If a shared field is only used in one document type, you can also convert it to a non-shared field. All document fields include the Boolean shared document field. A value of true indicates which the field is shared and the following additional fields are included:
Note the following field metadata:
| Metadata Field | Description |
|---|---|
shared | May be set to true or false. |
usedIn (key) | When "shared": true, this lists the document types/subtypes/classifications which share the field. |
usedIn (type) | When "shared": true, this indicates if the shared field is defined at the document type, subtype, or classification level. |
Retrieve Document Types
Document type refers both to the structure of hierarchical fields (Type > Subtype > Classification) that determines the relevant document fields, rendition types, and other settings for a document, and to the highest level in that hierarchy. Learn about Configuring Document Types in Vault Help.
Retrieve All Document Types
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents
Response
{
"responseStatus": "SUCCESS",
"types": [
{
"label": "Base Document",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/base_document__v"
},
{
"label": "Centralized Testing",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/centralized_testing__c"
},
{
"label": "Central Trial Documents",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/central_trial_documents__c"
},
{
"label": "Country Master File",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/country_master_file__v"
},
{
"label": "Data Management",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/data_management__c"
},
{
"label": "Final CRF",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/final_crf__v"
},
{
"label": "IP and Trial Supplies",
"value": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/ip_and_trial_supplies__c"
},
],
"lock": "https://etmf-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/lock"
}
Retrieve all document types. These are the top-level of the document type/subtype/classification hierarchy.
GET /api/{version}/metadata/objects/documents/types
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The response lists all document types configured in the Vault. These vary by Vault application and configuration.
- Standard types end in
__v. - Some Vaults include sample types
__c. - Admins can configure custom types
__c.
The response includes the following information:
| Metadata Field | Description |
|---|---|
types | List of all standard and custom document types in your Vault. These are the top-level of the document type/subtype/classification hierarchy. |
label | Label of each document type as seen in the API and UI. |
value | URL to retrieve the metadata associated with each document type. |
lock | URL to retrieve the document lock metadata (document check-out). |
The label is displayed in the UI. These can be applied to documents and binders.
Retrieve Document Type
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c
Response
{
"responseStatus": "SUCCESS",
"name": "promotional_piece__c",
"label": "Promotional Piece",
"renditions": [
"viewable_rendition__v",
"production_proof__c",
"distribution_package__c",
"imported_rendition__c",
"veeva_distribution_package__c"
],
"relationshipTypes": [
{
"label": "CrossLink Latest Bindings",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "CrossLink Latest Steady State Bindings",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Linked Documents",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Based on",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
}
],
"templates": [
{
"label": "ANSM Submission",
"name": "ansm_submission__c",
"kind": "binder",
"definedIn": "promotional_piece__c",
"definedInType": "type"
}
],
"availableLifecycles": [
{
"name": "promotional_piece__c",
"label": "Promotional Piece"
}
],
"subtypes": [
{
"label": "Advertisement",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c"
},
{
"label": "Direct Mail",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/direct_mail__c"
},
{
"label": "Formulary Announcement",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/formulary_announcement__c"
},
{
"label": "Internal Communication",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/internal_communication__c"
},
{
"label": "Managed Markets Program",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/managed_markets_program__c"
},
{
"label": "Healthcare Practitioner Resources",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/healthcare_practitioner_resources__c"
},
{
"label": "Convention Item",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/convention_item__c"
}
]
}
Retrieve all metadata from a document type, including all of its subtypes (when available).
GET /api/{version}/metadata/objects/documents/types/{type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{type} | The document type. See Retrieve Document Types. |
Response Details
The response includes all metadata for the document specified type. If the type contains subtypes in the document type hierarchy, the list of subtypes and the URLs pointing to their metadata will be included in the response. If no subtypes exist in the document type hierarchy, the list of document fields defined for the specified type will be included in the response.
Each document type may include some or all of the following fields:
| Metadata Field | Description |
|---|---|
name | Name of the document type. Used primarily in the API. |
label | Label of the document type as seen in the API and UI. |
renditions | List of all rendition types available for the document type. |
relationshipTypes | List of all relationship types available for the document type. |
processes | List of all processes available for the document type (when configured). |
etmfDepartment | In eTMF Vaults only. List of all eTMF departments available for the document type (when configured). |
referenceModels | In eTMF Vaults only. List of all reference models available for the document type. |
defaultWorkflows | List of all workflows available for the document type. |
availableLifecycles | List of all lifecycles available for the document type. |
templates | List of all templates available for the document type (when configured). |
subtypes | List of all standard and custom document subtypes available for the document type. |
Retrieve Document Subtype
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c
Response
{
"responseStatus": "SUCCESS",
"name": "advertisement__c",
"label": "Advertisement",
"properties": [
{
"name": "id",
"type": "id",
"required": true,
"maxLength": 20,
"minValue": 0,
"maxValue": 9223372036854775807,
"repeating": false,
"systemAttribute": true,
"editable": false,
"setOnCreateOnly": true,
"disabled": false,
"hidden": true,
"queryable": true
},
{
"name": "name__v",
"scope": "DocumentVersion",
"type": "String",
"required": true,
"maxLength": 100,
"repeating": false,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"label": "Name",
"section": "generalProperties",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"helpContent": "The document name.",
"definedInType": "type",
"definedIn": "base_document__v"
},
{
"name": "product__v",
"scope": "DocumentVersion",
"type": "ObjectReference",
"required": true,
"repeating": true,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"objectType": "product__v",
"label": "Product",
"section": "productInformation",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"definedInType": "type",
"definedIn": "base_document__v",
"relationshipType": "reference",
"relationshipName": "document_product__vr"
},
],
"classifications": [
{
"label": "Print",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c/classifications/print__c"
},
{
"label": "Television",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c/classifications/television__c"
},
{
"label": "Web",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c/classifications/web__c"
}
],
"relationshipTypes": [
{
"label": "Linked Documents",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Based on",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Related Claims",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Supporting Documents",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
],
"templates": [
{
"label": "ANSM Submission",
"name": "ansm_submission__c",
"kind": "binder",
"definedIn": "promotional_piece__c",
"definedInType": "type"
}
],
"availableLifecycles": [
{
"name": "promotional_piece__c",
"label": "Promotional Piece"
}
]
}
Retrieve all metadata from a document subtype, including all of its classifications (when available).
GET /api/{version}/metadata/objects/documents/types/{type}/subtypes/{subtype}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{type} | The document type. See Retrieve Document Types. |
{subtype} | The document subtype. See Retrieve Document Type. |
Retrieve Document Classification
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/subtypes/advertisement__c/classifications/print__c
Response
{
"responseStatus": "SUCCESS",
"name": "advertisement__c",
"label": "Advertisement",
"properties": [
{
"name": "id",
"type": "id",
"required": true,
"maxLength": 20,
"minValue": 0,
"maxValue": 9223372036854775807,
"repeating": false,
"systemAttribute": true,
"editable": false,
"setOnCreateOnly": true,
"disabled": false,
"hidden": true,
"queryable": true
},
{
"name": "name__v",
"scope": "DocumentVersion",
"type": "String",
"required": true,
"maxLength": 100,
"repeating": false,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"label": "Name",
"section": "generalProperties",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"helpContent": "The document name.",
"definedInType": "type",
"definedIn": "base_document__v"
},
{
"name": "product__v",
"scope": "DocumentVersion",
"type": "ObjectReference",
"required": true,
"repeating": true,
"systemAttribute": true,
"editable": true,
"setOnCreateOnly": false,
"disabled": false,
"objectType": "product__v",
"label": "Product",
"section": "productInformation",
"sectionPosition": 1,
"hidden": false,
"queryable": true,
"shared": false,
"definedInType": "type",
"definedIn": "base_document__v",
"relationshipType": "reference",
"relationshipName": "document_product__vr"
},
...
],
"relationshipTypes": [
{
"label": "Linked Documents",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Based on",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Related Claims",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
{
"label": "Supporting Documents",
"value": "https://promomats-veevapharm.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships"
},
],
"templates": [
{
"label": "ANSM Submission",
"name": "ansm_submission__c",
"kind": "binder",
"definedIn": "promotional_piece__c",
"definedInType": "type"
}
],
"availableLifecycles": [
{
"name": "promotional_piece__c",
"label": "Promotional Piece"
}
]
}
Retrieve all metadata from a document classification.
GET /api/{version}/metadata/objects/documents/types/{type}/subtypes/{subtype}/classifications/{classification}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{type} | The document type. See Retrieve Document Types. |
{subtype} | The document type. See Retrieve Document Type. |
{classification} | The document classification. See Retrieve Document Subtype |
Retrieve Documents
The following rules govern document retrieval:
- Vault only returns documents to which the logged in user has access to, even if more documents exist.
- Vault only returns the latest version of each document. To return every version of a document, use the
versionscope=allquery parameter. - Vault returns a maximum of 200 documents per page. You can lower this number using the
limitquery parameter.
Identifying Binders
The document pseudo-field binder__v indicates whether the returned document is a document or a binder. The value of true means it is a binder, false or absence of this field means it is a document. If it is a binder, the binder sections are not listed as part of the response and must be determined using the Retrieve Binder API with the depth=all query parameter.
Identifying CrossLink Documents
A document pseudo-field crosslink__v indicates whether the returned document is a regular document (false) or a CrossLink document (true).
Retrieve All Documents
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents
Response
{
"responseStatus": "SUCCESS",
"size": 69,
"start": 0,
"limit": 200,
"documents": [
{
"document": {
"id": 105,
"version_id": "105_0_1",
"binder__v": false,
"coordinator__v": {
"groups": [],
"users": []
},
"owner__v": {
"groups": [],
"users": [
25524
]
},
"approver__v": {
"groups": [],
"users": []
},
"reviewer__v": {
"groups": [],
"users": []
},
"viewer__v": {
"groups": [],
"users": []
},
"editor__v": {
"groups": [],
"users": []
},
"format__v": "application/vnd.openxmlformats-officedocument.presentationml.presentation",
"version_creation_date__v": "2016-03-23T22:03:04.094Z",
"major_version_number__v": 0,
"annotations_links__v": 0,
"annotations_all__v": 2,
"status__v": "Draft",
"language__v": [
"English"
],
"suppress_rendition__v": "false",
"filename__v": "cholecap_presentation_q316.pptx",
"product__v": [
"00P000000000101"
],
"version_created_by__v": 25524,
"country__v": [],
"annotations_anchors__v": 0,
"document_number__v": "PP-WD--0014",
"minor_version_number__v": 1,
"lifecycle__v": "Promotional Piece",
"subtype__v": "Advertisement",
"annotations_notes__v": 2,
"allow_pdf_download__v": [
"00W000000000201"
],
"classification__v": "Other Electronic",
"name__v": "CholeCap Presentation",
"locked__v": false,
"pages__v": 29,
"restrict_fragments_by_product__v": true,
"type__v": "Promotional Piece",
"size__v": 623694,
"md5checksum__v": "0405da0c29698e4249c2a0eca8f6642a",
"annotations_unresolved__v": 2,
"last_modified_by__v": 25524,
"document_creation_date__v": "2016-03-23T22:03:04.094Z",
"annotations_resolved__v": 0,
"annotations_lines__v": 0,
"version_modified_date__v": "2016-03-23T22:04:16.000Z",
"created_by__v": 25524,
"media__c": [
"Print"
]
}
},
...
Retrieve the latest version of documents and binders to which you have access.
GET /api/{version}/objects/documents
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Query Parameters
You can optionally include one of the following parameters to filter the results:
| Name | Description |
|---|---|
named_filter=My Documents | Retrieves only documents which you have created. |
named_filter=Favorites | Retrieves only documents which you have marked as favorites in the library. |
named_filter=Recent Documents | Retrieves only documents which you have recently accessed. |
named_filter=Cart | Retrieves only documents in your cart. |
scope=contents | Searches only within the document content. |
scope=all | Searches both within the document content and searchable document fields. |
versionscope=all | Retrieves all document versions, rather than only the latest version. |
search={keyword} | Search for documents based on a {keyword} in searchable document fields. |
limit | Limit the number of documents to display. By default, Vault displays up to 200 documents per page. |
sort | Return documents in a specific order by specifying a document field and either ascending (ASC) or descending (DESC) order. For example, sort = name__v DESC. The default is sort = id ASC. See VQL documentation for more information. |
start | The starting record number. The default is 0. |
Response Details
On SUCCESS, Vault lists all documents and binders along with their fields and field values. If binder__v = true, the object is a binder. The document metadata returned will vary based on your Vault configuration. CrossLink documents are supported.
Retrieve Document
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/450
Response
{
"responseStatus": "SUCCESS",
"document": {
"id": 450,
"binder__v": false,
"allow_download_embedded_viewer__v": true,
"reviewer__v": {
"users": [
25519,
25516
],
"groups": [
1358979070034
]
},
"viewer__v": {
"users": [
25519,
25516,
25597
],
"groups": [
1358979070034
]
},
"distribution_contacts__v": {
"users": [],
"groups": []
},
"consumer__v": {
"users": [],
"groups": []
},
"approver__v": {
"users": [
25516
],
"groups": []
},
"editor__v": {
"users": [
25519,
25516
],
"groups": []
},
"owner__v": {
"users": [
46916
],
"groups": []
},
"coordinator__v": {
"users": [],
"groups": []
},
"crosslink__v": false,
"lifecycle__v": "General Lifecycle",
"version_created_by__v": 46916,
"language__v": [
"English"
],
"minor_version_number__v": 1,
"created_by__v": 46916,
"annotations_lines__v": 0,
"version_creation_date__v": "2015-03-12T16:24:33.539Z",
"country__v": [],
"md5checksum__v": "94e18bdbcf695c905a5968429e0c5204",
"restrict_fragments_by_product__v": true,
"annotations_notes__v": 0,
"version_modified_date__v": "2015-03-12T16:24:54.000Z",
"pages__v": 1,
"major_version_number__v": 1,
"annotations_anchors__v": 0,
"product__v": [
"1357662840293"
],
"export_filename__v": "451Chole",
"annotations_resolved__v": 0,
"type__v": "Reference Document",
"size__v": 11599,
"description__v": "This is my document.",
"status__v": "Draft",
"annotations_unresolved__v": 0,
"document_creation_date__v": "2015-02-25T01:26:55.845Z",
"locked__v": false,
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"annotations_links__v": 0,
"document_number__v": "REF-0201",
"annotations_all__v": 0,
"last_modified_by__v": 46916,
"name__v": "CholeCap Information",
"subtype__v": "Prescribing Information"
},
"renditions":
{
"viewable_rendition__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/renditions/viewable_rendition__v",
"veeva_distribution_package__c": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/renditions/veeva_distribution_package__c"
},
"versions": [
{
"number": "0.1",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/versions/0/1"
},
{
"number": "1.0",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/versions/1/0"
},
{
"number": "1.1",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/versions/1/1"
}
],
"attachments": [
{
"id": 547,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/450/attachments/547"
}
]
}
Retrieve all metadata from a document.
GET /api/{version}/objects/documents/{doc_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
The boolean field binder__v indicates whether the returned document is a regular document (true) or a binder (false). The absence of this field means it is a document. Binder node structures are not listed as part of the response; they must be determined through the Binder API.
The boolean field crosslink__v indicates whether the returned document is a regular document (true) or a CrossLink document (false).
Retrieve Document Versions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions
Response
{
"responseStatus": "SUCCESS",
"versions": [
{
"number": "0.1",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/0/1"
},
{
"number": "0.2",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/0/2"
},
{
"number": "1.0",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/1/0"
},
{
"number": "1.1",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/1/1"
},
{
"number": "2.0",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0"
},
{
"number": "2.1",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/1"
},
{
"number": "2.2",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/2"
},
{
"number": "2.3",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/3"
}
],
"renditions":
{
"viewable_rendition__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/viewable_rendition__v",
"veeva_distribution_package__c": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/veeva_distribution_package__c"
}
}
Retrieve all versions of a document.
GET /api/{version}/objects/documents/{doc_id}/versions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
On SUCCESS, Vault returns a list of all available versions of the specified document. In the response above, document id:534 has 8 different versions. Version 2.0 is the latest steady state version. Version 2.3 is the latest version. This document also has two different renditions: The viewable_rendition__v and a veeva_distribution_package__c rendition.
Retrieve Document Version
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/3
Response
{
"responseStatus": "SUCCESS",
"document": {
"id": 534,
"allow_download_embedded_viewer__v": true,
"reviewer__v": {
"users": [
46916,
45589
],
"groups": [
1359484520721
]
...
},
"crosslink__v": false,
"lifecycle__v": "General Lifecycle",
"version_created_by__v": 46916,
"language__v": [
"English"
],
"minor_version_number__v": 3,
"created_by__v": 46916,
"annotations_lines__v": 0,
"version_creation_date__v": "2015-03-13T16:24:33.539Z",
"country__v": [],
"md5checksum__v": "94e18bdbcf695c905a5989629e0c5204",
"restrict_fragments_by_product__v": true,
"annotations_notes__v": 0,
"version_modified_date__v": "2015-03-13T16:24:54.000Z",
"pages__v": 1,
"major_version_number__v": 2,
"annotations_anchors__v": 0,
"product__v": [
"1357662840293"
],
"export_filename__v": "WD",
"annotations_resolved__v": 0,
"type__v": "Reference Document",
"size__v": 11518,
"description__v": "",
"status__v": "Draft",
"annotations_unresolved__v": 0,
"document_creation_date__v": "2015-02-25T01:26:55.845Z",
"locked__v": false,
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"annotations_links__v": 0,
"document_number__v": "REF-0059",
"annotations_all__v": 0,
"last_modified_by__v": 46916,
"name__v": "WonderDrug Information",
"binder__v": false,
"subtype__v": "Prescribing Information"
},
"renditions": [
{
"viewable_rendition__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/viewable_rendition__v",
"veeva_distribution_package__c": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/veeva_distribution_package__c"
}
],
"versions": [
{
"number": "2.3",
"value": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/3"
}
],
"attachments": [
{
"id": 547,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/attachments/547"
},
{
"id": 561,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/attachments/561"
}
]
}
Retrieve all fields and values configured on a document version.
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault returns all fields and values for the specified version of the document. The response above shows information for document id:534 version 2.3.
Download Document File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/file?lockDocument=true > file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="CholeCap-Presentation.pptx"
GET /api/{version}/objects/documents/{doc_id}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Query Parameters
| Name | Description |
|---|---|
lockDocument | Set to true to Check Out this document before retrieval. |
Response Details
On SUCCESS, Vault retrieves the latest version of the source file from the document. The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file.
Download Document Version File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/3/file > file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="CholeCap-Presentation.pptx"
Download the file of a specific document version.
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault retrieves the specified version of the source file from the document. The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file.
Download Document Version Thumbnail File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/3/thumbnail > thumbnail.png
Download the thumbnail image file of a specific document version.
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/thumbnail
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault returns the thumbnail image for the specified version of the document. The HTTP Response Header Content-Type is set to image/png.
Create Documents
Create Single Document
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=gludacta-document-01.docx" \
-F "name__v=Gludacta Document" \
-F "type__v=Promotional Piece" \
-F "subtype__v=Advertisement" \
-F "classification__v=Web" \
-F "lifecycle__v=Promotional Piece" \
-F "major_version_number__v=0" \
-F "minor_version_number__v=1" \
-F "product__v=0PR0303" \
-F "external_id__v=GLU-DOC-0773" \
https://myvault.veevavault.com/api/v15.0/objects/documents
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "successfully created document",
"id": 773
}
Create a single document.
POST /api/{version}/objects/documents
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
Body Parameters
There are multiple ways to create a document.
Create Document from Uploaded File
Most documents in your Vault are created from uploaded source files, such as a file from your computer. Learn about Supported File Formats in Vault Help. Once uploaded with values assigned to document fields, Vault generates the viewable rendition, e.g., “mydocument.docx.pdf”. Learn about Viewable Renditions in Vault Help.
| Name | Description |
|---|---|
file | The filepath of the source document. The maximum allowed file size is 4GB. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document. |
minor_version_number__v | The minor version number to assign to the new document. |
Create Document from Template
When you create the new document, Vault copies the template file and uses that copy as the source file for the new document. This process bypasses the content upload process and allows for more consistent document creation. Document templates are associated with a specific document type, like documents themselves. Learn about Document Templates in Vault Help.
| Name | Description |
|---|---|
fromTemplate | The name of the template to apply. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if applicable). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document. |
minor_version_number__v | The minor version number to assign to the new document. |
Create Content Placeholder Document
Creating a content placeholder document is just like creating a document from an uploaded file, but the file parameter is not included in the request. Learn about Content Placeholders in Vault Help. Admin may set other standard or custom document fields to required in your Vault.
| Name | Description |
|---|---|
name__v | The name of the new document. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document. |
minor_version_number__v | The minor version number to assign to the new document. |
Create Unclassified Document
Unclassified documents are documents which have a source file, but no document type. Learn about Unclassified Documents in Vault Help.
| Name | Description |
|---|---|
file | The filepath of the source document. The maximum allowed file size is 4GB. |
type__v | Set the document type to “Undefined”. |
lifecycle__v | Set the document lifecycle to “Unclassified”. |
In eTMF Vaults, you can also (optionally) set the following fields:
product__vstudy__vstudy_country__vsite__v
Any other fields included in the input will be ignored. The document name__v will default to the name of the uploaded file.
Create CrossLink Document
When creating a CrossLink document, you must include all document fields that are required for the specified document type/subtype/classification and no file is uploaded. You must also specify the Vault ID and document ID for the source document which will be bound to the new CrossLink document. Learn about CrossLinks in Vault Help.
| Name | Description |
|---|---|
name__v | The name of the new CrossLink document. |
type__v | The name of the document type to assign to the new CrossLink document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new CrossLink document. |
major_version_number__v | The major version number to assign to the new CrossLink document |
minor_version_number__v | The minor version number to assign to the new CrossLink document. |
source_vault_id__v | The Vault id field value of the Vault containing the source document that will be bound to the new CrossLink document. Learn more. |
source_document_id__v | The document id field value of the source document that will be bound to the new CrossLink document. |
source_binding_rule__v | Optional: Possible values are Latest version, Latest Steady State version, or Specific Document version. These define which version of the source document will be bound to the CrossLink document. If not specified, this defaults to the Latest Steady State version. |
bound_source_major_version__v | Optional: When the source_binding_rule__v is set to Specific Document version, you must specify the major version number of the source document to bind to the CrossLink document. |
bound_source_minor_version__v | Optional: When the source_binding_rule__v is set to Specific Document version, you must specify the minor version number of the source document to bind to the CrossLink document. |
Response Details
On SUCCESS, the document is created and assigned a system-managed document id field value.
Create Multiple Documents
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\create_documents.csv" \
https://myvault.veevavault.com/api/v9.0/objects/documents/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771"
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772"
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773"
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document was not created."
}
]
}
]
}
This endpoint allows you to create multiple documents at once with a CSV input file.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
POST /api/{version}/objects/documents/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
Prepare a CSV input file. There are multiple ways to create documents in bulk. The following shows the required standard fields needed to create documents, but an Admin may set other standard or custom document fields as required in your Vault. To find which fields are required, retrieve document fields. You can also optionally include any editable document field.
Create Documents from Uploaded Files
You must first upload the document source files to your Vault’s FTP staging server.
| Name | Description |
|---|---|
file | The filepath of the source document. The maximum allowed file size is 4GB. |
name__v | The name of the new document. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document |
minor_version_number__v | The minor version number to assign to the new document. |
suppressRendition | Optional: false by default. Set to true to suppress generation of viewable renditions. |
product__v | Example: This is an example object reference field. To assign value for this field type, include either the document field name product__v or the document field name plus the name field on the object product__v.name__v. |
Create Documents from Templates
When you create a new document from a template, Vault copies the template file in your Vault and uses that copy as the source file for the new document.
| Name | Description |
|---|---|
fromTemplate | The template to apply to the document. |
name__v | The name of the new document. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document |
minor_version_number__v | The minor version number to assign to the new document. |
product__v | Example: This is an example object reference field. To assign value for this field type, include either the document field name product__v or the document field name plus the name field on the object product__v.name__v. |
Create Content Placeholder Documents
Vault allows you to create content placeholders when the associated file is not yet available. You can add the source document at a later date.
| Name | Description |
|---|---|
file | Include this column in your input, but leave the values blank. |
name__v | The name of the new document. |
type__v | The name of the document type to assign to the new document. |
subtype__v | The name of the document subtype (if one exists on the document type). |
classification__v | The name of the document classification (if one exists on the document subtype). |
lifecycle__v | The name of the document lifecycle to assign to the new document. |
major_version_number__v | The major version number to assign to the new document |
minor_version_number__v | The minor version number to assign to the new document. |
Create Unclassified Documents
Unclassified documents are documents which have a source file, but no document type. The following fields are required, but you can include any editable document field.
| Name | Description |
|---|---|
file | The filepath of the source document. The maximum allowed file size is 4GB. |
name__v | The name of the new document. |
type__v | Set the document type to Undefined |
lifecycle__v | Set the document lifecycle to Unclassified |
Update Documents
Update Single Document
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "language__v=English" \
-d "product__v=1357662840171" \
-d "audience__vs=consumer__vs" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534
Response
{
"responseStatus": "SUCCESS",
"id": 534
}
Update editable field values on the latest version of a single document. To update past document versions, see Update Document Version. Note that this endpoint does not allow you to update the archive__v field. To archive a document, or to update multiple documents at once, see Update Multiple Documents.
PUT /api/{version}/objects/documents/{doc_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Body Parameters
In the body of the request, add any editable field values that you wish to update. To find these fields, retrieve fields configured on documents. Editable fields will have editable:true. To remove existing field values, include the field name and set its value to null.
Update Multiple Documents
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\update_documents.csv" \
https://myvault.veevavault.com/api/v9.0/objects/documents/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771"
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772"
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773"
}
]
}
Bulk update editable field values on multiple documents. You can only update the latest version of each document. To update past document versions, see Update Document Version.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 1,000.
PUT /api/{version}/objects/documents/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/x-www-form-urlencoded |
Accept | application/json (default) or text/csv |
Body Parameters
You can use Name-Value pairs in the body of your request or you can upload a CSV. id is the only required field, and you can update values of any editable document field. To find these fields, retrieve fields configured on documents. Editable fields will have editable:true. To remove existing field values, include the field name and set its value to null.
| Name | Description |
|---|---|
id | ID of the document to update |
archive__v | Optional: To archive a document, set to true. To unarchive a document, set to false. |
Reclassify Document
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "reclassify=true" \
-d "type__v=Promotional Piece" \
-d "subtype__v=Advertisement" \
-d "classification__v=Web" \
-d "lifecycle__v=Promotional Piece" \
https://myvault.veevavault.com/api/v15.0/objects/documents/775
Response
{
"responseStatus": "SUCCESS",
"id": 775
}
Reclassify allows you to change the document type of an existing document or assign a document type to an unclassified document. A document “type” is the combination of the type__v, subtype__v, and classification__v fields on a document. When you reclassify, Vault may add or remove certain fields on the document. You can only reclassify the latest version of a document and only one document at a time. The API does not currently support bulk reclassify.
Learn more about reclassifying documents in Vault Help.
PUT /api/{version}/objects/documents/{doc_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Body Parameters
| Name | Description |
|---|---|
type__v | The name of the document type. |
subtype__v | The name of the document subtype (if one exists on the type). |
classification__v | The name of the document classification (if one exists on the subtype). |
lifecycle__v | The name of the document lifecycle. |
reclassify | Set to true. Without this, a standard document update action is performed. |
You can also add or remove values for any other editable document field. Note that additional fields may be required depending on the document type, subtype, and classification being assigned to the document. Use the Document Metadata API to retrieve required and editable fields in your Vault. If a required field is missing, the error response will list the name of the required field.
Update Document Version
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "language__v=English" \
-d "product__v=1357662840171" \
-d "audience__c=consumer__c" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0
Response
{
"responseStatus": "SUCCESS",
"id": 534
}
Update editable field values on a specific version of a document. See also Update Document above.
PUT /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault updates field values for the specified version of the document and returns the ID of the updated document.
Create Multiple Document Versions
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\add_document_versions.csv" \
https://myvault.veevavault.com/api/v10.0/objects/documents/versions/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771",
"major_version_number__v": 0,
"minor_version_number__v": 2
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772",
"major_version_number__v": 0,
"minor_version_number__v": 2
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773",
"major_version_number__v": 1,
"minor_version_number__v": 0
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document version was not added."
}
]
}
]
}
Create or add document versions in bulk.
- Your Vault must be in Migration Mode.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
POST /api/{version}/objects/documents/versions/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
| Name | Description |
|---|---|
file | The filepath of your source file. If the current version of the document includes a source file, you must include a source file for any past versions. The maximum allowed file size is 4GB. |
id | The system-assigned document ID of the document to add the versions to. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
name__v | Enter a name for the new document. This may be the same name as the existing document/version or a different name. |
type__v | Enter the name of the document type to assign to the new document. |
subtype__v | Enter the name of the document subtype (if one exists on the document type). |
classification__v | Enter the name of the document classification (if one exists on the document subtype). |
lifecycle__v | Enter the name of the document lifecycle to assign to the new document. This may be the same lifecycle as the existing document/version or a different lifecycle. |
major_version_number__v | Enter the major version number to assign to the new document version. This must be a version that does not yet exist on the document being updated. |
minor_version_number__v | Enter the minor version number to assign to the new document. This must be a version that does not yet exist on the document being updated. |
status__v | Enter a status for the new document, e.g., Draft, In Review, Approved, etc. |
product__v | Example: This is an example object reference field. To assign value for this field type, include either the document field name product__v or the document field name plus the name field on the object product__v.name__v. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying documents in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Create Single Document Version
Request: Copy file from current version
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "createDraft=latestContent" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534
Request: Upload a new file & Suppress rendition
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=CholeCap-Presentation.pptx" \
-F "createDraft=uploadedContent" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534?suppressRendition=true
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "New draft successfully created.",
"major_version_number__v": 0,
"minor_version_number__v": 2
}
Add a new draft version of an existing document. You can choose to either use the existing source file, or a new source file. These actions will increase the document’s minor version number. This is analogous to using the Create Draft action in the UI.
POST /api/{version}/objects/documents/{doc_id}
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Body Parameters
| Name | Description |
|---|---|
createDraft=latestContent | Create a new draft version from the existing document in the Vault. This does not require uploading a file. This is analogous to the Copy file from current version option in the Create Draft UI. |
createDraft=uploadedContent | Create a new draft version by uploading the document source file. This requires uploading a new source file with an additional file body parameter. The maximum allowed file size is 4GB. This is analogous to the Upload a new file option in the Create Draft UI. |
file | Optional:
|
Query Parameters
| Name | Description |
|---|---|
suppressRendition | Set to true to suppress automatic generation of the viewable rendition. If omitted, defaults to false. |
Delete Documents
After deleting documents, the API allows you to retrieve their IDs for up to 30 days. The deleted files themselves are removed from the server and can only be retrieved by Vault Support. Note that you cannot delete checked out documents unless you have the Power Delete permission. Learn more about Power Delete in Vault Help.
Delete Single Document
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534
Response
{
"responseStatus": "SUCCESS",
"id": 534
}
Delete all versions of a document, including all source files and viewable renditions.
DELETE /api/{version}/objects/documents/{document_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
document_id | The system-assigned document ID of the document to delete. |
Delete Multiple Documents
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\delete_documents.csv" \
https://myvault.veevavault.com/api/v13.0/objects/documents/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771"
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772"
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773"
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document was not deleted."
}
]
}
]
}
Delete all versions of multiple documents, including all source files and viewable renditions.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
DELETE /api/{version}/objects/documents/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
Body Parameters
Create a CSV or JSON input file. Choose one of the following two ways to identify documents for deletion:
| Name | Description |
|---|---|
id | The system-assigned document ID of the document to delete. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying documents in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Delete Single Document Version
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/0/2
Response
{
"responseStatus": "SUCCESS",
"id": 534
}
Delete a specific version of a document, including the version’s source file and viewable rendition. Other versions of the document remain unchanged. See also Delete Document.
DELETE /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Delete Multiple Document Versions
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\delete_document_versions.csv" \
https://myvault.veevavault.com/api/v13.0/objects/documents/versions/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771",
"major_version_number__v": 0,
"minor_version_number__v": 2
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772",
"major_version_number__v": 0,
"minor_version_number__v": 2
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773",
"major_version_number__v": 1,
"minor_version_number__v": 0
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document version was not deleted."
}
]
}
]
}
Delete a specific version of a document, including the version’s source file and viewable rendition.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
DELETE /api/{version}/objects/documents/versions/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
Body Parameters
Create a CSV or JSON input file.
| Name | Description |
|---|---|
id | The system-assigned document ID of the document to delete. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
major_version_number__v | Major version number of the document version to remove. |
minor_version_number__v | Minor version number of the document version to remove. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying documents in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Retrieve Deleted Document IDs
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/deletions/documents
Response (abridged)
{
"responseStatus": "SUCCESS",
"responseMessage": "OK",
"responseDetails": {
"limit": 1000,
"size": 88,
"offset": 0,
"total": 88
},
"data": [
{
"id": 690,
"major_version_number__v": 0,
"minor_version_number__v": 1,
"date_deleted": "2016-02-10T00:29:45Z"
},
{
"id": 690,
"major_version_number__v": 0,
"minor_version_number__v": 2,
"date_deleted": "2016-02-10T00:29:45Z"
},
{
"id": 691,
"major_version_number__v": 0,
"minor_version_number__v": 1,
"date_deleted": "2016-02-10T23:46:07Z"
},
{
"id": 692,
"major_version_number__v": 0,
"minor_version_number__v": 1,
"date_deleted": "2016-02-10T00:29:37Z"
},
]
}
Retrieve IDs of documents deleted within the past 30 days.
After documents and document versions are deleted, their IDs remain available for retrieval for 30 days. After that, they cannot be retrieved. This request supports optional parameters to narrow the results to a specific date and time range within the past 30 days.
To completely restore a document deleted within the last 30 days, contact Veeva support.
GET /api/{version}/objects/deletions/documents
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml or text/csv |
Query Parameters
You can modify the request by using one or both of the following parameters:
| Name | Description |
|---|---|
start_date | Specify a date (no more than 30 days past) after which Vault will look for deleted documents. Dates must be YYYY-MM-DDTHH:MM:SSZ format, for example, 7AM on January 15, 2016 would use 2016-01-15T07:00:00Z |
end_date | Specify a date (no more than 30 days past) before which Vault will look for deleted documents. Dates must be YYYY-MM-DDTHH:MM:SSZ format, for example, 7AM on January 15, 2016 would use 2016-01-15T07:00:00Z |
Dates and times are in UTC. If the time is not specified, it will default to midnight (T00:00:00Z) on the specified date.
Response Details
The abridged response shows that a total of 88 documents were deleted from this Vault in the past 30 days. Two versions (0.1 and 0.2) were deleted for Document ID 690. Version 0.1 was deleted for both Document ID 691 and Document ID 692. The response includes the date and time when each document was deleted. Date and time display in UTC, not in the user’s time zone.
Document Locks
A document “lock” is analogous to “checking out a document” but without the file attached in the response for download. To download the document file after locking it, use the Download Document File endpoint.
Learn about Document Checkout (Locks) in Vault Help.
Retrieve Document Lock Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/lock
Response
{
"responseStatus": "SUCCESS",
"name": "lock",
"properties": [
{
"name": "locked_by__v",
"scope": "Lock",
"type": "ObjectReference",
"required": true,
"systemAttribute": true,
"editable": false,
"setOnCreateOnly": false,
"disabled": false,
"objectType": "User",
"label": "Locked By",
"hidden": false
},
{
"name": "locked_date__v",
"scope": "Lock",
"type": "DateTime",
"required": true,
"systemAttribute": true,
"editable": false,
"setOnCreateOnly": false,
"disabled": false,
"objectType": "DateTime",
"label": "Locked Date",
"hidden": false
}
]
}
GET /api/{version}/metadata/objects/documents/lock
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
| Metadata Field | Description |
|---|---|
name | The “name” of the field used in the API. These include locked_by__v, locked_date__v, etc. |
label | The “label” of the field used in the UI. These include “Locked By”, “Locked Date”, etc. |
type | The “type” of field. These include “ObjectReference”, “DateTime”, etc. |
scope | The “scope” of the field. This value is “Lock” for all fields. |
required | Indicates if the field is required. |
systemAttribute | Boolean (true/false) field which indicates if the field is a standard (system-managed) field, i.e., not editable by the user. |
editable | Boolean (true/false) field which indicates if the field can be set or changed by the user, i.e., not system-managed. |
setOnCreateOnly | Boolean (true/false) field which indicates if the field can only be set during creation of a new document. |
objectType | When the field type is “ObjectReference”, this field indicates the object which is being referenced. |
hidden | Boolean (true/false) field which indicates if the field is “hidden” (not available). |
Create Document Lock
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/lock
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document successfully checked out."
}
A document lock is analogous to checking out a document but without the file attached in the response for download.
POST /api/{version}/objects/documents/{doc_id}/lock
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
On SUCCESS, Vault locks the document and other users are not allowed to lock (check-out) the document.
Retrieve Document Lock
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/lock
Response
{
"responseStatus": "SUCCESS",
"lock": {
"locked_by__v": 46916,
"locked_date__v": "2015-03-20T23:47:11.000Z"
}
}
GET /api/{version}/objects/documents/{doc_id}/lock
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
If the document is locked (checked out), the response includes the user id field value of the person who checked it out and the date and time. If the document is not locked, the lock fields shown above will not be returned.
Delete Document Lock
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/lock
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Undo check out successful."
}
Deleting a document lock is analogous to undoing check out of a document.
DELETE /api/{version}/objects/documents/{doc_id}/lock
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
On SUCCESS, Vault unlocks the document, allowing other users to lock/check out the document.
Document Renditions
Learn about Document Renditions in Vault Help.
Note that requests to retrieve renditions might return an UNEXPECTED_ERROR. If this occurs, please retry the request after a few seconds.
Retrieve Document Renditions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions
Response
{
"responseStatus": "SUCCESS",
"renditionTypes": [
"viewable_rendition__v",
"imported_rendition__c",
"veeva_distribution_package__c"
],
"renditions": {
"viewable_rendition__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/viewable_rendition__v",
"veeva_distribution_package__c": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/veeva_distribution_package__c"
}
}
GET /api/{version}/objects/documents/{doc_id}/renditions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
| Metadata Field | Description |
|---|---|
renditionTypes[n] | List of all rendition types configured for the specified document. |
renditions[n] | List of renditions available for the specified document and the endpoint URL to retrieve them. |
Retrieve Document Version Renditions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions
Response
{
"responseStatus": "SUCCESS",
"renditionTypes": [
"viewable_rendition__v",
"imported_rendition__c",
"veeva_distribution_package__c"
],
"renditions": {
"viewable_rendition__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions/viewable_rendition__v",
"veeva_distribution_package__c": "https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions/veeva_distribution_package__c"
}
}
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/renditions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Download Document Rendition File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/viewable_rendition__v > file
Response
{
"responseStatus": "SUCCESS"
}
Download a rendition (file) from the latest version of a document.
GET /api/{version}/objects/documents/{doc_id}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{rendition_type} | The document rendition type. |
Query Parameters
| Name | Description |
|---|---|
steadyState | Set to true to download a rendition (file) from the latest steady state version (1.0, 2.0, etc.) of a document. |
Response Details
On SUCCESS, Vault retrieves the file associated with the given renditions type for the document. The HTTP Response Header Content-Type is set to application/octet-stream.
Download Document Version Rendition File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions/viewable_rendition__v > file
Response
{
"responseStatus": "SUCCESS"
}
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
{rendition_type} | The document rendition type. |
Response Details
On SUCCESS, Vault retrieves the file associated with the given renditions type for the specified document version. The HTTP Response Header Content-Type is set to application/octet-stream.
Add Multiple Document Renditions
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\add_document_renditions.csv" \
https://myvault.veevavault.com/api/v10.0/objects/documents/renditions/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771",
"major_version_number__v": 0,
"minor_version_number__v": 2,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772",
"major_version_number__v": 0,
"minor_version_number__v": 2,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773",
"major_version_number__v": 1,
"minor_version_number__v": 0,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document rendition was not added."
}
]
}
]
}
Add document renditions in bulk. You must first load the renditions to the file staging server.
- Your Vault must be in Migration Mode.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
POST /api/{version}/objects/documents/renditions/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
| Name | Description |
|---|---|
file | The filepath of the rendition on the file staging server. |
id | The system-assigned document ID of the document to add renditions to. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
rendition_type__v | Document rendition type to assign to the new rendition. Only one rendition of each type may exist on each document. |
major_version_number__v | Major version number to assign to the new document rendition. |
minor_version_number__v | Minor version number to assign to the new document rendition. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying documents in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Add Single Document Rendition
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=CholeCap-Document.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/imported_rendition__c
Response
{
"responseStatus": "SUCCESS"
}
POST /api/{version}/objects/documents/{doc_id}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Content-Type | application/json or multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{rendition_type} | The document rendition type. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Response Details
On SUCCESS, Vault associates the uploaded file with the given rendition type for the specified document.
Upload Document Version Rendition
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=CholeCap-Document.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/imported_rendition__c
Response
{
"responseStatus": "SUCCESS"
}
POST /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
{rendition_type} | The document rendition type. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Response Details
On SUCCESS, Vault associates the uploaded file with the given rendition type for the document with the specified version number.
Replace Document Rendition
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=CholeCap-Document.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/imported_rendition__c
Response
{
"responseStatus": "SUCCESS"
}
PUT /api/{version}/objects/documents/{doc_id}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{rendition_type} | The document rendition type. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Response Details
On SUCCESS, Vault replaces the rendition of the given type from the latest version of the document.
Replace Document Version Rendition
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=CholeCap-Document.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions/imported_rendition__c
Response
{
"responseStatus": "SUCCESS"
}
PUT /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
{rendition_type} | The document rendition type. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Response Details
On SUCCESS, Vault replaces the rendition of the given type for the specified version of the document.
Delete Multiple Document Renditions
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Documents\delete_document_renditions.csv" \
https://myvault.veevavault.com/api/v13.0/objects/documents/renditions/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"external_id__v": "ALT-DOC-0771",
"major_version_number__v": 0,
"minor_version_number__v": 2,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "SUCCESS",
"id": 772,
"external_id__v": "CHO-DOC-0772",
"major_version_number__v": 0,
"minor_version_number__v": 2,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "SUCCESS",
"id": 773,
"external_id__v": "GLU-DOC-0773",
"major_version_number__v": 1,
"minor_version_number__v": 0,
"rendition_type__c": "imported_rendition__c"
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this document rendition was not added."
}
]
}
]
}
Delete document renditions in bulk.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
DELETE /api/{version}/objects/documents/renditions/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
Body Parameters
Create a CSV or JSON input file.
| Name | Description |
|---|---|
id | The system-assigned document ID of the document to delete. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
rendition_type__v | Rendition type to delete from the document. |
rendition_type__v | Document rendition type to delete from the document. |
major_version_number__v | Major version number of the document rendition to remove. |
minor_version_number__v | Minor version number of the document rendition to remove. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying documents in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Delete Single Document Rendition
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/renditions/imported_rendition__vs
Response
{
"responseStatus": "SUCCESS"
}
Delete a single document rendition. On SUCCESS, Vault deletes the rendition of specified type from the latest document version.
DELETE /api/{version}/objects/documents/{document_id}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{document_id} - The document id field value. | |
{rendition_type} - The document rendition type. |
Delete Document Version Rendition
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/renditions/imported_rendition__c
Response
{
"responseStatus": "SUCCESS"
}
DELETE /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/renditions/{rendition_type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
{rendition_type} | The document rendition type. |
On SUCCESS, Vault deletes the rendition of the given type from the specified version of the document.
Document Attachments
Learn about Document Attachments in Vault Help.
Determine if a Document has Attachments
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565
Response (abridged)
{
"attachments": [
{
"id": 566,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566"
},
{
"id": 567,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567"
}
]
}
GET /api/{version}/objects/documents/{doc_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
Shown above, document id 565 has two different attachments: id 566 and id 567. Note that this endpoint does not retrieve the number of versions of each attachment nor the attachment metadata. The “attachments” attribute is displayed in the response for documents in which attachments have been enabled on the document type (even if the document has no attachments).
List Document Attachments
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 566,
"filename__v": "Site Area Map.png",
"format__v": "image/png",
"size__v": 109828,
"md5checksum__v": "78b36d9602530e12051429e62558d581",
"version__v": 2,
"created_by__v": 46916,
"created_date__v": "2015-01-14T00:35:01.775Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/2"
}
]
},
{
"id": 567,
"filename__v": "Site Facilities Contacts.docx",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 11483,
"md5checksum__v": "bddd2e18f40dd09ab4939ddd2acefeac",
"version__v": 3,
"created_by__v": 46916,
"created_date__v": "2015-01-14T00:35:12.320Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/2"
},
{
"version__v": 3,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/3"
}
]
}
]
}
GET /api/{version}/objects/documents/{doc_id}/attachments
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
Shown above, document id 565 has two different attachments. Attachment id 566 is an image file with two versions. Attachment id 567 is a Word document with three versions. Unlike “regular” document versioning, attachment versioning uses integer numbers beginning with 1 and incrementing sequentially (1, 2, 3,…). There is no concept of major or minor version numbers with attachments.
Retrieve Document Attachment Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 566,
"filename__v": "Site Area Map.png",
"format__v": "image/png",
"size__v": 109828,
"md5checksum__v": "78b36d9602530e12051429e62558d581",
"version__v": 2,
"created_by__v": 46916,
"created_date__v": "2015-01-14T00:35:01.775Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/2"
}
]
}
]
}
GET /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
Response Details
The md5checksum__v field is calculated on the latest version of the attachment. If an attachment is added which has the same MD5 checksum value as an existing attachment on a given document, the new attachment is not added.
Vault Document Attachments include the following fields (metadata):
| Field Name | Description |
|---|---|
id | ID of the attachment. This is set by the system. |
version__v | Version of the attachment. Attachment versioning uses integer numbers beginning with 1 and incrementing sequentially (1, 2, 3,…). There is no concept of major or minor version numbers with attachments. |
filename__v | File name of the attachment. |
description__v | Optional description added to the attachment. You can add descriptions up to 1000 characters in length. |
format__v | File format of the attachment. You can add any type of file as an attachment. |
size__v | File size of the attachment. You can add up to 50 attachments to a document; each must be under 2GB. |
md5checksum__v | MD5 checksum value calculated for the attachment. To avoid creating identical versions, Vault assigns each a checksum value. When you add an attachment with the same file name and checksum value, Vault ignores the new file and does not version the existing attachment. |
created_by__v | User ID of the person who created the attachment. |
created_date__v | Date the attachment was created. |
versions[n] | List of links to earlier versions of the attachment. |
List Document Attachment Versions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/2"
}
]
}
GET /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/versions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
Response Details
Unlike documents, attachment versions use integer values starting with version 1 and incrementing sequentially (2, 3, 4,…). Attachments do not use major or minor version numbers.
Retrieve Document Attachment Version Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/566/versions/2
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 566,
"filename__v": "Site Area Map.png",
"format__v": "image/png",
"size__v": 109828,
"md5checksum__v": "78b36d9602530e12051429e62558d581",
"version__v": 2,
"created_by__v": 46916,
"created_date__v": "2015-01-14T00:35:01.775Z"
}
]
}
GET /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/versions/{attachment_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Download Document Attachment File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="file.pdf"
GET /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
Response Details
On SUCCESS, Vault retrieves the latest version of the attachment from the document. The file name is the same as the attachment file name.
The HTTP Response Header Content-Type is set to the MIME type of the file. For example, if the attachment is a PNG image, the Content-Typeis image/png. If we cannot detect the MIME file type, Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename attribute which can be used when naming the local file. When retrieving attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachment downloads (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Download Document Attachment Version File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/1/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="file.pdf"
GET /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/versions/{attachment_version}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Response Details
On SUCCESS, Vault retrieves the specified version of the attachment from the document. The file name is the same as the attachment file name.
The HTTP Response Header Content-Type is set to the MIME type of the file. For example, if the attachment is a PNG image, the Content-Type is image/png. If we cannot detect the MIME file type, Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename attribute which can be used when naming the local file. When downloading attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachment downloads (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Download All Document Attachment Files
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="Document VV-02839 (v0.1) - attachments.zip"
GET /api/{version}/objects/documents/{doc_id}/attachments/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
On SUCCESS, Vault retrieves the latest version of all attachments from the document. The attachments are packaged in a ZIP file with the file name: Document {document number} (v. {major version}.{minor version}) - attachments.zip.
The HTTP Response Header Content-Type is set to application/zip. The HTTP Response Header Content-Disposition contains a filename attribute which can be used when naming the local file. When downloading attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachment downloads (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Delete Document Attachment
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567
Response
{
"responseStatus": "SUCCESS"
}
DELETE /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
Response Details
On SUCCESS, Vault deletes the specific attachment and all its versions.
Delete Document Attachment Version
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/3
Response
{
"responseStatus": "SUCCESS"
}
DELETE api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/versions/{attachment_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Add Document Attachment
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=my_attachment_file.png" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments
Response
{
"responseStatus": "SUCCESS",
"data":
{
"id": "567",
"version__v": 3
}
}
POST /api/{version}/objects/documents/{doc_id}/attachments
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 2GB.
Response Details
On SUCCESS, the response will contain the attachment ID and version of the newly added attachment. Document attachments are automatically bound to all versions of a document. The following attribute values are determined based on the file in the request: filename__v, format__v, size__v.
Restore Document Attachment Version
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments/567/versions/2?restore=true
Response
{
"responseStatus": "SUCCESS",
"data":
{
"id": "567",
"version__v": 3
}
}
POST /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}/versions/{attachment_version}?restore=true
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Query Parameters
| Name | Description |
|---|---|
restore | The parameter restore must be set to true. |
Response Details
On SUCCESS, Vault restores the specific version of an existing attachment to make it the latest version. The response will contain the attachment ID and version of the restored attachment.
Update Document Attachment Description
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "description__v=This is my description for this attachment." \
https://myvault.veevavault.com/api/v15.0/objects/documents/565/attachments
Response
{
"responseStatus": "SUCCESS"
}
PUT /api/{version}/objects/documents/{doc_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{attachment_id} | The attachment id field value. |
Body Parameters
| Name | Description |
|---|---|
description__v | This is the only editable field. The maximum character length is 1000. |
Document Annotations
Learn about Document Annotations in Vault Help.
Download Document Annotations
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/14/annotations
GET /api/{version}/objects/documents/{doc_id}/annotations
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response
On SUCCESS, Vault retrieves the specified version document rendition and its associated annotations.
- The HTTP Response Header Content-Type is set to
application/pdf. - The HTTP Response Header
Content-Dispositioncontains afilenamecomponent which can be used when naming the local file.
Download Document Version Annotations
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/14/versions/2/1/annotations
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/annotations
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response
On SUCCESS, Vault retrieves the specified version document rendition and its associated annotations.
- The HTTP Response Header Content-Type is set to
application/pdf. - The HTTP Response Header
Content-Dispositioncontains afilenamecomponent which can be used when naming the local file.
Upload Document Annotations
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=document2016.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/548/annotations
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "OK",
"replies": 0,
"failures": 0,
"new": 0
}
POST /api/{version}/objects/documents/{doc_id}/annotations
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
Response Details
On SUCCESS, Vault uploads the file and its annotations.
Upload Document Version Annotations
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=document2016.pdf" \
https://myvault.veevavault.com/api/v15.0/objects/documents/548/versions/2/1/annotations
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "OK",
"replies": 0,
"failures": 0,
"new": 0
}
POST /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/annotations
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault associates the uploaded file with the given rendition type for the document with the specified version number.
Document Relationships
Learn about Document Relationships in Vault Help.
Retrieve Document Type Relationships
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/types/promotional_piece__c/relationships
Response (abridged)
{
"responseStatus": "SUCCESS",
"properties": [
{
"name": "id",
"type": "id",
"length": 20,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "source_doc_id__v",
"type": "id",
"length": 20,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "source_major_version__v",
"type": "Integer",
"length": 10,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "source_minor_version__v",
"type": "Integer",
"length": 10,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "target_doc_id__v",
"type": "id",
"length": 20,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "target_major_version__v",
"type": "Integer",
"length": 10,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "target_minor_version__v",
"type": "Integer",
"length": 10,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "relationship_type__v",
"type": "String",
"length": 255,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "created_date__v",
"type": "DateTime",
"length": 0,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "created_by__v",
"type": "ObjectReference",
"length": 10,
"object": "users",
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "source_vault_id__v",
"type": "id",
"length": 20,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
}
],
"relationshipTypes": [
{
"value": "crosslink_document_latest__v",
"label": "CrossLink Latest Bindings",
"sourceDocVersionSpecific": true,
"targetDocVersionSpecific": false,
"system": true,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
},
{
"value": "references__c",
"label": "Linked Documents",
"sourceDocVersionSpecific": true,
"targetDocVersionSpecific": true,
"system": true,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
},
{
"value": "crosslink_document_latest_steady_state__v",
"label": "CrossLink Latest Steady State Bindings",
"sourceDocVersionSpecific": true,
"targetDocVersionSpecific": false,
"system": true,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
},
{
"value": "basedon__c",
"label": "Based on",
"sourceDocVersionSpecific": false,
"targetDocVersionSpecific": true,
"system": true,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
},
{
"value": "original_source__v",
"label": "Original Source",
"sourceDocVersionSpecific": false,
"targetDocVersionSpecific": true,
"system": false,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
},
{
"value": "crosslink_document_static__v",
"label": "CrossLink Static Bindings",
"sourceDocVersionSpecific": true,
"targetDocVersionSpecific": true,
"system": true,
"singleUse": false,
"targetDocumentTypes": [
{
"label": "Attachment",
"value": "attachment__v"
},
{
"label": "Template Fragment",
"value": "template_fragment__v"
},
{
"label": "Integration Template",
"value": "testing__c"
},
{
"label": "Resources",
"value": "resources__c"
},
{
"label": "Master Email Fragment",
"value": "master_email_fragment__v"
},
{
"label": "Promotional Piece",
"value": "promotional_piece__c"
},
{
"label": "Email Fragment",
"value": "email_fragment__v"
},
{
"label": "Multichannel Presentation",
"value": "engage_presentation__v"
},
{
"label": "Health Authority Form",
"value": "health_authority_form__v"
},
{
"label": "Email Template",
"value": "email_template__v"
},
{
"label": "Claim",
"value": "claim__c"
},
{
"label": "Reference Document",
"value": "reference_document__c"
},
{
"label": "Multichannel Slide",
"value": "slide__v"
},
{
"label": "Compliance Package",
"value": "compliance_package__v"
},
{
"label": "Undefined",
"value": "undefined__v"
}
]
}
],
"relationships": [
{
"relationship_name": "source__vr",
"relationship_label": "Source Relationship",
"relationship_type": "reference_outbound",
"object": {
"name": "documents"
}
},
{
"relationship_name": "target__vr",
"relationship_label": "Target Relationship",
"relationship_type": "reference_outbound",
"object": {
"name": "documents"
}
}
]
}
Retrieve all relationships from a document type.
GET /api/{version}/metadata/objects/documents/types/{type}/relationships
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{type} | The document type. See Retrieve Document Types. |
Response Details
The abridged response above shows the metadata for the relationship type configured for the specified document promotional_piece__c.
Relationship Fields
The relationships object includes the following fields:
| Field Name | Description |
|---|---|
id | The relationship id field. |
source_doc_id__v | The document id field of the source document on which the relationship is defined. |
source_major_version__v | The major_version_number__v of the source document. This only applies when the target document is bound to a specific version of the source document. |
source_minor_version__v | The minor_version_number__v of the source document. This only applies when the target document is bound to a specific version of the source document. |
target_doc_id__v | The document id field of the target document which is bound to the source document. |
target_major_version__v | The major_version_number__v of the target document. This only applies when the source document is bound to a specific version of the target document. |
target_minor_version__v | The minor_version_number__v of the target document. This only applies when the source document is bound to a specific version of the target document. |
relationship_type__v | The relationship type (basedon__c, supporting_documents__c, related_claims__c, related_pieces__c, etc.). |
created_date__v | The date and time when the relationship is created. |
created_by__v | The user id value of the person who creates the relationship. |
source_vault_id__v | The Vault id value where the source document exists. Learn more. |
Relationship Type Properties
Relationship types and their properties are configurable and vary from Vault to Vault.
| Metadata Field | Description |
|---|---|
value | The relationship type name (API key). |
label | The relationship type label. |
sourceDocVersionSpecific | Indicates whether or not the relationship type applies to a specific version of the source document. If false, the relationship type applies to all versions. |
targetDocVersionSpecific | Indicates whether or not the relationship type applies to a specific version of the target document. If false, the relationship type applies to all versions. |
system | Indicates whether or not the relationship type is a standard Vault relationship type. |
singleUse | Indicates whether or not the relationship type can only be used once for each document. |
targetDocumentTypes | Lists all document types which are valid target documents for the relationship type. |
Relationships
The source__vr and target__vr relationship names can be used to perform document relationship lookup queries.
Retrieve Document Relationships
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/866/versions/1/1/relationships
Response
{
"responseStatus": "SUCCESS",
"responseMessage": null,
"errorCodes": null,
"relationships": [
{
"relationship": {
"source_doc_id__v": 886,
"relationship_type__v": "related_pieces__c",
"created_date__v": "2015-12-15T21:42:01.000Z",
"id": 214,
"target_doc_id__v": 890,
"created_by__v": 46916
}
},
{
"relationship": {
"source_doc_id__v": 886,
"relationship_type__v": "related_pieces__c",
"created_date__v": "2015-12-15T22:06:28.000Z",
"id": 216,
"target_doc_id__v": 884,
"created_by__v": 46916
}
},
{
"relationship": {
"source_doc_id__v": 886,
"relationship_type__v": "supporting_documents__c",
"created_date__v": "2015-12-15T21:41:10.000Z",
"id": 213,
"target_doc_id__v": 885,
"created_by__v": 46916
}
},
{
"relationship": {
"source_doc_id__v": 886,
"relationship_type__v": "supporting_documents__c",
"created_date__v": "2015-12-15T22:06:21.000Z",
"id": 215,
"target_doc_id__v": 889,
"created_by__v": 46916
}
}
],
"errorType": null
}
Retrieve all relationships from a document.
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/relationships
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault returns a list of all relationships configured on the document. In this example, document ID 886 v1.1 has reference relationships with four other documents in our Vault. This is the source document. Two of the referenced documents - target_doc_id__v 890 and 884 have the related_pieces__c relationship type. The other two referenced documents - target_doc_id__v 885 and 887 have the supporting_documents__c relationship type.
Create Single Document Relationship
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "target_doc_id__v=548" \
-d "relationship_type__v=supporting_documents__vs" \
-d "target_major_version__v=0" \
-d "target_minor_version__v=2" \
https://myvault.veevavault.com/api/v15.0/objects/documents/548/versions/0/1/relationships
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document relationship successfully created.",
"id": 200
}
Create a new relationship on a document.
POST /api/{version}/objects/documents/{document_id}/versions/{major_version_number__v}/{minor_version_number__v}/relationships
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{document_id} | The document id field value. |
{major_version_number__v} | The document major_version_number__v field value. |
{minor_version_number__v} | The document minor_version_number__v field value. |
Body Parameters
| Field Name | Description |
|---|---|
target_doc_id__v | The document id of the target document. |
relationship_type__v | The relationship type retrieved from the Document Relationships Metadata call above. |
target_major_version__v | Optional: The major version number of the target document to which the source document will be bound. |
target_minor_version__v | Optional: The minor version number of the target document to which the source document will be bound. |
Response Details
On SUCCESS, Vault returns the ID of the newly created document relationship.
Create Multiple Document Relationships
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Document Relationships\document_relationships.csv" \
https://myvault.veevavault.com/api/v15.0/objects/documents/relationships/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 10
},
{
"responseStatus": "SUCCESS",
"id": 11
},
]
}
Create new relationships on a document.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 1000.
POST /api/{version}/objects/documents/relationships/batch
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
Create a JSON or CSV input file. There are multiple ways to create document relationships. The following standard fields are required to create document relationships.
| Name | Description |
|---|---|
source_doc_id__v | Document id value of the document on which the relationship is being created. |
target_doc_id__v | Document id value of the document which is being associated with the source document as a related document. |
relationship_type__v | The type of relationship the target document will have with the source document. |
Create Source Version-Specific Relationships
The following fields are required when creating a source version-specific relationship.
| Name | Description |
|---|---|
source_major_version__v | The major version number of the source document. |
source_minor_version__v | The minor version number of the source document. |
relationship_type__v | The type of relationship the target document will have with the source document. |
Create Target Version-Specific Relationships
The following fields are required when creating a target version-specific relationship.
| Name | Description |
|---|---|
target_major_version__v | The major version number of the target document to which the source document will be bound. |
target_minor_version__v | The minor version number of the target document to which the source document will be bound. |
relationship_type__v | The type of relationship the target document will have with the source document. |
Query Parameters
| Name | Description |
|---|---|
idParam | To create relationships based on an external id field, set to external_id__v. You must set Content-Type to text/csv and include an external_id__v column. |
Response Details
On SUCCESS, Vault returns the IDs of the newly created document relationships.
Retrieve Document Relationship
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/relationships/200
Response
{
"responseStatus": "SUCCESS",
"responseMessage": null,
"errorCodes": null,
"relationships": [
{
"relationship": {
"id": 200,
"source_doc_id__v": 534,
"relationship_type__v": "supporting_documents__c",
"created_by__v": 46916,
"created_date__v": "2015-03-20T20:44:56.000Z",
"target_doc_id__v": 548
}
}
],
"errorType": null
}
Retrieve details of a specific document relationship.
GET /api/{version}/objects/documents/{doc_id}/versions/{major_version}/{minor_version}/relationships/{relationship_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
{relationship_id} | The relationship id field value. See Retrieve Document Relationships. |
Response Details
| Field Name | Description |
|---|---|
id | Relationship ID |
source_doc_id__v | The source document id field value. |
relationship_type__v | The relationship type. |
target_doc_id__v | The target document id field value. |
created_by__v | The user id field value of the person who created the relationship. |
created_date__v | The date and time when the relationship was created. |
Delete Single Document Relationship
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/relationships/200
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document relationship successfully deleted.",
"id": 200
}
Delete a relationship from a document.
Send DELETE to /api/{version}/objects/documents/{document\_id}/versions/{major\_version\_number\_\_v}/{minor\_version\_number\_\_v}/relationships/{relationship\_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{document_id} | The document id field value. |
{major_version_number__v} | The document major_version_number__v field value. |
{minor_version_number__v} | The document minor_version_number__v field value. |
{relationship_id} | The relationship id field value. See Retrieve Document Relationships. |
Response Details
On SUCCESS, Vault returns the relationship ID of the deleted relationship.
Delete Multiple Document Relationships
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Document Relationships\document_relationships.csv" \
https://myvault.veevavault.com/api/v15.0/objects/documents/relationships/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 10
},
{
"responseStatus": "SUCCESS",
"id": 11
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this relationship was not deleted."
}
]
}
]
}
Delete a relationship from multiple documents.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 1000.
DELETE /api/{version}/objects/documents/relationships/batch
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
Create a CSV or JSON input file.
| Name | Description |
|---|---|
id | The ID of the relationship to delete. |
Response Details
On SUCCESS, Vault returns the relationship IDs of the deleted relationships.
Document Events
The Document Events are used to track the document and binder distribution events across sub-systems such as iRep, Controlled Copy, Approved Email and Engage.
Retrieve Document Event Types and Subtypes
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events
Response
{
"responseStatus": "SUCCESS",
"events": [
{
"name": "distribution__v",
"label": "Distribution Event",
"subtypes": [
{
"name": "approved_email__v",
"label": "Approved Email",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/approved_email__v"
},
{
"name": "controlled_copy__v",
"label": "Controlled Copy",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/controlled_copy__v"
},
{
"name": "irep__v",
"label": "CRM",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/irep__v"
},
{
"name": "engage__v",
"label": "Engage",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/engage__v"
},
{
"name": "published_content__v",
"label": "Published Content",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/published_content__v"
},
{
"name": "clm__v",
"label": "CLM",
"value": "https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/clm__v"
}
]
}
]
}
GET /api/{version}/metadata/objects/documents/events
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
On SUCCESS, Vault returns the list of events, and event types per each event (if applicable). If the user is not permitted to access the event data, the event type is omitted from the response. In this example, one document event distribution__v is configured in our Vault. This “Distribution Event” is configured with six document event “subtypes”.
Retrieve Document Event SubType Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/events/distribution__v/types/approved_email__v
Response
{
"responseStatus": "SUCCESS",
"name": "approved_email__v",
"label": "Approved Email",
"properties": [
{
"name": "event_date__v",
"label": "Event Date",
"type": "DateTime",
"queryable": true,
"systemAttribute": true
},
{
"name": "document_id__v",
"label": "Document ID",
"type": "ObjectReference",
"objectType": "Documents",
"queryable": true
},
{
"name": "major_version_number__v",
"label": "Document Major Version Number",
"type": "Number",
"queryable": true
},
{
"name": "minor_version_number__v",
"label": "Document Minor Version Number",
"type": "Number",
"queryable": true
},
{
"name": "triggered_by__v",
"label": "User ID",
"type": "ObjectReference",
"objectType": "Users",
"queryable": true,
"systemAttribute": true
},
{
"name": "event_type__v",
"label": "Event Type",
"type": "String",
"required": true,
"queryable": true
},
{
"name": "event_subtype__v",
"label": "Event Subtype",
"type": "String",
"required": true,
"queryable": true
},
{
"name": "classification__v",
"label": "Event Classification",
"type": "String",
"values": [
{
"name": "distribute__v",
"label": "Distribute"
},
{
"name": "view__v",
"label": "View"
},
{
"name": "download__v",
"label": "Download"
}
],
"required": true,
"queryable": true
},
{
"name": "external_id__v",
"label": "External ID",
"type": "String",
"required": true,
"queryable": true
},
{
"name": "user_email__v",
"label": "User Email",
"type": "String",
"required": true,
"queryable": true
},
{
"name": "document_title__v",
"label": "Document Title",
"type": "String",
"queryable": true,
"systemAttribute": true
},
{
"name": "document_number__v",
"label": "Document Number",
"type": "String",
"queryable": true,
"systemAttribute": true
},
{
"name": "document_name__v",
"label": "Document Name",
"type": "String",
"queryable": true,
"systemAttribute": true
}
]
}
GET /api/{version}/metadata/objects/documents/events/{event_type}/types/{event_subtype}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
On SUCCESS, Vault returns all metadata for the specified event subtype.
Create Document Event
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "event_type__v=distribution__v" \
-d "event_subtype__v=approved_email__v" \
-d "classification__v=download__v" \
-d "external_id__v=1234"
https://myvault.veevavault.com/api/v15.0/objects/documents/534/versions/2/0/events
Response
{
"responseStatus": "SUCCESS"
}
POST /api/{version}/objects/documents/{document_id}/versions/{major_version}/{minor_version}/events
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{document_id} | The document id field value. |
{major_version} | The document major_version_number__v field value. |
{minor_version} | The document minor_version_number__v field value. |
Response Details
On SUCCESS, Vault logs the document event.
Retrieve Document Events
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/534/events
Response
{
"responseStatus": "SUCCESS",
"events": [
{
"name": "download__v",
"label": "Approved Email Download",
"properties": {
"event_date__v": "2015-03-20T22:06:40.000Z",
"document_id__v": 534,
"major_version_number__v": 2,
"minor_version_number__v": 0,
"triggered_by__v": 46916,
"event_type__v": "Distribution Event",
"event_subtype__v": "Approved Email",
"classification__v": "Download",
"external_id__v": "1234",
"user_email__v": "quinntaylor@myemail.com",
"event_modified_by__v": 46916,
"event_modified_date__v": "2015-03-20T22:06:40.000Z",
"document_number__v": "REF-0059",
"document_name__v": "WonderDrug Information"
}
}
]
}
GET /api/{version}/objects/documents/{document_id}/events
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{document_id} | The document id field value. |
Response Details
On SUCCESS, Vault returns the list of event objects, each containing the fields as defined by the metadata for its event type. Null and/or false valued fields are omitted from the response.
Document Templates
Learn about Document Templates in Vault Help.
Retrieve Document Template Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/templates
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "name__v",
"type": "String",
"requiredness": "required",
"max_length": 50,
"editable": true,
"multi_value": false
},
{
"name": "label__v",
"type": "String",
"requiredness": "required",
"max_length": 100,
"editable": true,
"multi_value": false
},
{
"name": "active__v",
"type": "Boolean",
"requiredness": "required",
"editable": true,
"multi_value": false
},
{
"name": "type__v",
"type": "Component",
"requiredness": "required",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "subtype__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "classification__v",
"type": "Component",
"requiredness": "optional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "format__v",
"type": "String",
"requiredness": "required",
"max_length": 200,
"editable": false,
"multi_value": false
},
{
"name": "size__v",
"type": "Number",
"requiredness": "required",
"max_value": 9223372036854775807,
"min_value": 0,
"scale": 0,
"editable": false,
"multi_value": false
},
{
"name": "created_by__v",
"type": "Number",
"requiredness": "required",
"max_value": 9223372036854775807,
"min_value": 0,
"scale": 0,
"editable": false,
"multi_value": false
},
{
"name": "file_uploaded_by__v",
"type": "Number",
"requiredness": "required",
"max_value": 9223372036854775807,
"min_value": 0,
"scale": 0,
"editable": false,
"multi_value": false
},
{
"name": "md5checksum__v",
"type": "String",
"requiredness": "required",
"max_length": 100,
"editable": false,
"multi_value": false
}
]
}
Retrieve the metadata which defines the shape of document templates in your Vault.
GET /api/{version}/metadata/objects/documents/templates
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
| Field Name | Field Type | Description | Required | Editable |
|---|---|---|---|---|
name__v | String | Document template name. Used in the API when retrieving/creating/updating templates. | True | True |
label__v | String | Document template label. The name users see in the UI when selecting templates. | True | True |
active__v | Boolean | Indicates whether or not the template is available for creating documents. | True | True |
type__v | Component | The document type to which the template is associated. | True | True |
subtype__v | Component | The document subtype to which the template is associated. | Conditional * | True |
classification__v | Component | The document classification to which the template is associated. | Conditional * | True |
format__v | String | Document template format (.doc, .pdf, etc.). | System-Managed | False |
size__v | Number | Document template size (Kb). | System-Managed | False |
created_by__v | Number | Vault user ID of the person who created the template. | System-Managed | False |
file_uploaded_by__v | Number | Vault user ID of the person who uploaded the template file. | System-Managed | False |
md5checksum__v | String | A string calculated using MD5 algorithm that can be used to uniquely identify the source file. | System-Managed | False |
The document subtype and classification fields are “conditional” in that they are only required if the template exists at the document subtype or classification level.
Retrieve Document Template Collection
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"name__v":"claim_document_template__c",
"label__v":"Claim Document Template",
"active__v":true,
"type__v":"claim__c",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 2781904,
"created_by__v": 12021,
"file_uploaded_by__v": 12021,
"md5checksum__v": 98238947109287333
},
{
"name__v":"clinical_study_document_template__c",
"label__v":"Clinical Study Document Template",
"active__v":true,
"type__v":"reference_document__c",
"subtype__v":"clinical_study__c",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 15776,
"created_by__v": 12021,
"file_uploaded_by__v": 12021,
"md5checksum__v": 75886214401031117
},
{
"name__v":"promo_ad_print_document_template__c",
"label__v":"Promo Ad Print Document Template",
"active__v":true,
"type__v":"promotional_piece__c",
"subtype__v":"advertisement__c",
"classification__v":"print__c",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 82923,
"created_by__v": 12021,
"file_uploaded_by__v": 12021,
"md5checksum__v": 52478042594365555
}
]
}
Retrieve all document templates.
GET /api/{version}/objects/documents/templates
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The response lists all document templates which have been added to the Vault. Shown above, three document templates exist in our Vault:
- The first
claim_document_template__cexists at the document type level. It is intended for use with new documents of theclaim__ctype. - The second
clinical_study_document_template__cexists at the document subtype level. It is intended for use with new documents of theclinical_study__csubtype. - The third
promo_ad_print_document_template__cexists at the document classification level. It is intended for use with new documents of theprint__cclassification.
For information about the document template metadata, refer to the “Retrieve Document Template Attributes” response below.
Retrieve Document Template Attributes
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates/promo_ad_print_document_template__c
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"name__v":"promo_ad_print_document_template__c",
"label__v":"Promo Ad Print Document Template",
"active__v":true,
"type__v":"promotional_piece__c",
"subtype__v":"advertisement__c",
"classification__v":"print__c",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 82923,
"created_by__v": 12021,
"file_uploaded_by__v": 12021,
"md5checksum__v": 52478042594365555
}
]
}
Retrieve the attributes from a document template.
GET /api/{version}/objects/documents/templates/{template_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The document template name__v field value. |
Response Details
The response lists all attributes configured on a specific document template in the Vault. Shown above are the attributes configured on the specified template:
| Field Name | Description |
|---|---|
name__v | Name of the document template. This value is not displayed to end users in the UI. It is seen by Admins and used in the API. |
label__v | Label of the document template. When users in the UI create documents from templates, they see this value in the list of available templates. |
type__v | Vault document type to which the template is associated. |
subtype__v | Vault document subtype to which the template is associated. This field is only displayed if the template exists at the document subtype or classification level. |
classification__v | Vault document classification to which the template is associated. This field is only displayed if the template exists at the document classification level. The template shown in this response is configured for use with documents of the print__c classification. |
format__v | File format of the document template. |
size__v | Size of the document template (Kb). |
created_by__v | Vault user ID of the person who created the document template. |
file_uploaded_by__v | Vault user ID of the person who uploaded the document template. |
md5checksum__v | A string calculated using MD5 algorithm that can be used to uniquely identify the source file. |
Download Document Template File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates/claim_document_template__c/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="claim_document_template__c.pdf"
Download the file of a specific document template.
GET /api/{version}/objects/documents/templates/{template_name}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml For this request, the Accept header controls only the error response. On SUCCESS, the response is a file stream (download). |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The document template name__v field value. |
Response Details
On SUCCESS, Vault retrieves the document template file.
The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file. When retrieving templates with very small file size, the HTTP Response Header Content-Length is set to the size of the template file. Note that for template downloads of larger file sizes, the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Create Document Template
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-H "Accept: text/csv" \
-F "file=Promo Ad Template.docx" \
-F "label__v=Promo Ad Template" \
-F "type__v=promotional_piece__c" \
-F "subtype__v=advertisement__c" \
-F "classification__v=print__c" \
-F "active__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates
Response
responseStatus,name,errors
SUCCESS,promo_ad_template__c,
Upload one document template. To upload multiple document templates, see Bulk Create Document Templates.
POST /api/{version}/objects/documents/templates
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
Body Parameters
When creating document templates, the following fields are required in all Vaults:
| Name | Description |
|---|---|
name__v | The name of the new document template. If not included, Vault will use the specified label__v value to generate a value for the name__v field. |
label__v | The label of the new document template. This is the name users will see among the available binder templates in the UI. |
type__v | The name of the document type to which the template will be associated. |
subtype__v | The name of the document subtype to which the template will be associated. This is only required if associating the template with a document subtype. |
classification__v | The name of the document classification to which the template will be associated. This is only required if associating the template with a document classification. |
active__v | Set to true or false to indicate whether or not the new document template should be set to active, i.e., available for selection when creating a document. |
Response Details
- The input format is set to
multipart/form-data(name-value pair with file upload). - The response format is set to
text/csv. - The path/name of the document template source file on the FTP staging server is specified.
- The
name__vfield is not included. Vault will use the specifiedlabel__vfield value to create thename__v=promo_ad_template__c - The
label__vfield specifies the document template label “Promo Ad Template”. This is what users will see among the available templates in the UI. - The document
type__v,subtype__v, andclassification__vare all specified. This template is being created for documents ofclassification__v=print__c. - The template is being set to
active__v=true. It will be available for selection when creating a new document.
On SUCCESS, Vault returns the name of the new document template.
Bulk Create Document Templates
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\add_document_templates.csv" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"name":"site_document_template__c"
},
{
"responseStatus":"SUCCESS",
"name":"tmf_document_template__c"
},
{
"responseStatus":"SUCCESS",
"name":"trial_protocol_document_template__c"
},
{
"responseStatus":"FAILURE",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why this template was not created."
}
]
}
]
}
Upload from 1-500 document templates. To upload one document template, see Create Document Template.
POST /api/{version}/objects/documents/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
File Upload
Before submitting this request, you must upload the document template source files to the staging server. Then, in your JSON or CSV input, include the file parameter set to the {path/file_name} of each source file on the server.
Body Parameters
When creating document templates, the following fields are required in all Vaults:
| Name | Description |
|---|---|
name__v | The name of the new document template. If not included, Vault will use the specified label__v value to generate a value for the name__v field. |
label__v | The label of the new document template. This is the name users will see among the available binder templates in the UI. |
type__v | The name of the document type to which the template will be associated. |
subtype__v | The name of the document subtype to which the template will be associated. This is only required if associating the template with a document subtype. |
classification__v | The name of the document classification to which the template will be associated. This is only required if associating the template with a document classification. |
active__v | Set to true or false to indicate whether or not the new document template should be set to active, i.e., available for selection when creating a document. |
Example CSV Input
file | name__v | label__v | type__v | subtype__v | classification__v | active__v |
|---|---|---|---|---|---|---|
| templates/doc_template_1.doc | site_document_template__c | SMF Template | site_master_file__v | true | ||
| templates/doc_template_2.doc | TMF Document Template | trial_master_file__v | true | |||
| templates/doc_template_3.doc | Trial Protocol Document Template | central_trial_documents__vs | trial_documents__vs | protocol__vs | true | |
| templates/doc_template_4.doc | Clinical Study Report Document Template | central_trial_documents__vs | reports__vs | clinical_study_report__vs | false |
In this example input, we’re creating four new document templates in our Vault:
- We’ve included the
fileparameter with the path/name of four document template source files located in the “templates” directory of our Vault’s staging server. - We’ve only specified the
name__vvalue for the first template and given it a differentlabel__vvalue. The other templates will inherit theirname__vvalues from thelabel__vvalues. - We’ve specified the document type, subtype, and classification to which each document template will be associated.
Response Details
In this example:
- The input file format is set to CSV.
- The response format is not set and will default to JSON.
- The path/name of the CSV input file in our local directory is specified.
Update Document Template
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-H "Accept: text/csv" \
-d "name__v=promo_ad_web_document_template__c" \
-d "label__v=Promo Ad Web Document Template" \
-d "active__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates/promo_ad_print_document_template__c
Response
responseStatus,name,errors
SUCCESS,promo_ad_web_document_template__c,
Update a document template to your Vault.
See also: Bulk Update Document Templates below
PUT /api/{version}/objects/documents/templates/{template_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The document template name__v field value. |
Body Parameters
You can update the following fields on document templates:
| Field Name | Description |
|---|---|
name__v | Change the name of an existing document template. |
label__v | Change the label of an existing document template. This is the name users will see among the available document templates in the UI. |
active__v | Set to true or false to indicate whether or not the document template should be set to active, i.e., available for selection when creating a document. |
Bulk Update Document Templates
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\update_document_templates.csv" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"name":"claim_document_template__c"
},
{
"responseStatus":"SUCCESS",
"name":"clinical_study_document_template__c"
},
{
"responseStatus":"FAILURE",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why this template was not created."
}
]
}
]
}
Update from 1-500 document templates to your Vault.
PUT /api/{version}/objects/documents/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
Body Parameters
You can update the following fields on document templates:
| Name | Description |
|---|---|
name__v | Change the name of an existing document template. |
label__v | Change the label of an existing document template. This is the name users will see among the available binder templates in the UI. |
active__v | Set to true or false to indicate whether or not the document templates should be set to active, i.e., available for selection when creating a document. |
Delete Document Template
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates/promo_ad_web_document_template__c
Response
{
"responseStatus": "SUCCESS"
}
Delete a document template from your Vault.
DELETE /api/{version}/objects/documents/templates/{template_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The document template name__v field value. |
Document Tokens
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "docIds=101,102,103,104" \
-d "expiryDateOffset=90" \
-d "downloadOption=PDF" \
-d "channel=00W000000000301" \
https://myvault.veevavault.com/api/v15.0/objects/documents/tokens
Response
{
"responseStatus": "SUCCESS",
"tokens": [
{
"document_id__v": 101,
"token__v": "3003-cb6e5c3b-4df9-411c-abc2-6e7ae120ede7"
}
{
"document_id__v": 102,
"token__v": "3003-1174154c-ac8e-4eb9-b453-2855de273bec"
},
{
"document_id__v": 103,
"token__v": "3003-51ca652c-36d9-425f-894f-fc2f42601fa9"
},
{
"document_id__v": 104,
"errorType": "OPERATION_NOT_ALLOWED",
"errors": [
{
"type": "INVALID_DOCUMENT",
"message": "Document not found [104]."
}
]
}
]
}
The Vault Document Tokens API allows you to generate document access tokens needed by the external viewer to view documents outside of Vault. Learn more.
POST /api/{version}/objects/documents/tokens
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
docIds | Required: Include the docIds request parameter with a comma-separated string of document id values. This will generate tokens for each document. For example: docIds=101,102,103,104 |
expiryDateOffset | Optional: Include the expiryDateOffset request parameter set to the number of days after which the tokens will expire and the documents will no longer be available in the viewer. If not specified, the tokens will expire after 10 years by default. |
downloadOption | Optional: Include the downloadOption request parameter set to PDF, source, both, or none. These allow users viewing the document to be able to download a PDF version or source version (Word, PPT, etc.) of the document. If not specified, the download options default to those set on each document. |
channel | Optional: Include the channel request parameter set to the website object record id value that corresponds to the distribution channel where the document is being made available. |
tokenGroup | Include the tokenGroup request parameter. This only required if you want to group together generated tokens for multiple documents in order to display the documents being referenced in the same viewer. This value accepts strings of alphanumeric characters (a-z, A-Z, 0-9, and single consecutive underscores) up to 255 characters in length. The token that is passed as a URL parameter to the External Viewer is the primary token and the document it references will be displayed normally. However, any additional documents that have tokens generated with the same case-sensitive tokenGroup string will be displayed in a sidebar of the viewer. The order of documents in the sidebar depends on the order in which the tokens are generated. If multiple tokens are generated with one request, the documents will be ordered top-to-bottom based on the order they are passed to the docIds parameter. For example: If passing the parameters docIds=101,102,103,104 and tokenGroup=group_1 with the request, the top-to-bottom order in the sidebar will be documents 101, 102, 103, 104. If a new request is then made with the parameters docIds=105 and tokenGroup=group_1, document 105 will be added below document 104 in the previous list. |
Response Details
In the example above, tokens are generated for the first three documents. The fourth document could not be found. This indicates either an incorrect document id or that the specified document is a binder.
Binders
Binders organize documents, sections, and other binders into a hierarchical structure that is useful for packaging related documents together for easier management or eventual publishing. Binders are a kind of document and many of the Document API calls, such as metadata, retrieving and setting properties, security, etc. can be used directly on a binder and will not be replicated here. All API calls related to files and renditions will not work on a binder object. Binders do have unique APIs that allow for interrogating and manipulating the binder structure.
Learn about Documents & Binders in Vault Help.
Retrieve Binders
Retrieve All Binders
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents
Response (abridged)
{
"responseStatus": "SUCCESS",
"size": 77,
"start": 0,
"limit": 200,
"documents": [
{
"document": {
"id": 101,
"binder__v": true,
"coordinator__v": {
"groups": [],
"users": [
25525 ]
},
"version_creation_date__v": "2015-03-11T22:04:44.725Z",
"major_version_number__v": 0,
"status__v": "Planned",
"product__v": [
"1357662840171"
],
"version_created_by__v": 25524,
"country__v": [],
"document_number__v": "VV-00127",
"minor_version_number__v": 1,
"lifecycle__v": "General Lifecycle",
"crosslink__v": false,
"name__v": "CholeCap Presentation",
},
"document": {
"id": 102,
"binder__v": false,
"coordinator__v": {
"groups": [],
"users": [
25513
]
},
"format__v": "application/pdf",
"version_creation_date__v": "2014-04-16T21:14:11.235Z",
"major_version_number__v": 1,
"status__v": "Approved for Distribution",
"filename__v": "NYAXA 3 Page Magazine Spread.pdf",
"product__v": [
"00P000000000101"
],
"version_created_by__v": 25513,
"country__v": [
"1357662840400"
],
"annotations_anchors__v": 0,
"document_number__v": "PP-NYA-US-0001",
"minor_version_number__v": 0,
"lifecycle__v": "Promotional Piece",
"subtype__v": "Advertisement",
"crosslink__v": false,
"classification__v": "Print",
"name__v": "Nyaxa Print Ad",
}
}
]
}
In Vault, binders are just another kind of document. Therefore, to retrieve a list of all binders in your Vault, you must use the same API endpoint to retrieve documents. By searching the response, you can distinguish binders from documents by using the document field binder__v set to true or false. See the response details below. Note that nested binders (a binder contained within another binder) are not retrieved.
This endpoint does not retrieve binder sections, which means the response will not include binders within other binder sections. To retrieve all metadata configured on a binder, including sections, you must use the binder IDs retrieved from this request in the Retrieve Binder endpoint.
Alternatively, you can use VQL to find just binders SELECT id FROM documents WHERE binder__v=true. See the Vault Query API Overview article for details.
GET /api/{version}/objects/documents
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The abridged response above shows the field names and values configured on two separate documents in our Vault:
- The first record retrieved
"id": 101has"binder__v": true. This document is a binder. - The second record retrieved
"id": 102has"binder__v": false. This document is a regular document.
Retrieve Binder
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29?depth=all
Response
{
"responseStatus": "SUCCESS",
"document": {
"id": 29,
"binder__v": true,
"coordinator__v": {
"groups": [],
"users": [
63606
]
},
"owner__v": {
"groups": [],
"users": [
46916
]
},
"approver__v": {
"groups": [],
"users": [
25524
]
},
"reviewer__v": {
"groups": [],
"users": [
60145
]
},
"distribution_contacts__v": {
"groups": [],
"users": []
},
"viewer__v": {
"groups": [
3
],
"users": []
},
"consumer__v": {
"groups": [],
"users": [
60145
]
},
"editor__v": {
"groups": [],
"users": [
25496
]
},
"version_creation_date__v": "2016-03-09T21:55:22.000Z",
"major_version_number__v": 0,
"lifecycle__v": "Field Medical",
"subtype__v": "Training Materials",
"annotations_links__v": 0,
"annotations_notes__v": 0,
"name__v": "VeevaProm Info Binder",
"locked__v": false,
"annotations_all__v": 0,
"status__v": "Draft",
"type__v": "Field Medical",
"description__v": "",
"annotations_unresolved__v": 0,
"last_modified_by__v": 46916,
"product__v": [
"00P000000000102"
],
"version_created_by__v": 46916,
"document_creation_date__v": "2016-03-09T20:42:18.692Z",
"country__v": [
"00C000000000109"
],
"annotations_anchors__v": 0,
"document_number__v": "VV-MED-00029",
"annotations_resolved__v": 0,
"annotations_lines__v": 0,
"version_modified_date__v": "2016-03-09T21:55:22.000Z",
"created_by__v": 46916,
"minor_version_number__v": 2
},
"versions": [
{
"number": "0.1",
"value": "https://medcomms-veevapharm.veevavault.com/api/v15.0/objects/binders/29/versions/0/1"
},
{
"number": "0.2",
"value": "https://medcomms-veevapharm.veevavault.com/api/v15.0/objects/binders/29/versions/0/2"
}
],
"binder": {
"nodes": [
{
"properties": {
"document_id__v": 7,
"name__v": "VeevaProm Information",
"order__v": 0,
"type__v": "document",
"id": "1457556160448:810987462",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"document_id__v": 2,
"name__v": "VeevaProm Consumer Info",
"order__v": 300,
"type__v": "document",
"id": "1457559259279:-602158059",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"document_id__v": 5,
"name__v": "VeevaProm Brochure",
"order__v": 301,
"type__v": "document",
"id": "1457556176044:-743019200",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"section_number__v": null,
"name__v": "First Section Folder",
"order__v": 401,
"type__v": "section",
"id": "1457560333810:-909497856",
"parent_id__v": "rootNode"
},
"nodes": [
{
"properties": {
"document_id__v": 28,
"name__v": "Alterin Prescribing Information",
"order__v": 0,
"type__v": "document",
"id": "1457560375017:-1371674753",
"parent_id__v": "1457560333810:-909497856"
}
},
{
"properties": {
"document_id__v": 26,
"name__v": "Alterin Health Notes",
"order__v": 100,
"type__v": "document",
"id": "1457560377637:-2013602559",
"parent_id__v": "1457560333810:-909497856"
}
},
{
"properties": {
"document_id__v": 27,
"name__v": "Alterin Information Packet",
"order__v": 200,
"type__v": "document",
"id": "1457560379150:954844502",
"parent_id__v": "1457560333810:-909497856"
}
}
]
},
{
"properties": {
"section_number__v": null,
"name__v": "Second Section Folder",
"order__v": 501,
"type__v": "section",
"id": "1457560348267:1179700878",
"parent_id__v": "rootNode"
},
"nodes": [
{
"properties": {
"document_id__v": 24,
"name__v": "Nyaxa Information Packet",
"order__v": 0,
"type__v": "document",
"id": "1457560406595:-2060980086",
"parent_id__v": "1457560348267:1179700878"
}
},
{
"properties": {
"document_id__v": 23,
"name__v": "Nyaxa and Your Health",
"order__v": 100,
"type__v": "document",
"id": "1457560409271:-1499449603",
"parent_id__v": "1457560348267:1179700878"
}
},
{
"properties": {
"document_id__v": 25,
"name__v": "Nyaxa Prescribing Information",
"order__v": 200,
"type__v": "document",
"id": "1457560412997:-1622511549",
"parent_id__v": "1457560348267:1179700878"
}
}
]
}
]
}
}
- Use this endpoint to retrieve all fields and values configured on a specific binder in you Vault (using the binder ID).
- The response includes the “first level” of the binder section node structure.
- To retrieve additional levels in the binder section node structure, use one of the
depthparameters described below.
GET /api/{version}/objects/binders/{binder_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Retrieve all fields and values configured on a specific binder in you Vault. By default, the response only includes the first level (root) of the binder structure. To retrieve all levels, use one of the depth parameters described below.
Query Parameters
| Name | Description |
|---|---|
depth | To retrieve all information in all levels of the binder, set this to all. By default, only one level is returned. |
Response Details
The abridged response above shows fields and values configured on binder "id": 29, including the first level of binder nodes in the binder’s structure. In this first level, there is one document "id": 567 and two sections "section_number__v": "1" and "section_number__v": "2". The second example below, uses the depth=all request parameter to retrieve all levels of binder nodes in the binder’s structure.
On SUCCESS, Vault retrieves the fields and components of the binder in a hierarchical structure clearly showing the parent-child relationships for each item and maintaining the specific order of the objects in each level.
Response Details
For each node in a binder, the API returns the following fields:
| Field Name | Description |
|---|---|
nodes [n] | List of all nodes (documents and sections) at each level in the binder. |
properties [n] | List of all properties associated with each document or section node. |
order__v | Order of the node (document or section) within the binder or within the binder section. Note: There is a known issue affecting this parameter. It may not accurately reflect order. |
section_number__v | Optional number which can be added to each section. |
type | Type of node (document or section). |
document_id__v | The document ID of the document in the binder. This is the same as the document’s actual document id |
id | The document ID or section ID specific to the binder. For documents, this is different from the document’s actual document id. |
parent_id__v | Section ID of the parent node, e.g., “rootNode”. |
name__v | Name of the document or section. For sections, this is the name of the “subfolder” seen in the binder hierarchy in the UI. |
major_version_number__v | If the document binding rule is “specific”, this is major version number of the document. |
minor_version_number__v | If the document binding rule is “specific”, this is minor version number of the document. |
Retrieve All Binder Versions
Retrieve all versions of a binder.
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29/versions
Response
{
"responseStatus": "SUCCESS",
"versions": [
{
"number": "0.1",
"value": "https://medcomms-veevapharm.veevavault.com/api/v15.0/objects/binders/29/versions/0/1"
},
{
"number": "0.2",
"value": "https://medcomms-veevapharm.veevavault.com/api/v15.0/objects/binders/29/versions/0/2"
}
]
}
GET /api/{version}/objects/binders/{binder_id}/versions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Response Details
Binders have versions just like regular documents. On SUCCESS, Vault returns a list of the available versions for the specified binder.
Retrieve Binder Version
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/versions/0/3
Retrieve the fields and values configured on a specific version of a specific binder.
GET /api/{version}/objects/binders/{binder_id}/versions/(major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Response Details
See the response from the Retrieve Binder endpoint above for additional details.
Create Binders
Create Binder
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "name__v=WonderDrug Compliance Package" \
-d "type__v=Compliance Package" \
-d "subtype__v=Professional" \
-d "lifecycle__v=Binder Lifecycle" \
-d "product__v=1357662840293" \
-d "major_version_number__v=0" \
-d "minor_version_number__v=1" \
https://myvault.veevavault.com/api/v15.0/objects/binders
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Successfully created binder.",
"id": 563
}
Use this request to create a new binder in your Vault. Learn about Creating Binders in Vault Help.
POST /api/{version}/objects/binders
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Query Parameters
All required binder (document) fields must be included in the request. When creating a binder, no file is included in the request. Refer to the next section to create a binder from a template.
| Name | Description |
|---|---|
async | When creating a binder, the binder metadata is indexed synchronously by default. To process the indexing asynchronously, include a query parameter async set to true (objects/binders?async=true). This helps speed up the response time from Vault when processing large amounts of data. |
Create Binder from Template
Request
Since we’re creating a new binder with the document type “Compliance Package” and subtype “Professional”, we need to find the available templates in the type/subtype metadata:
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/documents/types/compliance_package__v/subtypes/professional__v
Response (abridged)
"templates": [
{
"label": "Compliance Package Template",
"name": "compliance_package__v",
"kind": "binder",
"definedIn": "compliance_package__v",
"definedInType": "type"
},
{
"label": "eCTD Compliance Package",
"name": "ectd_compliance_package_template__v",
"kind": "binder",
"definedIn": "compliance_package__v",
"definedInType": "type"
}
]
Request (Create Binder from Template)
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "fromTemplate=ectd_compliance_package_template__v" \
-d "name__v=CholeCap eCTD Compliance Package" \
-d "type__v=Compliance Package" \
-d "subtype__v=Professional" \
-d "lifecycle__v=Binder Lifecycle" \
-d "product__v=1357662840171" \
-d "major_version_number__v=0" \
-d "minor_version_number__v=1" \
https://myvault.veevavault.com/api/v15.0/objects/binders
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Successfully created binder.",
"id": 565
}
POST /api/{version}/objects/binders
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
fromTemplate | All required binder (document) fields must be included in the request. When creating a binder, no file is included in the request. Include the parameter fromTemplate and specify the name of the template as returned from the document metadata as shown below. Only templates of "kind": binder are allowed. |
Response Details
The abridged response above shows the "templates" section of the type/subtype response. There are two available templates we can use to create this binder (each template has the "kind": binder). Both are defined on the compliance_package__v document type. We’ll use the binder template ectd_compliance_package_template__v to create our new binder as shown below.
Create Binder Version
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "New draft successfully created",
"major_version_number__v": 0,
"minor_version_number__v": 4
}
POST /api/{version}/objects/binders/{binder_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Update Binders
Update Binder
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "audience__c=Healthcare Provider" \
-d "country__v=1357662840400" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566
Response
{
"responseStatus": "SUCCESS",
"id": 566
}
PUT /api/{version}/objects/binders/{binder_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Reclassify Binder
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "reclassify=true" \
-d "type__v=Claim" \
-d "lifecycle__v=Binder Lifecycle" \
https://myvault.veevavault.com/api/v15.0/objects/binders/776
Response
{
"responseStatus": "SUCCESS",
"id": 776
}
Reclassify allows you to change the document type of an existing binder. A document “type” is the combination of the type__v, subtype__v, and classification__v fields on a binder. When you reclassify, Vault may add or remove certain fields on the binder. You can only reclassify the latest version of a binder and only one binder at a time. The API does not currently support Bulk Reclassify.
Learn more about:
- Vault Help: Reclassifying Documents.
- API: Retrieve Binders
- API: Retrieve Document Fields
- API: Retrieve Document Types, Subtypes, and Classifications
About this Request
- You can only reclassify the latest version of a specified binder.
- You can only reclassify one binder at a time. Bulk reclassify is not currently supported.
PUT /api/{version}/objects/binders/{binder_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Body Parameters
| Name | Description |
|---|---|
reclassify | Set to true. Without this, a standard binder update action is performed. |
type__v | The name of the document type being assigned to the binder. |
subtype__v | The name of the document subtype (if one exists on the type). |
classification__v | The name of the document classification (if one exists on the subtype). |
lifecycle__v | The name of the lifecycle. |
You can also add or remove values for any other editable field.
Note that additional fields may be required depending on the document type, subtype, and classification being assigned to the binder.
Use the Document Metadata API to retrieve required and editable fields in your Vault.
Update Binder Version
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "audience__c=Healthcare Provider" \
-d "country__v=1357662840400" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/0/1
Response
{
"responseStatus": "SUCCESS",
"id": 566
}
PUT /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Refresh Binder Auto-Filing
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "action=refresh_auto_filing" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/actions
Response
{
"responseStatus": "SUCCESS"
}
POST /api/{version}/objects/binders/{binder_id}/actions
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Delete Binders
Delete Binder
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566
Response
{
"responseStatus": "SUCCESS",
"id": 35
}
DELETE api/{version}/objects/binders/{binder_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Delete Binder Version
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/versions/0/2
Response
{
"responseStatus": "SUCCESS",
"id": 124
}
DELETE /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Export Binders
The Export Binder API allows you to export a zip archive with all documents from a binder, or a subset of those documents.
You can also export different artifacts for the selected documents, including source documents, renditions, versions, and document fields.
Learn about Exporting Binders in Vault Help.
Export Binder
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/454/actions/export
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Job for Binder Export Started",
"URL": "https://myvault.veevavault.com/api/v15.0/services/jobs/1201",
"job_id": 1201
}
Use this request to export the latest version or a specific version of a binder in your Vault.
- This will export the complete binder, including all binder sections and documents.
- To export only specific binder sections and documents, refer to the next section.
- After initiating an export, you can retrieve its status, results, and download the exported binder.
To export the latest version of a binder, POST /api/{version}/objects/binders/{binder_id}/actions/export
To export a specific version of a binder, POST /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/actions/export
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Exporting Document Source Files
- By default, the source files of all documents in the binder are exported.
- Source documents can be any type of file (ZIP, DOCX, CSV, etc.).
- To exclude source files, add the parameter
source=falseto the request endpoint. - For example:
.../actions/export?source=false
Exporting Document Renditions
- By default, document renditions are not exported.
- To include renditions, add the parameter
renditiontype={rendition_type}to the request endpoint. - For example:
.../actions/export?renditiontype=viewable_rendition__v - The
viewable_rendition__vis the most common, which exports the (typically auto-generated) PDF rendition of your document. - Note that if the document source file is a PDF, there is no separate viewable rendition to download.
Exporting Document Versions
- By default, the document versions that are exported are determined by the version binding rule configured for the binder, section, or binder document.
- To override the binding rule and export all major versions of each document, add the parameter
docversion=majorto the request endpoint. - For example:
.../actions/export?docversion=major - To override the binding rule and export all major and minor versions of each document, add the parameter
docversion=major_minorto the request endpoint. - For example:
.../actions/export?docversion=major_minor
Exporting Attachments
- To export binder attachments, include the parameter
attachments=allorattachments=latest - For example:
.../actions/export?attachments=allwill export all versions of all attachments. - For example:
.../actions/export?attachments=latestwill export the latest version of all attachments. - Available in API v15 or later.
Exporting Document Field Values & Metadata
- By default, exported files include the
name__vfield value only. - To export additional fields, include a comma-separated list of field values to export.
- For example, to export the binder name, title, document number, and export file name:
.../actions/export?name__v,title__v,document_number__v,export_filename__v - By default, all document metadata is exported. To exclude the metadata, add the parameter
docfield=false
Combining Multiple Request Parameters
- To add multiple parameters to the request endpoint, separate each with the ampersand (
&) character. - For example, to exclude the source file and export a rendition:
.../actions/export?source=false&renditiontype=viewable_rendition__v
Response Details
On SUCCESS, the response includes the following information:
url- The URL to retrieve the current status of the binder export job.job_id- The Job ID value is used to retrieve the status and results of the binder export request.
Export Binder Sections
Response
"nodes": [
{
"properties": {
"section_number__v": "02.01.01",
"name__v": "Investigator Brochure",
"order__v": 0,
"type__v": "section",
"id": "1415381339215",
"parent_id__v": "1415381339209"
},
"nodes": [
{
"properties": {
"document_id__v": 18,
"name__v": "CHC032-194 Investigator Brochure",
"order__v": 0,
"type__v": "document",
"id": "1415381339220",
"parent_id__v": "1415381339215"
}
},
]
}
]
Request CSV Input File
To export just this one section and document from the binder, we would submit the following input file:
id
1415381339215
1415381339220
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Binders\export-binder-sections.csv" \
https://myvault.veevavault.com/api/v15.0/objects/binders/454/1/0/actions/export
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Job for Binder Export Started",
"URL": "https://myvault.veevavault.com/api/v15.0/services/jobs/1201",
"job_id": 1201
}
Use this request to export only specific sections and documents from the latest version of a binder in your Vault. This will export only parts of the binder, not the complete binder.
Before submitting this request:
- The Export Binder feature must be enabled in your Vault.
- You must be assigned permissions to use the API.
- You must have the Export Binder permission.
- You must have the View Document permission for the binder.
- Only documents in the binder which you have the View Document permission are available to export.
To export the latest version, POST /api/{version}/objects/binders/{binder_id}/actions/export
To export a specific version, POST /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/actions/export
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Query Parameters
Create a CSV or JSON input file with the id values of the binder sections and/or documents to be exported.
To retrieve a list of all nodes from a binder, GET /api/{version}/objects/binders/{binder_id}?depth=all. You may include any number of valid nodes. Vault will ignore id values which are invalid, but will export all which are valid.
For example, the abridged response below includes two nodes from a binder. Node “id”: “1415381339215” is a section (folder) and “id”: “1415381339220” is a document node.
Exporting a binder section node will automatically include all of its subsections and documents therein.
Response Details
On SUCCESS, the response includes the following information:
URL- The URL to retrieve the current status of the binder export job.job_id- The Job ID value is used to retrieve the status and results of the binder export request.
Retrieve Binder Export Results
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/actions/export/1201/results
Response
{
"responseStatus": "SUCCESS",
"job_id": 1201,
"id": 454,
"major_version_number__v": 1,
"minor_version_number__v": 0,
"file": "/1201/454/1_0/Nyaxa Compliance Package.zip",
"user_id__v": 44533
}
After submitting a request to export a binder from your Vault, you can query Vault to determine the results of the request.
Before submitting this request:
- You must have previously requested a binder export job (via the API) which is no longer active.
- You must have a valid
job_idvalue (retrieved from the export binder request above).
GET /api/{version}/objects/binders/actions/export/{job_id}/results
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{job_id} | The id value of the requested export job. This is returned with the export binder requests above. |
Response Details
On SUCCESS, the response includes the following information:
| Field Name | Description |
|---|---|
job_id | The Job ID value of the binder export request. |
id | The id value of the exported binder. |
major_version_number__v | The major version number of the exported binder. |
minor_version_number__v | The minor version number of the exported binder. |
file | The path/location of the downloaded binder ZIP file. |
user_id__v | The id value of the Vault user who initiated the binder export job. |
Download Exported Binder Files via FTP
Once your binder export job has been successfully completed, you can download the files from your FTP Staging Server.
Prerequisites
Before downloading the files, the following conditions must be met:
- The binder export job must have been successfully completed.
- The API user must have a permission set which allows them FTP download permissions.
Downloading the Files
The exported binder is packaged in a ZIP file on your FTP Staging Server. Learn more.
Binder Relationships
Learn about Binder Relationships in Vault Help.
Retrieve Binder Relationship
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/versions/0/3/relationships/202
Response
{
"responseStatus": "SUCCESS",
"responseMessage": null,
"errorCodes": null,
"relationships": [
{
"relationship": {
"source_doc_id__v": 566,
"relationship_type__v": "supporting_documents__c",
"created_date__v": "2015-03-24T22:37:20.000Z",
"id": 202,
"target_doc_id__v": 254,
"created_by__v": 46916
}
}
],
"errorType": null
}
GET /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/relationships/{relationship_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
{relationship_id} | The binder relationship id field value. |
Response Details
| Field Name | Description |
|---|---|
id | Relationship ID. |
source_doc_id | Document ID of the source document. |
relationship_type__v | Relationship type |
created_by__v | User ID of user who created the relationship |
created_date__v | Timestamp when the relationship was created |
target_doc_id__v | Document ID for target document |
target_major_version__v | Major version of the target document; null values indicate that the relationship applies to all major versions |
target_minor_version__v | Minor version of the target document; null values indicate that the relationship applies to all minor versions |
Create Binder Relationship
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "target_doc_id__v=13" \
-d "relationship_type__v=supporting_documents__c" \
-d "target_major_version__v=0" \
-d "target_minor_version__v=1" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/versions/0/3/relationships
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document relationship successfully created.",
"id": 202
}
POST /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/relationships
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
Body Parameters
| Name | Description |
|---|---|
target_doc_id__v | Set the target_doc_id__v to the document id of the “target document” to which a relationship will be established with the binder. |
relationship_type__v | Set the relationship_type__v to the field value of one of the desired relationshipTypes from the “Documents Relationships Metadata” call. |
target_major_version__v | If you’re creating a relationship with a specific version of the target document, set the target_major_version__v to the major version number of the target document. |
target_minor_version__v | If you’re creating a relationship with a specific version of the target document, set the target_minor_version__v to the minor version number of the target document. |
Delete Binder Relationship
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/versions/0/4/relationships/202
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document relationship successfully deleted.",
"id": 202
}
DELETE /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/relationships/{relationship_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
{relationship_id} | The binder relationship id field value. |
Binder Sections
Retrieve Binder Sections
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29/sections
Response
{
"responseStatus": "SUCCESS",
"binder": {
"nodes": [
{
"properties": {
"document_id__v": 7,
"name__v": "VeevaProm Information",
"order__v": 0,
"type__v": "document",
"id": "1457556160448:810987462",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"document_id__v": 2,
"name__v": "VeevaProm Consumer Info",
"order__v": 300,
"type__v": "document",
"id": "1457559259279:-602158059",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"document_id__v": 5,
"name__v": "VeevaProm Brochure",
"order__v": 301,
"type__v": "document",
"id": "1457556176044:-743019200",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"section_number__v": null,
"name__v": "First Section Folder",
"order__v": 401,
"type__v": "section",
"id": "1457560333810:-909497856",
"parent_id__v": "rootNode"
}
},
{
"properties": {
"section_number__v": null,
"name__v": "Second Section Folder",
"order__v": 501,
"type__v": "section",
"id": "1457560348267:1179700878",
"parent_id__v": "rootNode"
}
}
]
}
}
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29/sections/1457560348267:1179700878
Response
{
"responseStatus": "SUCCESS",
"node": {
"properties": {
"section_number__v": null,
"name__v": "Second Section Folder",
"order__v": 501,
"type__v": "section",
"id": "1457560348267:1179700878",
"parent_id__v": "rootNode"
},
"nodes": [
{
"properties": {
"document_id__v": 24,
"name__v": "Nyaxa Information Packet",
"order__v": 0,
"type__v": "document",
"id": "1457560406595:-2060980086",
"parent_id__v": "1457560348267:1179700878"
}
},
{
"properties": {
"document_id__v": 23,
"name__v": "Nyaxa and Your Health",
"order__v": 100,
"type__v": "document",
"id": "1457560409271:-1499449603",
"parent_id__v": "1457560348267:1179700878"
}
},
{
"properties": {
"document_id__v": 25,
"name__v": "Nyaxa Prescribing Information",
"order__v": 200,
"type__v": "document",
"id": "1457560412997:-1622511549",
"parent_id__v": "1457560348267:1179700878"
}
}
]
}
}
Retrieve all sections (documents and subsections) in a binder’s top-level root node or sub-level node.
GET /api/{version}/objects/binders/{binder_id}/sections/{section_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{section_id} | Optional: Retrieve all sections (documents and subsections) in a binder’s sub-level node. If not included, all sections from the binder’s top-level root node will be returned. |
Response Details
| Field Name | Description |
|---|---|
nodes [n] | List of all nodes (documents and sections) at each level in the binder. |
properties [n] | List of all properties associated with each document or section node. |
hierarchy__v | Specifies a single record from the hierarchy__v object that has been mapped this binder node. |
section_number__v | Optional number which can be added to each section. |
order__v | Order of the component (document or section) within the binder or within the binder section. Note: There is a known issue affecting this parameter. It may not accurately reflect order. |
type | Type of node (document or section). |
document_id__v | The document ID of the document in the binder. This is the same as the document’s actual document id |
id | The document ID or section ID specific to the binder. For documents, this is different from the document’s actual document id. |
parent_id__v | Section ID of the parent node, e.g., “rootNode”. |
name__v | Name of the document or section. For sections, this is the name of the “subfolder” seen in the binder hierarchy in the UI. |
major_version_number__v | If the document binding rule is “specific”, this is major version number of the document. |
minor_version_number__v | If the document binding rule is “specific”, this is minor version number of the document. |
Retrieve Binder Version Section
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29/versions/0/2/sections
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/29/versions/0/2/sections/1457560348267:1179700878
For a specific version, retrieve all sections (documents and subsection) in a binder’s top-level root node or sub-level node.
GET /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/sections/{section_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{major_version} | The binder major_version_number__v field value. |
{minor_version} | The binder minor_version_number__v field value. |
{section_id} | Retrieve all sections (documents and subsections) in a binder’s sub-level node. If not included, all sections from the binder’s top-level root node will be returned. |
Response Details
See Retrieve Binder Sections response above.
Create Binder Section
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "name__v=VeevaProm Additional Information" \
-d "section_number__v=1.3" \
-d "parent_id__v=1427232809771:1381853041" \
-d "order__v=1" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/sections
Response
{
"responseStatus": "SUCCESS",
"id": "1427486900128:1467568099"
}
Create a new section in a binder.
POST /api/{version}/objects/binders/{binder_id}/sections
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Body Parameters
| Field Name | Description |
|---|---|
name__v | [Required] Specify a name for the new section. |
section_number__v | [Optional] Enter a numerical value for the new section. |
parent_id__v | [Optional] If the new section is going to be a subsection, enter the Node ID of the parent section. If left blank, the new section will become a top-level section in the binder. |
order__v | [Optional] Enter a number reflecting the position of the section within the binder or parent section. By default, new components appear below existing components. Note: There is a known issue affecting this parameter. The values you enter may not work as expected. |
Response Details
On SUCCESS, Vault returns the Node ID of the newly created section. This is unique within the binder, regardless of level.
Update Binder Section
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "name__v=VeevaProm Additional Information" \
-d "section_number__v=3" \
-d "parent_id__v=rootNode" \
-d "order__v=4" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/sections/1427232809771:1381853041
Response
{
"responseStatus": "SUCCESS",
"id": "1427486900128:1467568099"
}
Update a section in a binder.
PUT /api/{version}/objects/binders/{binder_id}/sections/{node_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{node_id} | The binder node id of the section. |
Body Parameters
Configure one or more of the following fields with values. These are all optional.
| Field Name | Description |
|---|---|
name__v | Change the name of the binder section. |
section_number__v | Update the section number value. |
order__v | [Optional] Enter a number reflecting the position of the section within the binder or parent section. Note: There is a known issue affecting this parameter. The values you enter may not work as expected. |
parent_id__v | To move the section to a different section in the binder, include the value of the parent node where it will be moved. |
Response Details
On SUCCESS, Vault returns the Node ID of the newly created section. This is unique within the binder, regardless of level.
Delete Binder Section
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/sections/1427486900128:1467568099
Response
{
"responseStatus": "SUCCESS",
"id": "1427486900128:1467568099"
}
Delete a section from a binder.
DELETE /api/{version}/objects/binders/{binder_id}/sections/{section_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/json or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{section_id} | The binder node id field value. |
Response Details
On SUCCESS, Vault returns the Node ID of the deleted section.
Binder Documents
Add Document to Binder
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "document_id__v=585" \
-d "parent_id__v=1427232809771:1381853041" \
-d "section_id__v=1" \
-d "binding_rule__v=steady-state" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/documents
Response
{
"responseStatus": "SUCCESS",
"id": "1427491342404:-1828014479"
}
Add a document to a binder.
POST /api/{version}/objects/binders/{binder_id}/documents
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Body Parameters
| Field Name | Description |
|---|---|
document_id__v | [Required] ID of the document being added to the binder. |
parent_id__v | [Required] Section ID of the parent section, if the document will be in a section rather than top-level. Note: the section ID is unique no matter where it is in the binder hierarchy. Blank means adding the document at the top-level binder. |
order__v | [Optional] Enter a number reflecting the position of the document within the binder or section. By default, new components appear below existing components. Note: There is a known issue affecting this parameter. The values you enter may not work as expected. |
binding_rule__v | [Optional] binding rule indicating which version of the document will be linked to the binder and the ongoing behavior. Options are: default (bind to the latest available version (assumed if binding_rule is blank)), steady-state (bind to latest version in a steady-state), current (bind to current version), or specific (bind to a specific version). |
major_version_number__v | If the binding_rule is specific, then this is required and indicates the major version of the document to be linked. Otherwise it is ignored. |
minor_version_number__v | If the binding_rule is specific, then this is required and indicates the minor version of the document to be linked. Otherwise it is ignored. |
Move Document in Binder
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "parent_id__v=1457560333810:-909497856" \
-d "order__v=2" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/documents/1457559259279:-602158059
Response
{
"responseStatus": "SUCCESS",
"id": "1457559259279:-602158059"
}
Move a document to a different position within a binder.
PUT /api/{version}/objects/binders/{binder_id}/documents/{section_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{section_id} | The binder node id field value. |
Body Parameters
| Field Name | Description |
|---|---|
order__v | [Optional] Enter a number reflecting the new position of the document within the binder or section. Note: There is a known issue affecting this parameter. The values you enter may not work as expected. |
parent_id__v | [Optional] To move the document to a different section or from a section to the binder’s root node, enter the value of the new parent node. |
Response Details
On SUCCESS, Vault returns the new node ID of the document.
Remove Document from Binder
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/documents/1427491342404:-1828014479
Response
{
"responseStatus": "SUCCESS",
"id": "1427491342404:-1828014479"
}
DELETE /api/{version}/objects/binders/{binder_id}/documents/{section_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{section_id} | The binder node id field value. |
Response Details
On SUCCESS, Vault returns the Node ID of the deleted document.
Binder Templates
Learn about Binder Templates in Vault Help.
Retrieve Binder Template Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/binders/templates
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "name__v",
"type": "String",
"requiredness": "required",
"max_length": 50,
"editable": true,
"multi_value": false
},
{
"name": "label__v",
"type": "String",
"requiredness": "required",
"max_length": 100,
"editable": true,
"multi_value": false
},
{
"name": "active__v",
"type": "Boolean",
"requiredness": "required",
"editable": true,
"multi_value": false
},
{
"name": "type__v",
"type": "Component",
"requiredness": "required",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "subtype__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "classification__v",
"type": "Component",
"requiredness": "optional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "filing_model__v",
"type": "Object",
"requiredness": "optional",
"editable": true,
"multi_value": false
},
{
"name": "enable_dynamic_view__v",
"type": "Boolean",
"requiredness": "optional",
"editable": true,
"multi_value": false
},
{
"name": "binder_template_parameters__v",
"type": "String",
"requiredness": "optional",
"max_length": 100,
"editable": false,
"multi_value": true,
"ordered": false
}
]
}
Retrieve the metadata which defines the shape of binder templates in your Vault.
GET /api/{version}/metadata/objects/binders/templates
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
| Field Name | Description |
|---|---|
name__v | Binder template name, e.g., binder_template_1__c. This is used in the API when retrieving, creating, updating, or deleting binder templates. |
label__v | Binder template label, e.g., “Binder Template 1”. This is the name users see in the UI when selecting a binder template. |
type__v | Vault document type to which the template is associated. |
subtype__v | Vault document subtype to which the template is associated. This field is only required if the template exists at the document subtype or classification level. |
classification__v | Vault document classification to which the template is associated. This field is only required if the template exists at the document classification level. |
filing_model__v | eTMF Vaults only. The filing model for the binder template. |
enable_dynamic_view__v | eTMF Vaults only. Indicates if the binder template is available in the Dynamic Binder Viewer. |
binder_template_parameters__v | eTMF Vaults only. Lists the available binder template parameters for the Dynamic Binder Viewer. |
| Name | Description |
|---|---|
name | The binder template field name (name__v, label__v, type__v, etc.). |
type | The binder template field type. This can be one of String, Boolean, Component, or Object (eTMF Vaults). |
requiredness | Indicates whether or not a value must be added when creating a binder template. These include: - required : A value must be added.- conditional : For a template to exist at the document subtype or classification level, this is required. |
editable | Boolean (true/false) field indicating whether or not a value can be added or edited by a user when creating or updating a binder template. |
multi_value | Boolean (true/false) field indicating whether or not the field can have multiple values. |
component | The component property applies to the type__v, subtype__v, and classification__v fields and defines the data type that can be set into this field. |
Retrieve Binder Template Node Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/binders/templates/bindernodes
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "id",
"type": "id",
"requiredness": "required",
"editable": true,
"multi_value": false
},
{
"name": "parent_id__v",
"type": "id",
"requiredness": "optional",
"editable": true,
"multi_value": false
},
{
"name": "order__v",
"type": "Number",
"requiredness": "optional",
"max_value": 2147483647,
"min_value": 0,
"scale": 0,
"editable": true,
"multi_value": false
},
{
"name": "node_type__v",
"type": "Enum",
"requiredness": "required",
"editable": true,
"multi_value": false,
"enums": [
"planned_document",
"section"
]
},
{
"name": "label__v",
"type": "String",
"requiredness": "required",
"max_length": 100,
"editable": true,
"multi_value": false
},
{
"name": "number__v",
"type": "String",
"requiredness": "optional",
"max_length": 50,
"editable": true,
"multi_value": false
},
{
"name": "lifecycle__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Documentlifecycle"
},
{
"name": "type__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "subtype__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "classification__v",
"type": "Component",
"requiredness": "conditional",
"editable": true,
"multi_value": false,
"component": "Doctype"
},
{
"name": "document_template__v",
"type": "String",
"requiredness": "conditional",
"max_length": 50,
"editable": true,
"multi_value": false
}
]
}
Retrieve the metadata which defines the shape of binder template nodes in your Vault.
GET /api/{version}/metadata/objects/binders/templates/bindernodes
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml or text/csv |
Response Details
Binder “nodes” are individual sections or documents in the binder template hierarchy. These can include folders and subfolders in the binder or documents existing within the sections.
| Field Name | Description |
|---|---|
id | For a given binder, these are the binder node (section or planned document) IDs. |
parent_id__v | For a given binder template node, this is the node ID of its parent node. The top-level node is the rootNode. |
node_type__v | Binder node types include section and planned_document (content placeholder documents within the binder template). |
label__v | Binder template node label (name). For section node types, this is the name of the folder within the binder template. Example: "label__v": "Operational Procedures". For planned document node types, this is the name of the content placeholder document and may include document field tokens. Example: "label__v": "${study_b} - ${site_b} Operational Procedure". |
number__v | These apply to binder section node types and are a numerical representation of the section’s hierarchy within the binder template. Example: Given two folders in a binder (under the root node), each containing three subfolders, the first and second folder numbers would be 01 and 02, respectively. The three subfolder numbers within the first and second folders would then be 01.01, 01.02, 01.03 and 02.01, 02.02, 02.03, respectively. |
order__v | Order of the node within the binder or within the parent node. Note: There is a known issue affecting this parameter. It may not accurately reflect order. |
type__v | Name of the document type to which templates are associated. |
subtype__v | Name of the document subtype to which templates are associated. |
classification__v | Name of the document classification to which templates are associated. |
lifecycle__v | Name of the binder lifecycle to which templates are associated. |
document_template__v | Name of the planned document template. |
milestone_type__v | eTMF Vaults only. Name of the milestone type associated with the planned document template. |
hierarchy_mapping__v | eTMF Vaults only. Object ID pointing to the lowest level in the TMF reference model. |
| Metadata Field | Description |
|---|---|
name | The binder template node field name (id, parent_id__v, node_type__v, etc.). |
type | The binder template field type. This can be one of ID, String, Number, Enum, or Component. |
requiredness | Indicates whether or not a value must be added when creating a binder template. These include: - required : A value must be added.- conditional : For a template to exist at the document subtype or classification level, this is required. |
editable | Boolean (true/false) field indicating whether or not a value can be added or edited by a user when creating or updating a binder template. |
multi_value | Boolean (true/false) field indicating whether or not the field can have multiple values. |
component | The component property applies to the type__v, subtype__v, classification__v, and lifecycle__v fields and defines the data type that can be set into this field. |
Retrieve Binder Template Collection
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"name__v": "study_site_level_file_tmf_rm_30__c",
"label__v": "Study Site Level File TMF RM 2.0",
"active__v": true,
"type__v": "trial_master_file__v",
"subtype__v": null,
"classification__v": null,
"filing_model__v": "0MO000000000101"
},
{
"name__v": "study_site_level_file_tmf_rm_20__c",
"label__v": "Study Site Level File TMF RM 2.0",
"active__v": "true",
"type__v": "site_master_file__v",
"subtype__v": null,
"classification__v": null,
"filing_model__v": "0MO000000000102"
}
]
}
Retrieve the collection of all binder templates in your Vault.
GET /api/{version}/objects/binders/templates
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The response lists all binder templates which have been added to the Vault. Shown above, two binder templates exist in our Vault. Both exist at the document type level and are intended for use with the compliance_package__v type. For information about the document template metadata, refer to the “Retrieve Binder Template Attributes” response below.
Retrieve Binder Template Attributes
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/study_site_level_file_tmf_rm_20__c
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"name__v": "study_site_level_file_tmf_rm_20__c",
"label__v": "Study Site Level File TMF RM 2.0",
"active__v": "true",
"type__v": "site_master_file__v",
"subtype__v": null,
"classification__v": null,
"filing_model__v": "0MO000000000102"
}
]
}
Retrieve the attributes of a specific binder template in your Vault.
GET /api/{version}/objects/binders/templates/{template_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{template_name} | The binder template name__v field value. |
Response Details
The response lists all attributes configured on a specific binder template in the Vault. Shown above are the attributes configured on the specified template:
| Field Name | Description |
|---|---|
name__v | Name of the binder template. This value is not displayed to end users in the UI. It is seen by Admins and used in the API. |
label__v | Label of the binder template. When users in the UI create binders from templates, they see this value in the list of available templates. |
type__v | Vault document type to which the template is associated. |
subtype__v | Vault document subtype to which the template is associated. This field is only displayed if the template exists at the document subtype or classification level. |
classification__v | Vault document classification to which the template is associated. This field is only displayed if the template exists at the document classification level. |
filing_model__v | eTMF Vaults only. Filing model for the binder template. |
Retrieve Binder Template Node Attributes
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/study_site_level_file_tmf_rm_20__c/bindernodes
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": "5148",
"parent_id__v": "studySiteLevelFileTMFRM20",
"order__v": "0",
"node_type__v": "section",
"label__v": "Trial Management",
"number__v": "01"
},
{
"id": "9647",
"parent_id__v": "studySiteLevelFileTMFRM20",
"order__v": "100",
"node_type__v": "section",
"label__v": "Central Trial Documents",
"number__v": "02"
},
{
"id": "0908",
"parent_id__v": "studySiteLevelFileTMFRM20",
"order__v": "200",
"node_type__v": "section",
"label__v": "Site Management",
"number__v": "03"
},
{
"id": "6671",
"parent_id__v": "5148",
"order__v": "0",
"node_type__v": "section",
"label__v": "Trial Oversight",
"number__v": "01.01"
},
{
"id": "4509",
"parent_id__v": "5148",
"order__v": "100",
"node_type__v": "section",
"label__v": "General",
"number__v": "01.02"
},
{
"id": "3623",
"parent_id__v": "6671",
"order__v": "0",
"node_type__v": "section",
"label__v": "Operational Procedure",
"number__v": "01.01.01",
"hierarchy_mapping__v": "00H00484"
},
{
"id": "5575",
"parent_id__v": "6671",
"order__v": "100",
"node_type__v": "section",
"label__v": "Recruitment Plan",
"number__v": "01.01.02",
"hierarchy_mapping__v": "00H00488"
},
{
"id": "StudyBSiteBOperationalProcedur",
"parent_id__v": "3623",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Operational Procedure",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "trial_management__c",
"subtype__v": "trial_oversight__c",
"classification__v": "operational_procedure_manual__c"
},
{
"id": "StudyBSiteBRecruitmentPlan",
"parent_id__v": "5575",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Recruitment Plan",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "trial_management__c",
"subtype__v": "trial_oversight__c",
"classification__v": "recruitment_plan__c"
},
{
"id": "9454",
"parent_id__v": "4509",
"order__v": "0",
"node_type__v": "section",
"label__v": "Tracking Information",
"number__v": "01.02.01",
"hierarchy_mapping__v": "00H00511"
},
{
"id": "5014",
"parent_id__v": "4509",
"order__v": "100",
"node_type__v": "section",
"label__v": "Filenote",
"number__v": "01.02.02",
"hierarchy_mapping__v": "00H00515"
},
{
"id": "StudyBSiteBOperationalProcedu1",
"parent_id__v": "9454",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Tracking Information",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "trial_management__c",
"subtype__v": "general__c",
"classification__v": "tracking_information__c"
},
{
"id": "StudyBSiteBFileNote",
"parent_id__v": "5014",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} File Note",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "trial_management__c",
"subtype__v": "general__c",
"classification__v": "filenote__c"
},
{
"id": "2443",
"parent_id__v": "9647",
"order__v": "0",
"node_type__v": "section",
"label__v": "Trial Documents",
"number__v": "02.01"
},
{
"id": "0413",
"parent_id__v": "9647",
"order__v": "100",
"node_type__v": "section",
"label__v": "Subject Information Sheet",
"number__v": "02.02"
},
{
"id": "5118",
"parent_id__v": "2443",
"order__v": "0",
"node_type__v": "section",
"label__v": "Protocol",
"number__v": "02.01.01",
"hierarchy_mapping__v": "00H00536"
},
{
"id": "StudyBSiteBTrialProtocol",
"parent_id__v": "5118",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Trial Protocol",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "central_trial_documents__c",
"subtype__v": "trial_documents__c",
"classification__v": "protocol__c"
},
{
"id": "StudyBSiteBSubjectInformationS",
"parent_id__v": "0413",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Subject Information Sheet",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "central_trial_documents__c",
"subtype__v": "subject_documents__c",
"classification__v": "subject_information_sheet__c"
},
{
"id": "9135",
"parent_id__v": "0908",
"order__v": "0",
"node_type__v": "section",
"label__v": "Site Selection",
"number__v": "03.01"
},
{
"id": "StudyBSiteBConfidentialityAgre",
"parent_id__v": "9135",
"order__v": "0",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Confidentiality Agreement",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "site_management__c",
"subtype__v": "site_selection__c",
"classification__v": "confidentiality_agreement__c"
},
{
"id": "StudyBSiteBSiteContacts",
"parent_id__v": "9135",
"order__v": "100",
"node_type__v": "planned_document",
"label__v": "${study_b} - ${site_b} Site Contacts",
"lifecycle__v": "etmf_lifecycle__c",
"type__v": "site_management__c",
"subtype__v": "site_selection__c",
"classification__v": "site_contact_details__c"
}
]
}
Retrieve the attributes of each node (folder/section) of a specific binder template in your Vault.
GET /api/{version}/objects/binders/templates/{template_name}/bindernodes
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The binder template name__v field value. |
Response Details
The response lists all attributes configured on each node of a specific binder template in the Vault. The binder template shown above has six nodes.
| Field Name | Description |
|---|---|
id | The binder node (section or planned document) IDs. |
parent_id__v | The node ID of a section or planned document’s parent node. The top-level node is the rootNode. |
node_type__v | Binder node types include section and planned_document (content placeholder documents within the binder template). |
label__v | Label of the binder section or planned document. |
type__v | Vault document type to which planned documents are associated. |
subtype__v | Vault document subtype to which planned documents are associated. This field is only displayed if the planned document exists at the document subtype or classification level. |
classification__v | Vault document classification to which planned documents are associated. This field is only displayed if the planned document exists at the document classification level. |
lifecycle__v | Name of the binder lifecycle to which planned documents are associated. |
number__v | These apply to binder section node types and are a numerical representation of the section’s hierarchy within the binder template. Example: Given two folders in a binder (under the root node), each containing three subfolders, the first and second folder numbers would be 01 and 02, respectively. The three subfolder numbers within the first and second folders would then be 01.01, 01.02, 01.03 and 02.01, 02.02, 02.03, respectively. |
order__v | Order of the node within the binder or within the parent node. Note: There is a known issue affecting this parameter. It may not accurately reflect order. |
hierarchy_mapping__v | eTMF Vaults only. Object ID pointing to the lowest level in the TMF reference model. |
Create Binder Template
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "label__v=Claim Binder Template" \
-d "type__v=claim__c" \
-d "active__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"name__v":"claim_binder_template__c"
}
]
}
Create a new binder template in your Vault.
See also: Bulk Create Binder Templates below.
POST /api/{version}/objects/binders/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
When creating binder templates, the following fields are required in all Vaults:
| Name | Description |
|---|---|
name__v | The name of the new binder template. If not included, Vault will use the specified label__v value to generate a value for the name__v field. |
label__v | The label of the new binder template. This is the name users will see among the available binder templates in the UI. |
type__v | The name of the document type to which the template will be associated. |
subtype__v | The name of the document subtype to which the template will be associated. This is only required if associating the template with a document subtype. |
classification__v | The name of the document classification to which the template will be associated. This is only required if associating the template with a document classification. |
active__v | Set to true or false to indicate whether or not the new binder template should be set to active, i.e., available for selection when creating a binder. |
In this example:
- The input format is set to
application/x-www-form-urlencoded. - The response format is not set and will default to JSON.
- The
name__vfield is not included. Vault will use the specifiedlabel__vfield value to create thename__v=claim_binder_template__c. - The
label__vfield specifies the binder template label “Claim Binder Template”. This is what users will see among the available templates in the UI. - The document
type__vis specified. This template is being created for binders oftype__v=claim__c. Since this exists at the document type level, the subtype and classification are not required. - The template is being set to
active__v=true. It will be available for selection when creating a new binder.
Response Details
On SUCCESS, Vault returns the name of the new binder template.
Bulk Create Binder Templates
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\add_binder_templates.csv" \
https://myvault.veevavault.com/api/v15.0/objects/documents/templates
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"name":"binder_template_1__c"
},
{
"responseStatus":"SUCCESS",
"name":"binder_template_2__c"
},
{
"responseStatus":"SUCCESS",
"name":"binder_template_3__c"
},
{
"responseStatus":"FAILURE",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why this template was not created."
}
]
}
]
}
Create from 1-500 new binder templates in your Vault.
See also: Create (Single) Binder Template above.
POST /api/{version}/objects/binders/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
Body Parameters
When creating binder templates, the following fields are required in all Vaults:
| Name | Description |
|---|---|
name__v | The name of the new binder templates. If not included, Vault will use the specified label__v value to generate a value for the name__v field. |
label__v | The label of the new binder templates. This is the name users will see among the available binder templates in the UI. |
type__v | The name of the document type to which the templates will be associated. |
subtype__v | The name of the document subtype to which the templates will be associated. This is only required if associating the templates with document subtypes. |
classification__v | The name of the document classification to which the templates will be associated. This is only required if associating the templates with document classifications. |
active__v | Set to true or false to indicate whether or not the new binder templates should be set to active, i.e., available for selection when creating a binder. |
Example CSV Input
name__v | label__v | type__v | subtype__v | classification__v | active__v |
|---|---|---|---|---|---|
| binder_template_1__c | First Binder Template | site_master_file__v | true | ||
| Binder Template 2 | trial_master_file__v | true | |||
| Binder Template 3 | central_trial_documents__vs | trial_documents__vs | protocol__vs | true | |
| Binder Template 4 | central_trial_documents__vs | reports__vs | clinical_study_report__vs | false |
In this example input, we’re creating four new binder templates in our Vault:
- We’ve only specified the
name__vvalue for the first template and given it a differentlabel__vvalue. The other templates will inherit theirname__vvalues from thelabel__vvalues. - We’ve specified the document type, subtype, and classification to which each binder template will be associated.
In this example:
- The input file format is set to CSV.
- The response format is not set and will default to JSON.
- The path/name of the CSV input file in our local directory is specified.
Response Details
On SUCCESS, Vault returns the names of the new binder templates.
Create Binder Template Node
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\add_binder_template_nodes.csv" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/binder_template_1__c/bindernodes
Create nodes in an existing binder template.
POST /api/{version}/objects/binders/templates/{template_name}/bindernodes
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The binder template name__v field value. |
Body Parameters
When creating binder template nodes, the following fields are required in all Vaults:
| Name | Description |
|---|---|
id | The ID of the binder node. This must be set to a unique number. |
parent_id__v | [Required] Enter the id of the parent section. To create a node in the top level of the binder (rootNode), leave the value blank. |
node_type__v | [Required] Set to section or planned_document. |
label__v | Label for the section or planned document. For planned documents, this corresponds to “Planned Name” in the UI. |
type__v | The name of the document type to which the template will be associated. |
subtype__v | The name of the document subtype to which the templates will be associated. This is only required if associating the template with a document subtype. |
classification__v | The name of the document classification to which the template will be associated. This is only required if associating the template with a document classification. |
active__v | Set to true or false to indicate whether or not the binder template should be set to active, i.e., available for selection when creating a binder. |
order__v | Order of the component (planned document or section) within the binder template or within the template section. Note: There is a known issue affecting this parameter. The values you enter may not work as expected. |
Example CSV Input: Create Top-Level Section Binder Nodes
id | node_type__v | label__v | order__v | number__v | parent_id__v |
|---|---|---|---|---|---|
| 100 | section | Folder A | 1 | 01 | |
| 200 | section | Folder B | 2 | 02 | |
| 300 | section | Folder C | 3 | 03 |
In this example input, we’re creating three new binder nodes in the template.
- These will be new
sectionnode types. - The required
parent_id__vname is included but its value left blank. By default, the new sections will be added to the top-level in the binder hierarchy. - The optional section order and number are set. These define the position of the three new sections in the binder template hierarchy.
Example CSV Input: Create Sub-Level Section Binder Nodes
id | node_type__v | label__v | order__v | number__v | parent_id__v |
|---|---|---|---|---|---|
| 101 | section | SubFolder A1 | 1 | 01.01 | 100 |
| 102 | section | SubFolder A2 | 2 | 01.02 | 100 |
In this example input, we’re creating three new binder nodes in the template.
- These will be new
sectionnode types. - The required
parent_id__vname is included. If the values are left blank, the new sections will be added to the top-level in the binder hierarchy by default. - The optional section order and number are set. These define the position of the three new sections in the binder template hierarchy.
Example CSV Input: Create Planned Document Binder Node
id | node_type__v | label__v | order__v | parent_id__v | type__v | subtype__v | classification__v | lifecycle__v |
|---|---|---|---|---|---|---|---|---|
| 101PD | planned_document | Planned Document A1 | 1 | 101 | promotional_piece__vs | advertisement__vs | web__vs | promotional_piece__vs |
In this example input, we’re creating new binder node of the type planned_document.
- The required
parent_id__vname is included. If the values are left blank, the planned document will be added to the top-level in the binder hierarchy by default. - The optional section order and number are set. These define the position of the planned document in the binder template hierarchy.
In this example:
- The input file format is set to CSV.
- The response format is not set and will default to JSON.
- The path/name of the CSV input file in our local directory is specified.
Update Binder Template
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-H "Accept: text/csv" \
-d "active__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/binder_template_1__c
Response (CSV)
responseStatus,name,errors
SUCCESS,binder_template_1__c,
Update an existing binder template in your Vault.
By changing the document type/subtype/classification, you can move an existing binder template to a different level of the document type hierarchy, effectively reclassifying the template.
See also: Bulk Update Binder Templates below.
PUT /api/{version}/objects/binders/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
You can update the following fields on binder templates:
| Name | Description |
|---|---|
name__v | Change the name of an existing binder template. |
label__v | Change the label of an existing binder template. This is the name users will see among the available binder templates in the UI. |
type__v | Change the document type to which the template is associated. |
subtype__v | Change the document subtype to which the template is associated. This is only required if associating the template with a document subtype. |
classification__v | Change the document classification to which the template is associated. This is only required if associating the template with a document classification. |
active__v | Set to true or false to indicate whether or not the binder template should be set to active, i.e., available for selection when creating a binder. |
In this example:
- The input file format is set to
application/x-www-form-urlencoded. - The response format is set to
text/csv. - The
active__vfield is set tofalse. We’re changing the status of this binder template from “Active” to “Inactive”.
Response Details
On SUCCESS, Vault returns the name of the updated binder template.
Bulk Update Binder Templates
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Templates\update_binder_templates.csv" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates
Response (CSV)
responseStatus,name,errors
SUCCESS,binder_template_2__c,
SUCCESS,binder_template_3__c,
SUCCESS,binder_template_4__c,
Update from 1-500 binder templates in your Vault.
By changing the document type/subtype/classification, you can move an existing binder template to a different level of the document type hierarchy, effectively reclassifying the template.
See also: Update [Single] Binder Template above.
PUT /api/{version}/objects/binders/templates
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
Body Parameters
You can update the following fields on binder templates:
| Name | Description |
|---|---|
name__v | Change the name of existing binder templates. |
label__v | Change the label of existing binder templates. This is the name users will see among the available binder templates in the UI. |
type__v | Change the document type to which the templates are associated. |
subtype__v | Change the document subtype to which the templates are associated. This is only required if associating the templates with document subtypes. |
classification__v | Change the document classification to which the templates are associated. This is only required if associating the templates with document classifications. |
active__v | Set to true or false to indicate whether or not the binder templates should be set to active, i.e., available for selection when creating a binder. |
Example CSV Input
name__v | label__v | active__v |
|---|---|---|
| binder_template_2__c | Second Binder Template | true |
| binder_template_3__c | Binder Template 3 | true |
| binder_template_4__c | Binder Template 4 | false |
In this example input, we’re updating three existing binder templates in our Vault.
- On the first template, we’re updating both the
name__vandlabel__vvalues. - On the second template, we’re updating the
name__vvalue and setting theactive__vvalue totrue. - On the third template, we’re updating the
name__vvalue and setting theactive__vvalue tofalse.
Including a binder field name in the input but leaving its value blank will clear existing values from the field.
In this example:
- The input file format is set to CSV.
- The response format is not set and will default to JSON.
- The path/name of the CSV input file in our local directory is specified.
Response Details
On SUCCESS, Vault returns the names of the updated binder templates.
Replace Binder Template Nodes
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/binder_template_1__c
Replace all binder nodes in an existing binder template. This action removes all existing nodes and replaces them with those specified in the input.
PUT /api/{version}/objects/binders/templates/{template_name}/bindernodes
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The binder template name__v field value. |
Example CSV Input
See the Create Binder Template Node above for example inputs, which are the same as those used in this request.
Delete Binder Template
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/templates/binder_template_1__c
Response
{
"responseStatus": "SUCCESS"
}
Delete an existing binder template from your Vault.
DELETE /api/{version}/objects/binders/templates/{template_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{template_name} | The binder template name__v field value. |
Binding Rules
Learn about Version Binding in Vault Help.
Update Binding Rule
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "binding_rule__v=steady-state" \
-d "binding_rule_override__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/binding_rule
Response
{
"responseStatus": "SUCCESS",
"id": 566
}
PUT /api/{version}/objects/binders/{binder_id}/binding_rule
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
Body Parameters
| Name | Description |
|---|---|
binding_rule__v | [Required] Indicates which binding rule to apply (which document versions to link to the section). Options are: default (bind to the latest available version (assumed if binding_rule is blank)), steady-state (bind to latest version in a steady-state), or current (bind to current version). |
binding_rule_override__v | [Required] Set to true or false to indicate if the specified binding rule should override documents or sections which already have binding rules set. If set to true, the binding rule is applied to all documents and sections within the current section. If blank or set to false, the binding rule is applied only to documents and sections within the current section that do not have a binding rule specified. |
Update Binder Section Binding Rule
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "binding_rule__v=steady-state" \
-d "binding_rule_override__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/sections/1427232809771:1381853041/binding_rule
Response
{
"responseStatus": "SUCCESS",
"id": "1427491342404:-1828014479"
}
PUT /api/{version}/objects/binders/{binder_id}/sections/{node_id}/binding_rule
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{node_id} | The binder node id field value. |
Body Parameters
| Name | Description |
|---|---|
binding_rule__v | [Required] Indicates which binding rule to apply (which document versions to link to the section). Options are: default (bind to the latest available version (assumed if binding_rule is blank)), steady-state (bind to latest version in a steady-state), or current (bind to current version). |
binding_rule_override__v | [Required] Set to true or false to indicate if the specified binding rule should override documents or sections which already have binding rules set. If set to true, the binding rule is applied to all documents and sections within the current section. If blank or set to false, the binding rule is applied only to documents and sections within the current section that do not have a binding rule specified. |
Response Details
On SUCCESS, Vault returns the Node ID of the updated section.
Update Binder Document Binding Rule
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "binding_rule__v=specific" \
-d "major_version_number__v=1" \
-d "minor_version_number__v=0" \
https://myvault.veevavault.com/api/v15.0/objects/binders/566/documents/1427491342404:-1828014479/binding_rule
Response
{
"responseStatus": "SUCCESS",
"id": "1427491342404:-1828014479"
}
PUT /api/{version}/objects/binders/{binder_id}/documents/{node_id}/binding_rule
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. |
{node_id} | The binder node id field value. |
Body Parameters
| Name | Description |
|---|---|
binding_rule__v | [Optional] Indicates which binding rule to apply (which document versions to link to the section). Options are: default (bind to the latest available version (assumed if binding_rule is blank)), steady-state (bind to latest version in a steady-state), current (bind to current version), or specific (bind to a specific version). |
major_version_number__v | If the binding_rule is specific, then this is required and indicates the major version of the document to be linked. Otherwise it is ignored. |
minor_version_number__v | If the binding_rule is specific, then this is required and indicates the major version of the document to be linked. Otherwise it is ignored. |
Response Details
On SUCCESS, Vault returns the Node ID of the updated document node within the binder
Vault Objects
Each Vault is configured with a set of standard objects (product__v, country__v, study__v, etc.). These vary by application and configuration.
Admins may also create custom objects (region__c, agency__c, manufacturer__c, etc.). Vault limits the total number of custom objects that Admins can create in a single Vault. By default, the limit is 20.
- The API supports retrieval of Vault Objects and their metadata.
- The API does not support creating or updating Vault Objects. This must be done by Admin in the UI.
Each object can have multiple object records. For example, the product__v object may have records for products named CholeCap, Nyaxa, and WonderDrug. All object records are user-defined.
- The API supports retrieval of Vault Object Records and their metadata.
- The API supports creating, updating, and deleting object records.
Learn about Vault Objects & Fields in Vault Help.
Retrieve Object Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"object": {
"available_lifecycles": [],
"label_plural": "Products",
"help_content": null,
"prefix": "00P",
"in_menu": true,
"description": null,
"label": "Product",
"source": "standard",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"allow_attachments": false,
"dynamic_security": false,
"relationships": [
{
"relationship_name": "user_role_setup__cr",
"relationship_label": "User Role Setup",
"field": "product__c",
"relationship_type": "reference_inbound",
"relationship_deletion": "block",
"object": {
"url": "/api/v15.0/metadata/vobjects/user_role_setup__v",
"label": "User Role Setup",
"name": "user_role_setup__v",
"label_plural": "User Role Setup",
"prefix": "0MY"
}
}
],
"urls": {
"field": "/api/v15.0/metadata/vobjects/product__v/fields/{name}",
"record": "/api/v15.0/vobjects/product__v/{id}",
"list": "/api/v15.0/vobjects/product__v",
"metadata": "/api/v15.0/metadata/vobjects/product__v"
},
"role_overrides": false,
"auditable": true,
"name": "product__v",
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"system_managed": false,
"fields": [
{
"help_content": null,
"editable": false,
"lookup_relationship_name": null,
"label": "ID",
"source": "standard",
"type": "ID",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"name": "id",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 0
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"start_number": null,
"label": "Product Name",
"source": "standard",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": true,
"system_managed_name": false,
"value_format": null,
"unique": true,
"name": "name__v",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 128,
"order": 1
},
{
"help_content": null,
"multi_value": false,
"editable": true,
"lookup_relationship_name": null,
"picklist": "default_status__v",
"label": "Status",
"source": "standard",
"type": "Picklist",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": true,
"unique": false,
"name": "status__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 2
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "Product Abbreviation",
"source": "sample",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "abbreviation__c",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 10,
"order": 3
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "Generic Name",
"source": "sample",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "generic_name__c",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 100,
"order": 4
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "Internal Name",
"source": "sample",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "internal_name__c",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 100,
"order": 5
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "Compound ID",
"source": "sample",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "compound_id__c",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 100,
"order": 6
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "INN",
"source": "sample",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "inn__c",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 100,
"order": 7
},
{
"help_content": null,
"multi_value": false,
"editable": true,
"lookup_relationship_name": null,
"picklist": "therapeutic_area__c",
"label": "Therapeutic Area",
"source": "sample",
"type": "Picklist",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "therapeutic_area__c",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 8
},
{
"help_content": null,
"multi_value": true,
"editable": true,
"lookup_relationship_name": null,
"picklist": "product_family__c",
"label": "Product Family",
"source": "sample",
"type": "Picklist",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": false,
"name": "product_family__c",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 9
},
{
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"label": "External ID",
"source": "standard",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"unique": true,
"name": "external_id__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 50,
"order": 10
},
{
"help_content": null,
"editable": false,
"lookup_relationship_name": null,
"label": "Created By",
"source": "standard",
"type": "Object",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"relationship_type": "reference",
"unique": false,
"name": "created_by__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"object": {
"name": "users"
},
"order": 11
},
{
"help_content": null,
"editable": false,
"lookup_relationship_name": null,
"label": "Created Date",
"source": "standard",
"type": "DateTime",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"name": "created_date__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 12
},
{
"help_content": null,
"editable": false,
"lookup_relationship_name": null,
"label": "Last Modified By",
"source": "standard",
"type": "Object",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"relationship_type": "reference",
"unique": false,
"name": "modified_by__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"object": {
"name": "users"
},
"order": 13
},
{
"help_content": null,
"editable": false,
"lookup_relationship_name": null,
"label": "Last Modified Date",
"source": "standard",
"type": "DateTime",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": false,
"name": "modified_date__v",
"list_column": false,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"order": 14
}
],
"object_class": "base",
"status": [
"active__v"
],
"order": 1
}
}
Retrieve all metadata configured on a standard or custom Vault Object.
GET /api/{version}/metadata/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
Query Parameters
| Name | Description |
|---|---|
loc | To retrieve localized (translated) strings, include the parameter loc=true. See the next request below for details. |
The response includes all metadata configured on the object.
Retrieve Localized Strings
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects/product__v?loc=true
Response (abridged)
{
"responseStatus": "SUCCESS",
"object": {
"available_lifecycles": [],
"label_plural": "Products",
"prefix": "00P",
"description": null,
"source": "standard",
"allow_attachments": false,
"relationships": [
{
"relationship_name": "user_role_setup__cr",
"relationship_label": "User Role Setup",
"field": "product__c",
"relationship_type": "reference_inbound",
"localized_data": {
"relationship_label": {
"en": "User Role Setup"
}
},
"relationship_deletion": "block",
"object": {
"url": "/api/v15.0/metadata/vobjects/user_role_setup__v",
"label": "User Role Setup",
"name": "user_role_setup__v",
"label_plural": "User Role Setup",
"prefix": "0MY",
"localized_data": {
"label_plural": {
"de": "Benutzerrollenkonfiguration",
"ru": "Настройки функции пользователя",
"kr": "사용자 역할 설정",
"en": "User Role Setup",
"it": "Configurazione ruolo utente",
"pt_BR": "Configuração da função de usuário",
"fr": "Configuration du rôle utilisateur",
"zh": "用户角色设置",
"es": "Configuración de cargos de usuario",
"zh_TW": "使用者角色設定",
"ja": "ユーザロール設定",
"pl": "Konfiguracja roli użytkownika",
"tr": "Kullanıcı Rolü Ayarı",
"pt_PT": "Configuração da função de utilizador"
},
"label": {
"de": "Benutzerrollenkonfiguration",
"ru": "Настройки функции пользователя",
"kr": "사용자 역할 설정",
"en": "User Role Setup",
"it": "Configurazione ruolo utente",
"pt_BR": "Configuração da função de usuário",
"fr": "Configuration du rôle utilisateur",
"zh": "用户角色设置",
"es": "Configuración de cargos de usuario",
"zh_TW": "使用者角色設定",
"ja": "ユーザロール設定",
"pl": "Konfiguracja roli użytkownika",
"tr": "Kullanıcı Rolü Ayarı",
"pt_PT": "Configuração da função de utilizador"
}
}
}
}
],
"urls": {
"field": "/api/v15.0/metadata/vobjects/product__v/fields/{name}",
"record": "/api/v15.0/vobjects/product__v/{id}",
"list": "/api/v15.0/vobjects/product__v",
"metadata": "/api/v15.0/metadata/vobjects/product__v"
},
"role_overrides": false,
"localized_data": {
"label_plural": {
"de": "Produkte",
"ru": "Продукты",
"kr": "제품",
"en": "Products",
"pt_BR": "Produtos",
"it": "Prodotti",
"fr": "Produits",
"es": "Productos",
"zh": "产品",
"zh_TW": "產品",
"ja": "製品",
"pl": "Produkty",
"tr": "Ürünler",
"pt_PT": "Produtos"
},
"label": {
"de": "Produkt",
"ru": "Продукт",
"kr": "제품",
"en": "Product",
"pt_BR": "Produto",
"it": "Prodotto",
"fr": "Produit",
"es": "Producto",
"zh": "产品",
"zh_TW": "產品",
"ja": "製品",
"pl": "Produkt",
"tr": "Ürün",
"pt_PT": "Produto"
}
},
}
}
Query Parameters
| Name | Description |
|---|---|
loc | Set to true to retrieve localized (translated) strings for the label, label_plural, and help_content object fields. |
Response Details
When localized data is requested, the response includes an additional localized_data field. This contains translated fields and field values on each object field for which localized strings have been configured. This data is only available at the object and field level and only if localized strings have been configured on objects in your Vault.
Retrieve Object Field Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects/product__v/fields/name__v
Response
{
"responseStatus": "SUCCESS",
"field": {
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"start_number": null,
"label": "Product Name",
"source": "standard",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": true,
"system_managed_name": false,
"value_format": null,
"unique": true,
"name": "name__v",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 128,
"order": 1
}
}
GET /api/{version}/metadata/vobjects/{object_name}/fields/{object_field_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_field_name} | The object field name value (id, name__v, external_id__v, etc.). |
Query Parameters
| Name | Description |
|---|---|
loc | To retrieve localized (translated) strings, include the parameter loc=true. See the next request below for details. |
The response includes all metadata configured on the specific Vault Object field.
Retrieve Localized Strings
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects/product__v/fields/name__v?loc=true
Response
{
"responseStatus": "SUCCESS",
"field": {
"help_content": null,
"editable": true,
"lookup_relationship_name": null,
"start_number": null,
"label": "Product Name",
"source": "standard",
"type": "String",
"modified_date": "2015-07-30T20:55:16.000Z",
"created_by": 1,
"required": true,
"localized_data": {
"label": {
"de": "Produktbezeichnung",
"ru": "Название продукта",
"kr": "제품 이름",
"en": "Product Name",
"pt_BR": "Nome do produto",
"it": "Nome prodotto",
"fr": "Nom de produit",
"es": "Nombre de producto",
"zh": "产品名称",
"zh_TW": "產品名稱",
"ja": "製品名",
"pl": "Nazwa produktu",
"tr": "Ürün Adı",
"pt_PT": "Nome do produto"
}
},
"system_managed_name": false,
"value_format": null,
"unique": true,
"name": "name__v",
"list_column": true,
"modified_by": 1,
"created_date": "2015-07-30T20:55:16.000Z",
"lookup_source_field": null,
"status": [
"active__v"
],
"max_length": 128,
"order": 1
}
}
Query Parameters
| Name | Description |
|---|---|
loc | Set to true to retrieve localized (translated) strings for the label and help_content object fields. |
Response Details
When localized data is requested, the response includes an additional localized_data field. This contains translated fields and field values on each object field for which localized strings have been configured. This data is only available at the object and field level and only if localized strings have been configured on objects in your Vault.
Retrieve Object Collection
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects
Response
{
"responseStatus": "SUCCESS",
"objects": [
{
"url": "/api/v15.0/metadata/vobjects/product__v",
"label": "Product",
"name": "product__v",
"label_plural": "Products",
"prefix": "00P",
"order": 1,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/country__v",
"label": "Country",
"name": "country__v",
"label_plural": "Countries",
"prefix": "00C",
"order": 2,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/application_role__v",
"label": "Application Role",
"name": "application_role__v",
"label_plural": "Application Role",
"prefix": "0AR",
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/doc_type_group__v",
"label": "Document Type Group",
"name": "doc_type_group__v",
"label_plural": "Document Type Groups",
"prefix": "0DG",
"order": 3,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/doc_type_detail__v",
"label": "Document Type Detail",
"name": "doc_type_detail__v",
"label_plural": "Document Type Details",
"prefix": "0DT",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/user_role_setup__v",
"label": "User Role Setup",
"name": "user_role_setup__v",
"label_plural": "User Role Setup",
"prefix": "0MY",
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/binder_metadata__v",
"label": "Binder Section Metadata",
"name": "binder_metadata__v",
"label_plural": "Binder Sections Metadata",
"prefix": "OBD",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/vault_component__v",
"label": "Vault Component",
"name": "vault_component__v",
"label_plural": "Vault Components",
"prefix": "0CD",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/outbound_package__v",
"label": "Outbound Package",
"name": "outbound_package__v",
"label_plural": "Outbound Packages",
"prefix": "0PO",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/package_component__v",
"label": "Package Component",
"name": "package_component__v",
"label_plural": "Package Components",
"prefix": "0CP",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/directory__v",
"label": "Directory",
"name": "directory__v",
"label_plural": "Directories",
"prefix": "0DI",
"order": 4,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/survey__v",
"label": "Survey",
"name": "survey__v",
"label_plural": "Surveys",
"prefix": "0SV",
"order": 5,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/distribution__v",
"label": "Distribution",
"name": "distribution__v",
"label_plural": "Distributions",
"prefix": "0DS",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
},
{
"url": "/api/v15.0/metadata/vobjects/crm_org__v",
"label": "CRM Org",
"name": "crm_org__v",
"label_plural": "CRM Orgs",
"prefix": "0CO",
"in_menu": false,
"source": "standard",
"status": [
"active__v"
]
}
]
}
GET /api/{version}/metadata/vobjects
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Query Parameters
| Name | Description |
|---|---|
loc | To retrieve localized (translated) strings, include the parameter loc=true. See the next request below for details. |
Response Details
The response includes a summary of key information (url, label, name, prefix, status, etc.) for all standard and custom Vault Objects configured in your Vault.
Retrieve Localized Strings
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects?loc=true
Response (abridged)
{
"responseStatus": "SUCCESS",
"objects": [
{
"url": "/api/v15.0/metadata/vobjects/product__v",
"label": "Product",
"name": "product__v",
"label_plural": "Products",
"prefix": "00P",
"order": 1,
"in_menu": true,
"source": "standard",
"status": [
"active__v"
],
"localized_data": {
"label_plural": {
"de": "Produkte",
"ru": "Продукты",
"kr": "제품",
"en": "Products",
"pt_BR": "Produtos",
"it": "Prodotti",
"fr": "Produits",
"es": "Productos",
"zh": "产品",
"zh_TW": "產品",
"ja": "製品",
"pl": "Produkty",
"tr": "Ürünler",
"pt_PT": "Produtos"
},
"label": {
"de": "Produkt",
"ru": "Продукт",
"kr": "제품",
"en": "Product",
"pt_BR": "Produto",
"it": "Prodotto",
"fr": "Produit",
"es": "Producto",
"zh": "产品",
"zh_TW": "產品",
"ja": "製品",
"pl": "Produkt",
"tr": "Ürün",
"pt_PT": "Produto"
}
}
},
]
}
Query Parameters
| Name | Description |
|---|---|
loc | Set to true to retrieve localized (translated) strings for the label and label_plural object fields. |
Response Details
When localized data is requested, the response includes an additional localized_data field. This contains translated fields and field values on each object field for which localized strings have been configured. This data is only available at the object and field level and only if localized strings have been configured on objects in your Vault.
Retrieve Object Record Collection
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 3,
"limit": 200,
"offset": 0,
"url": "/api/v15.0/vobjects/product__v",
"object": {
"url": "/api/v15.0/metadata/vobjects/product__v",
"label": "Product",
"name": "product__v",
"prefix": "0PR",
"order": 1,
"source": "standard",
"status": [
"active__v"
],
"label_plural": "Products",
"in_menu": true
},
"data": [
{
"id": "0PR0202",
"name__v": "CholeCap"
},
{
"id": "0PR0303",
"name__v": "Gludacta"
},
{
"id": "0PR0404",
"name__v": "Nyaxa"
}
]
}
}
Retrieve all records for a specific Vault Object.
GET /api/{version}/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
Query Parameters
| Name | Description |
|---|---|
fields | To specify fields to retrieve, include the parameter fields={FIELD_NAMES}. See the next request below for details. |
Response Details
The response includes the object metadata for the specified object and the id and name__v of all object records configured on the object.
Limit, Sort, and Paginate Results
By default, Vault returns a maximum of 200 object records per page. You can change (lower) this using the limit operator. For example, to limit the number of records to 20 per page:
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/study__v?limit=20
The limit operator must be a positive integer. Values over 200 are ignored.
You can change the response to sort in descending desc or ascending asc order based on an object field. For example, to sort by the name of each product in descending order:
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/study__v?sort=name__v desc
With a maximum of 200 records returned per page, you must submit a new request to see the “next page” of results (when more than 200 object records exist). Vault provides two methods to accomplish pagination: the offset operator and the next_page/previous_page URLs.
The offset operator is used in request in the same way as the limit operator above. For example, if you’re viewing the first page of 200 results (default maximum per page) out of 1000 total results found and want to see the next 200 results, enter offset=201.
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/study__v?offset=201
The offset operator must be a positive integer. Values equaling to a number larger than the total number of records in the collection will not return any results.
To use limit, offset, and sort together, structure the string in the following manner:
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/study__v?limit=10&offset=51&sort=name__v desc
The request shown above will return 10 results per page, starting with page 5 (results 51-60), and sort the results by the object record name in descending order.
Alternatively, you can use the next_page/previous_page URLs in the response to paginate results. Consider the following abridged response for an object record request:
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 1000,
"limit": 200,
"offset": 601,
"previous_page": "/api/v15.0/vobjects/study__v?limit=200&offset=401",
"next_page": "/api/v15.0/vobjects/study__v?limit=200&offset=801",
"object": {
}
}
}
There are a total of 1000 object records found. We used the default maximum of 200 records per page and offset the results to 601, meaning this response is displaying results 601-800 (page 3). Notice the next_page URL shows a limit of 200 and offset of 401 (to view page 4) and the previous_page URL shows a limit of 200 and offset of 801 (to view page 4.).
The pagination URLs are automatically provided in the response when the number of records exceeds the maximum number of results per page. These strings can be used to basically “copy and paste” your next query to paginate the entire result set. The numbers at the end of the string (?limit=200&offset=801") can also be modified with different limits and offsets before using the string to change the pagination.
Note that the next_page and previous_page strings only remain active for about 15 minutes following the query.
Retrieve Specific Object Record Fields
You can augment the request to retrieve fields other than the default object record id and name__v by using the fields parameter and a comma-delimited list of object field names.
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/product__v?fields=id,name__v,external_id__v,generic_name__c
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 3,
"limit": 200,
"url": "/api/v15.0/vobjects/product__v?fields=id,name__v,external_id__v,generic_name__c",
"object": {
"url": "/api/v15.0/metadata/vobjects/product__v",
"label": "Product",
"name": "product__v",
},
"data": [
{
"id": "0PR0202",
"name__v": "CholeCap",
"external_id__v": "CHO-PROD-0772",
"generic_name__c": "cholepridol phosphate"
},
{
"id": "0PR0303",
"name__v": "Gludacta",
"external_id__v": "GLU-PROD-0773",
"generic_name__c": "glucerin sulfate"
},
{
"id": "0PR0404",
"name__v": "Nyaxa",
"external_id__v": "NYA-PROD-0774",
"generic_name__c": "nitroprinaline oxalate"
}
]
}
}
Retrieve Object Record
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/product__v/0PR0202
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"url": "/api/v15.0/vobjects/product__v/00PR0202",
"object": {
"url": "/api/v15.0/metadata/vobjects/product__v",
"label": "Product",
"name": "product__v",
"label_plural": "Products",
"prefix": "00P"
}
},
"data": {
"external_id__v": "CHO-457",
"product_family__c": [
"cholepriol__c"
],
"compound_id__c": "CHO-55214",
"abbreviation__c": "CHO",
"therapeutic_area__c": [
"endocrinology__c"
],
"name__v": "CholeCap",
"modified_by__v": 12022,
"modified_date__v": "2016-05-10T21:06:11.000Z",
"inn__c": null,
"created_date__v": "2015-07-30T20:55:16.000Z",
"id": "00PR0202",
"internal_name__c": null,
"generic_name__c": "cholepridol phosphate",
"status__v": [
"active__v"
],
"created_by__v": 1
},
"manually_assigned_sharing_roles": {
"owner__v": {
"groups": null,
"users": [
12022
]
},
"viewer__v": {
"groups": [
3311303
],
"users": [
35551,
48948,
55002
]
},
"editor__v": {
"groups": [
4411606
],
"users": [
60145,
70012,
89546
]
}
}
}
Retrieve metadata configured on a specific object record in your Vault.
GET /api/{version}/vobjects/{object_name}/{object_record_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
Response Details
On SUCCESS, the response lists all fields and values configured on the object record.
When Custom Sharing Rules have been enabled on the object ("dynamic_security": true), the response includes the following additional information:
manually_assigned_sharing_roles
owner__vviewer__veditor__v
These are the users and groups that have been manually assigned to each role on the object record.
Not all object records will have users and groups assigned to roles. You can update object records to add or remove users and/or groups on each role.
Create Object Records
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Object Records\create_object_records.csv" \
https://myvault.veevavault.com/api/v8.0/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"data": {
"id": "0PR0771",
"url": "api/v8.0/vobjects/product__v/0PR0771"
}
},
{
"responseStatus": "SUCCESS",
"data": {
"id": "0PR0772",
"url": "api/v8.0/vobjects/product__v/0PR0772"
}
},
{
"responseStatus": "SUCCESS",
"data": {
"id": "0PR0773",
"url": "api/v8.0/vobjects/product__v/0PR0773"
}
},
{
"responseStatus": "FAILURE",
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this object record was not created."
}
]
}
]
}
Create Object Records in bulk. Using the User Task object, you can use this endpoint to create User Tasks. Learn more about User Tasks in Vault Help.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
Note that you can only add relationships on object fields using ID values or based on a unique field on the target object. This API does not support object lookup fields.
POST /api/{version}/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object, for example, product__v. |
Body Parameters
Upload parameters as a JSON or CSV file.
| Name | Description |
|---|---|
name__v | This field is required unless it is set to system-managed. To find out if an object uses system-managed naming, retrieve its name__v field and look for the system_managed_name property set to true or false. Learn more about system-managed naming in Vault Help. |
object_type__v | Optional: To create objects of a specific object type, add this field with the id of the object type. |
object_type__v.api_name__v | Optional: To create objects of a specific object type, add this field with the name of the object type. |
source_record_id | Optional: To copy an existing object record, add this field with the id of the existing object record. Any values specified for other fields will override the copied values. If you want to make a deep copy of a record, see the Deep Copy endpoint. |
Note that if object_type__v and object_type__v.api_name__v are both included, Vault creates the object with the type specified in object_type__v.
Query Parameters: Upsert Object Records
Upsert is a combination of create and update. With idParam, you can identify an object record by any unique object field. This allows you to use one input file to create new object records and update existing records at the same time. If a matching record exists, Vault updates the record with the unique field values specified in the input. If no matching object record exists, Vault creates a new record using the values in the input.
| Name | Description |
|---|---|
idParam | To upsert object records, add idParam={field_name} to the request endpoint. For example, idParam=external_id__v. Note that the specified object field must have unique set to true in the object metadata. |
Admin may set other standard or custom object fields to required. Use the Object Metadata API to retrieve all fields configured on objects. You can add any object field with editable: true.
Response Details
On SUCCESS, Vault returns the id and url of each new record.
Note that if an object has a field default configured, the value you use for that field overrides the default.
Note that in CTMS Vaults, if you do not specify a milestone record ID when creating a new Monitoring Event record, this call will automatically create a new Milestone record. However, the id of the new Milestone record is not returned in this response. Learn more about automated CTMS object creation in Vault Help.
Update Object Records
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Object Records\update_object_records.csv" \
https://myvault.veevavault.com/api/v8.0/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS"
},
{
"responseStatus": "SUCCESS"
},
{
"responseStatus": "FAILURE"
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this object record was not updated."
}
]
}
]
}
Update Object Records in bulk.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
PUT /api/{version}/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object, for example, product__v. |
Body Parameters
Upload parameters as a JSON or CSV file.
| Name | Description |
|---|---|
id | The object record ID. |
Additional Notes:
- Admin may set other standard or custom object fields to required. Use the Object Metadata API to retrieve all fields configured on objects. You can update any object field with
editable: true. - If an object is a parent in a parent-child relationship with another object, you cannot update its
status__vfield in bulk. - If an object has a field default configured, the value you use for that field overrides the default.
- If Dynamic Security (Custom Sharing Rules) is configured on an object, you can add or remove users and groups on manually assigned roles. For example,
editor__v.users. This will overwrite any users currently in the role. - You can also use this call to complete user tasks by setting the
complete__vfield totrue. - The EDIT permission is required on the object record when updating role assignments. This endpoint only supports updating standard roles (for example, viewer, editor, owner) and not custom roles. We recommend using the Assign Users & Groups to Roles on Object Records and the Remove Users & Groups from Roles on Object Records endpoints, which support all roles with better performance.
Delete Object Record
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Object Records\delete_object_records.csv" \
https://myvault.veevavault.com/api/v14.0/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS"
},
{
"responseStatus": "SUCCESS"
},
{
"responseStatus": "FAILURE",
"errors": [
{
"type": "INVALID_DATA",
"message": "Error message describing why this object record was not deleted."
}
]
}
]
}
Delete Object Records in bulk.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
DELETE /api/{version}/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object, for example, product__v. |
Body Parameters
Upload parameters as a JSON or CSV file.
| Name | Description |
|---|---|
id | The system-assigned object record ID to delete. |
external_id__v | Optional: Instead of id, you can use this user-defined document external ID. |
Query Parameters
| Name | Description |
|---|---|
idParam | If you’re identifying objects in your input by their external ID, add idParam=external_id__v to the request endpoint. |
Admin may set other standard or custom object fields to required. Use the Object Metadata API to retrieve all fields configured on objects. You can update any object field with editable: true.
Cascade Delete Object Record
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v16.0/vobjects/product__v/00P000000000302/actions/cascadedelete
Response
{
"responseStatus": "SUCCESS",
"job_id": 27301,
"url": "/api/v16.0/services/jobs/27404"
}
This asynchronous endpoint will delete a single parent object record and all related children and grandchildren.
POST /api/{version}/vobjects/{object_name}/{object_record_id}/actions/cascadedelete
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object to delete. |
{object_record_id} | The ID of the specific object record to delete. |
Retrieve Results of Cascade Delete Job
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Accept: text/csv" \
https://myvault.veevavault.com/api/v16.0/vobjects/cascadedelete/results/product__v/success/27404
Response
Source Object, Record Id
product__v, OP0000146
edl__v, OE0000147
edl_item__v, EE123456
After submitting a request to cascade delete an object record, you can query Vault to determine the results of the request. Before submitting this request:
- You must have previously requested a cascade delete job (via the API) which is no longer active.
- You must have a valid
job_id value, retrieved from the response of the cascade delete request.
GET /api/{version}/vobjects/cascadedelete/results/{object_name}/{job_status}/{job_id}
Headers
| Name | Description |
|---|---|
Accept | text/csv (default) |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object which was deleted. |
{job_id} | The ID of the job, retrieved from the response of the job request. |
{job_status} | Possible values are success or failure. Find if your job succeeded or failed by retrieving the job status. |
Object Types
Vault Objects can be can be partitioned into Object Types. For example, a Product object may have two different object types: “Pharmaceutic Product” and “Medical Device Product”. These object types may share some fields but also have fields only used in each object type. By using object types, two product groups can not only manage data specific to their business but also easily report on products in both groups.
Retrieve Details from All Object Types
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/configuration/Objecttype
GET /api/{version}/configuration/Objecttype
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response
The response lists all object types and all fields configured on each object type. See the next response for details.
Retrieve Details from a Specific Object
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/configuration/Objecttype.product__v.base__v
GET /api/{version}/configuration/Objecttype.{object_name}.{object_type}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name. |
{object_type} | The object type name. |
Response
The response lists all object types and all fields configured on each object type for the specific object. See the next response for details.
Change Object Type
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: application/json" \
--data-binary @"C:\Vault\Objects\objecttypes.csv" \
https://myvault.veevavault.com/api/v15.0/vobjects/product__v/actions/changetype
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"data": {
"id": "00P07710",
"url": "api/v15.0/vobjects/product__v/00P07710"
}
}
]
}
Change the object types assigned to object records. Any field values which exist on both the original and new object type will carry over to the new type. All other field values will be removed, as only fields on the new type are valid. You can set field values on the new object type in the CSV input.
POST /api/{version}/vobjects/{object_name}/actions/changetype
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object. |
Body Parameters
| Name | Description |
|---|---|
id | The ID of the object record. |
object_type__v | The ID of the new object type. |
Object Roles
Object records can have different roles available to them depending on their type and lifecycles. There are a set of standard roles that ship with Vault: owner__v, viewer__v, and editor__v. In addition, Admins can create custom roles defined per lifecycle. Not all object records will have users and groups assigned to roles. Learn more about roles on object records in Vault Help.
Through the object record role APIs, you can:
- Retrieve available roles on object records
- Retrieve who is currently assigned to a role
- Add additional users and groups to a role
- Remove users and groups from roles
Note that all user and group information is returned as IDs, so you need to use the Retrieve User or Retrieve Group API to determine the name.
For roles on documents or binders, see Roles.
Retrieve Object Record Roles
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v17.2.0/vobjects/campaign__c/OBE000000000412/roles
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "approver__c",
"users": [
61583,
61584,
86488
],
"groups": [
3,
1392631750101
],
"assignment_type": "manual_assignment"
}
Retrieve manually assigned roles on an object record and the users and groups assigned to them.
GET /api/{version}/vobjects/{object_name}/{id}/roles{/role_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name. |
{id} | The id of the document, binder, or object record. |
{/role_name} | Optional: Include a role name to filter for a specific role. For example, owner__v. |
Response Details
Even though the owner__v role is automatically assigned when you apply Custom Sharing Rules, the assignment_type for roles on objects is always manual_assignment.
Assign Users & Groups to Roles on Object Records
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Roles\assign_object_record_roles.csv" \
https://myvault.veevavault.com/api/v17.2/vobjects/campaign__c/roles
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"data": {
"id": "OBE000000000412"
}
}
]
}
Example JSON Body
[
{
"id": "OBE000000000412",
"roles": [
{
"role": "content_creator__c",
"users": "61590"
}
]
}
]
Assign users and groups to roles on an object record in bulk.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
POST /api/{version}/vobjects/{object_name}/roles
Assigning users and groups to roles is additive, and duplicate groups are ignored. For example, if groups 1 and 2 are currently assigned to a particular role and you assign groups 2 and 3 to the same role, the final list of groups assigned to the role will be 1, 2, and 3.
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default), text/csv, or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object where you want to update records. |
Body Parameters
Prepare a JSON or CSV input file. User and group assignments are ignored if they are invalid, inactive, or already exist.
| Name | Description |
|---|---|
id | The object record ID. |
role__v.users | A string of user id values for the new role. |
role__v.groups | A string of user id values for the new group. |
See Example JSON Body in the right-hand column, or click the button below to download a sample CSV input file.
Response Details
On SUCCESS, The response includes the object record id.
Remove Users & Groups from Roles on Object Records
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Roles\remove_object_record_roles.csv" \
https://myvault.veevavault.com/api/v17.2/vobjects/campaign__c/roles
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"data": {
"id": "OBE000000000412"
}
}
]
}
Example JSON Body
[
{
"id": "OBE000000000412",
"roles": [
{
"role": "content_creator__c",
"users": "61590"
}
]
}
]
Remove users and groups from roles on an object record in bulk.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
DELETE /api/{version}/vobjects/{object_name}/roles
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/json |
Accept | application/json (default), text/csv, or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the object where you want to remove roles. |
Body Parameters
Prepare a JSON or CSV input file. Users and groups are ignored if they are invalid or inactive.
| Name | Description |
|---|---|
id | The object record ID. |
role__v.users | A string of user id values to remove. |
role__v.groups | A string of group id values to remove. |
See Example JSON Body in the right-hand column, or click the button below to download a sample CSV input file.
Response Details
On SUCCESS, The response includes the object record id.
Deep Copy Object Record
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/json" \
https://myvault.veevavault.com/api/v16.0/vobjects/product__v/00P000000000202/actions/deepcopy
Response
{
"responseStatus": "SUCCESS",
"job_id": 26001,
"url": "/api/v16.0/services/jobs/26001"
}
Deep Copy copies an object record, including all of the record’s related child and grandchild records. A single deep copy cannot copy more than 10,000 records at a time.
See Copying Object Records for details on required access permissions.
You can perform a regular copy an object record using the create object endpoint with the source_record_id field.
POST /api/{version}/vobjects/{object_name}/{object_record_ID}/actions/deepcopy
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The name of the parent object to copy. For example, product__v. |
{object_record_ID} | The ID of the specific object record to copy. |
Body
In the body, pass in any fields to override the copied fields. For example, add the abbreviation__c field to override the copied value for abbreviation.
Retrieve Results of Deep Copy Job
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Accept: text/csv" \
https://myvault.veevavault.com/api/v16.0/vobjects/deepcopy/results/product__v/failure/26901
Response
line number,vobject,sourceRecordId,errors
1,product__v,00P000000000301,"""PARAMETER_REQUIRED|Missing required parameter [internal_name__c]"",""OPERATION_NOT_ALLOWED|Another resource already exists with [name__v=WonderDrug]"""
After submitting a request to deep copy an object record, you can query Vault to determine the results of the request. Before submitting this request:
- You must have previously requested a cascade delete job (via the API) which is no longer active.
- You must have a valid
job_id value, retrieved from the response of the deep copy request.
GET /api/{version}/vobjects/deepcopy/results/{object_name}/{job_status}/{job_id}
Headers
| Name | Description |
|---|---|
Accept | text/csv (default) |
URI Path Parameters
| Name | Description |
|---|---|
object_name | The name of the object which was deleted. |
job_id | The ID of the job, retrieved from the response of the job request. |
job_status | Possible values are success or failure. Find if your job succeeded or failed by retrieving the job status. |
Retrieve Deleted Object Record ID
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/deletions/vobjects/product__v
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 35,
"limit": 200,
"size": 35,
"offset": 0,
},
"data": [
{
"id": "0PR0202",
"deleted_date": "2016-01-20T05:24:20Z"
},
{
"id": "0PR0303",
"deleted_date": "2016-01-20T04:23:21Z"
},
{
"id": "0PR0404",
"deleted_date": "2016-01-20T03:22:22Z"
}
]
}
]
}
Retrieve the IDs of object records that have been deleted from your Vault within the past 30 days. After object records are deleted from a Vault, their IDs are still available for retrieval for 30 days. After that, they cannot be retrieved. You can use the optional request parameters below to narrow the results to a specific date and time range within the past 30 days.
GET /api/{version}/objects/deletions/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
Query Parameters
| Name | Description |
|---|---|
start_date | Specify a date (no more than 30 days past) after which Vault will look for deleted object records. Dates must be YYYY-MM-DDTHH:MM:SSZ format, for example, 7AM on January 15, 2016 would use 2016-01-15T07:00:00Z |
end_date | Specify a date (no more than 30 days past) before which Vault will look for deleted object records. Dates must be YYYY-MM-DDTHH:MM:SSZ format, for example, 7AM on January 15, 2016 would use 2016-01-15T07:00:00Z |
Dates and times are in UTC. If the time is not specified, it will default to midnight (T00:00:00Z) on the specified date.
Object Record Attachments
Determine if Attachments are Enabled on an Object
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/vobjects/site__v
Response (abridged)
{
"responseStatus": "SUCCESS",
"object": {
"created_date": "2014-02-03T20:12:29.000Z",
"created_by": 1,
"allow_attachments": true,
"auditable": true,
"modified_date": "2015-01-06T22:34:15.000Z",
"status": [
"active__v"
],
"urls": {
"field": "/api/v15.0/metadata/vobjects/site__v/fields/{NAME}",
"record": "/api/v15.0/vobjects/site__v/{id}",
"attachments": "/api/v15.0/vobjects/site__v/{id}/attachments",
"list": "/api/v15.0/vobjects/site__v",
"metadata": "/api/v15.0/metadata/vobjects/site__v"
},
"label_plural": "Study Sites",
"role_overrides": false,
"label": "Study Site",
"in_menu": true,
"help_content": null,
"source": "standard",
"order": null,
"modified_by": 46916,
"description": null,
"name": "site__v"
}
}
GET /api/{version}/metadata/vobjects/{object_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
Response Details
Shown above, “allow_attachments” is set to true for this object and “attachments” is included in the list of urls, indicating that attachments are enabled on the site__v object. This means that any of the object records can have attachments.
Retrieve Object Record Attachments
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 558,
"filename__v": "Site Contact List.docx",
"description__v": "Facilities information and contacts",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 11450,
"md5checksum__v": "9c6f61847207898ca98431d3e9ad176d",
"version__v": 3,
"created_by__v": 46916,
"created_date__v": "2015-01-07T21:42:47.772Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/2"
},
{
"version__v": 3,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/3"
}
]
},
{
"id": 571,
"filename__v": "Site Area Map.png",
"format__v": "image/png",
"size__v": 109828,
"md5checksum__v": "78b36d9602530e12051429e62558d581",
"version__v": 1,
"created_by__v": 46916,
"created_date__v": "2015-01-16T22:28:44.039Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/1"
}
]
}
]
}
Retrieve a list of all attachments on a specific object record.
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
Response Details
Shown above, the site__v object record has three versions of attachment id 558 and one version of attachment id 571. Attachment versioning uses integer numbers beginning with 1 and incrementing sequentially (1, 2, 3,…). There is no concept of major or minor version numbers with attachments.
Retrieve Object Record Attachment Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 558,
"filename__v": "Site Contact List.docx",
"description__v": "Facilities information and contacts",
"format__v": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"size__v": 11450,
"md5checksum__v": "9c6f61847207898ca98431d3e9ad176d",
"version__v": 3,
"created_by__v": 46916,
"created_date__v": "2015-01-07T21:42:47.772Z",
"versions": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/1"
},
{
"version__v": 2,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/2"
},
{
"version__v": 3,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/558/versions/3"
}
]
}
]
}
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
Response Details
The md5checksum__v field is calculated on the latest version of the attachment. If an attachment is added which has the same MD5 checksum value as an existing attachment on a given object record, the new attachment is not added.
Retrieve Object Record Attachment Versions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"version__v": 1,
"url": "https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/1"
}
]
}
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/versions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
Retrieve Object Record Attachment Version Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/1
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": 571,
"filename__v": "Site Area Map.png",
"format__v": "image/png",
"size__v": 109828,
"md5checksum__v": "78b36d9602530e12051429e62558d581",
"version__v": 1,
"created_by__v": 46916,
"created_date__v": "2015-01-16T22:28:44.039Z"
}
]
}
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/versions/{attachment_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Download Object Record Attachment File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="file.pdf"
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
Response Details
The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file. When downloading attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachments (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Download Object Record Attachment Version File
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/1/file
Response Header
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="file.pdf"
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/versions/{attachment_version}/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Response Details
On SUCCESS, Vault retrieves the specified version of the attachment from the object record. The file name is the same as the attachment file name.
The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file. When downloading attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachments (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Download All Object Record Attachment Files
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/file
Response
Content-Type: application/octet-stream;charset=UTF-8
Content-Disposition: attachment;filename="Product CholeCap - attachments.zip"
GET /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/file
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
Response Details
On SUCCESS, Vault retrieves the latest version of all attachments from the object record. The attachments are packaged in a ZIP file with the file name: {object type label} {object record name} - attachments.zip.
The HTTP Response Header Content-Type is set to application/octet-stream. The HTTP Response Header Content-Disposition contains a filename component which can be used when naming the local file. When downloading attachments with very small file size, the HTTP Response Header Content-Length is set to the size of the attachment. Note that for most attachment downloads (larger file sizes), the Transfer-Encoding method is set to chunked and the Content-Length is not displayed.
Create Object Record Attachment
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "file=my_attachment_file.png" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments
Response
{
"responseStatus": "SUCCESS",
"data":
[{
"id": "558",
"version__v": 3
}]
}
POST /api/{version}/vobjects/{object_name}/{object_record_id}/attachments
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
File Upload
To upload the file, use the multi-part attachment with the file component "file={file_name}". The maximum allowed file size is 4GB.
If an attachment is added which has the same filename as an existing attachment on a given object record, the new attachment is added as a new version of the existing attachment. If an attachment is added which is exactly the same (same MD5 checksum value) as an existing attachment on a given object record, the new attachment is not added.
The following attribute values are determined based on the file in the request: filename__v, format__v, size__v.
Restore Object Record Attachment Version
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/2?restore=true
Response
{
"responseStatus": "SUCCESS",
"data":
{
"id": "571",
"version__v": 2
}
}
POST /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/versions/{attachment_version}?restore=true
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Update Object Record Attachment Description
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "description__v=This is my description for this attachment." \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571
Response
{
"responseStatus": "SUCCESS"
}
PUT /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/json or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
Body Parameters
| Name | Description |
|---|---|
description__v | This is the only editable field. The maximum length is 1000 characters. |
Delete Object Record Attachment
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571
Response
{
"responseStatus": "SUCCESS"
}
DELETE /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
Delete Object Record Attachment Version
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/site__v/1357752909483/attachments/571/versions/1
Response
{
"responseStatus": "SUCCESS"
}
DELETE /api/{version}/vobjects/{object_name}/{object_record_id}/attachments/{attachment_id}/versions/{attachment_version}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value (product__v, country__v, custom_object__c, etc.). |
{object_record_id} | The object record id field value. |
{attachment_id} | The attachment id field value. |
{attachment_version} | The attachment version__v field value. |
Retrieve Limits on Objects
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/limits
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "records_per_object",
"max": 1000000
},
{
"name": "custom_objects",
"remaining": 7,
"max": 20
}
]
}
Vault automatically sends a notification to all users with system notifications enabled whenever the API limit is exceeded. Admins can also set up “threshold” limits to notify users when the daily API count is close to the limit. Learn more in Vault Help.
Vault limits the number of object records that can be created for each object (product__v, study__v, custom_object__c, etc.). There is also a limit to the number of custom objects that can be created in each Vault. To retrieve these limits:
GET /api/{version}/limits
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
| Field Name | Description |
|---|---|
records_per_object | The maximum number of records that can be created per object in the Vault. |
custom_objects | The maximum number of custom objects that can be created in the Vault and the number remaining. |
RIM Submissions Archive
To use this API, you must have Vault’s RIM Submissions suite of applications. Learn more about RIM Submissions in Vault Help.
Import Submission
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "file=/SubmissionsArchive/nda123456/0000" \
https://myvault.veevavault.com/api/v15.0/objects/vobjects/submission__v/00S000000000101/actions/import
Response
{
"responseStatus": "SUCCESS",
"warnings": [
{
"type": "APPLICATION_MISMATCH",
"message": "Application folder name does not match the Application record name."
},
{
"type": "SUBMISSION_MISMATCH",
"message": "Submission folder name does not match the Submission record name."
}
],
"job_id": 1301,
"url": "/api/v15.0/services/jobs/1301"
}
Import a submission into your Vault.
Before submitting this request:
- You must be assigned permissions to use the API and have permissions to view and edit the specified
submission__vobject record. - You must create the corresponding object records for the Submission and Application objects in your Vault.
- You must create and upload a valid submission import file or folder to your FTP staging server. Learn more. The submission to be imported must be located in a folder called “SubmissionsArchive” at the root of your FTP server. In the request, add the
filecolumn to your input and enter the path/name of each file relative to the FTP root.
POST /api/{version}/vobjects/submission__v/{submission_id}/actions/import
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Body Parameters
| Name | Description |
|---|---|
file | Use the file parameter to specify the location of the submission folder and files or ZIP file previously uploaded to your FTP staging server. Learn more. |
Response Details
- The Content-Type header is set to accept a name-value pair input.
- The
fileparameter specifies the location/name of the folder or ZIP file to be imported. The file must be located in the “SubmissionsArchive” folder on your FTP staging server.
On SUCCESS, the response includes the following information:
job_id- The Job ID value is used to retrieve the status and results of the binder export request.url- The URL to retrieve the current status of the import request.
You may also receive one or more warnings. The warnings shown above indicate that the folders being imported do not match the object records in our Vault. We can either change the names in either location or simply ignore the warnings.
Additional notes:
Before submitting this request, we created a submission__v object record and application__v object record in our Vault. We also created submissions ZIP file containing a “Submission” folder and “Application” folder. This was loaded to our FTP staging server awaiting import. Ideally, we would have named and structured the folders to match that of the submission that was sent to the health authority and which we are now archiving. However, this is not critical to the import process.
Retrieve Submission Import Results
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/import/1301/results
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 16,
"major_version_number__v": "1",
"minor_version_number__v": "0"
}
]
}
After Vault has finished processing the submission import job, use this request to retrieve the results of the completed submission binder.
Before submitting this request:
- You must be assigned permissions to use the API and permissions to view the specified
submission__vobject record. - There must be a previously submitted and completed submission import request, i.e., the status of the import job must be no longer active.
GET /api/{version}/vobjects/submission__v/{submission_id}/actions/import/{job_id}/results
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
{job_id} | The jobId field value returned from the Import Submission request above. |
Response Details
On SUCCESS, the response includes the following information:
| Field Name | Description |
|---|---|
id | The id field value of the submission binder which was created by the imported files. |
major_version_number__v | The major version number of the binder. |
minor_version_number__v | The minor version number of the binder. |
To retrieve the metadata from the newly created submission binder, send GET to /api/{version}/objects/binders/{id}.
Retrieve Submission Metadata Mapping
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/ectdmapping
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 2,
},
"data": [
{
"name__v": "1675_00S000000000802",
"external_id__v": null,
"drug_substance__v":"Ethyl Alcohol",
"drug_substance__v.name__v": "",
"xml_id": "m2-3-s-drug-substance",
"manufacturer__v":"Veeva",
"manufacturer__v.name__v": ""
},
{
"name__v": "1681_00S000000000802",
"external_id__v": null,
"nonclinical_study__v":"Study001",
"nonclinical_study__v.name__v": "",
"xml_id": "S001"
}
]
}
Retrieve the metadata mapping values of an eCTD submission package.
GET /api/{version}/vobjects/submission__v/{submission_id}/actions/ectdmapping
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Response Details
On SUCCESS, the response includes the following information for each XML metadata node which requires mapping:
| Field Name | Description |
|---|---|
name__v | The name of the metadata mapping record in the submission metadata. |
external_id__v | The external ID of the metadata mapping record. This value is only available if the mappings were created or updated externally. |
xml_id | The XML ID (leaf_id) of the section being mapped. This is an identifier from the imported XML of the XML node. This is analogous to the submission_metadata__v.tag_id__v. |
Mapping Fields:
Possible mappings include: clinical_site__v, clinical_study__v, drug_product__v, drug_substance__v, indication__v, manufacturer__v, and nonclinical_study__v.
Mapping fields are returned as a pair of properties: a source property that has the mapping identifier from the imported XML and a second property as [mapping].name__v which specifies the target object record. If the second property is empty, the mapping has not been completed. See Update Submission Metadata Mapping below.
Update Submission Metadata Mapping
Response
[
{
"external_id__v": null,
"drug_substance__v.name__v": "ethyl alcohol",
"name__v": "1675_00S000000000802",
"xml_id": "m2-3-s-drug-substance",
"manufacturer__v.name__v": "Veeva Chemical"
},
{
"external_id__v": null,
"drug_substance__v.name__v": "ethyl alcohol",
"name__v": "1677_00S000000000802",
"xml_id": "m3-2-s-drug-substance",
"manufacturer__v.name__v": "Veeva Chemical"
},
{
"external_id__v": null,
"nonclinical_study__v.name__v": "S001",
"name__v": "1681_00S000000000802",
"xml_id": "S001"
},
{
"external_id__v": null,
"clinical_study__v.name__v": "S001",
"name__v": "1693_00S000000000802",
"xml_id": "S001"
}
]
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/ectdmapping
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name__v": "1675_00S000000000802",
"responseStatus": "SUCCESS"
},
{
"name__v": "1677_00S000000000802",
"responseStatus": "SUCCESS"
},
{
"name__v": "1681_00S000000000802",
"responseStatus": "SUCCESS"
},
{
"name__v": "1693_00S000000000802",
"responseStatus": "SUCCESS"
}
],
"responseDetails": {
"total": 4
}
}
Update the mapping values of a submission.
PUT /api/{version}/vobjects/submission__v/{submission_id}/actions/ectdmapping
Headers
| Name | Description |
|---|---|
Content-Type | application/json or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Note that XML identifiers are read-only and cannot be updated via the API. If including XML identifiers in the request, the values will be ignored.
Remove Submission
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/import
Response
{
"responseStatus": "SUCCESS",
"job_id": 15002,
"url": "/api/v15.0/services/jobs/15002"
}
Delete a previously imported submission from your Vault.
By removing a submission, you delete any sections created in the archive binder as part of the submission import. This will also remove any documents in the submission from the archive binder. This does not delete the documents from Vault, but does mean that they no longer appear in the Viewer tab and users will not be able to access them using cross-document navigation. You must re-import the submission to make it available.
DELETE /api/{version}/vobjects/submission__v/{submission_id}/actions/import
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Cancel Submission
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/import?cancel=true
Response
{
"responseStatus": "SUCCESS"
}
You can use this request on a submission object record that has a SubmissionsArchive status (archive_status__v) of:
| Name | Description |
|---|---|
IMPORT_IN_PROGRESS | This will terminate the import job and set the archive_status__v field on the submission__v object record to “Error”. The submission must be removed before a re-import can be done. See Remove Submission above. |
REMOVAL_IN_PROGRESS | This will terminate the import removal job and set the archive_status__v field on the submission__v object record to “Error”. The submission must be removed before a re-import can be done. See Remove Submission above. |
IMPORT_IN_QUEUE | This will remove the import from the job queue and set the archive_status__v field on the submission__v object record to “Null”. See Import Submission above. |
REMOVAL_IN_QUEUE | This will remove the import removal from the job queue and set the archive_status__v field on the submission__v object record to “Error”. See Import Submission above. |
To retrieve the archive_status__v, GET /api/{version}/vobjects/submission__v/{submission_id}. See Retrieve Object Record above.
POST /api/{version}/vobjects/submission__v/{submission_id}/actions/import?cancel=true
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Query Parameters
| Name | Description |
|---|---|
cancel | You must include cancel = true to the request endpoint. |
Export Submission
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/454/actions/export?submission=00S000000000101
Response
{
"responseStatus": "SUCCESS",
"URL": "https://myvault.veevavault.com/api/v15.0/services/jobs/1201",
"job_id": 1201
}
To export the latest version of a SubmissionsArchive binder:
POST /api/{version}/objects/binders/{binder_id}/actions/export?submission={submission_id}
To export a specific version of a SubmissionsArchive binder:
POST /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/actions/export?submission={submission_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. See Retrieve Binders above. |
{major_version} | The major_version_number__v field value of the binder. |
{minor_version} | The minor_version_number__v field value of the binder. |
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Response Details
On SUCCESS, the response includes the following information:
URL- The URL to retrieve the current status of the export job.job_id- The Job ID value is used to retrieve the status and results of the request.
Export Partial Submission
Use this request to export only specific sections and documents from the latest version of a submissions binder in your Vault. This will export only parts of the binder, not the complete binder.
Before submitting this request:
- The Export Binder feature must be enabled in your Vault.
- You must be assigned permissions to use the API.
- You must have the Export Binder permission.
- You must have the View Document permission for the binder. Only documents in the binder which you have the View Document permission are available to export.
To export the latest version of a submissions binder:
POST /api/{version}/objects/binders/{binder_id}/actions/export?submission={submission_id}
To export a specific version of a submissions binder:
POST /api/{version}/objects/binders/{binder_id}/versions/{major_version}/{minor_version}/actions/export?submission={submission_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{binder_id} | The binder id field value. See Retrieve Binders above. |
{major_version} | The major_version_number__v field value of the binder. |
{minor_version} | The minor_version_number__v field value of the binder. |
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Input
Create a CSV or JSON input file with the id values of the binder sections and/or documents to be exported. You may include any number of valid nodes. Vault will ignore id values which are invalid, but will export all which are valid.
For example, the abridged response below includes two nodes from a binder. Node “id”: “1415381339215” is a section (folder) and “id”: “1415381339220” is a document node.
Exporting a binder section node will automatically include all of its subsections and documents therein.
"nodes": [
{
"properties": {
"section_number__v": "02.01.01",
"name__v": "Investigator Brochure",
"order__v": 0,
"type__v": "section",
"id": "1415381339215",
"parent_id__v": "1415381339209"
},
"nodes": [
{
"properties": {
"document_id__v": 18,
"name__v": "CHC032-194 Investigator Brochure",
"order__v": 0,
"type__v": "document",
"id": "1415381339220",
"parent_id__v": "1415381339215"
}
},
]
}
]
To export just this one section and document from the binder, we would submit the following input file:
id
1415381339215
1415381339220
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Binders\export-submissions-binder-sections.csv" \
https://myvault.veevavault.com/api/v15.0/objects/binders/454/1/0/actions/export?submission=00S000000000101
In this example:
- The input file format is set to CSV.
- The response format is not set and will default to JSON.
- The path\name of the CSV input file is specified.
Response
{
"responseStatus": "SUCCESS",
"URL": "https://myvault.veevavault.com/api/v15.0/services/jobs/1201",
"job_id": 1201
}
Response Details
On SUCCESS, the response includes the following information:
URL- The URL to retrieve the current status of the export job.job_id- Thejob_idfield value is used to retrieve the results of the export request.
Retrieve SubmissionsArchive Binder
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/vobjects/submission__v/00S000000000101/actions/viewer
Response (abridged)
{
"responseStatus": "SUCCESS",
"document": {
"id": 454,
"binder__v": true,
"major_version_number__v": 1,
"minor_version_number__v": 0,
"status__v": "Final",
"Applications__v": [
"00A000000000101"
],
"name__v": "nda123456",
"lifecycle__v": "SubmissionsArchive Lifecycle",
"type__v": "SubmissionsArchive",
"subtype__v": "Structure",
},
"versions": [
{
"number": "1.0",
"value": "https://myvault.veevavault.com/api/v15.0/objects/binders/454/versions/1/0"
}
],
"binder": {
"nodes": [
{
"properties": {
"section_number__v": "1",
"name__v": "m1-administrative-information-and-prescribing-information",
"order__v": 1,
"type__v": "section",
"id": "1458077095468:-826390827",
"parent_id__v": "rootNode",
"sa_title": "Module 1 Administrative Information"
}
},
{
"properties": {
"name__v": "m1-1-forms",
"order__v": 1,
"type__v": "section",
"id": "1458077095654:-1282798513",
"parent_id__v": "1458077095468:-826390827",
"sa_title": "1.1 Forms"
}
},
{
"properties": {
"name__v": "m1-1-2-form-356h",
"order__v": 1,
"type__v": "section",
"id": "1458077095823:-61354986",
"parent_id__v": "1458077095654:-1282798513",
"sa_title": "1.12 Application form: FDA form 356h"
}
},
{
"properties": {
"document_id__v": 2318,
"name__v": "1-1-2-form-356h",
"order__v": 1,
"type__v": "document",
"id": "1458077095823:-61354986",
"parent_id__v": "1458077095823:-61354986",
"sa_title": "FDA Form 356h",
"sa_id": "veeva10923",
"sa_operation": "New",
"sa_xlinkhref": "1-1-2-form-356h.pdf",
"sa_xlinktype": "simple",
"sa_checksum_type": "md5",
"sa_checksum": "96b3eb46bfa348c0c798943e78381ca6",
"sa_application_version": "PDF 1.4"
}
},
{
"properties": {
"name__v": "m3-quality",
"order__v": 2,
"type__v": "section",
"id": "1458079746774:-718199953",
"parent_id__v": "rootNode",
"sa_title": "Module 3 Quality"
}
},
{
"properties": {
"name__v": "m3-2-body-of-data",
"order__v": 1,
"type__v": "section",
"id": "1458079747018:182443898",
"parent_id__v": "1458079746774:-718199953",
"sa_title": "3.2 Body of Data"
}
},
{
"properties": {
"name__v": "m3-2-s-drug-substance",
"order__v": 1,
"type__v": "section",
"id": "1458079747401:1533319790",
"parent_id__v": "1458079747018:182443898",
"sa_title": "3.2.S Drug substance",
"drug_substance_xml": "cholepridol",
"drug_substance__v": "0DS000000000101",
"manufacturer_xml": "Veeva Labs",
"manufacturer__v": "00M000000000101"
}
},
{
"properties": {
"name__v": "m3-2-s-4-control-of-drug-substance",
"order__v": 1,
"type__v": "section",
"id": "1458079747664:-30973505",
"parent_id__v": "1458079747401:1533319790",
"sa_title": "3.2.S.4 Control of drug substance",
"drug_substance_xml": "cholepridol",
"drug_substance__v": "0DS000000000101",
"manufacturer_xml": "Veeva Labs",
"manufacturer__v": "00M000000000101"
}
},
{
"properties": {
"name__v": "m3-2-s-4-2-analytical-procedures",
"order__v": 1,
"type__v": "section",
"id": "1458079747892:2036125551",
"parent_id__v": "1458079747664:-30973505",
"sa_title": "3.2.S.4.2 Analytical Procedures",
"drug_substance_xml": "cholepridol",
"drug_substance__v": "0DS000000000101",
"manufacturer_xml": "Veeva Labs",
"manufacturer__v": "00M000000000101"
}
},
{
"properties": {
"document_id__v": 1016,
"name__v": "32s42-m062sf220-analytical-method",
"order__v": 1,
"type__v": "document",
"id": "1458077095823:1029339123",
"parent_id__v": "1458079747664:-30973505",
"sa_title": "Analytical Method M-062-SF220",
"sa_id": "veeva1543",
"sa_operation": "New",
"sa_xlinkhref": "m3/32-body-data/32s-drug-sub/cholepridol-veeva-labs/32s4-contr-drug-sub/32s42-analyt-proc/32s42-m062sf220-analytical-method.pdf",
"sa_xlinktype": "simple",
"sa_checksum_type": "md5",
"sa_checksum": "0022dea54ca0dfb309f49ff22dcf1c46",
"sa_application_version": "PDF 1.4",
"drug_substance_xml": "cholepridol",
"drug_substance__v": "0DS000000000101",
"manufacturer_xml": "Veeva Labs",
"manufacturer__v": "00M000000000101"
}
}
]
}
}
Before submitting this request:
- You must be assigned permissions to use the API.
- You must have the View Document permission for the binder. Only documents in the binder which you have the View Document permission will be returned.
To retrieve submission structure from the latest version of the SubmissionsArchive binder:
GET /api/{version}/vobjects/submission__v/{submission_id}/actions/viewer
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{submission_id} | The id field value of the submission__v object record. See Retrieve Object Record Collection above. |
Retrieve Submission Export Results
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/binders/actions/export/1201/results
Response
{
"responseStatus": "SUCCESS",
"job_id": 1201,
"id": 454,
"major_version_number__v": 1,
"minor_version_number__v": 0,
"file": "/1201/454/1_0/RIM Submission Packet.zip",
"user_id__v": 44533
}
After submitting a request to export a submission from your Vault, you can query Vault to determine the results of the request.
Before submitting this request:
- You must have previously requested a submission export job (via the API) which is no longer active.
- You must have a valid
job_idfield value returned from the Export Submission request above.
GET /api/{version}/objects/binders/actions/export/{job_id}/results
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{job_id} | The jobId field value returned from the Export Submission request above. |
Response Details
On SUCCESS, the response includes the following information:
| Name | Description |
|---|---|
job_id | The job_id field value of the submission export request. |
id | The id field value of the exported submission. |
major_version_number__v | The major version number of the exported submission. |
minor_version_number__v | The minor version number of the exported submission. |
file | The path/location of the exported submission. This is packaged in a ZIP file on your FTP staging server. |
user_id__v | The id field value of the Vault user who initiated the submission export job. |
Download Exported Submission Files via FTP
Once your submission export job has been successfully completed, you can download the files from your FTP staging server.
Prerequisites
Before downloading the files, the following conditions must be met:
- The submission export job must have been successfully completed.
- The API user must have a permission set which allows them FTP download permissions.
Downloading the Files
The exported submission is packaged in a ZIP file on your FTP staging server. Learn more.
Document Roles
Documents and binders can have different roles available to them depending on their type and lifecycles. There are a set of standard roles that ship with Vault: owner__v, viewer__v, and editor__v. In addition, Admins can create custom roles defined per lifecycle. Learn more about Roles in Vault Help.
Through the Role APIs, you can:
- Retrieve available roles on documents and binders
- Determine who can be assigned to roles
- Retrieve default users who are assigned automatically within the Vault UI
- Retrieve who is currently assigned to a role
- Add additional users and groups to a role
- Remove users and groups from roles
Note that all user and group information is returned as IDs and you need to use the Retrieve User or Retrieve Group API to determine the name, etc.
For roles on object records, see Object Roles.
Retrieve Roles
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/245/roles
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document roles retrieved",
"errorCodes": null,
"documentRoles": [
{
"name": "reviewer__v",
"label": "Reviewer",
"assignedUsers": [
25496,
26231
],
"assignedGroups": [
1,
2
],
"availableUsers": [
25496,
26231,
28874
],
"availableGroups": [
1,
2,
3
],
"defaultUsers": [
25496,
26231
],
"defaultGroups": [
1,
2
]
}
]
}
Retrieve all available roles on a document or binder and the users and groups assigned to them.
GET /api/{version}/objects/{documents_or_binders}/{id}/roles{/role_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to retrieve values for documents or binders. |
{id} | The id of the document, binder, or object record. |
{/role_name} | Optional: Include a role name to filter for a specific role. For example, owner__v. |
Response Details
In the response, document ID 245 is configured with roles. Two users (25496 & 26231) and two groups (1 & 2) are assigned to the reviewer__v role by default.
Assign Users & Groups to Roles on a Single Document
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "consumer__v.users=35565,35571" \
-d "approver__v.users-45585,45594" \
https://myvault.veevavault.com/api/v15.0/objects/documents/245/roles
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Document roles updated",
"updatedRoles": {
"consumer__v": {
"users": [
19376,18234,19456
]
},
"legal__c": {
"groups": [
19365,18923
]
}
}
}
Assign users and groups to roles on a single document or binder. The single document API does not support assigning users and groups to roles with Dynamic Access Control (DAC) enabled.
POST /api/{version}/objects/documents/{id}/roles
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{id} | The document or binder id field value. |
Body Parameters
Include name-value pairs of all users or groups with their corresponding roles in the form {Role_name}.{USERS or GROUPS}=ID1,ID2,ID3. For example, reviewer__v.users = "3003, 4005".
Response Details
The response includes ROLE:ID pairs for the users and groups successfully assigned to roles on the document or binder.
Assign Users & Groups to Roles on Multiple Documents
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Document Roles\assign_document_roles.csv" \
https://myvault.veevavault.com/api/v9.0/objects/documents/roles/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"reviewer__v.groups": [
3311303,
4411606
],
"reviewer__v.users": [
12021,
12022,
12023,
12124
]
},
{
"responseStatus": "SUCCESS",
"id": 772,
"reviewer__v.groups": [
3311303,
4411606
],
"reviewer__v.users": [
12021,
12022,
12023,
12124
]
},
{
"responseStatus":"FAILURE",
"id":"773",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why the users and groups were not assigned to roles on this document.."
}
]
}
]
}
Assign users and groups to roles on a document or binder in bulk.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 1000.
POST /api/{version}/objects/documents/roles/batch
Assigning users and groups to document roles is additive. For example, if groups 1, 2, and 3 are currently assigned to a particular role and you assign groups 3, 4, and 5 to the same role, the final list of groups assigned to the role will be 1, 2, 3, 4, and 5. Users and groups (IDs) in the input that are either invalid (not recognized) or cannot be assigned to a role due to permissions are ignored and not processed.
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
You can add parameters in the request body, or upload them as a CSV file.
| Name | Description |
|---|---|
id | The document ID. |
role__v.users | A string of user id values for the new role. |
role__v.groups | A string of user id values for the new group. |
For example,
id | reviewer__v.users | reviewer__v.groups | approver__v.users | approver__v.groups |
|---|---|---|---|---|
| 771 | “12021,12022” | “3311303,3311404” | 22124 | 4411606 |
Response Details
The response includes role:id pairs for the users and groups successfully assigned to roles.
Remove Users & Groups from Roles on a Single Document
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/1234/roles/consumer__v.user/19376
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "User/group deleted from document role",
"updatedRoles": {
"consumer__v": {
"users": [
19376
]
}
}
}
Remove users and groups from roles on a single document or binder.
DELETE /api/{version}/objects/documents/{doc_id}/roles/{role_name}.{user_or_group}/{id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{doc_id} | The id value of the document or binder from which to remove roles. |
{role_name} | The name of the role to remove the users or groups from. |
{user_or_group} | Choose to remove a user or a group from a role. Possible values for this parameter are either user or group. |
{id} | The id value of the user or group to remove from the role. |
Remove Users and Groups from Roles on Multiple Documents
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Document Roles\remove_document_roles.csv" \
https://myvault.veevavault.com/api/v9.0/objects/documents/roles/batch
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS",
"id": 771,
"reviewer__v.groups": [
4411606
],
"reviewer__v.users": [
12124
]
},
{
"responseStatus": "SUCCESS",
"id": 772,
"reviewer__v.groups": [
4411606
],
"reviewer__v.users": [
12124
]
},
{
"responseStatus":"FAILURE",
"id":"773",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why the users and groups were not removed from roles on this document."
}
]
}
]
}
Remove users and groups from roles on a document or binder in bulk.
- The maximum CSV input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 1000.
DELETE /api/{version}/objects/documents/roles/batch
Headers
| Name | Description |
|---|---|
Content-Type | text/csv or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
You can add parameters in the request body, or upload them as a CSV file.
| Name | Description |
|---|---|
id | The document ID. |
role__v.users | A string of user id values to remove. |
role__v.groups | A string of group id values to remove. |
For example,
id | reviewer__v.users | reviewer__v.groups | approver__v.users | approver__v.groups |
|---|---|---|---|---|
| 771 | “12021,12022” | “3311303,3311404” | 22124 | 4411606 |
Users
Learn about Creating & Managing Users and Managing Users Across Vaults in Vault Help.
Retrieve User Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/users
Response (abridged)
{
"responseStatus": "SUCCESS",
"properties": [
{
"name": "user_name__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_first_name__v",
"type": "String",
"length": 100,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_last_name__v",
"type": "String",
"length": 100,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "alias__v",
"type": "String",
"length": 40,
"editable": true,
"queryable": false,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_email__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_timezone__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true,
"values": [
{
"value": "Pacific/Niue",
"label": "(GMT-11:00) Niue Time (Pacific/Niue)"
},
{
"value": "Pacific/Pago_Pago",
"label": "(GMT-11:00) Samoa Standard Time (Pacific/Pago_Pago)"
},
]
},
{
"name": "user_locale__v",
"type": "String",
"length": 10,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true,
"values": [
{
"value": "pt_BR",
"label": "Brazil"
},
{
"value": "es_ES",
"label": "Spain"
},
]
},
{
"name": "user_title__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "office_phone__v",
"type": "String",
"length": 20,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "fax__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "mobile_phone__v",
"type": "String",
"length": 20,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "site__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "is_domain_admin__v",
"type": "Boolean",
"length": 1,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "active__v",
"type": "Boolean",
"length": 1,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "domain_active__v",
"type": "Boolean",
"length": 1,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "security_policy_id__v",
"type": "ObjectReference",
"length": 20,
"object": "securitypolicies",
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_needs_to_change_password__v",
"type": "Boolean",
"length": 1,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "id",
"type": "id",
"length": 20,
"object": "users",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "created_date__v",
"type": "Calendar",
"length": 0,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "created_by__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "modified_date__v",
"type": "Calendar",
"length": 0,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "modified_by__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "domain_id__v",
"type": "ObjectReference",
"length": 20,
"object": "domains",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "vault_id__v",
"type": "ObjectReference",
"length": 20,
"object": "vaults",
"editable": false,
"queryable": true,
"required": true,
"multivalue": true,
"onCreateEditable": false
},
{
"name": "federated_id__v",
"type": "String",
"length": 100,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "salesforce_user_name__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "last_login__v",
"type": "Calendar",
"length": 0,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "medidata_uuid__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "user_language__v",
"type": "String",
"length": 10,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true,
"values": [
{
"value": "en",
"label": "English"
},
{
"value": "ja",
"label": "Japanese"
},
]
},
{
"name": "company__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "group_id__v",
"type": "ObjectReference",
"length": 20,
"object": "groups",
"editable": false,
"queryable": false,
"required": false,
"multivalue": true,
"onCreateEditable": false
},
{
"name": "security_profile__v",
"type": "ObjectReference",
"length": 40,
"object": "Securityprofile",
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true,
"values": [
{
"value": "business_admin__v",
"label": "Business Administrator"
},
{
"value": "document_user__v",
"label": "Document User"
},
{
"value": "external_user__v",
"label": "External User"
},
{
"value": "read_only_user__v",
"label": "Read-Only User"
},
{
"value": "system_admin__v",
"label": "System Administrator"
},
{
"value": "vault_owner__v",
"label": "Vault Owner"
},
{
"value": "view_based_user__v",
"label": "View-Based User"
}
]
},
{
"name": "license_type__v",
"type": "Picklist",
"length": 40,
"picklist": "license_type__v",
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
}
]
}
GET /api/{version}/metadata/objects/users
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
This response includes a full list of fields for users. Some field values are abridged to shorten this example response.
Retrieve All Users
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users?vaults=all
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users?vaults=-1
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users?vaults=3003,4004,5005
Response (abridged)
{
"responseStatus": "SUCCESS",
"size": 200,
"start": 0,
"limit": 200,
"sort": "id asc",
"users": [
{
"user": {
"id": 25501,
"user_name__v": "ewoodhouse@veepharm.com",
"user_first_name__v": "Elaine",
"user_last_name__v": "Woodhouse",
}
},
{
"user": {
"id": 25502,
"user_name__v": "bashton@veepharm.com",
"user_first_name__v": "Bruce",
"user_last_name__v": "Ashton",
}
},
{
"user": {
"id": 25503,
"user_name__v": "tchung@veepharm.com",
"user_first_name__v": "Thomas",
"user_last_name__v": "Chung",
}
},
]
}
GET /api/{version}/objects/users
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Query Parameters
Using the endpoint alone with no optional parameters will retrieve users assigned only to the Vault in which the request is made. For customers with multiple Vaults in their domain, users with Domain Admin, System Admin, and Vault Owner privileges can access user information across different Vaults in the domain by including the optional parameter vaults set to one of the following values:
| Name | Description |
|---|---|
vaults=all | Retrieve all users assigned to all Vaults in your domain. |
vaults=-1 | Retrieve all users assigned to all Vaults in your domain except for the Vault in which the request is made. |
vaults={Vault IDs} | Retrieve all users assigned to Vault ID 3003, Vault ID 4004, and Vault ID 5005. Use a comma-separated list of Vault IDs to retrieve users assigned only to the specified Vaults. |
System Admins and Vault Owners must have administrative access to Vault applications referenced in the vaults parameter to be able to access users from those Vault.
The response also supports pagination. By default the page limit is set to 200 records. The pagination parameters are:
| Name | Description |
|---|---|
limit | [optional, default is 200] the size of the result set in the page |
start | [optional, default is 0] the starting record number |
sort | [optional, default is “id asc”] the sort order for the result set (asc - ascending, desc - descending) (e.g. user_name__v asc) |
Retrieve User
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users/25496
Response
{
"responseStatus": "SUCCESS",
"users": [
{
"user": {
"user_name__v": "ewoodhouse@veepharm.com",
"user_first_name__v": "Elaine",
"user_last_name__v": "Woodhouse",
"user_email__v": "ewoodhouse@veepharm.com",
"user_timezone__v": "America/New_York",
"user_locale__v": "en_US",
"user_title__v": "Research Associate",
"office_phone__v": "5559876543",
"fax__v": "5556789123",
"mobile_phone__v": "5551234567",
"site__v": "Manhattan",
"is_domain_admin__v": false,
"active__v": true,
"domain_active__v": true,
"security_policy_id__v": 821,
"user_needs_to_change_password__v": false,
"id": 25496,
"created_date__v": "2013-01-08T15:55:27.000Z",
"created_by__v": 25001,
"modified_date__v": "2015-02-12T18:22:18.000Z",
"modified_by__v": 25001,
"domain_id__v": 3003,
"vault_id__v": [
3003,
4004
],
"federated_id__v": "",
"salesforce_user_name__v": "",
"last_login__v": "2015-01-20T23:58:02.000Z",
"medidata_uuid__v": "",
"user_language__v": "en",
"company__v": "VeevaPharm",
"group_id__v": [
2555089996,
2111844470
],
"security_profile__v": "document_user__v",
"license_type__v": "full__v",
"vault_membership": [
{
"id": 3003,
"active__v": true,
"security_profile__v": "document_user__v",
"license_type__v": "full__v"
},
{
"id": 4004,
"active__v": true,
"security_profile__v": "document_user__v",
"license_type__v": "full__v"
}
]
}
}
]
}
GET /api/{version}/objects/users/{user_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{user_id} | The user id field value. See Retrieve All Users above. |
Create Users
Create new user accounts or add existing users as cross-domain users. Learn more about cross-domain users in Vault Help. Note that users only receive welcome emails if they are assigned to a Vault. For example, a new domain user who does not have any assigned Vaults will not receive a welcome email.
Suppressing Welcome Emails: When creating new users, you can prevent Vault from sending welcome emails to a user by setting the user_needs_to_change_password__v setting to false. This does not work for users with SSO security profiles, but you can work around this limitation by creating the users with a basic security profile and updating them to the SSO security profile with an update action.
POST /api/{version}/objects/users
Create Single User
Request: Add User to Domain
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "user_name__v=ewoodhouse@veepharm.com" \
-F "user_email__v=ewoodhouse@veepharm.com" \
-F "user_first_name__v=Elaine" \
-F "user_last_name__v=Woodhouse" \
-F "user_language__v=en" \
-F "user_timezone__v=America/Denver" \
-F "user_locale__v=en_US" \
-F "security_policy_id__v=821" \
-F "domain=true" \
https://myvault.veevavault.com/api/v15.0/objects/users
Request: Add User to Current Vault
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "user_name__v=ewoodhouse@veepharm.com" \
-F "user_email__v=ewoodhouse@veepharm.com" \
-F "user_first_name__v=Elaine" \
-F "user_last_name__v=Woodhouse" \
-F "user_language__v=en" \
-F "user_timezone__v=America/Denver" \
-F "user_locale__v=en_US" \
-F "security_policy_id__v=821" \
-F "security_profile__v=business_admin__v" \
-F "license_type__v=full__v" \
-F "file=@C:\Documents\Pictures\profile_image.jpg"
https://myvault.veevavault.com/api/v15.0/objects/users
Request Details: Add Cross-Domain User
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-F "user_name__v=ewoodhouse@veepharm.com" \
-F "security_profile__v=business_admin__v" \
-F "license_type__v=full__v" \
https://myvault.veevavault.com/api/v15.0/objects/users
Create one user at a time without the need for a csv input file or upload profile pictures to the FTP server. After creation, you can assign these users to Vaults with the Update Vault Membership endpoint.
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
user_name__v | The user’s Vault username (login credential). For example, ewoodhouse@veepharm.com |
user_first_name__v | The user’s first name. |
user_last_name__v | The user’s last name. |
user_email__v | The user’s email address. |
user_timezone__v | The user’s time zone. Retrieve values from Retrieve User Metadata. |
user_locale__v | The user’s location. Retrieve values from Retrieve User Metadata. |
security_policy_id__v | The user’s security policy. Retrieve values from Retrieve All Security Policies. |
user_language__v | The user’s preferred language. Retrieve values from Retrieve User Metadata. |
security_profile__v | Optional: The user’s security profile. If omitted, default value is document_user__v. |
license_type__v | Optional: The user’s license type. If omitted, default value is full__v. |
file | Optional:The file path to upload a profile picture. Must be JPG, PNG, or GIF, and less than 10MB in size. Vault automatically resizes images to 64 x 64 pixels and removes the animations in GIFs. |
You may add values to any other editable user field, unless you are are adding a cross-domain user (see below). See Retrieve User Metadata for all possible values.
Cross-Domain Users
The following are the only fields required to create a cross domain user. All other fields are ignored.
| Name | Description |
|---|---|
user_name__v | The user’s Vault username (login credential). For example, ewoodhouse@veepharm.com |
security_profile__v | Optional: The user’s security profile. If omitted, default value is document_user__v. |
license_type__v | Optional: The user’s license type. If omitted, default value is full__v. |
Query Parameters
| Name | Description |
|---|---|
domain | When set to true, the user will not be assigned to a Vault. |
Request Details: Add User to Domain
On SUCCESS, the user account is created and set to active. The new user is not assigned a license type or security profile, nor do they have access to any Vaults in your domain. This means they will not receive a welcome email.
Request Details: Add User to Current Vault
This request adds one new user to your domain and assigns them to the Vault where the request was made. They will receive a welcome email with instructions for logging into the Vault, and they will not have access to any other Vaults in your domain. To give them access to other Vaults, see Update Vault Membership.
This example request includes all fields required to create a new user, and two optional fields (security profile and license type). If these optional fields were not included in the request, the user would be assigned the document_user__v security profile and full__v license type by default.
Request Details: Add Cross-Domain User
This request adds the user ewoodhouse.veevavault.com to your current domain as a cross-domain user.
All other metadata fields are ignored. Learn more about cross-domain users in Vault Help.
Create Multiple Users
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Users\create_users.csv" \
https://myvault.veevavault.com/api/v12.0/objects/users
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"id":"12021"
},
{
"responseStatus":"SUCCESS",
"id":"12022"
},
{
"responseStatus":"SUCCESS",
"id":"12023"
},
{
"responseStatus":"FAILURE",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why this user was not created."
}
]
}
]
}
Create new users and assign them to Vaults in bulk. You can also add multiple existing users as cross-domain users.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
- If you want to add profile pictures, you must upload these to the FTP staging server.
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
Prepare a JSON or CSV input file. You may add values to any other editable user field, unless you are are adding a cross-domain user. See Retrieve User Metadata for all possible values. Using only the required fields will add users to your domain but will not assign them to individual Vaults within your domain. See Vault Membership below.
| Name | Description |
|---|---|
user_name__v | The user’s Vault username (login credential). For example, ewoodhouse@veepharm.com |
user_first_name__v | The user’s first name. |
user_last_name__v | The user’s last name. |
user_email__v | The user’s email address. |
user_timezone__v | The user’s time zone. Retrieve values from Retrieve User Metadata. |
user_locale__v | The user’s location. Retrieve values from Retrieve User Metadata. |
security_policy_id__v | The user’s security policy. Retrieve values from Retrieve All Security Policies. |
user_language__v | The user’s preferred language. Retrieve values from Retrieve User Metadata. |
file | Optional: The file path of a profile picture from the FTP. Must be JPG, PNG, or GIF, and less than 10MB in size. Vault automatically resizes images to 64 x 64 pixels and removes the animations from GIFs. |
domain | Optional: If you set this to true, the user will not be assigned to a Vault. |
security_profile__v | Optional: The user’s security profile. If omitted, default value is document_user__v. |
license_type__v | Optional: The user’s license type. If omitted, default value is full__v. |
vault_membership | Optional: Use this field to assign a user to individual Vaults within your domain. This is required to create cross-domain users. See below for how to configure. |
app_licensing | Optional: Use this field to assign a user to individual applications within your Vault. See below for how to configure. |
Vault Membership
To assign user permissions across Vaults or create cross-domain users, you must include the vault_membership column configured with the following fields:
| Name | Description |
|---|---|
vault_id | The Vault ID to assign the user to. |
active__v | Optional: Set the user to active (true) or inactive (false). If not specified, default value is true. |
security_profile__v | Optional: Set the user’s security profile, for example, read_only_user__v. If not specified, this value defaults to document_user__v. |
license_type__v | Optional: Set the user’s license type, for example, read_only__v. If not specified, this value defaults to full__v. |
For example, to add an active user to Vault ID 3003 with the system_admin__vsecurity profile and the full__v license type:
vault_membership |
|---|
3003:true:system_admin__v:full__v |
Application Licensing
To add a user to specific applications within a Vault or across Vaults, you must include the app_licensing column configured with the following fields:
| Name | Description |
|---|---|
vault_id | The Vault ID to assign the user to. |
active__v | Optional: Set the user to active (true) or inactive (false). If not specified, default value is true. |
application_name | The application to add the user to. Possible values are:
|
license_type__v | Optional: Set the user’s license type, for example, read_only__v. |
The format for adding these fields is:
{vault_id}|{application_name}{:active__v}{:license_type__v}
To add a user to more than one application, separate the applications with a pipe. To add a user to applications in multiple Vaults, separate the Vaults with a semicolon. For example:
app_licensing |
|---|
3003|rimReg_v:true:full__v|rimSubs_v:true:full__v;4112|rimSubs_v:true:full__v |
This adds an active user to both RIM Registrations and RIM Submissions in Vault ID 3003, and to the RIM Submissions application in Vault ID 4112, all with the full__v license type.
Add Cross-Domain Users
The only required fields for cross-domain users are user_name__v and vault_membership. All other metadata fields are ignored. Learn more about cross-domain users in Vault Help.
| Name | Description |
|---|---|
user_name__v | The user’s Vault username (login credential). For example, ewoodhouse@veepharm.com. |
vault_membership | Assign this user permissions across domains. See Vault Membership Fields above for description. |
Query Parameters: Upsert Users
Upsert is a combination of create and update. Use one input file to create new users and update existing users at the same time. If a matching user record is found in your Vault, it is updated with the field values specified in the input. If no matching user record is found, a new user is created using values in the input.
| Name | Description |
|---|---|
operation | To upsert users, you must include operation=upsert |
idParam | To upsert users, you must include either idParam=id or idParam=user_name__v to the request endpoint. |
Response Details:
On SUCCESS, Vault responds will list the id of each user. The order results are displayed in the response is the same as the order of records in the input.
Update Users
Update information for a user.
System Admins and Vault Owners can update users in the Vaults where they have administrative access. System Admins who are also Domain Admins have an unrestricted access to users across all Vaults in the domain.
Update Single User
Request: Update User Profile Information
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "user_timezone__v=America/Los Angeles" \
-d "company__v=VeevaPharm" \
-d "user_title__v=Product Manager" \
-d "alias__v=Skipper" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001
Request: Disable User at Domain-Level
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "domain_active__v=false" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001
Request: Re-Enable User at Domain-Level
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "domain_active__v=false" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001
Request: Promote a User to Domain Admin
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "is_domain_admin__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001
Update information for a user.
Response
{
"responseStatus": "SUCCESS",
"id": 25001
}
PUT /api/{version}/objects/users/{user_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{user_id} | The user id field value. See Retrieve All Users above. |
Request: Disable User at Domain-Level
Only Domain Admins may use this request.
When updating a user, domain_active__v can be (optionally) included in the input and set to either true or false to enable or disable the user at the domain-level. Disabling a user at the domain-level will disable the user in every Vault in your domain. Re-enabling a user enables them in the domain but does not re-activate them in their Vaults. After re-enabling a user, you must update their Vault membership to make them active in the individual Vaults.
This request will set the user (ID: 25001) profile to inactive in all Vaults in your domain. The user will still be a member in the Vaults and retain their license types and security profiles, but their user profile will be inactive and they will no longer have access to any Vaults in your domain.
Request: Example: Re-Enable User at Domain-Level
Only Domain Admins may use this request.
This request will set the (previously inactive) user (ID: 25001) profile to active in your Vault domain. However, they will still be inactive in and unable to access your domain Vaults. Use the Update Vault Membership request below to set their status to active in the individual Vaults in your domain.
Request: Promote a User to Domain Admin
Only Domain Admins may use this request.
This request will promote a user to Domain Admin. To remove a user from the Domain Admin role, set the is_domain_admin__v field to false. Each domain must have at least one user in the Domain Admin role.
Update Multiple Users
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
--data-binary @"C:\Vault\Users\update_users.csv" \
https://myvault.veevavault.com/api/v12.0/objects/users
Response
{
"responseStatus":"SUCCESS",
"data":[
{
"responseStatus":"SUCCESS",
"id":"12021"
},
{
"responseStatus":"SUCCESS",
"id":"12022"
},
{
"responseStatus":"SUCCESS",
"id":"12023"
},
{
"responseStatus":"FAILURE",
"id":"22124",
"errors":[
{
"type":"INVALID_DATA",
"message":"Error message describing why this user was not updated."
}
]
}
]
}
Update information for multiple users at once.
- The maximum input file size is 1GB.
- The values in the input must be UTF-8 encoded.
- CSVs must follow the standard format.
- The maximum batch size is 500.
PUT /api/{version}/objects/users
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or text/csv |
Body Parameters
Prepare a JSON or CSV input file. The following are the only required fields. You can include any editable user field and value in the input.
| Name | Description |
|---|---|
id | The ID of the user to update. |
Disable User
Request: Disable User in a Vault
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001
Request: Disable User in All Domain Vaults
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001?domain=true
Response
{
"responseStatus": "SUCCESS",
"id": 25001
}
Disable a user in a specific Vault or disable a user in all Vaults in the domain. domain=true can be (optionally) added to the request endpoint.
Permissions
System Admins and Vault Owners can update users in the Vaults where they have administrative access. System Admins who are also Domain Admins have an unrestricted access to users across all Vaults in the domain.
DELETE /api/{version}/objects/users/{user_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{user_id} | The user id field value. See Retrieve All Users above. |
Query Parameters
| Name | Description |
|---|---|
domain | When true, this disables the user account in all Vaults in the domain. |
Request: Disable User in a Vault
This request will set the user (ID: 25001) profile to inactive in the Vault in which the request is made. The user will still be a member in the Vault and retain their license type and security profile, but their user profile will be inactive and they will no longer have access to the Vault.
Request: Disable User in All Domain Vaults
This request will set the user (ID: 25001) profile to inactive in all Vaults in your domain. The user will still be a member in the Vaults and retain their license types and security profiles, but their user profile will be inactive and they will no longer have access to any Vaults in your domain.
Change Your Password
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "password__v=CurrentPassword" \
-d "new_password__v=NewPassword" \
https://myvault.veevavault.com/api/v15.0/objects/users/25496/password
Response
{
"responseStatus": "SUCCESS"
}
Change the password for the currently authenticated user.
POST /api/{version}/objects/users/{user_id}/password
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{user_id} | The user id field value. You can also use the value me to change your password. |
Body Parameters
| Name | Description |
|---|---|
password__v | Enter the current password. |
new_password__v | Enter the new password. |
Passwords must meet minimum requirements. Learn about Password Requirements in Vault Help.
Response Details
On SUCCESS, the password will be changed.
Update Vault Membership
Request: Add User to a Vault
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "active__v=true" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001/vault_membership/3003
Request: Disable User in a Vault
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "active__v=false" \
https://myvault.veevavault.com/api/v15.0/objects/users/25001/vault_membership/3003
Request: Set Security Profile & License Type
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "security_profile__v=business_admin__v" \
-d "license_type__v=full__v"
https://myvault.veevavault.com/api/v15.0/objects/users/25001/vault_membership/3003
Use this request to:
- Assign an existing user to a Vault in your domain.
- Remove (disable) an existing user from a Vault in your domain.
- Update the security profile and license type of an existing user.
You cannot use this request to:
- Create a new user. See Create User above.
- Update other user profile information. See Update User above.
Additional information:
- For a list of user fields and properties, see Retrieve All Users above.
- Learn about Creating & Managing Users and Managing Users Across Vaults in Vault Help.
Permissions
System Admins and Vault Owners can update users in the Vaults where they have administrative access. System Admins who are also Domain Admins have an unrestricted access to users across all Vaults in the domain.
PUT /api/{version}/objects/users/{user_id}/vault_membership/{vault_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{user_id} | The user id field value. See Retrieve All Users above. |
{vault_id} | The system-managed id field value assigned to each Vault in the domain. |
Body Parameters
| Name | Description |
|---|---|
active__v | Set the user status to active (true) or inactive (false). If omitted, this value defaults to active__v. |
security_profile__v | Optional: Assigns the user a specific security profile in the Vault. If omitted, defaults to document_user__v. |
license_type__v | Optional: Assigns the user a specific license type in the Vault. If omitted, defaults to full__v. |
See the example requests below for additional information about using these input values.
Request Details: Add User to a Vault
This request will assign the user (ID: 25001) to the Vault (ID: 3003). There are a few default settings that will be applied here:
The user’s status will be set to active in the Vault. This is the default setting; the active__v=true parameter ca be omitted and produce the same results. We’ve not included the optional security_profile__v and license_type__v in the input. Therefore, the user will be assigned a full__v license type and document_user__v security profile by default.
Request Details: Disable User in a Vault
This request will set the user (ID: 25001) profile to inactive in the Vault (ID: 3003). They will still be a member in the Vault and retain their license type and security profile, but their user profile will be inactive and they will no longer have access to the Vault.
Request Details: Set Security Profile & License Type
This request will set the user (ID: 25001) security profile and license type to specific values in the Vault (ID: 3003). If the user is already a member of the Vault, this will change their security profile and license type. If the user is not a member of the Vault, this will assign them to the Vault, set their status to active, and their security profile and license type to the specified values.
Retrieve Your Information
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/users/me
Response (abridged)
{
"responseStatus": "SUCCESS",
"users": [
{
"user": {
"user_name__v": "qtaylor@veepharm.com",
"user_first_name__v": "Quinn",
"user_last_name__v": "Taylor",
"alias__v": "Vault Admin",
"user_email__v": "quinn.taylor@veepharm.com",
"user_timezone__v": "America/Los_Angeles",
"user_locale__v": "en_US",
}
}
]
}
The user authenticated with the API can retrieve their own user profile information.
Learn about Changing Passwords & User Profiles in Vault Help.
GET /api/{version}/objects/users/me
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Update Your Information
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "alias__v=API Admin" \
-d "user_timezone__v=America/Denver" \
https://myvault.veevavault.com/api/v15.0/objects/users/me
Response
{
"responseStatus": "SUCCESS",
"id": 25001
}
The user authenticated with the API can update their own user profile information.
Learn about Changing Passwords & User Profiles in Vault Help.
PUT /api/{version}/objects/users/me
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Retrieve User Permissions
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v17.1/objects/me/permissions?filter=name__v::object.product__v.object_actions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name__v": "object.product__v.object_actions",
"permissions": {
"read": true,
"edit": true,
"create": false,
"delete": false
}
}
]
}
Retrieve all object and object field permissions (read, edit, create, delete) assigned to a specific user.
GET /api/{version}/objects/users/{id}/permissions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{id} | The ID of the user. Use the value me to retrieve information for the currently authenticated user. |
Query Parameters
| Name | Description |
|---|---|
filter=name__v::{permission_name} | Filter the results to show only one specific name__v, which is in the format object.{object name}.{object or field}_actions. Wildcards not supported. See example below. |
Groups
Groups are key to managing user access in Vault. A group is simply a named list of users. By defining groups which reflect the teams and roles in your company, and then assigning those groups to document roles, you can manage document access more easily and efficiently. In Vaults using Dynamic Access Control (DAC) for documents, Vault also automatically creates groups that correspond to one lifecycle role and additional document field criteria. These are called Auto Managed Groups.
Learn about Groups in Vault Help.
Retrieve Group Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/groups
Response
{
"responseStatus": "SUCCESS",
"properties": [
{
"name": "id",
"type": "id",
"length": 20,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "label__v",
"type": "String",
"length": 255,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "group_description__v",
"type": "String",
"length": 200,
"editable": true,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": true
},
{
"name": "system_group__v",
"type": "Boolean",
"length": 1,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "created_date__v",
"type": "Calendar",
"length": 0,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "created_by__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "modified_date__v",
"type": "Calendar",
"length": 0,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "modified_by__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "members__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": true,
"queryable": false,
"required": true,
"multivalue": true,
"onCreateEditable": true
},
{
"name": "implied_members__v",
"type": "ObjectReference",
"length": 20,
"object": "users",
"editable": false,
"queryable": false,
"required": false,
"multivalue": true,
"onCreateEditable": false
},
{
"name": "security_profiles__v",
"type": "ObjectReference",
"length": 40,
"object": "Securityprofile",
"editable": true,
"queryable": false,
"required": false,
"multivalue": true,
"onCreateEditable": true
},
{
"name": "active__v",
"type": "Boolean",
"length": 1,
"editable": true,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "name__v",
"type": "String",
"length": 40,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "editable__v",
"type": "Boolean",
"length": 1,
"editable": false,
"queryable": true,
"required": false,
"multivalue": false,
"onCreateEditable": false
},
{
"name": "type__v",
"type": "String",
"length": 40,
"editable": false,
"queryable": true,
"required": true,
"multivalue": false,
"onCreateEditable": false
}
]
}
GET /api/{version}/metadata/objects/groups
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Retrieve All Groups
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/groups
Response (abridged)
{
"responseStatus": "SUCCESS",
"groups": [
{
"group": {
"members__v": [
25496,
25513,
25514,
25515,
25519,
25524,
25525,
25526,
25527,
25528,
25532
],
"active__v": true,
"security_profiles__v": [
"document_user__v",
"business_admin__v",
"system_admin__v",
"vault_owner__v"
],
"name__v": "all_internal_users__v",
"modified_by__v": 25524,
"editable__v": true,
"modified_date__v": "2016-03-08T21:13:49.000Z",
"group_description__v": "All Internal Vault Users (System Provided Group)",
"system_group__v": true,
"label__v": "All Internal Users",
"created_date__v": "2014-02-17T10:09:03.000Z",
"type__v": "System Provided Group",
"id": 1,
"created_by__v": 1
}
},
]
}
Retrieve all groups except Auto Managed groups.
GET /api/{version}/objects/groups
Retrieve all Auto Managed groups.
GET /api/{version}/objects/groups/auto
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
/auto | Optional: Add /auto to this endpoint to retrieve Auto Managed groups. Learn more about Auto Managed groups in Vault Help. |
Query Parameters
| Name | Description |
|---|---|
includeImplied | Optional: When true, the response includes the implied_members__v field. These users are automatically added to the group when their security_profiles__v are added to the group. If omitted, the response includes only the members__v field. These users are individually added to a group by an Admin. |
Retrieve Group
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/groups/1435176677013
Response
{
"responseStatus": "SUCCESS",
"groups": [
{
"group": {
"members__v": [
25518,
25519,
25520
],
"active__v": true,
"security_profiles__v": [],
"name__v": "cholecap_editors_group__c",
"modified_by__v": 46916,
"editable__v": true,
"modified_date__v": "2015-06-24T20:11:17.000Z",
"group_description__v": null,
"system_group__v": false,
"label__v": "Cholecap Editors Group",
"created_date__v": "2015-06-24T20:11:17.000Z",
"type__v": "User Managed Group",
"id": 1435176677013,
"created_by__v": 46916
}
}
]
}
GET /api/{version}/objects/groups/{group_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{group_id} | The group id field value. |
Query Parameters
| Name | Description |
|---|---|
includeImplied | When true, the response includes the implied_members__v field. These users are automatically added to the group when their security_profiles__v are added to the group. When not used, the response includes only the members__v field. These users are individually added to a group by Admin. |
Create Group
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "label__v=Cholecap Team US Compliance" \
-d "members__v=45501,45002" \
-d "security_profiles__v=document_user__v"
https://myvault.veevavault.com/api/v15.0/objects/groups
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Group successfully created.",
"id": 1358979070034
}
POST /api/{version}/objects/groups
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
label__v | [Required] Enter a group label. Vault uses this to create the group name__v value. |
members__v | [Optional] Add a comma-separated list of user IDs. This manually assigns individual users to the group. |
security_profiles__v | [Optional] Add a comma-separated list of security profiles. This automatically adds all users with the security profile to the group. These are implied_members__v. |
active__v | [Optional] By default, the new group will be created as active. To set the group to inactive, set this value to false |
group_description__v | [Optional] Add a description of the group. |
Update Group
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "label__v=Cholecap Team" \
-d "members__v=45501,45502,45503,45004" \
https://myvault.veevavault.com/api/v15.0/objects/groups/1358979070034
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Group successfully updated.",
"id": 1358979070034
}
Update editable group field values. Add or remove group members and security profiles.
PUT /api/{version}/objects/groups/{group_id}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{group_id} | The group id field value. |
Body Parameters
In the body of the request, add any editable fields your wish to update.
| Name | Description |
|---|---|
label__v | Updates the label of the group. |
members__v | Add a comma-separated list of user IDs. This manually assigns individual users to the group. |
security_profiles__v | Add a comma-separated list of security profiles. |
active__v | To set the group to inactive, set this value to false. |
group_description__v | Updates the description of the group. |
Request Details
You may change the values of any editable group field. Changing the security_profiles__v will automatically replace all previous implied users assigned via the previous security profile.
Add or Remove Users
To add or remove group members, add a comma-separated list of user IDs in members__v. This replaces all previous users who were manually assigned. This action is not additive.
Alternatively, you can add or remove group members without replacing previous users in the following ways:
To add users, set the value of
members__vtoaddfollowed by a comma-separated list of user IDs enclosed in parenthesis. For exampleadd (userID1, userID2). This only adds the specified users to the group.To delete users, set the value of
members__vtodeletefollowed by a comma-separated list of user IDs enclosed in parenthesis. For exampledelete (userID1, userID2)This only removes the specified users from the group.
Delete Group
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/groups/1358979070034
Response
{
"responseStatus": "SUCCESS",
"id": 1358979070034
}
Delete a user-defined group. You cannot delete system-managed groups.
DELETE /api/{version}/objects/groups/{group_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{group_id} | The group id field value. |
Picklists
Picklists allow users to select a value for a field from a range of predefined options. A single picklist may contain up to 1024 options (values). The API supports retrieving picklists and picklist values, creating and deleting picklist values, and updating picklist value labels and names. The API does not support creating, updating, or deleting the picklists themselves; this must be done in the Admin UI.
Learn about Picklists in Vault Help.
Retrieve All Picklists
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/picklists
Response (abridged)
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"errorCodes": null,
"picklists": [
{
"name": "agency_name1__c",
"label": "Agency Name",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "otherAgencies_pm"
}
]
},
{
"name": "agency_name__c",
"label": "Agency Name",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "creativeAgency_pm"
}
]
},
{
"name": "application_type__c",
"label": "Application Type",
"kind": "global",
"usedIn": [
{
"documentTypeName": "compliance_package__v",
"propertyName": "applicationType_pm"
}
]
},
{
"name": "asset_type__c",
"label": "Asset Type",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c:advertisement__c:web__c",
"propertyName": "assetType_pm"
},
{
"documentTypeName": "claim__c",
"propertyName": "assetType_pm"
}
]
},
{
"name": "audience__c",
"label": "Audience",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "audience_pm"
}
]
},
{
"name": "branding__c",
"label": "Branding",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "brandingStatus_pm"
}
]
},
{
"name": "campaign_name__c",
"label": "Campaign",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "campaign_pm"
}
]
},
{
"name": "claim_category__c",
"label": "Claim Category",
"kind": "global",
"usedIn": [
{
"documentTypeName": "claim__c",
"propertyName": "claimCategory_pm"
}
]
},
{
"name": "email_template_type__v",
"label": "Email Template Type",
"kind": "global",
"system": true,
"usedIn": [
{
"documentTypeName": "email_template__v",
"propertyName": "emailTemplateType_b"
}
]
},
{
"name": "language__v",
"label": "Language",
"kind": "global",
"system": true,
"usedIn": [
{
"documentTypeName": "base_document__v",
"propertyName": "language__v"
}
]
},
{
"name": "material_type__c",
"label": "Material Type",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "materialType_pm"
}
]
},
{
"name": "media_type__c",
"label": "Media Type",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "mediaType_pm"
}
]
},
{
"name": "method_of_delivery__c",
"label": "Method of Delivery",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "methodOfDelivery"
}
]
},
{
"name": "mlr_type__c",
"label": "MLR Type",
"kind": "global",
"usedIn": [
{
"documentTypeName": "promotional_piece__c",
"propertyName": "mlrType_pm"
}
]
},
{
"name": "product_family__c",
"label": "Product Family",
"kind": "global",
"usedIn": [
{
"objectName": "product__v",
"propertyName": "product_family__c"
}
]
},
{
"name": "therapeutic_area__c",
"label": "Therapeutic Area",
"kind": "global",
"usedIn": [
{
"objectName": "product__v",
"propertyName": "therapeutic_area__c"
}
]
},
{
"name": "license_type__v",
"label": "License Type",
"kind": "user",
"system": true
},
],
"errorType": null
}
GET /api/{version}/objects/picklists
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
| Metadata Field | Description |
|---|---|
name | Picklist name. This is used only in the API and displayed in the Admin UI. |
label | Picklist label. This is used in the API and UI. Users see the label on document and object picklist fields. |
kind | There are two kinds of picklists: global picklists apply to documents and objects; user picklists apply to Vault users. |
system | Indicates if the picklist is system-managed. If true, the picklist values cannot be added, edited, or removed. |
usedIn | The document type or object in which the picklist is defined. |
documentTypeName | For document picklists, this the document type name in which the picklist is defined. |
objectName | For object picklists, this is the object name in which the picklist is defined. |
propertyName | For document picklists, this is the document field name using the picklist. For object picklists, this is the object field name using the picklist. |
Retrieve Picklist Values
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/picklists/license_type__v
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"picklistValues": [
{
"name": "full__v",
"label": "Full User"
},
{
"name": "read_only__v",
"label": "Read-only User"
},
{
"name": "external__v",
"label": "External User"
},
{
"name": "view_based__v",
"label": "View-Based User"
}
]
}
Retrieve all available values configured on a picklist.
GET /api/{version}/objects/picklists/{picklist_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
picklist_name} | The picklist name field value (license_type__v, product_family__c, region__c, etc.) |
Response Details
| Name | Description |
|---|---|
name | The picklist value name. This is used only in the API and displayed in the Admin UI. |
label | The picklist value label. This is used in the API and UI. Users see the label when selecting picklist values. |
Create Picklist Values
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "value_1=North America" \
-d "value_2=Central America" \
-d "value_3=South America" \
https://myvault.veevavault.com/api/v15.0/objects/picklists/regions__c
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Created picklist value(s).",
"picklistValues": [
{
"name": "north_america__c",
"label": "North America"
},
{
"name": "central_america__c",
"label": "Central America"
},
{
"name": "south_america__c",
"label": "South America"
}
]
}
Add new values to a picklist. You can add up to 1024 values to any picklist.
POST /api/{version}/objects/picklists/{picklist_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{picklist_name} | The picklist name field value (license_type__v, product_family__c, region__c, etc.) |
Request Details
To add new values, use value_1, value_2, etc., set to alphanumeric values. Enter each new picklist value label as they will be displayed in the UI. Vault uses the label to create the picklist value name.
Response Details
| Metadata Field | Description |
|---|---|
name | The picklist value name. This is used only in the API and displayed in the Admin UI. |
label | The picklist value label. This is used in the API and UI. Users see the label when selecting picklist values. |
Update Picklist Value Label
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "north_america__c=North America/United States" \
https://myvault.veevavault.com/api/v15.0/objects/picklists/regions__c
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Updated picklist value(s).",
"picklistValues": [
{
"name": "north_america__c",
"label": "North America/United States"
}
]
}
Change a picklist value label (only). To change a picklist value name, see the next section below.
CAUTION: Use caution when editing picklist labels or names. When these attributes are changed, they affect all existing document and object metadata that refer to the picklist. For users in the UI who are accustomed to seeing a particular selection, the changes may cause confusion. This may also break existing integrations that access picklist values via the API.
PUT /api/{version}/objects/picklists/{picklist_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{picklist_name} | The picklist name field value (license_type__v, product_family__c, region__c, etc.) |
Request Details
To change an existing picklist value label, use its picklist value name set to a new label. The picklist value name will remain unchanged. For example, to change the label of the existing "north_america__c=North America", enter "north_america__c=North America/United States". You may include one or more picklist values in the request.
Response Details
As shown above, only the picklist value label has changed. The picklist value name remains the same. The new label will be automatically updated on all documents and objects in which it is used. In the UI, users will see the new label when selecting values for the picklist. In the UI, Admins will see the new name in Admin > Business Admin > Picklists > {Picklist}.
Update Picklist Value Name
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "name=north_america_united_states" \
https://myvault.veevavault.com/api/v15.0/objects/picklists/regions__c/north_america__c
Response
{
"responseStatus": "SUCCESS"
}
Change a picklist value name (only). To change a picklist value label, see the previous section above.
CAUTION: Use caution when editing picklist labels or names. When these attributes are changed, they affect all existing document and object metadata that refer to the picklist. For users in the UI who are accustomed to seeing a particular selection, the changes may cause confusion. This may also break existing integrations that access picklist values via the API.
PUT /api/{version}/objects/picklists/{picklist_name}/{picklist_value_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{picklist_name} | The picklist name field value (license_type__v, product_family__c, region__c, etc.) |
{picklist_value_name} | The picklist value name field value (north_america__c, south_america__c, etc.) |
Request Details
To change an existing picklist value name, use name set to a new value. The picklist value label will remain unchanged. For example, to change the picklist value name north_america__c, enter "name=north_america_united_states". Values may only contain a-z, 0-9, and single consecutive underscores; cannot start or end with an underscore; cannot contain spaces (use underscores). Do not append the name with __v, __c, or __c. Vault will add __c after processing.
Response Details
Only the picklist value name is changed. The picklist value label remains the same. In the UI, Admins will see the new name in Admin > Business Admin > Picklists > {Picklist}.
Delete Picklist Value
Request
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/picklists/regions__c/north_america_united_states__c
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Deleted picklist value.",
"name": "north_america_united_states__c"
}
Remove a value from a picklist.
CAUTION: Use caution when editing picklist labels or names. When these attributes are changed, they affect all existing document and object metadata that refer to the picklist. For users in the UI who are accustomed to seeing a particular selection, the changes may cause confusion. This may also break existing integrations that access picklist values via the API.
DELETE /api/{version}/objects/picklists/{picklist_name}/{picklist_value_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{picklist_name} | The picklist name field value (license_type__v, product_family__c, region__c, etc.) |
{picklist_value_name} | The picklist value name field value (north_america__c, south_america__c, etc.) |
Document Lifecycle & Workflows
Document lifecycles are the sequences of states (Draft, In Review, etc.) a document goes through during its life. A lifecycle can be simple (two states requiring users to manually move between states) or very complex (multiple states with different security and workflows that automatically move the document to another state). In Vault, lifecycles simplify the implementation of business logic that traditionally required custom coding or time-consuming manual setup.
Lifecycle states are the ordered states within a lifecycle represent the stages a document transitions through as users create, review, approve and eventually archive or replace it. A set of business rules applies to each state and defines what happens to the document in that state. Admins define these rules for each lifecycle state and Vault automatically applies them to every document that enters the state.
Business Rules: Each state has the following configuration options:
- User Actions: Actions that end users can perform on a document.
- Security Settings: Permissions that users in each role have for a document.
- Entry Criteria: Conditions that a document must meet before transitioning into this state.
- Entry Actions: Actions that Vault performs automatically when a document enters this state.
Learn about Lifecycles & Workflows in Vault Help.
Document & Binder User Actions
The API supports initiation of the following user action types:
- Workflow
- State Change
- Controlled Copy
- Create Presentation
Your Vault may include other user action types, all of which cannot be initiated through the Vault API.
Entry Criteria
Before users can initiate a user action, the document or binder must satisfy certain entry criteria. Entry requirements are dynamic and depend on the lifecycle configuration, entry criteria defined for the lifecycle state, and/or the workflow activation requirements defined in the Start Step of the workflow.
Property Scope
The API specifies the scope for the each requirement:
- Document scope means that the property is document-level and must be updated on the document before initiating the user action.
- Binder scope means that the property is binder-level and must be updated on the binder before initiating the user action.
- Workflow scope means that the property is workflow-level and must be specified at the time of action initiation.
- Controlled Copy scope means that the property is controlled copy specific and must be specified at the time of action initiation.
Typical Implementation
In a typical implementation, the client requests the available user actions using the Get User Actions endpoint. The response to this call lists user actions that the current user can initiate on a document or a binder specified by its ID and version.
Overview of Steps
Step 1: Retrieve User Actions
- Retrieve a list of available user actions on a specific version of a document or binder.
- The response includes the name of each user action used to initiate the action and the endpoint to retrieve the entry criteria.
Step 2: Retrieve Entry Criteria
- Before initiating a user action, you need to ensure that the document or binder meets certain conditions (required fields are populated, etc.).
- For example, you don’t need to assign a user to the “Approver” role when the document is first uploaded, but you do need to when initiating the “Start Approval” workflow.
- Not all user actions have entry criteria. In these cases, you can simply proceed with initiation of the user action.
- When the entry criteria
"scope": "WorkflowActivation", the values can be specified as name-value pairs with the lifecycle initiation request. - When the entry criteria
"scope": "Document"or"scope": "Binder"the values must first be updated on the document or binder before initiating the request.
Step 3: Initiate User Action
- Once you’ve determined the entry criteria and completed those which must be configured separately, you can initiate the user action.
- Vault will evaluate whether all the entry criteria have been met and, if so, will initiate the user action on the specified version of the document or binder.
Retrieve User Actions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"lifecycle_actions__v": [
{
"name__v": "startApproval",
"label__v": "Start Approval",
"lifecycle_action_type__v": "workflow",
"entry_requirements__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/startApproval/entry_requirements"
},
{
"name__v": "approve",
"label__v": "Approve",
"lifecycle_action_type__v": "stateChange",
"entry_requirements__v": "https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/approve/entry_requirements"
}
]
}
Retrieve all available user actions on a specific version of a document or binder which:
- The authenticated user has permissions to view or initiate
- Can be initiated through the API
GET /api/{version}/objects/{documents_or_binders}/{id}/versions/{major_version}/{minor_version}/lifecycle_actions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to retrieve values for documents or binders. |
{id} | The document or binder id field value from which to retrieve available user actions. |
{major_version} | The major version number of the document or binder. |
{minor_version} | The minor version number of the document or binder. |
Response Details
The response lists all available user actions (lifecycle_actions__v) that can be initiated on the specified version of the document or binder.
name__v- The user action name (consumed by the API). These vary from Vault to Vault and may be text, numeric, or alphanumeric values.label__v- The user action label.lifecycle_action_type__v- TheworkflowandstateChangetypes are the most commonly used and are available in all Vaults. Others may exist.entry_requirements__v- The endpoint to retrieve the entry criteria for each user action. If no entry criteria exist, this will be excluded from the response.
Note that user actions are not returned for documents or binders which are currently in an active workflow.
Retrieve User Actions on Multiple Documents or Binders
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "docIds=22:0:1,21:1:0,20:1:0" \
https://vpharm-rim.vaultdev.com/api/v13.0/objects/documents/lifecycle_actions
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"lifecycle_actions__v": [
{
"name__v": "make_obsolete__vs",
"label__v": "Make Obsolete",
"lifecycle_action_type__v": "stateChange",
"lifecycle__v": "general_lifecycle__c",
"state__v": "approved__c",
"entry_requirements__v": "https://vpharm-rim.vaultdev.com/api/v13.0/objects/documents/lifecycle_actions/make_obsolete__vs/entry_requirements?lifecycle=general_lifecycle__c&state=approved__c"
},
{
"name__v": "approve__c",
"label__v": "Approve",
"lifecycle_action_type__v": "stateChange",
"lifecycle__v": "general_lifecycle__c",
"state__v": "draft__c",
"entry_requirements__v": "https://vpharm-rim.vaultdev.com/api/v13.0/objects/documents/lifecycle_actions/approve__c/entry_requirements?lifecycle=general_lifecycle__c&state=draft__c"
}
]
}
Retrieve all available user actions on specific versions of multiple documents or binders.
POST /api/{version}/objects/{documents_or_binders}/lifecycle_actions
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to retrieve values for documents or binders. |
Body Parameters
| Name | Description |
|---|---|
docIds | Include a comma-separated list of document or binder IDs, major and minor version numbers.The document or binder docIds field values from which to retrieve the available user actions. |
Response Details
The response lists all available lifecycle actions (lifecycle_actions__v) that can be initiated on the specified versions of multiple documents or binders.
name__v- The lifecycle action name (consumed by the API). These vary from Vault to Vault and may be text, numeric, or alphanumeric values.label__v- The lifecycle action label. This is the “User Action” label seen in the UI.lifecycle_action_type__v- TheworkflowandstateChangetypes are the most commonly used and are available in all Vaults. Others may exist.lifecycle__v- The document or binder lifecycle the action belongs to. For example,general_lifecycle__c.state__v- The state of the document or binder.entry_requirements__v- The endpoint to retrieve the entry requirements for each lifecycle action. If no entry requirements exist, this will be excluded from the response.
Note that lifecycle actions are not returned for documents or binders which are currently in an active workflow.
Retrieve Entry Criteria
Request
In this request, we’ll retrieve the entry criteria for the “Start Approval” workflow.
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/startApproval/entry_requirements
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"properties": [
{
"name": "dueDate",
"description": "Approval Due Date",
"type": [
"Date"
],
"required": true,
"editable": true,
"scope": "WorkflowActivation"
},
{
"name": "Approver",
"description": "Approver",
"type": [
"ObjectReference"
],
"objectTypeReferenced": {
"name": "User",
"label": "User"
},
"required": true,
"editable": true,
"repeating": true,
"scope": "WorkflowActivation"
}
]
}
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/approve/entry_requirements
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"properties": [
{
"name": "country__v",
"description": "Country",
"type": [
"ObjectReference"
],
"objectTypeReferenced": {
"name": "country__v",
"label": "Country",
"url": "/api/v15.0/metadata/vobjects/country__v",
"label_plural": "Countries"
},
"editable": true,
"repeating": true,
"scope": "Document",
"records": "/api/v15.0/vobjects/country__v"
}
]
}
GET /api/{version}/objects/{documents_or_binders}/{id}/versions/{major_version}/{minor_version}/lifecycle_actions/{name__v}/entry_requirements
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to retrieve values for documents or binders. |
{id} | The document or binder id field value from which to retrieve available user actions. |
{major_version} | The major version number of the document or binder. |
{minor_version} | The minor version number of the document or binder. |
{name__v} | The lifecycle name__v field value from which to retrieve entry criteria. This is retrieved from the Retrieve User Action request above. |
Response Details
The response above shows two entry criteria to start the approval workflow on this document: dueDate and Approver.
- You must assign an Approval Due Date and users/groups to the Approver role on the document when initiating the user action.
- Unlike the response from the next example, the Scope for these fields is set to WorkflowActivation (
"scope": "WorkflowActivation"). - This scope means that you can initiate the user action by including these entry criteria as name-value pairs with the request.
See the Initiate User Action section below for more information.
Response Details
The response above shows one entry criteria to change the state of this document from “Draft” to “Approved”: country__v.
- You must assign a value to the Country document field before initiating the user action.
- Unlike the response from the previous example, the Scope for this field is set to Document (
"scope": "Document"). - This scope means that you must first update this field on the document before initiating the user action.
See the Initiate User Action section below for more information.
The response may include the following metadata elements describing the properties for which values need to be specified:
| Name | Description |
|---|---|
name | The entry criteria name (used in the API). This value must be specified when starting the user action. |
description | The entry criteria name (used in the UI). |
type | The entry criteria data type. This value can be one of String, Number, Date, Boolean, Picklist, or ObjectReference. |
objectTypeReferenced | When type is ObjectReference, this is the object being reference. For example: User, Product, Country, etc. |
required | Boolean value indicating whether or not the entry criteria must be specified when initiating a user action. |
editable | Boolean value indicating whether or not the value can be edited by the user. |
repeating | Boolean value indicating whether or not the entry criteria can have multiple values. |
minValue | Indicates the minimum character length for the value. |
maxValue | Indicates the maximum character length for the value. |
values | When type is Picklist, this provides a list of possible values that can be used. |
currentSetting | When a value has already been set, this shows the value. |
scope | Indicates where the property is defined. This value can be one of Document, Binder, WorkflowActivation, EmailFragment, ControlledCopy, or CreatePresentation. |
Initiate User Action
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "dueDate=2015-12-25" \
-d "Approver=user:12021,user:12022,group:10030003" \
https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/startApproval
Response
{
"responseStatus": "SUCCESS",
"id": 222,
"workflow_id__v": "115"
}
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/documents/222/versions/0/1/lifecycle_actions/approve
Response
{
"responseStatus": "SUCCESS",
"id": 222
}
Once you’ve identified the entry criteria, you can initiate the user action.
PUT /api/{version}/objects/{documents_or_binders}/{id}/versions/{major_version}/{minor_version}/lifecycle_actions/{name__v}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to retrieve values for documents or binders. |
{id} | The document or binder id field value from which to retrieve available user actions. |
{major_version} | The major version number of the document or binder. |
{minor_version} | The minor version number of the document or binder. |
{name__v} | The lifecycle name__v field value from which to retrieve entry criteria. This is retrieved from the Retrieve User Action request above. |
Request Details
This request is initiating a workflow activation user action on the document. We’re initiating the “Start Approval” workflow.
- Recall from the discussion in the previous section that the two entry criteria are to assign a values to the
dueDateandApproverfields. - The entry criteria Scope is set to WorkflowActivation (
"scope": "WorkflowActivation"), meaning the values can be included as a name-value pairs with the request. - Format the
dueDatevalue as shown above. To assign users and/or groups to theApproverrole, include a comma-separated list of user and groupidfield values.
On submitting this request, Vault will evaluate whether all the entry criteria have been met and, if so, initiate the user action.
Response Details
On SUCCESS, Vault returns the document id field value of the document on which the user action has been initiated and the workflow workflow_id__v field value of the workflow. This document ("id": 222) is now in the “Start Approval” workflow ("workflow_id__v": "115"). On FAILURE, Vault returns an error type and message describing the reason for the error. The user action will not be initiated until all errors have been corrected.
Request Details
This request is initiating a state change user action on the document. We’re changing the state from “Draft” to “Approved”.
- Recall from the discussion in the previous section that the only entry criteria is to assign a value to the document’s
country__vfield. - The entry criteria Scope is set to Document (
"scope": "Document"), meaning the country field value cannot be included as a name-value pair with the request. - Instead, before submitting this request, we used a separate Update Document request to update the country field on the document. This fulfilled the entry criteria.
- Therefore, we do not need to specify the input format (there is no input requirement) and the request can be submitted as shown in this example.
Response Details
On SUCCESS, Vault returns the document id field value of the document on which the user action has been initiated. This document ("id": 222) was previously version 0.1 (Draft State). It is now version 1.0 (Approved/Steady State). On FAILURE, Vault returns an error type and message describing the reason for the error. The user action will not be initiated until all errors have been corrected.
Bulk Document State Change
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "docIds=222:0:1,223:0:1,224:0:1,225:0:1" \
-d "lifecycle=general_lifecycle__c" \
-d "state=draft__c" \
https://myvault.veevavault.com/api/v17.1/objects/documents/lifecycle_actions/approve__c
Response
{
"responseStatus": "SUCCESS"
}
For each bulk action, you may only select a single workflow that Vault will start for all selected and valid documents.
PUT /api/{version}/objects/{documents_or_binders}/lifecycle_actions/{user_action_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{documents_or_binders} | Choose to change the state of documents or binders. |
{user_action_name} | The user action name__v field value. Find this value with the Retrieve User Actions on Multiple Documents or Binders endpoint. |
Body Parameters
| Name | Description |
|---|---|
docIds | Include a comma-separated list of document or binder IDs, major and minor version numbers, as shown below. |
lifecycle | Include the name of the document or binder lifecycle. |
state | Include the current state of your document. |
In this request:
- The input file format is set to accept name-value pairs.
- The documents and versions are specified. We’re changing the state of version 0.1 of document IDs 222, 223, 224, and 225.
- The lifecycle is specified. These documents are assigned to the
general_lifecycle__c. - The state is specified. We’re changing the state of all four documents from draft to approved.
Lifecycle Role Assignment Rules
For both standard and custom roles, you can define a subset of users who are allowed in the role and define users that Vault automatically assigns to the role at document creation or when a workflow starts. You can also override the allowed users and default users settings based on standard object-type document fields like Country, Product, Study, etc.
Vault Help Resources
Note the following limitations:
- The API can only be used with active lifecycles and roles.
- If the input contains duplicate field values, only the first instance is processed. The remaining duplicate fields are ignored.
- The maximum number of roles that can be created or updated per request is 50,000.
- The lifecycle role default rule cannot be set when creating override rules.
- A role cannot be assigned more users or groups to default roles than allowed on the role.
- The default
owner__vrole cannot be edited.
Retrieve Lifecycle Role Assignment Rules (Default & Override)
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/configuration/role_assignment_rule?lifecycle__v=general_lifecycle__c&role__v=editor__c
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"lifecycle__v": "general_lifecycle__c",
"role__v": "editor__c",
"allowed_users__v": [
"ally@veepharm.com",
"beth@veepharm.com",
"cruz@veepharm.com",
"dave@veepharm.com"
],
"allowed_groups__v": [
"global_products_team__c",
"vault_products_team__c",
"vault_doc_management__c"
],
"allowed_default_users__v": [
"ally@veepharm.com"
],
"allowed_default_groups__v": [
"global_products_team__c"
]
},
{
"lifecycle__v": "general_lifecycle__c",
"role__v": "editor__c",
"product__v.name__v": "CholeCap",
"country__v.name__v": "United States",
"product__v": "0PR0011001",
"country__v": "0CR0022002",
"allowed_users__v": [
"etta@veepharm.com",
"finn@veepharm.com",
"greg@veepharm.com",
"hope@veepharm.com"
],
"allowed_groups__v": [
"cholecap_us_docs_group__c",
"cholecap_us_research_group__c",
"cholecap_us_compliance_group__c",
"cholecap_us_product_management_group__c"
],
"allowed_default_users__v": [
"etta@veepharm.com"
],
"allowed_default_groups__v": [
"cholecap_us_docs_group__c"
]
}
]
}
GET /api/{version}/configuration/role_assignment_rule
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml or CSV text/csv |
This endpoint alone will retrieve a list of all lifecycle role assignment rules (default & override) from all roles in all lifecycles in your Vault.
To filter the results by lifecycle or role, add one or both of the following parameters to the request endpoint:
Query Parameters
| Name | Description |
|---|---|
lifecycle__v | Include the name of the lifecycle from which to retrieve information. For example: lifecycle_v=general_lifecycle__c |
role__v | Include the name of the role from which to retrieve information. For example: role__v=editor__c |
product__v | Include the ID/name of a specific product to see product-based override rules to default users/allowed users for the lifecycle role. For example: product__v=0PR0011001 or product__v.name__v=CholeCap |
country__v | Include the ID/name of a specific country to see country-based override rules to default users/allowed users for the lifecycle role. For example: country__v=0CR0022002 or country__v.name__v=United States |
The response will include:
- The default role assignments
- The override role assignments when an override condition (when configured on the role) is met
- The override conditions (when configured on the role)
If you filter the results by one or more override conditions (product__v or country__v), the response will exclude the default role assignments and role assignments for the override conditions.
Request Details
Retrieve lifecycle role assignment rules from a specific role (editor__c) in a specific lifecycle (general_lifecycle__c):
Response Details
In this example response, the editor__c role in the general_lifecycle__c lifecycle is configured with the following role assignment rules:
Default Rule
When a document is assigned this lifecycle, the following users and groups are automatically assigned to the editor__c role:
allowed_default_users__v- The userally@veepharm.comis automatically assigned to the role.allowed_users__v- The usersbeth@veepharm.com,cruz@veepharm.com, anddave@veepharm.comcan be (optionally) assigned to the role at any time during the lifecycle.allowed_default_groups__v- The groupglobal_products_team__cis automatically assigned to the role.allowed_groups__v- The groupsvault_products_team__candvault_doc_management__ccan be (optionally) assigned to the role at any time during the lifecycle.
Override Conditions
This lifecycle role has been configured with two override conditions which state: If both the product “CholeCap” and country “United States” are assigned to a document, do not apply the default rule, but instead apply the override rule.
The API returns both the system-managed object record id and the user-defined object record name__v (via the object__v.name__v lookup) field values which define the override conditions:
"product__v.name__v": "CholeCap"- The product object record name."country__v.name__v": "United States"- The country object record name."product__v": "0PR0011001"- The product object record ID."country__v": "0CR0022002"- The country object record ID.
Override Rule
When both the product “CholeCap” and country “United States” are assigned (at any time) to a document in this lifecycle, the following (alternate) users and groups are automatically assigned to the editor__c role:
allowed_default_users__v- The useretta@veepharm.comis automatically assigned to the role.allowed_users__v- The usersfinn@veepharm.com,greg@veepharm.com, andhope@veepharm.comcan be (optionally) assigned to the role during its lifecycle.allowed_default_groups__v- The groupcholecap_us_docs_group__cis automatically assigned to the role.allowed_groups__v- The groupscholecap_us_research_group__c,cholecap_us_compliance_group__c, andcholecap_us_product_management_group__ccan be (optionally) assigned to the role during its lifecycle.
Create Override Rules
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/json" \
--data-binary @"C:\Vault\Override Rules\create-lifecycle-role-override-rules.json" \
https://myvault.veevavault.com/api/v15.0/configuration/role_assignment_rule
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"responseStatus": "SUCCESS"
}
]
}
POST /api/{version}/configuration/role_assignment_rule
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml or text/csv |
Body Parameters
Before submitting this request, prepare a JSON or CSV input file with the following information:
| Name | Description |
|---|---|
name__v | The name__v field values of the lifecycle and role to which the override rule is being added. |
name__v | The name__v field values of the allowed and default groups who will be assigned to the role when the override condition is met. |
id | The id or name__v field values of the object records which define the override condition. |
user_name__v | The user_name__v field values of the allowed and default users who will be assigned to the role when the override condition is met. |
Note the following scope and limitations:
- This request can only be used to specify the override rules (conditions, users, and groups). It cannot be used to configure the default rules.
- The input may include override rules for multiple lifecycles and roles.
- Each role may be configured with multiple override rules.
Example CSV & JSON Input Files
Create an override rule on the editor__c role of the general_lifecycle__c with the following override conditions, users, and groups:
lifecycle__v | role__v | product__v.name__v | country__v.name__v | allowed_users__v | allowed_groups__v | allowed_default_users__v | allowed_default_groups__v |
|---|---|---|---|---|---|---|---|
general_lifecycle__c | editor__c | CholeCap | United States | “etta@veevapharm.com,finn@veevapharm.com,greg@veevapharm.com,hope@veevapharm.com” | “cholecap_us_docs_group__c,cholecap_us_research_group__c,cholecap_us_compliance_group__c,cholecap_us_product_management_group__c” | etta@veevapharm.com | cholecap_us_docs_group__c |
[
{
"lifecycle__v": "general_lifecycle__c",
"role__v": "editor__c",
"product__v.name__v": "CholeCap",
"country__v.name__v": "United States",
"allowed_users__v": [
"etta@veepharm.com",
"finn@veepharm.com",
"greg@veepharm.com",
"hope@veepharm.com"
],
"allowed_groups__v": [
"cholecap_us_docs_group__c",
"cholecap_us_research_group__c",
"cholecap_us_compliance_group__c",
"cholecap_us_product_management_group__c"
],
"allowed_default_users__v": [
"etta@veepharm.com"
],
"allowed_default_groups__v": [
"cholecap_us_docs_group__c"
]
}
]
Request Details
In this example:
- The input file format is set to JSON.
- The response format is not set and will default to JSON.
- The path/name of the JSON input file is specified.
Response Details
For each override rule specified in the input, the response includes a SUCCESS or FAILURE message.
Update Override Rules
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Override Rules\update-lifecycle-role-override-rules.csv" \
https://myvault.veevavault.com/api/v15.0/configuration/role_assignment_rule
Before submitting this request, prepare a JSON or CSV input file. See the Create Override Rules request above for details.
PUT /api/{version}/configuration/role_assignment_rule
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or application/xml or text/csv |
Request Details
For each override rule specified in the input, the response includes a SUCCESS or FAILURE message.
Delete Override Rules
Request: Delete All Overrides
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/configuration/role_assignment_rule?lifecycle__v=general_lifecycle__c&role__v=editor__c
Response: Delete All Overrides
{
"responseStatus": "SUCCESS",
"data": {
"rules_deleted": 2
}
}
Request: Delete Object-Specific Override
$ curl -X DELETE -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/configuration/role_assignment_rule?lifecycle__v=general_lifecycle__c&role__v=editor__c&product__v.name__v=CholeCap
Response: Delete Object-Specific Override
{
"responseStatus": "SUCCESS",
"data": {
"rules_deleted": 1
}
}
Delete override rules configured on a specific lifecycle role.
DELETE /api/{version}/configuration/role_assignment_rule
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml or text/csv |
Query Parameters
| Name | Description |
|---|---|
lifecycle__v | Include the name of the lifecycle from which to delete override rules. For example, lifecycle__v=general_lifecycle__c. |
role__v | Include the name of the role from which to delete override rules. For example, role__v=editor__c. |
{object_name} | Optional: To delete overrides on a specific object by ID, include the object ID. For example, product__v=0PR0011001. |
{object_name}.name__v | Optional: To delete overrides on a specific object by name, include the object name. For example, product__v.name__v=CholeCap. |
Response Details
On SUCCESS, the example response displays the number of override rules that were deleted from the lifecycle role.
Retrieve Document Workflow Metadata
This request retrieves information about the configured document workflows.
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/metadata/objects/workflows
Response (abridged)
{
"responseStatus": "SUCCESS",
"properties": [
{
"name": "workflow_document_id__v",
"type": "id",
"multivalue": false
},
{
"name": "workflow_initiator_name__v",
"type": "String",
"length": 255,
"multivalue": false
},
{
"name": "workflow_process_version__v",
"type": "Number",
"multivalue": false
},
{
"name": "workflow_id__v",
"type": "id",
"multivalue": false
},
{
"name": "workflow_name__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Approval"
},
{
"label": "Distribute"
},
{
"label": "MLR Approval"
},
{
"label": "MLR Review"
},
]
},
{
"name": "workflow_initiator__v",
"type": "ObjectReference",
"object": "User",
"multivalue": false
},
{
"name": "workflow_status__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Active"
},
{
"label": "Cancelled"
},
{
"label": "Complete"
},
{
"label": "Error"
}
]
},
{
"name": "workflow_startDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "workflow_completionDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "workflow_cancelationDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "workflow_duration__v",
"type": "Number",
"multivalue": false
},
{
"name": "workflow_dueDate__v",
"type": "Date",
"multivalue": false
},
{
"name": "workflow_type__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Read and Understood"
},
{
"label": "Standard"
}
]
},
{
"name": "workflow_document_major_version_number__v",
"type": "Number",
"multivalue": false
},
{
"name": "workflow_document_minor_version_number__v",
"type": "Number",
"multivalue": false
},
{
"name": "workflow_process_instance_group__v",
"type": "String",
"length": 255,
"multivalue": false
},
{
"name": "task_assignee_name__v",
"type": "String",
"length": 255,
"multivalue": false
},
{
"name": "task_id__v",
"type": "id",
"multivalue": false
},
{
"name": "task_name__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Approve"
},
{
"label": "Assess Outcome"
},
{
"label": "Legal Approval"
},
{
"label": "Medical Approval"
},
{
"label": "Regulatory Approval"
},
{
"label": "Legal Review"
},
{
"label": "Medical Review"
},
{
"label": "Regulatory Review"
},
]
},
{
"name": "task_assignee__v",
"type": "ObjectReference",
"object": "User",
"multivalue": false
},
{
"name": "task_delegate__v",
"type": "ObjectReference",
"object": "User",
"multivalue": false
},
{
"name": "task_queueGroup__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Approver"
},
{
"label": "Coordinator"
},
{
"label": "Reviewer"
},
]
},
{
"name": "task_status__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Created"
},
{
"label": "Available"
},
{
"label": "Cancelled"
},
{
"label": "Assigned"
},
{
"label": "Completed"
}
]
},
{
"name": "task_verdict__v",
"type": "Picklist",
"length": 255,
"multivalue": false,
"values": [
{
"label": "Approved"
},
{
"label": "Not Approved"
},
{
"label": "Approved for Production"
},
{
"label": "Approved with Changes"
},
]
},
{
"name": "task_capacity__v",
"type": "Picklist",
"length": 255,
"multivalue": false
},
{
"name": "task_creationDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "task_assignmentDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "task_completionDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "task_cancelationDate__v",
"type": "DateTime",
"multivalue": false
},
{
"name": "task_duration__v",
"type": "Number",
"multivalue": false
},
{
"name": "task_dueDate__v",
"type": "Date",
"multivalue": false
},
{
"name": "task_comment__v",
"type": "String",
"length": 4000,
"multivalue": false
}
]
}
GET /api/{version}/metadata/objects/workflows
Headers
| Name | Description |
|---|---|
Accept | application/json (default) |
Object Lifecycle & Workflows
Object lifecycles are the sequences of states (Draft, In Review, etc.) an object record goes through during its life. A lifecycle can be simple (two states requiring users to manually move between states) or very complex (multiple states with different security and workflows that automatically move records to another state). In Vault, lifecycles simplify the implementation of business logic that traditionally required custom coding or time-consuming manual setup. A set of business rules applies to each state and defines what happens to an object record in each state. Admins define these rules for each lifecycle state and Vault automatically applies them to every object record that enters the state.
Learn about Lifecycles & Workflows in Vault Help.
Object Record User Actions
The API supports retrieval and initiation of user actions on Vault object records.
Retrieve Object Record User Actions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/vobjects/product__v/0PR0771/actions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"type": "workflow",
"name": "start_approval__v",
"label": "Start Approval"
},
{
"type": "state_change",
"name": "change_state_to_inactive__c",
"label": "Change State to Inactive"
}
]
}
Retrieve all available user actions that can be initiated on a specific object record which:
- The authenticated user has permissions to view or initiate
- Can be initiated through the API
GET /api/{version}/vobjects/{object_name}/{object_record_id}/actions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value. |
{object_record_id} | The object record id field value. |
Retrieve Localized Strings
When available, you can retrieve localized (translated) strings for the label field by adding loc=true to the request endpoint.
For example: /api/{version}/vobjects/{object_name}/{object_record_id}/actions?loc=true
Response Details
On SUCCESS, the response lists all available user actions that can be initiated on the specified object record.
type- The type of user action. This can beworkfloworstate_change.name- The user action name. This is thelifecycle_action_nameparameter used in the two requests below.label- The user action label as seen in the UI.
When localized strings are requested (loc=true), the response includes an additional localized_data field containing translated fields and field values on each object field for which localized strings have been configured. This data is only available at the object and field level and only if localized strings have been configured.
Retrieve User Action Details
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/vobjects/product__v/0PR0771/actions/start_approval__v
In this example, we’re retrieving the requirements to initiate a “Start Approval” workflow on the product object record.
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name":"start_review__v",
"label":"Start Approval Workflow",
"type": "workflow",
"controls": [
{
"label": "Instructions",
"type": "instructions",
"instructions": "Please specify the users and dates for this workflow.",
"prompts": []
},
{
"label": "Participant",
"type": "participant",
"prompts":
[
{
"name": "approvers__c",
"label": "Approvers"
}
]
},
{
"label": "Date",
"type": "date",
"prompts":
[
{
"name": "due_date__c",
"label": "Due Date"
}
]
},
{
"label": "Fields",
"type": "field",
"prompts":
[
{
"name": "product__v.generic_name__c",
"label": "Generic Name",
"required": true,
"mutli_value": false,
"current_value":
[
"0PR0771"
]
},
{
"name": "product__v.internal_name__c",
"label": "Internal Name",
"required": false,
"mutli_value": false,
"current_value":
[
"0PR0771"
]
},
{
"name": "product__v.compound_id__c",
"label": "Compound Id",
"required": false,
"mutli_value": false,
"current_value":
[
"0PR0771"
]
}
]
}
]
}
]
}
Once you’ve retrieved the available user actions, use this request to retrieve the details for a specific user action.
GET /api/{version}/vobjects/{object_name}/{object_record_id}/actions/{lifecycle_action_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
object_name | The object name__v field value. |
object_record_id | The object record id field value from which to retrieve user actions. |
lifecycle_action_name | The name of the user action to be initiated. This is obtained from the Retrieve User Actions request above. |
Response Details
On SUCCESS, the response lists the fields that must be configured with values in order to initiate the user action. These are based on the controls configured in the workflow start step.
The following types of controls may be returned:
instructions- Contains static instruction text regarding workflow initiation.participant- Used to specify users who will be part of the workflow.date- Date selections for the workflow, such as due date.field- All object fields requiring values.
For each control, the following data may be returned:
label- Label for the control.type- Type of control (instructions, participants, date, or fields).prompts- The input prompts (if any are configured) which would accept values when initiating the workflow.
Prompts of type field accept values per the metadata specified for the field in the object metadata.
The example above specifies that when initiating the workflow, the input must include (or may optionally include) the following:
approvers__c- The workflow approvers must be set.due_date__c- The workflow due date must be set.product__v.generic_name__c- The generic name product field is required and must be set.product__v.internal_name__c- The internal name product field is not required, but can be (optionally) set.product__v.compound_id__c- The compound ID product field is not required, but can be (optionally) set.
See the section below for an example request with input.
Initiate Object Record User Action
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "approvers__c": "user:23423,user:5455,group:23421" \
-d "due_date__c": "2015-12-12T01:22:17.000Z" \
-d "product__v.generic_name__c": "cholepridol" \
-d "product__v.internal_name__c": "CholeCap" \
-d "product__v.compound_id__c": "CC-127" \
https://myvault.veevavault.com/api/v14.0/vobjects/product__v/0PR0771/actions/start_approval__v
Response
{
"responseStatus": "SUCCESS"
}
Once you’ve identified the details, use this request to initiate the user action on a specific object record.
POST /api/{version}/vobjects/{object_name}/{object_record_id}/actions/{lifecycle_action_name}
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
object_name | The object name__v field value. |
object_record_id | The object record id field value from which to retrieve user actions. |
lifecycle_action_name | The name of the user action to be initiated. This is obtained from the Retrieve User Actions request above. |
Request Details
In this example:
- The Content-Type header is set to accept name-value pairs in the input.
- We’ve specified the users and a group who will be part of the approval workflow.
- We’ve specified the due date of the workflow in UTC.
- We’ve configured the required product generic name field with a value.
- We’ve configured the optional product internal name and compound ID fields with values.
On SUCCESS, the specified user action is initiated on the object record.
Workflows
A workflow is a series of steps configured in Vault to align with specific business processes. The different types of steps offer a flexible way to organize a wide variety of processes for an object record, including assigning tasks to users, sending notifications, and changing a record’s status. Workflow tasks can allow users to enter comments, choose verdicts (approve, deny, etc.), update required fields, or provide eSignatures.
Object workflows a specific to an object, meaning that a single workflow cannot apply to multiple objects. A single object record can only be in one workflow at a time.
Retrieve Workflows
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows?object__v=product__v&record_id__v=00P07551
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 1,
"offset": 0,
"page_size": 200,
"object": {
"name": "objectworkflows",
"label": "Object Workflow",
"url": "/api/v14.0/objects/objectworkflows?object__v=product__v&record_id__v=00P07551",
"label_plural": "Object Workflows"
}
},
"data": [
{
"id": 701,
"label__v": "Review",
"status__v": [
"active__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"initiator__v": 52212,
"started_date__v": "2016-04-28T15:07:52.000Z",
"due_date__v": "2016-05-12T10:00:00.000Z",
"completed_date__v": "2016-05-10T14:01:17.000Z"
},
{
"id": 801,
"label__v": "Approve",
"status__v": [
"active__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"initiator__v": 46916,
"started_date__v": "2016-05-12T19:22:15.000Z"
}
]
}
Retrieve all workflows for a specific object and object record or from a specific workflow participant.
GET /api/{version}/objects/objectworkflows
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Query Parameters
| Name | Description |
|---|---|
object__v, record_id__v | To retrieve all workflows configured on an object, include the Vault object name__v and object record id field values as object__v={name__v}&record_id__v={id}. These two parameters are required when the participant parameter is not used. |
participant | To retrieve all workflows available to a particular user, include the user id field value as participant={id}. To retrieve your own workflows, set this value to participant=me(). This parameter is required when the object__v and record_id__v parameters are not used. |
status__v | To retrieve all workflows with specific statuses, include one or more status name__v field values. For example: status__v=active__v, status__v=active__v,completed__v. |
offset | This parameter is used to paginate the results. It specifies the amount of offset from the first record returned. Vault returns 200 records per page by default. If you are viewing the first 200 results (page 1) and want to see the next page, set this to offset=201. |
page_size | This parameter is used to paginate the results. It specifies the size number of records to display per page. Vault returns 200 records per page by default. You can set this value lower or as high as 1000 records per page. For example: page_size=1000. |
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Response Details
On SUCCESS, the response lists all object workflows matching the query parameters. Each workflow may include the following fields:
id- The workflow ID.label__v- The workflow label as seen in the UI.status__v- The current status of the workflow.object__v- The name of the object using the workflow.record_id__v- The ID of the object record using the workflow.initiator__v- The ID of the user who started the workflow. This is the workflow owner.started_date__v- The date and time when the workflow was started.completed_date__v- The date and time when the workflow was completed.cancelled_date__v- The date and time when the workflow was cancelled.
Retrieve Workflow Details
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/801
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"url": "/api/v14.0/objects/objectworkflows/801",
"object": {
"name": "objectworkflows",
"label": "Object Workflow",
"url": "/api/v14.0/metadata/objectworkflows",
"label_plural": "Object Workflows"
}
},
"data": [
{
"id": 801,
"label__v": "Approve",
"status__v": [
"active__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"initiator__v": 46916,
"started_date__v": "2016-05-12T19:22:15.000Z"
}
]
}
Retrieve the details for a specific object workflow.
GET /api/{version}/objects/objectworkflows/{workflow_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{workflow_id} | The workflow idfield value. |
Query Parameters
| Name | Description |
|---|---|
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Response Details
On SUCCESS, the response lists the object workflow details. The workflow may include the following fields:
id- The workflow ID.label__v- The workflow label as seen in the UI.status__v- The current status of the workflow.object__v- The name of the object using the workflow.record_id__v- The ID of the object record using the workflow.initiator__v- The ID of the user who started the workflow. This is the workflow owner.started_date__v- The date and time when the workflow was started.completed_date__v- The date and time when the workflow was completed.cancelled_date__v- The date and time when the workflow was cancelled.
Retrieve Workflow Actions
Retrieve all available workflow actions that can be initiated on a specific object workflow.
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/801/actions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "startApproval",
"label": "Start Approval"
},
{
"name": "cancel",
"label": "Cancel"
}
]
}
GET /api/{version}/objects/objectworkflows/{workflow_id}/actions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{workflow_id} | The workflow id field value. |
Query Parameters
| Name | Description |
|---|---|
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Response Details
On SUCCESS, the response lists all available workflow actions that can be initiated on the object record. Each action includes the following fields:
name- The workflow action name used to initiate the workflow in the request below.label- The workflow action label as seen in the UI.
Initiate Workflow Action
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/json" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/801/actions/cancel
Response
{
"responseStatus": "SUCCESS"
}
Initiate a workflow action on a specific object workflow.
POST /api/{version}/objects/objectworkflows/{workflow_id}/actions/{workflow_action}
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{workflow_id} | The workflow id field value. |
{workflow_action} | The workflow action name retrieved from Retrieve Workflow Actions. |
Workflow Tasks
Retrieve Object Workflow Tasks
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/tasks?object__v=product__v&record_id__v=00P07551
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 1,
"offset": 0,
"page_size": 200,
"object": {
"name": "objectworkflow_tasks",
"label": "Object Workflow Task",
"url": "/api/v15.0/objects/objectworkflows/tasks?object__v=product__v&record_id__v=00P07551",
"label_plural": "Object Workflow Tasks"
}
},
"data": [
{
"id": 5885,
"label__v": "Review",
"status__v": [
"assigned__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"instructions__v": "Review and provide feedback.",
"assignee__v": "25524",
"created_date__v": "2016-05-04T17:25:17.000Z",
"assigned_date__v": "2016-05-04T17:25:17.000Z",
"due_date__v": "2016-05-12T10:00:00.000Z",
"workflow__v": "801"
},
{
"id": 7201,
"label__v": "Approve",
"status__v": [
"available__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"instructions__v": "Approve or reject.",
"created_date__v": "2016-05-04T17:25:17.000Z",
"workflow__v": "801"
}
]
}
Retrieve available tasks across all single-object workflows.
GET /api/{version}/objects/objectworkflows/tasks
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Query Parameters
| Name | Description |
|---|---|
object__v, record_id__v | To retrieve all workflow tasks configured on an object, include the Vault object name__v and object record id field values as object__v={name__v}&record_id__v={id}. These two parameters are required when the assignee__v parameter is not used. |
assignee__v | To retrieve all workflow tasks available to a particular user, include the user id field value as assignee__v={id}. To retrieve your own workflow tasks, set this value to assignee__v=me(). This parameter is required when the object__v and record_id__v parameters are not used. |
status__v | To retrieve all workflow tasks with specific statuses, include one or more status name__v field values. For example: status__v=available__v or status__v=available__v,completed__v. |
offset | This parameter is used to paginate the results. It specifies the amount of offset from the first record returned. Vault returns 200 records per page by default. If you are viewing the first 200 results (page 1) and want to see the next page, set this to offset=201. |
page_size | This parameter is used to paginate the results. It specifies the size number of records to display per page. Vault returns 200 records per page by default. You can set this value lower or as high as 1000 records per page. For example: page_size=1000. |
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Response Details
On SUCCESS, the response lists all object workflow tasks matching the query parameters. Each task may include the following fields:
id- The task ID.label__v- The task label as seen in the UI.status__v- The current status of the task.object__v- The name of the object using the task.record_id__v- The ID of the object record using the task.instructions__v- Instructions for completing the task.assignee__v- The ID of the user assigned the task. This is the task owner.created_date__v- The date and time when the task was created.assigned_date__v- The date and time when the task was assigned.due_date__v- The date and time when the task is due.workflow__v- The workflow ID in which the task is configured.
Retrieve Workflow Task Details
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/tasks/7201
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"total": 1,
"offset": 0,
"page_size": 200,
"object": {
"name": "objectworkflow_tasks",
"label": "Object Workflow Task",
"url": "/api/v15.0/objects/objectworkflows/tasks?object__v=product__v&record_id__v=00P07551",
"label_plural": "Object Workflow Tasks"
}
},
"data": [
{
"id": 7201,
"label__v": "Approve",
"status__v": [
"available__v"
],
"object__v": "product__v",
"record_id__v": "00P07551",
"instructions__v": "Approve or reject.",
"created_date__v": "2016-05-04T17:25:17.000Z",
"workflow__v": "801"
}
]
}
Retrieve the details of a specific workflow task.
GET /api/{version}/objects/objectworkflows/tasks/{task_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{task_id} | The task id field value. |
Query Parameters
| Name | Description |
|---|---|
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Response Details
On SUCCESS, the response lists all object workflow tasks matching the query parameters. The task may include the following fields:
id- The task ID.label__v- The task label as seen in the UI.status__v- The current status of the task.object__v- The name of the object using the task.record_id__v- The ID of the object record using the task.instructions__v- Instructions for completing the task.assignee__v- The ID of the user assigned the task. This is the task owner.created_date__v- The date and time when the task was created.assigned_date__v- The date and time when the task was assigned.due_date__v- The date and time when the task is due.workflow__v- The workflow ID in which the task is configured.
Retrieve Workflow Task Actions
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/tasks/7201/actions
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name": "complete",
"label": "Complete"
},
{
"name": "cancel",
"label": "Cancel"
}
]
}
Retrieve all available actions that can be initiated on a given object workflow task.
GET /api/{version}/objects/objectworkflows/tasks/{task_id}/actions
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{task_id} | The task id field value. |
Retrieve Workflow Task Action Details
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/tasks/801/actions/complete
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"name":"user_task__v",
"label":"Approver Verdict(s)",
"type": "task",
"description": "Approver must select a verdict.",
"controls": [
{
"label": "Instructions",
"type": "instructions",
"instructions": "Specify a verdict giving your views.",
"prompts": []
},
{
"label": "Date",
"type": "date",
"prompts": [
{
"name": "due_date__c",
"label": "Due Date"
}
]
},
{
"label": "Fields",
"type": "field",
"prompts": [
{
"name": "product__v.generic_name__c",
"label": "Generic Name",
"required": true,
"multi_value": false,
"current_value":
[
"00P07551"
]
},
{
"name": "product__v.internal_name__c",
"label": "Internal Name",
"required": false,
"multi_value": false,
"current_value":
[
"00P07551"
]
},
{
"name": "product__v.compound_id__c",
"label": "Compound Id",
"required": false,
"multi_value": false,
"current_value":
[
"00P07551"
]
}
]
},
{
"label": "Verdict",
"type": "verdict",
"verdict": "verdict_field__c",
"reason": "reason_field__c",
"prompts": [],
"verdicts": [
{
"name": "approve__c",
"label": "Approve",
"prompts": [],
"reasons":[]
},
{
"name": "approved_with_changes__c",
"label": "Approved with Changes",
"prompts": [
{
"name": "product__v.generic_name__c",
"label": "Generic Name",
"type": "field",
"required": true,
"multi_value": false,
"current_value":
[
"00P07551"
]
},
{
"name": "product__v.internal_name__c",
"label": "Internal Name",
"type": "field",
"required": false,
"multi_value": false,
"current_value":
[
"00P07551"
]
},
{
"name": "product__v.compound_id__c",
"label": "Compound Id",
"type": "field",
"required": false,
"multi_value": false,
"current_value":
[
"00P07551"
]
}
],
"reasons": [
{
"name": "safety__c",
"label": "Safety",
"required": true
},
{
"name": "reg_affairs__c",
"label": "Regulatory Affairs",
"required": true
},
{
"name": "procurement__c",
"label": "Procurement",
"required": true
}
]
},
{
"name": "reject__c",
"label": "Reject",
"reasons": [
{
"name": "safety__c",
"label": "Safety",
"required": true
},
{
"name": "reg_affairs__c",
"label": "Regulatory Affairs",
"required": true
},
{
"name": "procurement__c",
"label": "Procurement",
"required": true
}
]
}
]
}
]
}
]
}
Retrieve the details of a specific object workflow task action. The response lists the details of the task action, including all fields required to initiate the action.
GET /api/{version}/objects/objectworkflows/tasks/{task_id}/actions/{task_action}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{task_id} | The task id field value. |
{task_action} | The name of the task action retrieved from Retrieve Workflow Task Actions. |
Query Parameters
| Name | Description |
|---|---|
loc | When localized (translated) strings are available, retrieve them by including loc=true. |
Initiate Workflow Task Action
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-H "Accept: application/xml" \
-d "verdict__v=reject__c" \
-d "reason__v=reg_affairs__c" \
https://myvault.veevavault.com/api/v14.0/objects/objectworkflows/tasks/7201/actions/complete
Response
{
"responseStatus": "SUCCESS"
}
Initiate an object workflow task action on a specific object record. On SUCCESS, the specified object workflow task action is initiated on the object record.
POST /api/{version}/objects/objectworkflows/tasks/{task_id}/actions/{task_action}
Headers
| Name | Description |
|---|---|
Content-Type | application/json or application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{task_id} | The task id field value. |
{task_action} | The name of the task action retrieved from Retrieve Workflow Task Actions. |
Body Parameters
Required parameters depend on the action being initiated. Controls marked as required in the Retrieve Workflow Task Action Details request must be provided. If a control (such as verdict) defines a set of required fields, those must also be provided.
For example, the following request parameters may apply to the complete action:
| Name | Description |
|---|---|
verdict | The verdict name returned in Retrieve Workflow Task Action Details. |
reason | The reason name returned in Retrieve Workflow Task Action Details. |
The cancel action doesn’t require any parameters.
Expected Document Lists
Expected Document Lists (EDLs) help you to measure the completeness of projects. Learn about EDLs in Vault Help. Note that if your Vault is configured to set milestone values by EDL item, the following EDL endpoints may trigger updates to a document’s milestone fields. Learn about milestones in Vault Help.
Create EDLs
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
-H "Accept: text/csv" \
https://myvault.veevavault.com/api/v16.0/vobjects/study__v/00S07710/actions/etmfcreateedl
Response
{
"responseStatus": "SUCCESS",
"URL": "https://myvault.veevavault.com/api/v15.0/services/jobs/1201",
"job_id": 1201
}
Create a new Expected Document List. Note that this API is for Clinical Operations only.
Learn more about Clinical Operations in Vault Help.
POST /api/{version}/vobjects/study__v/{study_id}/actions/etmfcreateedl
Headers
| Name | Description |
|---|---|
Content-Type | application/json or text/csv |
Accept | application/json (default) or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
{study_id} | The ID of the study. |
Apply EDL Template to a Milestone
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-H "Accept: application/json" \
-d "edl_id=0EL000000000105" \
https://myvault.veevavault.com/api/v16.0/vobjects/milestone__v/0M0007710/actions/etmfcreateedl
Response
{
"responseStatus": "SUCCESS",
"job_id": 9901,
"url": "/api/v16.0/services/jobs/9901"
}
Apply an EDL template to a Milestone object record. Note that this API is for Clinical Operations only.
Learn more about Clinical Operations in Vault Help.
POST /api/{version}/vobjects/milestone__v/{milestone_id}/actions/etmfcreateedl
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json |
URI Path Parameters
| Name | Description |
|---|---|
{milestone_id} | The ID of the milestone. |
Body Parameters
| Field Name | Description |
|---|---|
edl_id | The ID of the EDL template to apply to this milestone. |
Create Milestones from Template
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
https://myvault.veevavault.com/api/v19.1/vobjects/study__v/0ST000000000202/actions/createmilestones
Response
{
"responseStatus":"SUCCESS",
"job_id":130902,
"url": "/api/v19.1/services/jobs/130902"
}
Use this request to initiate the Create Milestones from Template user action on a study, study country, or site.
POST /api/{version}/vobjects/{object_name}/{object_record_id}/actions/createmilestones
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded (default) |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{object_name} | The object name__v field value. This endpoint only works with the study__v, study_country__v, or site__v objects. |
{object_record_id} | The object record ID field value. |
Response Details
| Name | Description |
|---|---|
job_id | The ID value for the job. |
url | URL to retrieve the current status of the job. |
Retrieve Root Nodes
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v16.0/composites/trees/edl_hierarchy__v
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": "0000000000000JIT",
"order__v": 1,
"ref_type__v": "edl__v",
"ref_name__v": "NewEDL",
"url": "/vobjects/edl__v/0EL000000001901",
"ref_id__v": "0EL000000001901",
"parent_id__v": null
}
]
}
Retrieves all root EDL nodes and node metadata. Learn more EDL hierarchies in Vault Help.
GET /api/{version}/composites/trees/edl_hierarchy__v
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or text/csv |
Accept | application/json (default) or application/xml or text/csv |
Retrieve a Node’s Children
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v16.0/composites/trees/edl_hierarchy__v/0000000000000JIT/children
Response
{
"responseStatus": "SUCCESS",
"data": [
{
"id": "0000000000000JLL",
"order__v": 1,
"ref_type__v": "edl_item__v",
"ref_name__v": "NewEDL Child",
"url": "/vobjects/edl_item__v/0EI000000009401",
"ref_id__v": "0EI000000009401",
"parent_id__v": "0000000000000JIT"
}
]
}
Given an EDL node ID, retrieves immediate children (not grandchildren) of that node. Learn more EDL hierarchies in Vault Help.
GET /api/{version}/composites/trees/edl_hierarchy__v/{parent_node_id}/children
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or text/csv |
Accept | application/json (default) or application/xml or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
parent_node_id | The ID of a parent node in the hierarchy. |
Update Node Order
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/json" \
-d '{"id": "0000000000000JLL","order__v": "2"}'
https://myvault.veevavault.com/api/v16.0/composites/trees/edl_hierarchy__v/0000000000000JIT/children
Response
{
"responseStatus": "SUCCESS"
}
Given an EDL parent node, update the order of it’s children.
PUT /api/{version}/composites/trees/edl_hierarchy__v/{parent_node_id}/children
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or text/csv |
Accept | application/json (default) or application/xml or text/csv |
URI Path Parameters
| Name | Description |
|---|---|
parent_node_id | The ID of a parent node in the hierarchy. |
Body Parameters
Expressed as a JSON or a CSV.
| Name | Description |
|---|---|
id | The ID of the child node to update. |
order__v | The new order for the node in the hierarchy, such as “1”, “2”, etc. |
<
Security Policies
Vault security policies allow you to create and manage password policies for users. These settings control password requirements, expiration period, reuse policy, security question policy, and delegated authentication via Salesforce.com™. Security policies apply across all Vaults in a multi-Vault domain.
Learn more about security policies in Vault Help.
Retrieve Security Policy Metadata
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v21.1/metadata/objects/securitypolicies
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"metadata": {
"name": "security_policy",
"description": "Security Policy",
"properties": [
{
"name": "policy_details__v",
"type": [
"CompleteObject"
],
"description": "Details",
"objectTypeReferenced": [
{
"type": "policy_details"
}
]
},
{
"name": "policy_security_settings__v",
"type": [
"CompleteObject"
],
"description": "Security Settings",
"objectTypeReferenced": [
{
"type": "policy_security_settings"
}
]
}
],
"objects": [
{
"name": "policy_details",
"description": "Details",
"properties": [
{
"name": "name__v",
"type": [
"string"
],
"description": "Public Key"
},
{
"name": "label__v",
"type": [
"string"
],
"description": "Policy Name",
"required": true,
"maxValue": 60,
"minValue": 1,
"editable": true,
"onCreateEditable": true
}
]
},
{
"name": "policy_security_settings",
"description": "Security Policy",
"properties": [
{
"name": "authentication_type__v",
"type": [
"SummaryObject"
],
"description": "Authentication Type",
"required": true,
"editable": true,
"onCreateEditable": true
},
{
"name": "passwords_require_number__v",
"type": [
"boolean"
],
"description": "Passwords require a number",
"required": true,
"editable": true,
"onCreateEditable": true
},
{
"name": "passwords_require_uppercase_letter__v",
"type": [
"boolean"
],
"description": "Passwords require an upper-case letter",
"required": true,
"editable": true,
"onCreateEditable": true
}
]
}
]
}
}
Retrieve the metadata associated with the security policy object.
GET /api/{version}/metadata/objects/securitypolicies
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Retrieve All Security Policies
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/securitypolicies
Response
{
"responseStatus": "SUCCESS",
"security_policies__v": [
{
"name__v": "821",
"label__v": "Basic",
"value__v": "https://myvault.veevavault.com/api/v15.0/objects/securitypolicies/821"
},
{
"name__v": "958",
"label__v": "Default",
"value__v": "https://myvault.veevavault.com/api/v15.0/objects/securitypolicies/958"
},
{
"name__v": "957",
"label__v": "High Security",
"value__v": "https://myvault.veevavault.com/api/v15.0/objects/securitypolicies/957"
},
{
"name__v": "1909",
"label__v": "Single Sign-on Okta",
"value__v": "https://myvault.veevavault.com/api/v15.0/objects/securitypolicies/1909"
}
]
}
GET /api/{version}/objects/securitypolicies
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
Response Details
The response lists all security_policies__v in the Vault:
| Name | Description |
|---|---|
name__v | System-managed value automatically assigned to security policies. This is typically a numeric value. |
label__v | Security policy label displayed in Admin UI. |
value__v | URL value to retrieve security policy metadata. |
Retrieve Security Policy
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/objects/securitypolicies/958
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Success",
"security_policy__v": {
"policy_details__v": {
"name__v": "958",
"label__v": "Default",
"is_active__v": true
},
"policy_security_settings__v": {
"authentication_type__v": {
"name__v": "Password",
"label__v": "Password"
},
"passwords_require_number__v": true,
"passwords_require_uppercase_letter__v": true,
"min_password_length__v": 8,
"password_expiration__v": 0,
"password_history_reuse__v": 0
}
}
}
GET /api/{version}/objects/securitypolicies/{security_policy_name}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{security_policy_name} | Security policy name__v field value (retrieved from previous request). This is typically a numeric value. |
Response Details
Depending on the configuration, the response may include some or all of the following security_policy__v fields:
| Name | Description |
|---|---|
policy_details__v | Policy Details |
name__v | Security Policy ID |
label__v | Security Policy Label |
description__v | Security Policy Description |
is_active__v | Active (true/false) |
policy_security_settings__v | Policy Security Settings |
authentication_type__v | Authentication Type |
name__v | Authentication Type Name |
label__v | Authentication Type Label |
passwords_require_number__v | Passwords Require Number (true/false) |
passwords_require_uppercase_letter__v | Passwords Require Upper-Case Letter (true/false) |
passwords_require_nonalpha_char__v | Passwords Require Non-Alphanumeric Character (true/false) |
min_password_length__v | Minimum Password Length (7, 8, 10, or 12 characters) |
password_expiration__v | Password Expiration (90 days, 180 days, or no expiration) |
password_history_reuse__v | Password History Reuse (prevent reuse of the last 3 passwords, 5 passwords, or no limitations) |
require_question_on_password_reset__v | Require Security Question on Password Reset (true/false) |
allow_delegated_auth_sfdc__v | Allow Salesforce Delegated Authentication (true/false) |
sfdc_org_id__v | Salesforce Org ID |
Configuration Migration
Export Package
Request
$ curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "packageName=PKG-0001" \
--output "myVPK.vpk" \
https://myvault.veevavault.com/api/v16.0/services/package
POST /api/{version}/services/package
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Body Parameters
| Name | Description |
|---|---|
packageName | The name of the Outbound Package you would like to export. |
Response Details
The response body is the binary .vpk file.
Import Package
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
-F "file=my_package.vpk" \
https://myvault.veevavault.com/api/v16.0/services/package
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "Package with name [PKG-0001] already exists, it is renamed to [PKG-0001-2].",
"vaultPackage": {
"id": "0PI000000000703",
"name": "PKG-0001-2",
"status": "Active",
"components": [
{
"id": "0VP000000000705",
"name": "User Role Setup",
"status": "Verified",
"step": "00010",
"stepId": "0IS000000000405",
"componentName": "user_role_setup__v",
"componentType": "Object"
}
],
"renamed": true,
"oldName": "PKG-0001"
}
}
PUT /api/{version}/services/package
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
Body Parameters
| Name | Description |
|---|---|
file | The .vpk file. See Export Package above. |
Deploy Package
Request
$ curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: application/x-www-form-urlencoded" \
https://myvault.veevavault.com/api/v16.0/vobject/vault_package__v/0PI000000000101/actions/deploy
Response
{
"responseStatus": "SUCCESS",
"url": "/api/v16.0/services/jobs/23301",
"job_id": 23301
}
POST /api/{version}/vobject/vault_package__v/{package_id}/actions/deploy
Headers
| Name | Description |
|---|---|
Content-Type | application/x-www-form-urlencoded |
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
package_id | The id field value of the vault_package__v object record used for deploy. See Import Package above. |
Response Details
On SUCCESS, the response includes the following information:
URL- The URL to retrieve the current status of the export job.job_id- The Job ID value is used to retrieve the status and results of the request.
Retrieve Package Deploy Results
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v16.0/vobject/vault_package__v/0PI000000000101/actions/deploy/results
Response
{
"responseStatus": "SUCCESS",
"responseDetails": {
"warnings": 0,
"total_components": 8,
"deployed_components": 8,
"skipped_components": 0,
"error_components": 0,
"deployment_status__v": "deployed__v",
"deployment_log": [
{
"filename": "PKG-0005-7101.log",
"url": "https://my4.vaultdev.com:8443/api/v17.2/vobjects/vault_package__v/0PI000000000101/attachments/2/versions/1/file",
"created_date__v": "2017-05-19 18:21:34.057"
}
]
},
"package_components": [
{
"external_id__v": null,
"component_type__v": "Doctype",
"checksum__v": "bc7cf7551023d926e9920bc6afa0e598",
"stepId": "0IS000000000101",
"name__v": "Doctype.design_and_configuration__c",
"step": "00010",
"id": "0VP000000000101",
"component_name__v": "design_and_configuration__c",
"deployment_status__v": "deployed__v"
}
]
}
After Vault has finished processing the deploy job, use this request to retrieve the results of the completed deploy.
GET /api/{version}/vobject/vault_package__v/{package_id}/actions/deploy/results
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
package_id | The id field value of the vault_package__v object record used for deploy. See Deploy Package above. |
Response Details
Learn more about the possible response values for deployment_status__v in Vault Help.
Vault Compare
Request
Curl -X POST -H "Authorization: {SESSION_ID}" \
- H "Content-Type: application/x-www-form-urlencoded" \
- d "vault_id=1234" \
- d "results_type=Complete" \
https://myveevavault.com/api/v17.2/objects/vault/actions/compare
Response
{
"responseStatus": "SUCCESS",
"job_id": 16202,
"url": "/api/v17.2/services/jobs/16202"
}
Compare the configuration of two different Vaults. The Vault you make the request in is the source Vault, and the target Vault for the comparison is listed in the body. Learn more about Vault Compare in Vault Help.
The user who makes the request must be a cross-domain user and must have access to the vault_component__v in both Vaults. Learn more about cross-domain users in Vault Help.
POST /api/{version}/objects/vault/actions/compare
Headers
| Name | Description |
|---|---|
Content-Type | application/json (default) or application/x-www-form-urlencoded |
Body Parameters
| Name | Description |
|---|---|
vault_id | The target Vault id for the the comparison. |
results_type | Optional: To include all configuration values, set this to complete. To only see the differences between Vaults, set to differences. If omitted, this defaults to differences. |
details_type | Optional: To show component level details only, set to none. To include simple attribute-level details, set to simple. To show all attribute-level details, set to complex. If omitted, this defaults to simple. |
component_types | Optional: Add a comma separated list of component types to include. For example, Doclifecycle,Doctype,Workflow. If omitted, this defaults to include all components. |
Response Details
On SUCCESS, Vault returns the job_id of the comparison job. You can then Retrieve the Job Status. Once complete, you will receive an email with a download link to an Excel file of the comparison.
Vault Configuration Report
Request
curl -X POST -H "Authorization: {SESSION_ID}" \
- H "Content-Type: application/x-www-form-urlencoded" \
- d "include_components_modified_since=2017-01-01" \
https://myveevavault.com/api/v17.2/objects/vault/actions/configreport
Response
{
"responseStatus": "SUCCESS",
"url": "/api/v17.2/services/jobs/43902",
"job_id": 43902
}
Generate an Excel report containing configuration information for a Vault. Users must have the Vault Configuration Report permission to use this API.
POST /api/{version}/objects/vault/actions/configreport
Headers
| Name | Description |
|---|---|
Content-Type | multipart/form-data (default) or application/x-www-form-urlencoded |
Body Parameters
| Name | Description |
|---|---|
include_inactive_components | Optional: If set to true, inactive components and subcomponents are included in the report. If omitted, defaults to false and only active components and subcomponents are included. See details for inactive workflows. |
include_components_modified_since | Optional: Only include components modified since the specified date. Provide the date in the format yyyy-mm-dd. If omitted, includes all components. |
suppress_empty_results | Optional: If set to true, Vault excludes tabs with only header rows from the report. |
Inactive Document Workflows
Vault ignores the setting include_inactive_components for document workflows. If a workflow was active, but is currently in “editing” state, the report shows the latest active version of it. If a workflow has never been active, the report does not include it.
Inactive Object Workflows
Vault respects the include_inactive_components setting for object workflows. If set to true, the report includes all inactive workflows, including those that have never been active. If set to false, the report does not include any workflows that are currently in “editing” state, including those that have an active version.
Response Details
On SUCCESS, the response includes the url and job_id of the new Configuration Report job. You can use these to find the Job Status, and using the url from the job status response, download your report. The download is a ZIP file. Your Vault user will also receive a notification with a download link.
Jobs
Retrieve Job Status
Request
$ curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v15.0/services/jobs/1201
Response
{
"responseStatus": "SUCCESS",
"responseMessage": "OK",
"data": {
"id": 1201,
"status": "SUCCESS",
"method": "POST",
"links": [
{
"rel": "self",
"href": "/api/v15.0/services/jobs/1601",
"method": "GET",
"accept": "application/json"
}
],
"created_by": 44533,
"created_date": "2016-04-20T18:14:42.000Z",
"run_start_date": "2016-04-20T18:14:43.000Z",
"run_end_date": "2016-04-20T18:14:44.000Z"
}
}
After submitting a request, you can query Vault to determine the status of the request. To do this, you must have a valid job_id for a job previously requested through the API.
Example Jobs:
- Binder Export
- Import Submission
- Export Submission
- Create EDL
- Deploy Package
- Deep Copy Object Record
- Cascade Delete Object Record
GET /api/{version}/services/jobs/{job_id}
Headers
| Name | Description |
|---|---|
Accept | application/json (default) or application/xml |
URI Path Parameters
| Name | Description |
|---|---|
{job_id} | The ID of the job, returned from the original job request. |
Response Details
On SUCCESS, the response includes the following information:
| Metadata Field | Description |
|---|---|
id | The job_id field value for the job. |
status | The status of the job. Possible statuses include SCHEDULED, QUEUED, RUNNING, SUCCESS, ERRORS_ENCOUNTERED, QUEUING, and MISSED_SCHEDULE. |
method | The HTTP method used in the request. |
links | Once the job is finished, use these endpoints and methods to retrieve other job details. |
created_by | The id field value of the user who started the job. |
created_date | The date and time when the job was requested. |
run_start_date | The date and time when the export job started. |
run_end_date | The date and time when the export job finished. |
Errors
Example: Failed Authentication
{
"responseStatus" : "FAILURE",
"errors" : [
{
"type" : "NO_PASSWORD_PROVIDED",
"message" : "No password was provided for the login call."
}
],
"errorType" : "AUTHENTICATION_FAILED"
}
The response of every API call includes a field called responseStatus. Possible values are:
SUCCESS- The API request was successfully processed.FAILURE- The API request could not be processed because of user error.EXCEPTION- The API request could not be processed because of system error.
For a responseStatus other than SUCCESS, users can inspect the errors field in the response. Each error includes the following fields:
type- The specific type of error, e.g.,INVALID_DATA,PARAMETER_REQUIRED, etc. See below for a full list oftypes. These values are not subject to change for a given version of the API, even when newer versions of the API are available.message- The message accompanying each error type, e.g.,Missing required parameter [{field_name}]. When available, the error message includes the specific reason, e.g., the{field_name}for the error. These messages are subject to change and are not contractual parts for error handling. Developers should consider error messages for debugging and troubleshooting purposes only and should not implement application logic which relies on specific error strings or formatting.
Error Types
| Type | Description |
|---|---|
UNEXPECTED_ERROR | General error catch-all when there is no specific error, or an unidentified error. |
MALFORMED_URL | The specified resource cannot be found. |
METHOD_NOT_SUPPORTED | The specified resource does not support the (POST, PUT, GET, DELETE) method. Or, the API request is not supported by this version of API. |
INACTIVE_USER | User is inactive or not found. |
NO_PASSWORD_PROVIDED | No password was provided for the login call. |
USERNAME_OR_PASSWORD_INCORRECT | Authentication failed because an invalid username or password was provided. |
USER_LOCKED_OUT | The user is locked out. |
PASSWORD_CHANGE_REQUIRED | Password change required. |
INVALID_SESSION_ID | Invalid session id provided. |
PARAMETER_REQUIRED | Missing required parameters in the API call. |
INVALID_DATA | Invalid data provided in the API call. |
INSUFFICIENT_ACCESS | User does not have sufficient privileges to perform the action. |
OPERATION_NOT_ALLOWED | Certain rules that must be met to perform this operation have not been met. |
ATTRIBUTE_NOT_SUPPORTED | The specified resource does not recognize provided attributes. |
INVALID_FILTER | Provided a non-existent filter to Retrieve Documents. |
INCORRECT_QUERY_SYNTAX_ERROR | Query string used with VQL has an incorrect query syntax. |
RACE_CONDITION | A rare condition where the same record is being simultaneously updated by another API call |
EXCEEDS_FILE_MAX_SIZE | The size of uploaded file exceeds the maximum size allowed (4 GB). |
API_LIMIT_EXCEEDED | Vault limits the number of API calls that can be made every 5 minutes and every 24 hours. Additionally, the Job Status endpoint can only be requested once every 10 seconds. When either of these limits are reached, this error message is returned and no further calls will be processed until the next 5 minute or 24 hour period begins. Learn more about API Limits. |
SDK_ERROR | An error caused by the Vault Java SDK. This error may also include a custom subtype. For more information about this error, check the Debug Log. To inquire about Vault Java SDK Solutions, contact Veeva Services. |