Developer Features in 26R1

We are pleased to bring you the following additions and enhancements to Developer Portal features in 26R1.

25R3.4

Release Date: February 20, 2025

We are pleased to bring you the following additions and enhancements to Developer Portal features in 25R3.4.

Release Highlights

Direct Data API: Publish Files at Vault Time

To better align with where the Vault is located and when data is available, Direct Data API Full and Log files will now be published at 01:00 Vault Time instead of 01:00 UTC time. For example, for a Vault configured with a PST time zone, Direct Data publishes all Full and Log files at 01:00 PST (08:00 UTC), excluding adjustments for Daylight Savings. Full files for such a Vault with PST time zone will now be generated as 143462-20260120-0800-F.tar.gz. Data captured in published files is always in UTC. You can find the current timezone for your Vault under Admin > Settings > Language & Region Settings. Learn more about Language and Region Settings in Vault Help.

Direct Data API: Include Vault Metadata

Direct Data now includes Vault configuration in extract CSV files. There are Full extracts to help customers get complete metadata for object fields (object.csv) and document fields (document.csv). The preexisting metadata.csv file now includes a new column to indicate whether a field is a Formula field. Customers can now build formulas directly in their external system based on the metadata provided in object.csv file. At this time, the document.csv file only provides Number field metadata.

Vault API

Video Annotation Support

We are adding support for Vault API and SDK to read, create, edit, and delete annotations for video documents for the following existing API calls:

Deprecate Retrieve Video Annotations API

As we are adding support for Vault API to read, create, edit, and delete annotations for video documents in the general annotation related API calls, we are deprecating this dedicated endpoint.

Workflow Activity Log

We are introducing detailed daily logging for workflow operations to better show Admins the decisions and actions workflows have been making.

The Workflow Activity Logs can be downloaded using the dedicated API endpoint:

GET /api/{version}/logs/workflow/{YYYY-MM-DD}/file

New X-VaultAPI-NoTriggers Header for Document Migration Mode APIs

Document Migration Mode now has a No Triggers option when using Loader or Vault APIs.

Developers can add the X-VaultAPI-NoTriggers header to their API calls to bypass System, Application, and Custom triggers.

Bulk Translation Multi-File Import

In Bulk Translation, Vault Admins can upload multiple translation files, and then Import them in a single action. This allows Admins to reflect the changes in Vault more efficiently.

The dedicated Vault API endpoints will allow for multiple file_paths to be used during the upload and import action.

Import Bulk Translation File: POST /api/{version}/messages/{message_type}/actions/import

Retrieve Bulk Translation File Job Errors: GET /api/{version}/services/jobs/{job_id}/errors

VQL

VQL Edit Distance

The VQL FIND clause now accepts an optional DISTANCE function to enable fuzzy search, which applies an edit distance to keywords to successfully match terms with minor misspellings.

Example Usage:

// VQL QUERY
SELECT name__v 
FROM object_a__c
FIND ('shepherd' DISTANCE [2] SCOPE name__v)

// RETURNS
name__v
Shepard

Raw Object & Currency Field Support for Display Formatting in VQL

TODISPLAYFORMAT() function in VQL now supports Raw objects and Currency fields. Number, Percent and Currency fields are localized in addition to being formatted.

Vault Java SDK

Introduce Error Reporting in JobService SDK

We are introducing a new interface, JobQueueOperation, to replace JobParameters in the JobService SDK. This interface allows developers to run a job and get more information about resulting success and errors. This will help primarily in the following use cases: Singleton jobs should provide a valid errorType when failing to launch. SDK jobs with SingleInstanceStates defined should not lead to an exception, in case a job fails to be queued.

Object Lifecycle Entry Criteria & Action Configuration Metadata SDK

This feature provides new Vault Java SDK interfaces to retrieve object lifecycle configuration metadata for entry criteria and entry action configuration. The primary goal is to provide developers with a structured, read-only, way to inspect the rules, conditions, and actions associated with a specific lifecycle state. This does not provide a mechanism to execute these actions, only to retrieve their configuration.

New interfaces include:

Document Type Metadata SDK

This feature provides new Vault Java SDK interfaces to retrieve configurations for all annotation-related settings, including the enablement status of Suggested Links Action, Suggested Links Target, and Bring Forward Annotations on Version Create.

Generate URL for Specific Location Within a Document

This feature introduces new builders in URLService SDK that allow a developer to generate a URL for a specified location within a document on a Doc Info page. Developers will be able to specify a page, coordinates on a specific page, or annotation that will be navigated to as the initial location once the URL resolves.

MDL

Queryable attributes for Inboundemailaddress component

The following attributes are now queryable for the Inboundemailaddress component:

Display as Simple for Complex Relationships

Admins can configure complex join related object sections to be displayed as a simple join instead.

To support this feature, the MDL for the Pagelayout component will now accept the additional XML tag displayAsSimple="true" for the <vault:section><vault:relatedObject> element for complex join only.

Generate Document from Record: Workflow Job Step

Quality administrators can now configure a new type of application sdk job which generates a formatted output of a document. Learn more about the user and admin-facing functionality of this feature in the Vault Help release notes.

To support this and future functionality, we have added the following attributes: auto_complete_workflow_step to the Job component type parameters to the Sdkbatchjobaction subcomponent type

Veeva Quality

New Application: Veeva HACCP

This release introduces the Veeva HACCP application as part of the Quality Suite. Veeva HACCP enables food and beverage organizations to create and manage plans aligned to HACCP and HARPC methodology within Vault.

To support the new HACCP application, the following component types are now available:

This feature also introduces three new public endpoints to manage HACCP Plan translations by allowing for the export, retrieval, and import of all translatable fields from a HACCP Plan record and its related records. The new endpoints process JSON files to execute asynchronous jobs that handle the translation export and import operations. These APIs facilitate the integration of third-party translation services to deliver an automated end-to-end translation process of a HACCP Plan, ensuring that users who aren’t fluent in English can view HACCP Plans in their local language.

Record History Expansion

This feature provides the ability to maintain and visualize historical data related to records over time.

You can add this section to the Page Layout by appending the page_markup in the MDL Component, making sure the reference is set to record_history_section__v.

<vault:section title="Record History" name="record_history_section__c" reference="record_history_section__v">
<vault:bind property="documentField" value="field_name__c" />
<vault:bind property="documentType" value="type__c &gt; subype__c" />
<vault:bind property="fieldsToDisplay">
<vault:list>
<vault:item value="name__v" />
<vault:item value="status__v"/>
</vault:list>
</vault:bind>
</vault:section>

External Collaboration: External Collaborator Control

An External Collaboration object control has been added to supported objects and allows a user to select a valid person to collaborate with depending on whether they are associated to an Organization, Organization Location, Hospital, Hospital Location, Health Authority or Third Party.

Veeva Clinical

API Endpoint: Apply Template EDL to Milestones

Maintaining an accurate Expected Document List (EDL) is critical for TMF completeness. Currently, if a configuration error or system defect disrupts the initial generation of Expected Documents, there is no easy way to generate these missing records. Customers have to manually create the Expected Documents using Vault Loader which is complex and error prone, or delete and recreate everything up to the Milestone level, which is often unacceptable for studies with existing data. Customers need a way to re-trigger EDL creation for specific milestones to ensure the accuracy of their EDLs without risking the integrity of existing records.

For Vaults with the EDL Template Refactor setting enabled, a new Veeva Clinical Operations API endpoint is now available called Apply Template EDL to Milestones. This endpoint allows administrators to resolve discrepancies by generating missing records for a subset of milestones. By providing a list of specific Milestone IDs, the system initiates a background job that identifies and creates missing EDLs, Expected Documents (EDs), and Milestone Items based on the current Study Template EDL. The job uses the same logic that is responsible for initial EDL creation in order to create these records. This provides a safe, non-destructive way to remediate data gaps and ensure accuracy for EDLs.

POST /api/{version}/app/clinical/studies/{study_id}/apply_template_edl

25R3.2

Release Date: December 19, 2025

We are pleased to bring you the following additions and enhancements to Developer Portal features in 25R3.2.

Release Highlights

Doctype Triggers

Vault can now execute custom business logic when documents and document versions are created, updated, and deleted. This allows custom solutions to populate and clear field values, create related records, start SDK jobs and workflows, and perform complex validation logic. Developers familiar with record triggers can easily deploy doctype triggers to their Vault. Doctype triggers are assigned to a single Doctype, including base_document__v, and support all existing SDK services. Doctype triggers do not fire for updates to document attachments, document relationships, document roles, or annotations.

Vault API v26.1

Deprecate “Retrieve All Documents” API

For performance reasons, Vault API no longer supports using the Retrieve All Documents and Retrieve All Binders endpoints. Existing integrations will continue to work using older API versions prior to 26R1, but we recommend building new integrations using VQL and the Submitting a Query API. Customers using this deprecated API should consider migrating their solution to VQL.

VQL

Paginated VQL Query Time-to-Live

Paginated VQL queries can now be paged through for a maximum of 72 hours after being run, even if more than 20 minutes passes after the last page access.

Vault Java SDK

RecordService SDK: Response Information for Delete Operations

Developers can now inspect the event type after executing a delete operation on object records. This allows for generic handlers to be built to process insert, update, and delete operations.

ObjectMetadata SDK: Audit Enabled Information

Developers can now determine if a given object has auditing enabled or not.

QueryExecutionResult to UDM

Developers can now execute VQL queries using QueryService and get the results as user-defined models (UDMs) directly instead of first processing QueryExecutionResults and transforming them into UDMs. This allows developers to streamline code that responds to Custom Pages and Web APIs.

Developers can now query the following query targets natively in SDK using QueryService:

MDL

Picklist Order Type

Using MDL, Admins and developers can configure Picklist entries to be ordered by the order attribute. Starting in 25R3.2, Admins and developers can also configure Picklist entries to be sorted by the end-user label, ascending or descending. To support this functionality, we’ve added the new order_type attribute to the Picklist component type.