Agents Catalog

The following agents are available in TrialGrid:

Agent	Description	Platforms	Available In
Custom Diagnostic Agent	Create and edit Custom Diagnostics	All	URL, Project, Draft
Field Visibility Advisor	Analyze and fix field visibility settings and edit checks	Medidata	Draft
Help Agent	Get help and answers from documentation	All	Global, URL, Project, Draft
Test Case Agent	Create and edit Test Cases	Medidata	Draft
Test Case Search	Search and find test cases by name, status, or content	All	Project, Draft
Veeva Test Case Agent	Create and edit Test Cases for Veeva Vault EDC	Veeva	Draft

Custom Diagnostic Agent

Create and edit Custom Diagnostics

Platforms: All

Available in: URL, Project, Draft

The Custom Diagnostic Agent helps create and edit custom build quality checks using RestrictedPython.

Capabilities:

• Generate diagnostic code for checking OIDs, labels, and properties

• Test diagnostics against actual drafts to see findings and debug output

• Search available object types and their properties

• Edit existing custom diagnostics

Required Permission: URL.Manage Custom Diagnostics

Field Visibility Advisor

Analyze and fix field visibility settings and edit checks

Platforms: Medidata

Available in: Draft

This agent analyzes form fields to identify which should be hidden by default based on their context (pretext). It can then fix fields to be hidden, create SetDataPointVisible edit checks to show them when appropriate conditions are met, and generate test cases for the created checks.

Help Agent

Get help and answers from documentation

Platforms: All

Available in: Global, URL, Project, Draft

The Help agent searches and retrieves information from the application documentation. It can answer questions about how to use features, find relevant help topics, and explain diagnostic rules.

Capabilities:

• Search documentation topics by keyword

• Read and summarize help articles

• Search available test steps (Given/When/Then commands)

• Search diagnostic rules and their descriptions

Data Access:

This agent only reads documentation and does not modify any data. It accesses the built-in help system and step/diagnostic catalogs.

Test Case Agent

Create and edit Test Cases

Platforms: Medidata

Available in: Draft

The Test Case Agent helps create and edit automated test cases for Medidata Rave clinical trial designs. It understands the draft structure and can generate valid test case syntax.

Structured Test Generation:

The agent has built-in support for common action types: - Edit check queries (OpenQuery) - Field visibility rules (SetDataPointVisible) - Dynamic forms (AddForm, MrgMatrix, AddMatrix) - Protocol deviations (AddDeviation) - Field value checks (SetDataPoint)

Other Capabilities:

• Search and use other test steps from the step library

• Edit existing test cases

• Search forms, fields, and folders in the current draft

• Validate test case syntax before saving

• Suggest appropriate test data values based on field definitions

Data Access:

This agent can read draft structure (forms, fields, folders, matrices) and existing test cases. It can create and modify test cases in the current draft. It cannot modify the draft design itself.

Required Permission: Drafts.Manage Tests

Test Case Search

Search and find test cases by name, status, or content

Platforms: All

Available in: Project, Draft

The Test Case Search agent helps find test cases across your project or within a specific draft. It can search by various criteria and display detailed results.

Capabilities:

• Search test cases by name, content, or last run status

• Filter by forms, fields, or folders used in test cases

• Filter by roles used in test cases

• View test case details and content

• Get failure details and error messages from failed test runs

• List drafts with test case counts (at project scope)

• Count test cases per draft with filters (e.g., "how many failed per draft")

Data Access:

This agent only reads test case data and run results. It cannot create, modify, or delete test cases. Use the Test Case Agent to create or edit test cases.

Required Permission: Drafts.Manage Tests

Veeva Test Case Agent

Create and edit Test Cases for Veeva Vault EDC

Platforms: Veeva

Available in: Draft

The Veeva Test Case Agent helps create and edit automated test cases for Veeva Vault EDC clinical trial designs. It understands the draft structure and can generate valid test case syntax.

Structured Test Generation:

The agent has built-in support for common action types: - Open Query / Show Message - testing queries fire or don't fire based on data values - Set Derived Value / Set item value - testing that calculated fields get correct values - Set item visibility - testing that fields become visible or hidden based on conditions - Add Event / Add Form - testing dynamic structure rules

Other Capabilities:

• Generate test cases automatically from existing Rules

• Edit existing test cases

• Search events, forms, items, and rules in the current draft

• Validate test case syntax before saving

Data Access:

This agent can read draft structure (events, forms, items, rules, codelists) and existing test cases. It can create and modify test cases in the current draft. It cannot modify the draft design itself.

Required Permission: Drafts.Manage Tests