Version : 83

Released : 2026-02-08

Changes in this Release

Issue

Type

Module(s)

Description

4362

Bug

Actions

Label removal conditions and auto-actions now correctly execute when copying attributes via Compare Bulk Update. Previously, copying some attributes would not trigger them.

3000

Feature

Agents

AI Agent sessions are stored and can be viewed.

4299

Feature

Agents

There is now a framework for introducing AI Agents into TrialGrid. AI Agents are not yet generally available.

4301

Feature

Agents

Previous AI Agent sessions can be soft-deleted.

4302

Feature

Agents

AI Agent sessions can be exported to PDF documents.

4304

Feature

Agents

There is Help agent which will search TrialGrid documentation to answer questions.

4310

Feature

Agents

There is an Agent to create and edit Test Cases.

4234

Feature

Agents

AI Agents can be enabled for users. Contact support@trialgrid.com if you are interested in this feature.

4327

Feature

Agents

It is now possible for users to rate the performance of the agent in a particular session. Rating the agent performance will allow TrialGrid Ltd to gather metrics to improve agent performance.

4311

Feature

Agents

There is an AI agent to search Test Cases.

4329

Feature

Agents

There is a user confirmation step before Agents create, update or delete objects.

4330

Feature

Agents

Organization settings page now displays the status of AI Features and AI Agents settings.

4331

Feature

Agents

The Test Case creator agent supports all Rave Check actions, except Balance and CTMS check actions.

4333

Feature

Agents

The Test Case creator agent is context aware, if opened from an Edit Check, Custom Function or Custom Object page it will have details of that object available to use.

4334

Feature

Agents

The Test Case creator agent can use the Test Case Advisor to create test cases from existing edit checks and custom functions.

4335

Feature

Agents

Object definitions have a property which can be used to provide a description of the properties for AI Agents. This property can only be set by TrialGrid Ltd staff.

4343

Feature

Agents

There is a Test Case creator agent for Veeva drafts.

4345

Feature

Agents

There is a Custom Diagnostic agent to help create and edit Custom Diagnostics.

4348

Feature

Agents

New Field Visibility Agent helps users assess whether form fields have appropriate visibility settings and corresponding edit checks to show/hide fields dynamically.

4369

Bug

Automated Testing

Activating or inactivating log records for Rave EDC was sometimes not working. This has been corrected.

3052

Feature

Automated Testing

There are new Test Steps to check if a field is read-only or editable.

4310

Feature

Automated Testing

There is an Agent to create and edit Test Cases.

4306

Feature

Automated Testing

There are new steps to lock and unlock log records.

4307

Feature

Automated Testing

There are new steps to freeze and unfreeze log records

4308

Feature

Automated Testing

There are new steps to verify and un-verify log records.

4309

Feature

Automated Testing

There are new steps to review and un-review log records

3495

Feature

Automated Testing

There is a new Project level view showing Test Cases in all Drafts in the Project.

4318

Feature

Automated Testing

Performance has been improved when loading a draft containing Test Cases and when copying Test Cases between drafts.

4319

Feature

Automated Testing

The performance of validating changes when editing a Test Case has been improved.

4321

Feature

Automated Testing

When viewing large test case runs the performance of page loading has been improved.

4311

Feature

Automated Testing

There is an AI agent to search Test Cases.

4331

Feature

Automated Testing

The Test Case creator agent supports all Rave Check actions, except Balance and CTMS check actions.

4333

Feature

Automated Testing

The Test Case creator agent is context aware, if opened from an Edit Check, Custom Function or Custom Object page it will have details of that object available to use.

4334

Feature

Automated Testing

The Test Case creator agent can use the Test Case Advisor to create test cases from existing edit checks and custom functions.

4336

Bug

Automated Testing

Search highlighting now correctly displays on OID references in the test case editor.

4337

Bug

Automated Testing

Tooltips and highlighting for Folder, Form and Field OIDs were not always being shown in the Test Case editor. This has been corrected.

4343

Feature

Automated Testing

There is a Test Case creator agent for Veeva drafts.

4358

Feature

Automated Testing

Test Cases with empty Scenarios containing no steps will now be marked as invalid on saving or copying. Existing Test Cases will not be marked as invalid unless they are edited and saved at which time the empty Scenario must be removed.

4367

Feature

Automated Testing

All Object Definitions can be used as related objects in Test Cases.

4368

Feature

Automated Testing

There is autocomplete for related objects in the Test Case editor.

4346

Feature

Collaboration

When cloning a draft, users can now choose how to handle user assignments: no assignments (default), copy assignments to the new draft, or move assignments from the source to the new draft.

4237

Feature

Custom Properties

Organizations can now add their own custom icons to TrialGrid.

4305

Feature

Custom Properties

Custom object identifier uniqueness is now enforced within its parent (i.e. the draft or the parent custom object).

4332

Feature

Custom Properties

Users can toggle HTML rendering in the object compare dialog for custom properties that are configured to display as HTML. When enabled, HTML content is rendered as formatted text instead of raw HTML tags.

4350

Feature

Custom Properties

Users can now create, edit, and manage layouts for Custom Object Definitions, including generating 1-column and 2-column layout templates.

4361

Feature

Custom Properties

Custom object layouts now support a Content element for inserting static HTML content such as headings, help text, horizontal rules, and spacers between fields.

4363

Feature

Custom Properties

Horizontal rule (<hr/>) elements are now allowed in custom property values. These are converted in word documents to a horizontal rule but when rendered to an excel cell they will look like a row of ----.

4316

Bug

Diagnostic

Minor bug fixes were made for Diagnostics 0039, 0067, 0075, 0021, 0147, 0011, 0165, 0080, 0071, 0132, 0133, 0107 and 0156.

4317

Feature

Diagnostic

Objects in custom diagnostics now include associated labels via the labels attribute.

4325

Feature

Diagnostic

TSDV Form/Fields and Folder/Forms can now be used in Custom Diagnostics.

4339

Feature

Diagnostic

Diagnostic 0157 now includes an 'Auto-accept Custom Function Findings' setting. When enabled, findings are not reported if a Custom Function potentially handles field visibility.

4340

Feature

Diagnostic

Diagnostic 0164 now has an 'Accept Duplicates' setting. When enabled, duplicate values are allowed in field default values as long as all dictionary entries are present.

4010

Feature

Diagnostic

The Manage Diagnostics page now includes tabs for Manage, Explanations, and Activities, providing a unified interface for managing diagnostics and viewing related information.

4344

Feature

Diagnostic

New diagnostic 0179 identifies double spaces in Form Names and HelpText, Folder Names, Field labels (PreText, HelpText, HeaderText, SASLabel), and Edit Check Actions (ActionString, ActionHeader). The diagnostic provides context showing the position of the double space and offers an auto-fix option to replace double spaces with single spaces.

4345

Feature

Diagnostic

There is a Custom Diagnostic agent to help create and edit Custom Diagnostics.

4347

Feature

Diagnostic

Custom Diagnostics now allow direct dictionary item assignment in the Python code (e.g., counts[key] = counts.get(key, 0) + 1).

4357

Feature

Diagnostic

Custom Diagnostics can now access user and role assignments on objects via the user_assignments and role_assignments properties, and can check for specific assignments using has_user_assigned() and has_role_assigned() methods.

4365

Feature

Diagnostic

Users with permission to manage diagnostics can copy diagnostic settings from one Project to other Projects.

4326

Bug

Document Templates

When converting a spreadsheetml document to xlsx format named colors would cause the conversion process to fail. This was corrected.

4359

Feature

Document Templates

Users can now clone Document Templates from the dropdown menu, creating a copy with all settings preserved.

4341

System

Infrastructure / System

Added initial work on data models and services for custom object definition layouts, enabling role-based layout configurations for custom objects.

4342

System

Infrastructure / System

Initial work on rendering Custom objects with layouts.

4349

System

Infrastructure / System

Custom object layouts can now define top-level tabs, allowing fields to be organized into multiple tabs that appear alongside child object collections and activities.

4318

Feature

Performance

Performance has been improved when loading a draft containing Test Cases and when copying Test Cases between drafts.

4319

Feature

Performance

The performance of validating changes when editing a Test Case has been improved.

4321

Feature

Performance

When viewing large test case runs the performance of page loading has been improved.

4323

Bug

Rave Integration

Draft import using an iMedidata account could fail with an 'Error clicking More link'. This has been corrected.

4355

Feature

Security

A custom invitation timeout period can now be set for an organization. When users are invited to join a project, the invitation will expire after the configured number of hours instead of the system default of 24 hours.

4348

Feature

Study build

New Field Visibility Agent helps users assess whether form fields have appropriate visibility settings and corresponding edit checks to show/hide fields dynamically.

4303

Feature

UX

The user's full name will not be displayed in the top menu, only the account username will be displayed.

4320

Feature

UX

Warnings about Rave OIDs will be grouped together when importing or exporting a Draft.

4351

Feature

UX

Users can now choose whether to display dates in a time-since or absolute date/time format.

4354

Bug

UX

The Edit Project page was incorrectly referring to Vaults when it should be URLs. This has been corrected.

4356

Feature

UX

The menu bar now displays badges showing the number of logged-in users and running test cases (if enabled for the user's organization), with automatic updates.

4366

Feature

UX

Activity records for child objects are now shown in the parent object activity record list.

4322

Feature

Validation

The validation package now includes a link to the validation certificate for the release.

4328

Feature

Validation

The validation package 21 CFR Part 11 statement of applicability now includes risk assessment section.

4343

Feature

Veeva

There is a Test Case creator agent for Veeva drafts.