Version : 86

Released : 2026-04-26

Changes in this Release

Issue

Type

Module(s)

Description

4582

Feature

Admin

The Organization settings page now displays test case configuration settings including marking group, multiple queries, whitespace differences, unknown dates, additional scenarios, additional log records, additional folders, AI for custom functions, and running test cases.

4579

Feature

Agents

The Test Case Creator agent can also create Edit Checks at the same time as Test Cases.

4585

Feature

Agents

Agents will now search for Folders by OID and Name.

4586

Feature

Agents

The Custom Function Review agent was producing too many low-quality findings and now focuses on errors.

4589

Feature

Agents

The 'Review' column in the Custom Function list has been removed. The Custom Function Review agent supports action hooks which can be used to add Labels or other actions to reviewed Custom Functions.

4603

Feature

Agents

The Field Visibility Agent will run on the Forms selected in the Forms list.

4604

Feature

Agents

The Progressive Display Agent is now available from the Veeva forms list and runs on selected forms when invoked. If no forms are selected, it analyzes all forms.

4605

Feature

Agents

The Field Visibility Agent now displays analysis results progressively as each form is analyzed, rather than waiting for all forms to complete.

4606

Feature

Agents

The Progressive Display Agent now displays analysis results progressively as each form is analyzed, rather than waiting for all forms to complete.

4607

Feature

Agents

The Progressive Display Agent now offers a fix option to set Controlling Item and Controlling Item Values on items that are missing progressive display configuration.

4609

Feature

Agents

The Edit Check Agent can now generate CQL logic and actions from an edit check's metadata properties, allowing users to define specifications via Property Definitions and then use the agent to implement them.

4611

Feature

Agents

The Custom Function Agent can now generate custom functions from Custom Object properties or Edit Check metadata, allowing users to define specifications via Property Definitions and then use the agent to implement them.

4632

Feature

Agents

The Specification Review agent's object discovery has been improved.

4636

Bug

Agents

The Progressive Display Advisor agent now saves the Choice Code (not the Choice Label) when configuring Controlling Item Values on fields with code lists.

4637

Bug

Agents

The Medidata Agents were not always using the Coded Value for dictionary Fields. This has been corrected.

4638

Feature

Agents

The Medidata Test Case Agent can now use Edit Check custom properties.

4559

Feature

Automated Testing

Users can now click 'Run' to immediately start a test set run when all settings are already configured, without going through the wizard. A new 'Change Settings' button is available to open the wizard when settings need to be modified.

4560

Bug

Automated Testing

The 'Continue on failure', 'Run in parallel', and 'Cancel previous runs' test set run wizard settings are now correctly remembered between wizard runs.

4561

Feature

Automated Testing

The Test Case Advisor now includes a 'Use AI for Custom Functions' option. When enabled, AI is used to generate test cases for edit checks with custom functions. The setting is remembered and has an organization-level default.

4563

Feature

Automated Testing

Test Case Templates now only show step-level validation errors, suppressing false structural errors about missing Feature/Scenario declarations.

4565

Feature

Automated Testing

Changes to Test Cases are visible on the Activities tab.

4566

Feature

Automated Testing

Changes to Test Cases can be reverted using the 'Revert' button on the Activities tab.

4547

Feature

Automated Testing

Field visibility steps now take screenshots as evidence when verifying field visibility.

4581

Feature

Automated Testing

Organizations can now configure query verification steps in the Test Case Advisor to include the marking group from the edit check action.

4591

Feature

Automated Testing

The test case View tab now displays the event label instead of the internal event reference for 'I should see events' and 'I should not see events' steps.

4592

Feature

Automated Testing

The Veeva Vault service announcement banner is now removed before taking screenshots during test case runs.

4593

Bug

Automated Testing

The 'continue on failure' setting now works correctly for Veeva test case runs. When enabled, a failed step no longer stops the remaining steps in the scenario from running.

4594

Feature

Automated Testing

Screenshots are now taken for 'I should see form in event' test case steps, navigating to and capturing the form when it is found.

4595

Feature

Automated Testing

The 'Link to event' in test case run results now uses the correct stable URL with the review tab.

4596

Bug

Automated Testing

The Veeva Test Case Advisor was not processing 2-part (event.form) Action Targets. This has been corrected.

4597

Feature

Automated Testing

When a Veeva query test step finds a match with whitespace or case differences, the result now highlights the specific differences using colour-coded markup, making it easier to identify where the expected and actual text diverge.

4598

Feature

Automated Testing

The Veeva Test Case editor helper for 'see value' steps now supports partial datapoint references.

4599

Feature

Automated Testing

The Veeva test case editor now validates numeric values against field definitions, warning when a decimal value is entered into an Integer field or when the number of decimal places exceeds the field's configured limit for Number and Unit fields.

4601

Feature

Automated Testing

The Veeva Test Case Run now records the casebook version and build number

4614

Feature

Automated Testing

The Test Case editor View tab now displays the Matrix Name for Add Event steps, matching how other steps resolve internal identifiers to human-readable names.

4615

Feature

Automated Testing

Test case run results now show a diff against the closest open query when no exact match is found, display HTML tags in the actual query table so they are visible, and include a text-only diff view that ignores HTML tags to help users spot content differences in TrialGrid.

4621

Feature

Automated Testing

Users can update Test Case expected query text directly from run results when a query step fails due to a message mismatch.

4622

Feature

Automated Testing

Users can update an Edit Check's query message directly from test case run results when a query step fails due to a message mismatch.

4623

Feature

Automated Testing

Users can update a Veeva Rule's query message directly from test case run results when a query step fails due to a message mismatch.

4630

Feature

Automated Testing

The Veeva Test Case agent now creates Add Event steps where necessary.

4631

Feature

Automated Testing

The Veeva Test Case agent now has a default value when saving a Test Case.

4638

Feature

Automated Testing

The Medidata Test Case Agent can now use Edit Check custom properties.

4556

Feature

Custom Properties

Child grid display for custom objects has been improved to include new ordinal change functionality, sorting and filtering.

4558

Feature

Custom Properties

Custom Properties now support a Boolean value type. Boolean properties render as a dropdown with TRUE/FALSE.

4567

Feature

Custom Properties

Changes to Custom Objects can be viewed on the Activities tab.

4568

Feature

Custom Properties

Changes to Custom Objects can be reverted using the 'Revert' button on the Activities tab.

4562

Feature

Custom Properties

A Convert Values utility allows bulk replacement of text property values.

4584

Feature

Custom Properties

Custom property definition listings now include a Data Type column and a filter-by option to filter properties by their data type.

4619

Feature

Custom Properties

When reverting previous changes to a custom object from the Activities tab, users can now select which individual properties to revert via checkboxes.

4600

Feature

Custom Properties

Custom properties now support the Email data type. Email properties validate that values are valid email addresses.

4628

Bug

Custom Properties

There was a javascript error when viewing a custom object with a newline character in the identifier. This has been corrected.

4635

Bug

Custom Properties

Custom Object ordinals were not being created when loading a spreadsheet without an ordinal column. This has been corrected.

4640

Feature

Custom Properties

When copying custom objects the list will show properties which have 'display in list' set to True.

4570

Feature

Diagnostic

Diagnostic 0033 now supports an Entry Restriction Role Names setting. Fields that are entry or view restricted to all selected EDC Roles are excluded from the diagnostic results.

4571

Feature

Diagnostic

Diagnostic 0134 now supports an Entry Restriction Role Names setting. Fields that are entry or view restricted to all selected EDC Roles are excluded from the diagnostic results.

4572

Feature

Diagnostic

Diagnostics 0046, 0061, 0144, 0155 now display information in the finding showing which HTML tags are invalid.

4573

Feature

Diagnostic

Diagnostic 0166 now supports selecting multiple Marking Groups from the core configuration via a multi-select dropdown.

4575

Feature

Diagnostic

New Diagnostic 0185 checks for similar but inconsistent field HelpText values and offers an autofix to standardize them.

4576

Feature

Diagnostic

EDC Role and Marking Group diagnostic settings now have Select All and Deselect All buttons in their dropdown lists.

4578

Feature

Diagnostic

Diagnostic 0134 (Long Text Fields Non-Conformance) now has a configurable length threshold setting. The default remains 200 characters but can be adjusted per-project.

4610

Bug

Diagnostic

Custom diagnostic and document template listing pages now properly escape HTML in user-provided fields, preventing cross-site scripting (XSS) attacks.

4616

Feature

Diagnostic

Diagnostic 0163 'Defaulted Fields should be Entry Restricted to a set of EDC Roles' now ignores derived Fields.

4618

Feature

Diagnostic

Veeva diagnostics V020, V070, V081, and V179 now support the same fix and autofix capabilities as their Rave counterparts.

4633

Bug

Diagnostic

Diagnostic explanations for child objects (Fields, Data Dictionary Entries, Unit Dictionary Entries, child Custom Objects) now correctly scope to the specific parent object, preventing explanations from incorrectly matching unrelated objects with the same name under different parents.

4610

Bug

Document Templates

Custom diagnostic and document template listing pages now properly escape HTML in user-provided fields, preventing cross-site scripting (XSS) attacks.

4625

Feature

Document Templates

Document Templates can now include information about changes to Custom Object properties.

4627

Feature

Document Templates

Document templates can only access documented Draft attributes.

4629

Feature

Infrastructure / System

Adblockers were blocking reporting of javascript errors. Javascript errors will now be reported to TrialGrid Ltd even when an adblocker is in place.

4615

Feature

Rave Integration

Test case run results now show a diff against the closest open query when no exact match is found, display HTML tags in the actual query table so they are visible, and include a text-only diff view that ignores HTML tags to help users spot content differences in TrialGrid.

4610

Bug

Security

Custom diagnostic and document template listing pages now properly escape HTML in user-provided fields, preventing cross-site scripting (XSS) attacks.

4613

Feature

Security

Javascript libraries were updated after penetration test review.

4617

Feature

Security

Web response headers were updated to improve the security of the application.

4627

Feature

Security

Document templates can only access documented Draft attributes.

4641

Feature

Security

The TrialGrid validation documentation now includes the output of the JavaScript package vulnerability scan alongside the Python scan, with any suppressed advisories and their reasons documented inline.

4626

Feature

Standard Rules

Standard Rules are now editable in Veeva Library drafts.

4639

Bug

Standard Rules

Standard rules with wildcard identifiers now correctly filter by custom object type, preventing rules for one custom object type from incorrectly matching objects of a different type.

4608

Feature

Study build

The Activity tab now shows audited property changes and revert functionality for Veeva core objects, matching the behavior already available for user-managed custom objects.

4612

Feature

Study build

The Form editor no longer changes a field's data format when its data dictionary is selected or changed.

4634

Bug

Study build

The selected source Draft is now correctly displayed in the Copy Objects modal after selection.

4564

Feature

UX

The text highlight option has been removed from the HTML editor toolbar, as text highlighting is not supported in Excel.

4620

Feature

UX

Pinned object hierarchy links (URL, Project, Draft) are now individually clickable, allowing direct navigation to any level in the hierarchy.

4641

Feature

Validation

The TrialGrid validation documentation now includes the output of the JavaScript package vulnerability scan alongside the Python scan, with any suppressed advisories and their reasons documented inline.

4596

Bug

Veeva

The Veeva Test Case Advisor was not processing 2-part (event.form) Action Targets. This has been corrected.

4598

Feature

Veeva

The Veeva Test Case editor helper for 'see value' steps now supports partial datapoint references.

4601

Feature

Veeva

The Veeva Test Case Run now records the casebook version and build number

4608

Feature

Veeva

The Activity tab now shows audited property changes and revert functionality for Veeva core objects, matching the behavior already available for user-managed custom objects.

4615

Feature

Veeva

Test case run results now show a diff against the closest open query when no exact match is found, display HTML tags in the actual query table so they are visible, and include a text-only diff view that ignores HTML tags to help users spot content differences in TrialGrid.

4626

Feature

Veeva

Standard Rules are now editable in Veeva Library drafts.

4630

Feature

Veeva

The Veeva Test Case agent now creates Add Event steps where necessary.

4631

Feature

Veeva

The Veeva Test Case agent now has a default value when saving a Test Case.

4636

Bug

Veeva

The Progressive Display Advisor agent now saves the Choice Code (not the Choice Label) when configuring Controlling Item Values on fields with code lists.