Version : 87

Released : 2026-05-31

Changes in this Release

Issue	Type	Module(s)	Description
4685	Feature	Actions	Action preconditions can now reference draft properties using d("draft_property_name"), alongside the existing p() for project properties.
4686	Feature	Actions	Action preconditions can now reference draft labels using draft_has_label("label_name").
4687	Feature	Actions	Action preconditions can now reference project labels using project_has_label("label_name").
4651	Bug	Automated Testing	Test Case generation for date window edit checks now includes equality and ±1 unit boundary scenarios for each AddDay/AddSec/AddMin/AddHour/AddMonth/AddYear comparison when Additional scenarios is enabled.
4669	Feature	Automated Testing	There is a new Veeva Test Case step to set visit method, change reason, planned date override and externally owned for Events. Note that existing Veeva drafts will not include the visit method and the SDS must be imported again to pick up the visit method.
4670	Feature	Automated Testing	Veeva 'set event to did not occur' steps can now include a reason.
4681	Bug	Automated Testing	The Test Case Advisor should choose the same form, if possible, when processing derived fields.
4682	Bug	Automated Testing	There should not be warnings in the Test Case editor if a related Edit Check has derived fields which are not directly included in the Test Case.
4729	Bug	Automated Testing	Rave Classic screenshots now highlight the protocol deviation text.
4663	Feature	Collaboration	Timeline Templates can be created at URL level for use in Project settings.
4664	Feature	Collaboration	A Timeline Template can be added to a Project so that progress against milestones can be tracked.
4624	Feature	Custom Properties	Custom properties now support the URI data type. URI properties validate that values are valid web addresses with a scheme (http, https, ftp).
4648	Feature	Custom Properties	Custom properties now support the Color data type. Color properties validate hex color codes (#RRGGBB), display as colored swatches in listings, and use a color picker for input.
4659	Feature	Custom Properties	Custom properties now support the Numeric data type. Numeric properties validate values as numbers with optional minimum/maximum bounds and decimal place constraints.
4679	Bug	Custom Properties	Looking up a custom icon by name no longer fails with an attribute error.
4671	Feature	Custom Properties	Custom properties now support the Date data type. Date properties use a native calendar picker for input and display in object listings using the user's date format preference. All date values are stored as ISO dates (YYYY-MM-DD). (Property sheet columns currently still display the raw ISO format)
4694	Bug	Custom Properties	When a custom object referenced by a Reference Property is deleted, the property values pointing at it are now removed automatically and dependent fingerprints and standards compliance are recalculated.
4695	Feature	Custom Properties	Custom properties now support the DateTime data type. DateTime properties use a native datetime picker for input and render in object listings using the user's date format preference. Values are stored in ISO format (YYYY-MM-DD HH:MM[:SS]).
4705	Bug	Custom Properties	Search on the custom object list no longer matches text inside the rendered HTML of the Used In column.
4706	Feature	Custom Properties	Custom object lists now have a Search columns filter so users can choose which columns the search box matches against.
4707	Feature	Custom Properties	The Copy from dialog for custom objects now has the same Search columns control as the list page, so users can restrict the search box to a single column.
4676	Feature	Diagnostic	TrialGrid Ltd staff can now export and re-apply customer-authored diagnostics and document templates between URLs via app-script YAML files.
4689	Feature	Diagnostic	New diagnostic flags Veeva ItemGroups where Header Visible or Visual Group is not set to Yes, with an autofix to enable them and a configurable Item Group Name exclusion list.
4690	Feature	Diagnostic	New diagnostic flags Veeva Items where the Control Type does not match the codelist size: Picklist is required for codelists with more than 6 entries, and Radio Buttons - Horizontal is unsuitable for codelists with more than 3 entries. The autofix sets the recommended Control Type and an Item Name exclusion list lets users skip specific Items.
4691	Feature	Diagnostic	New diagnostic flags Veeva Forms with mixed Radio Button orientations: items whose Control Type does not match the Form's majority orientation are reported with an autofix that switches them to the majority (Vertical wins ties). Form Name and Item Name exclusion lists let users skip specific forms or items.
4692	Feature	Diagnostic	New diagnostic groups Veeva codelists with identical entries (same Choice Codes and Labels regardless of order) and flags Items whose Control Type does not match the most-used valid type within the group, with Picklist beating Vertical beating Horizontal on ties. Codelist Name and Item Name exclusion lists let users skip specific groups or items.
4693	Feature	Diagnostic	New diagnostic flags Veeva Items whose Item Name is longer than a configurable threshold (default 8 characters). The fix prompts for a replacement name; an Item Name exclusion list lets users skip specific items.
4697	Feature	Diagnostic	TrialGrid now flags Veeva Date and Date/Time Items whose 'No Future Date' is not set to Yes, with an autofix that sets it to Yes.
4698	Feature	Diagnostic	TrialGrid now flags Veeva Items whose Length does not match the maximum Choice Code length of their Codelist, with an autofix that sets Length to the correct value.
4699	Feature	Diagnostic	TrialGrid now flags Veeva data Items that do not have Required set to Yes (skipping Read-only and Derived items), with an autofix that sets Required to Yes.
4700	Feature	Diagnostic	TrialGrid now flags Veeva Forms whose order relative to other Forms is inconsistent across the Events in which they appear.
4702	Feature	Diagnostic	TrialGrid now flags Veeva measurement Items (height, weight, vitals, etc.) that do not have an appropriate Unit Codelist.
4703	Feature	Diagnostic	TrialGrid now flags Veeva measurement Items whose Length, Decimal, or value range is implausible for the kind of measurement they capture.
4704	Feature	Diagnostic	TrialGrid now flags Veeva Unit Codelists whose conversion formulas do not match the canonical conversion factors for the units they contain, with an autofix that rewrites the formula.
4715	Feature	Diagnostic	TrialGrid now provides a Veeva diagnostic that flags objects whose External ID does not match their Name, with an autofix that copies the Name into External ID. The list of object types to check is configurable; Form is selected by default.
4716	Feature	Diagnostic	TrialGrid now provides a Veeva diagnostic that classifies Items as lot numbers, kit numbers, or accession numbers and flags any whose Data Type is not Text. The autofix sets Data Type to Text.
4717	Feature	Diagnostic	TrialGrid now provides a Veeva diagnostic that flags Concomitant Medications forms which collect Total Daily Dose alongside Dose and Frequency, since these dosing views are mutually exclusive.
4650	Feature	Document Templates	The URL Document Templates list can now be filtered by scope, format and active state.
4653	Feature	Document Templates	Document templates now support an {% ai instruction="..." %}...{% endai %} tag that transforms block content using an AI call, making it easier to summarise or rewrite template sections at generation time.
4676	Feature	Document Templates	TrialGrid Ltd staff can now export and re-apply customer-authored diagnostics and document templates between URLs via app-script YAML files.
4666	System	Infrastructure / System	Internal changes to consolidate code adding/removing Labels.
4667	Feature	Infrastructure / System	|company| staff can now export a URL's customizations (custom object definitions, custom properties, object identifiers, and per-object visibility settings) to a file and re-apply them to a new URL.
4668	System	Infrastructure / System	Reduced calls to a system cache to improve performance.
4676	Feature	Infrastructure / System	TrialGrid Ltd staff can now export and re-apply customer-authored diagnostics and document templates between URLs via app-script YAML files.
4668	System	Performance	Reduced calls to a system cache to improve performance.
4674	System	Performance	The performance of saving test cases has been improved.
4675	System	Performance	The performance of viewing Rave draft objects has been improved.
4677	System	Performance	The performance of the Test Set Run view has been improved.
4678	System	Performance	The performance of saving Forms when Fields have been re-ordered has been improved.
4675	System	Performance	The performance of viewing draft objects has been improved.
4673	Feature	Permissions	A new 'Drafts.Merge Draft' Project Role permission now controls access to the draft merge flow. Users without this permission will not see the Merge option on the draft upload page and cannot apply merges.
4684	Feature	Permissions	Project roles now have a separate "Assign Users" permission that controls whether users can assign people to objects from object lists, draft objects, and property sheets. Existing roles default to disabled and the permission can be granted as needed.
4688	Bug	Property Sheets	Clicking on a checkbox cell in a property sheet to select it or to start a drag selection no longer toggles the checkbox value. The checkbox now toggles only on a true single click.
4714	Feature	Property Sheets	Property sheet column definitions now have an Exclude Blanks option in the default filter, which hides rows where the column has no value.
4680	Feature	Security	TrialGrid Ltd can now configure a minimum password length above the system default of 9 characters on a per-organization basis.
4701	Bug	Tickets	Tickets in a project now always receive a unique identifier, even when the New Ticket form is submitted twice in rapid succession.
4709	Feature	UX	Buttons on list views have been consolidated into 'Add' and 'Actions' groups.
4660	Feature	Veeva	When adding a Veeva Vault the roles, labels, custom objects, custom properties, actions and other settings can now be copied from an existing Vault.
4669	Feature	Veeva	There is a new Veeva Test Case step to set visit method, change reason, planned date override and externally owned for Events. Note that existing Veeva drafts will not include the visit method and the SDS must be imported again to pick up the visit method.
4670	Feature	Veeva	Veeva 'set event to did not occur' steps can now include a reason.
4683	Bug	Veeva	When uploading a Veeva SDS some properties were incorrectly assigned to Events instead of Event Group Events (the Event Group / Event combination in the Schedule). Existing Veeva Drafts will be automatically corrected.
4689	Feature	Veeva	New diagnostic flags Veeva ItemGroups where Header Visible or Visual Group is not set to Yes, with an autofix to enable them and a configurable Item Group Name exclusion list.
4690	Feature	Veeva	New diagnostic flags Veeva Items where the Control Type does not match the codelist size: Picklist is required for codelists with more than 6 entries, and Radio Buttons - Horizontal is unsuitable for codelists with more than 3 entries. The autofix sets the recommended Control Type and an Item Name exclusion list lets users skip specific Items.
4691	Feature	Veeva	New diagnostic flags Veeva Forms with mixed Radio Button orientations: items whose Control Type does not match the Form's majority orientation are reported with an autofix that switches them to the majority (Vertical wins ties). Form Name and Item Name exclusion lists let users skip specific forms or items.
4692	Feature	Veeva	New diagnostic groups Veeva codelists with identical entries (same Choice Codes and Labels regardless of order) and flags Items whose Control Type does not match the most-used valid type within the group, with Picklist beating Vertical beating Horizontal on ties. Codelist Name and Item Name exclusion lists let users skip specific groups or items.
4693	Feature	Veeva	New diagnostic flags Veeva Items whose Item Name is longer than a configurable threshold (default 8 characters). The fix prompts for a replacement name; an Item Name exclusion list lets users skip specific items.
4697	Feature	Veeva	TrialGrid now flags Veeva Date and Date/Time Items whose 'No Future Date' is not set to Yes, with an autofix that sets it to Yes.
4698	Feature	Veeva	TrialGrid now flags Veeva Items whose Length does not match the maximum Choice Code length of their Codelist, with an autofix that sets Length to the correct value.
4699	Feature	Veeva	TrialGrid now flags Veeva data Items that do not have Required set to Yes (skipping Read-only and Derived items), with an autofix that sets Required to Yes.
4700	Feature	Veeva	TrialGrid now flags Veeva Forms whose order relative to other Forms is inconsistent across the Events in which they appear.
4702	Feature	Veeva	TrialGrid now flags Veeva measurement Items (height, weight, vitals, etc.) that do not have an appropriate Unit Codelist.
4703	Feature	Veeva	TrialGrid now flags Veeva measurement Items whose Length, Decimal, or value range is implausible for the kind of measurement they capture.
4704	Feature	Veeva	TrialGrid now flags Veeva Unit Codelists whose conversion formulas do not match the canonical conversion factors for the units they contain, with an autofix that rewrites the formula.
4715	Feature	Veeva	TrialGrid now provides a Veeva diagnostic that flags objects whose External ID does not match their Name, with an autofix that copies the Name into External ID. The list of object types to check is configurable; Form is selected by default.
4716	Feature	Veeva	TrialGrid now provides a Veeva diagnostic that classifies Items as lot numbers, kit numbers, or accession numbers and flags any whose Data Type is not Text. The autofix sets Data Type to Text.
4717	Feature	Veeva	TrialGrid now provides a Veeva diagnostic that flags Concomitant Medications forms which collect Total Daily Dose alongside Dose and Frequency, since these dosing views are mutually exclusive.
4718	Feature	Veeva	EventGroup Event and EventForm custom object definitions are now displayed for Veeva URLs, so their per-relationship properties are visible in lists. On EventGroup Event, Visit Method and Dynamic are surfaced as list columns. Existing Veeva URLs are updated by data migration.
4719	Feature	Veeva	Codelist Entry and Unit Codelist Entry custom object definitions are now displayed for Veeva URLs, so codelist choices are visible in lists. Choice Label is surfaced as a list column on Codelist Entry; Choice Label, Standard, and Conversion are surfaced on Unit Codelist Entry. Existing Veeva URLs are updated by data migration.
4720	Feature	Veeva	Properties on Veeva URLs that store names of other Veeva objects (Codelist and Unit Codelist on Item; Event Group, Event, Form, Item Group, and Item on Casebook Variable, Rule, Repeating Event Group, Review Plan, Safety Form Configuration, and Comparison Rule) are now reference properties pointing at the relevant custom object definitions, enabling dropdown selection and reference validation in place of free-form text. Existing Veeva URLs are converted by data migration; values that match an object in the draft are translated to the object reference, and unmatched names are cleared.
4721	Bug	Veeva	Casebook is no longer part of the Event Group object identifier on Veeva URLs, fixing reference lookups from Casebook Variables, Rules, Comparison Rules, and Repeating Event Groups that store the bare Event Group Name. Existing Veeva URLs are updated by data migration that recomputes Event Group and EventGroup Event identifiers.
4722	Bug	Veeva	Draft Merge was not working for Veeva Drafts. This has been corrected.