Version 83 introduces AI Agents to TrialGrid — intelligent assistants that work alongside you to speed up common tasks. This release also brings new automated testing steps, a new diagnostic, and improvements to custom object management.

For more information see the release notes for Version 83.

AI Agents

The biggest addition in Version 83 is the introduction of AI Agents into TrialGrid. Agents are AI-powered assistants embedded directly in the application that can help you with tasks that would otherwise require manual effort.

The Help Agent searches TrialGrid documentation to answer your questions without leaving the app. Need to know how a feature works or what a setting does? Just ask.

The Test Case Creator Agent can draft and edit test cases for both Rave and Veeva studies. It supports all Rave Check actions (except Balance and CTMS), and it's context-aware — if you open the agent from an edit check, custom function, or custom object page, it already knows which object you're working with. It can also use the Test Case Advisor under the hood to generate test cases from existing edit checks and custom functions.

The Test Case Search Agent lets you find test cases across your drafts using natural language queries, and the Custom Diagnostic Agent helps you create and edit custom diagnostics.

A new Field Visibility Agent assesses whether your form fields have appropriate visibility settings and corresponding edit checks to show or hide fields dynamically.

For safety, agents always ask for your confirmation before creating, updating, or deleting any objects. AI Agents can be enabled per-user by your organization — contact us if you're interested in trying them out.

Automated Testing

We've added several new test steps that give you finer-grained control over record lifecycle testing. You can now check whether a field is read-only or editable, and there are new steps to lock and unlock, freeze and unfreeze, verify and un-verify, and review and un-review log records.

There is also a new Project-level Test Cases view that shows test cases across all drafts in a project, making it easier to see the full picture without navigating draft by draft.

Diagnostics

New Diagnostic 0179 identifies double spaces in Form Names, HelpText, Folder Names, Field labels, and Edit Check Actions. It shows exactly where the double space occurs and offers an auto-fix option to replace double spaces with single spaces — a small but common issue that can now be caught automatically.

Custom Properties and Objects

Organizations can now add custom icons to TrialGrid, and users can create, edit, and manage layouts for Custom Object Definitions, including generating 1-column and 2-column layout templates.

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