Version 85 is a landmark release for TrialGrid. Our Veeva EDC support is now production-ready, with the first studies going live in April, and we've significantly expanded our AI Agent capabilities to help you build and review study designs faster.

For more information see the release notes for Version 85.

Veeva EDC: Ready for Production

Since announcing our Veeva Technology Partnership last year, we've been steadily building out our Veeva EDC support across multiple releases. With Version 85, that work reaches a milestone: the first Veeva studies with TrialGrid are going live in April.

This release includes a comprehensive Form Review experience for Veeva forms, complete with progressive display support, so you can preview exactly how forms will appear to site users. We've also added dozens of improvements to the Veeva automated testing framework, including new test steps for progressive display visibility checks, event date verification, form submission control, and smarter query comparison that accounts for whitespace and case differences. The Test Case editor now auto-corrects date formats, warns about invalid values, and provides richer helpers with labels and repeat number support. The Test Case generator has also been improved with better event handling and support for unknown dates.

New diagnostics are available for Veeva studies too, including checks for trailing whitespace and double spaces in text fields, as well as new similarity diagnostics that catch near-duplicate Item Labels and Rule query messages before they cause confusion in production.

AI Agents: More Capabilities, More Control

TrialGrid now offers a growing suite of AI Agents that assist with study build tasks. In Version 85 we've added agents to create Edit Checks, create Custom Functions, review Custom Function code, and review Specification custom objects. The Custom Function Review agent supports follow-up questions after its initial review, and the Specification Review Agent can now assess whether a Custom Function is needed and run across multiple specification objects at once.

Version 85 introduces Agent Hooks, a mechanism to connect AI agents to your study workflow, notifying users that action may be required, assigning workflow states and actions.

Form Review

There is a new Form Review experience that lets you see exactly how your Rave EDC forms will look, including field visibility edit checks and view restrictions by EDC role. You can click on any row to inspect field properties, download HTML copies of forms, and print directly from the review page.

Standard Rules and Custom Properties

Standard Rules now have a full-featured object editor with a sidebar for labels, tickets, comments, and activities. You can see which drafts have a rule activated and how many, and custom properties are now supported on Standard Rules for additional metadata.

Custom Properties gain several enhancements: layouts can hide unassigned fields, layout definitions can be cloned and copied between URLs, HTML is now a first-class property type, and text properties support maximum length and regex pattern validation.

To learn more, visit trialgrid.com or reach out at info@trialgrid.com to schedule a demo.

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Version 84 brings a significant upgrade to Custom Properties with the introduction of Reference-type navigation, expanded Veeva automated testing capabilities, and several quality-of-life improvements across the platform.

For more information see the release notes for Version 84.

Custom Property References

Custom Properties of type Reference can now refer to Rave draft objects, and we've built out a full navigation experience around them. When a Reference property appears in a list view, it links directly to the referenced object. The same applies in the object editor, where you'll find a clickable link to navigate to the target. If your object is referenced by another custom object, you'll see a convenient link in the editor sidebar back to the referencing object. When a Reference property is part of an object identifier, the link appears right alongside the identifier in the custom objects list.

These navigational links make it much easier to work with related objects without having to search or browse manually. When you copy a custom object with a Reference property into a draft, the reference is automatically resolved to the corresponding object in the destination draft when it exists.

Beyond References, we've added support for custom properties on Unit Dictionary Entries, giving you the same extensibility for units that you already have for other object types. Custom object layouts also now support a read-only mode for fields and containers — fields marked as read-only display a lock icon and cannot be edited, and child elements can override their parent container's setting when needed.

Veeva Automated Testing

We've continued to expand our Veeva testing capabilities in this release. The Test Case Advisor is now available for Comparison Rules, helping you generate test scenarios for this rule type just as it does for other Veeva rules.

Several new test steps improve how you work with subjects in Veeva test cases. You can now check the value of a subject's name and status directly in your test scenarios. The Test Case editor will also warn you if a data entry step could change the subject name without a subsequent step to verify or re-select the subject, helping you catch potential issues before execution.

Query steps now display their status in user-friendly text rather than raw values, making test results easier to read. We've also improved the messaging when a Form is restricted and the test runner account doesn't have restricted data access — you'll see a clear explanation if a Form isn't found due to permissions rather than a generic error.

AI Agent Controls

Organizations now have finer-grained control over AI Agent availability with a new URL/Vault level setting. This allows you to enable or disable AI Agents on a per-URL or per-Vault basis, giving administrators more flexibility in rolling out agent capabilities across their organization.

Veeva Reserved Words Diagnostic

A new diagnostic for Veeva studies checks whether Items are using reserved words. This helps you catch potential conflicts early in the study build process before they cause issues in your Vault environment.

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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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