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.

This post was auto-generated by an LLM.

For nearly a decade, TrialGrid has helped organizations build better Medidata Rave studies faster. Our automated testing capabilities have reduced UAT effort for more than 1,000 Medidata Rave trials. Now we're bringing those same capabilities to another major EDC platform, Veeva EDC.

In September 2025, TrialGrid became a Veeva Technology Partner, and we've been busy building out support for automated testing of Veeva EDC studies with the help of the Veeva team.

The Challenge

Organizations using Veeva EDC face the same UAT challenges that all EDC systems face:

• Manual test script creation is time-consuming
• Test execution requires careful attention to detail
• Documenting results with screenshots is tedious
• Maintaining test evidence is essential but laborious

What We've Built

Since the partnership announcement, we've delivered three major TrialGrid releases (versions 80, 81, and 82) each expanding our Veeva testing capabilities.

1. Import Your Study Design

TrialGrid imports your Veeva study structure from the SDS (Study Design Specification) export. You export the spreadsheet from Veeva Vault, upload it to TrialGrid, and we parse the complete study design: event groups, events, forms, items, codelists, and rules.

In future releases, we plan to add direct API import for even smoother workflows.

Behind the scenes, we leveraged the work we have been doing on Custom Objects to model Veeva's data structures. These capabilities allow us to import the SDS data and view it in spreadsheet-style views.

2. Create Test Cases

The Test Case editor works just as it does for Rave studies, using the same syntax that our users know:

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Feature: My See Data Test Case

Background:
    Given I am logged in
    And a subject exists

Scenario: Check data values
    Then I should see data
        | DataPoint               | Value |
        | EG1.EV1.FORM1.IG1.ITEM1 | 500   |

The Test Case Advisor generates test scenarios from your Veeva Rules, just as it does for Rave Edit Checks. Point it at a rule, and it creates test cases covering the expected fire and non-fire conditions.

3. Run Your Tests

When you're ready to execute, TrialGrid connects to your Veeva Vault, creates test subjects, enters data, and verifies the results. The run wizard lets you:

• Select your registered Vault
• Choose the study and site
• Configure screenshot capture
• Run with or without continuing on failure

Evidence and Documentation

Every test run generates comprehensive evidence:

• Step-by-step execution log with pass/fail status
• Screenshots at each verification point
• Query firing confirmation
• Data entry verification
• PDF reports ready for your validation package

And it's fast! Tests enter data and verify results via the Veeva APIs with screenshots taken via a web browser. Our test runner runs tests in parallel, allowing hundreds of rules to be tested per hour.

What We're Not Building

To be clear about scope: TrialGrid is not a study design tool for Veeva. We import study structure to support test case creation and execution, to generate reports or to run diagnostic quality checks. You'll continue to design your studies in Veeva Vault's native tools.

For Multi-EDC Organizations

If your organization runs studies on both Medidata Rave and Veeva Vault, you can now standardize on TrialGrid for automated testing across both platforms. Same interface, same test case syntax, same evidence format, same team skills.

Getting Started

If you're a current TrialGrid customer interested in Veeva testing, contact us to discuss enabling access for your organization.

If you're new to TrialGrid and using Veeva EDC, we'd be happy to demonstrate how automated testing can transform your study build validation process.

What's Next

We're continuing to expand Veeva capabilities with each release. The Test Case Advisor now supports Veeva system variables like sequence__v, name__v, and count__v. We've added AI-powered test case summaries and we're actively working on additional rule types and test scenarios.

We're committed to bringing the same quality and productivity improvements to Veeva users that Rave users have enjoyed for years.

Interested in automated testing for Veeva EDC? Contact us to learn more.