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.

Version 82 represents a major leap forward for Veeva automated testing in TrialGrid. With comprehensive test case generation, full reporting capabilities, and a polished editing experience, Veeva users now have access to the same depth of automated testing that Rave users have relied on for years.

For more information see the release notes for Version 82.

Test Case Views and Reporting

Veeva Test Cases now have the same rich viewing experience as their Rave counterparts. The Test Case view and data view are both available for Veeva drafts, giving you clear visibility into your test scenarios and the data they use. Screenshots can be captured during test runs, and PDF reports can be generated for your validation packages. We've also added AI-generated summaries for Veeva Test Cases and their runs, helping you quickly understand what a test covers and how it performed.

Expanded Test Case Generation

The Veeva Test Case generator has gained significant new capabilities in this release. It now supports Add Event, Add Event Group, and Add Form rule actions, broadening the range of rules you can automatically generate tests for.

A Smoother Editing Experience

We've added editor helpers across all major Veeva step types — event steps, form steps, data value steps, and query steps. These helpers guide you through building test steps without needing to remember the exact syntax. Veeva event steps now include the event group and event for clarity, and there are new steps to check whether events exist or don't exist in a test scenario. Tooltips throughout the editor and run results view display object labels, so you can quickly identify what each object reference means without switching context.

Test Case Management

Veeva Test Cases can now be copied between drafts, just as you can with Rave test cases. This makes it easy to reuse test scenarios across studies or versions. We've also added the ability for users with the 'Can manage Vault settings' permission to view and register Veeva Vaults directly in TrialGrid.

New Diagnostic for Rave 2025.2.0

Diagnostic 0178 has been added to validate Observation Date settings against Rave 2025.2.0 requirements. It ensures that standard form fields only use 'Observation Date of Form' and log form fields only use 'Observation Date of Log/Form', catching misconfigurations before they reach your Rave environment.

This article was auto-generated by an LLM.

Version 81 continues to expand TrialGrid's Veeva Vault capabilities while adding Rave 2025.2.0 compatibility, user assignments for draft objects, and improvements to document generation.

For more information see the release notes for Version 81.

Veeva Vault Enhancements

Building on the Veeva foundation introduced in Version 80, we've refined the experience of working with Veeva study designs in TrialGrid. Drafts uploaded from SDS spreadsheets now display additional properties in list views, making it easier to review your Veeva study structure at a glance.

The Test Case Advisor, already familiar to Rave users, is now available for Veeva Rules. Point it at a rule and it generates test scenarios covering the expected outcomes. Test Cases can also reference Veeva Rules as related objects, keeping your test documentation linked to the rules being tested. We've also added a data entry helper in the Veeva test case editor to streamline the process of building out your test steps.

Rave 2025.2.0 Compatibility

We've updated TrialGrid's automated testing to work with changes in Rave EDC 2025.2.0. The latest Rave release changed how field visibility works on primary forms — fields are no longer visible until after the subject has been created. TrialGrid's test runner now handles this behavior correctly. We've also expanded dynamic field visibility testing to work on all forms, not just a subset.

On the study build side, Observation Date settings now reflect Rave 2025.2.0 requirements. Standard form fields can only select 'Observation Date of Form' while log form fields can only select 'Observation Date of Log/Form', with these options being mutually exclusive. These settings are also now validated to ensure they are only applied to datetime fields, matching Rave's own behavior.

User Assignments for Draft Objects

You can now assign users directly to draft objects — Forms, Folders, Edit Checks, Custom Functions, and more. Assignments appear on the user's home page and in object list views, making it easy to see who is responsible for what. Users with project label permissions can manage these assignments, giving teams a lightweight way to coordinate work across a study build.

Document Template Improvements

The conversion from Excel 2003/2004 XML format to the modern Excel 2007-365 (.xlsx) format now preserves many more formatting and print layout features. If you're generating Excel documents from TrialGrid, the output will more faithfully reflect your template's intended appearance.

This article was auto-generated by an LLM.