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.

Deleting Folders

One of the features of Rave Architect which can be frustrating for study builders is its enforcement of referential integrity. Simply stated, Architect wants to make sure that your study is always valid and that if, say, a Folder called "SCREENING" is referenced in an Edit Check, that a Folder called "SCREENING" does actually exist. This means it won't allow you to delete that Folder until that reference is removed.

Normally this is what you want but it can also feel constraining when you really want to delete that Folder but can't...

...and as you can see, Architect doesn't tell you HOW the Folder is in use.

To be fair to Architect, it's trying to stop you doing something you will regret. If the Folder is referenced in 20 Edit Checks, removing that Folder will make those Edit Checks invalid and Architect won't let you save an invalid check so should it delete the related Edit Checks?

At times like these many Rave study builders will simply download the Architect Loader Spreadsheet to Excel - an environment that doesn't enforce referential integrity - and start doing search and replace and deletions. The danger of that is that you can waste a lot of time trying to re-load the study back into Architect when you don't get all the references matched up right again and you get caught in the edit -> try to load -> edit -> try to load cycle.

It would be nice if Architect warned you of the consequences of deleting the Folder and then allowed you to go ahead anyway. Kind of like TrialGrid does....

In this case TrialGrid is telling you what the consequences of deleting this Folder will be. You can then decide if that is really what you want to do.

Deleting checks and Derivations from the Form Editor

Following on from Folders it can be frustrating to find that you can't delete a Field from a Form because it has some related Edit Check. You could always see the Edit Checks related to a Field in the TrialGrid Form editor (just as you can in Rave Architect) but now the TrialGrid version allows you to delete those Edit Checks too:

Draft Compare Report

Comparisons between Drafts are really easy in TrialGrid and we continue to make improvements in this area. In October 2020 we added popup compares but our users wanted a report they could export and share.

So now you can perform a compare and then export it to Excel:

Every object difference is listed along with original and new values and a colored difference report of the changes between them:

This compare report makes it easier than ever to work out what changed between two Drafts and to share a report of those differences.

These are just a few of the convenience features in TrialGrid that help to make Study Builders more productive. Contact us if you'd like a demonstration of this or the many other features of TrialGrid!