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.

This article 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.