Email & Messages Administration

From the Email & Notifications pages, you can view and edit messages that Vault sends to users as both emails and in-application notifications.

Accessing Message Administration

You can manage email and notification messages from Admin > Configuration > Object Messages and User Account Emails. Vault allows you to create, edit and delete entries in the Object Messages page, but only allows you to edit in the User Account Emails page. You must have the correct Admin permissions to work with messages.

How to Create New Object Messages

To create a new object message:

  1. From the Object Messages page, click Create.
  2. Select an object or All objects from the Create Object Message picklist. This allows you to create a message that applies to a specific object or all objects.
  3. Click Continue.
  4. Enter values in each field. See field details below.
  5. Click Save.

How to Edit Messages

To edit an existing message:

  1. From the Object Messages, or User Account Emails page, click on the message to edit.
  2. Click Edit.
  3. Change the entries in each field as needed. See field details below.
  4. Click Save. Vault uses the updated messages for any notifications sent out after you save.

How to Delete Messages

To delete a message:

  1. From the Object Messages page, find the message in the list to be deleted. Only custom messages can be deleted.
  2. From the Actions menu to the right of the message label, click Delete.

Message Fields

Each message has the following fields:

  • Label is a unique identifier for the message, which is only visible to Admins. We recommend that you provide a descriptive name to help Admins select the message in other configuration pages.
  • Name is a unique identifier for the message that can be used through the API.
  • Subject is the subject of the email sent to the notification recipient. This field can contain tokens, but cannot contain hyperlinks.
  • Notification Text is the message that appears in Home > Notifications for the notification recipient. This field can contain tokens and hyperlinks. It is not available for user account emails because those are only sent via email.
  • Email Body is the body of the email that sent to the notification recipient. This field can contain tokens, hyperlinks, and basic HTML.

Sender Display Name for Emails

You can use the Admin > ConfigurationEmail Settings page to modify the “display name” that appears in the From field for Vault-generated emails. This value is separate from the actual email address, which is not configurable. For example, the display name is “Veeva Vault” in the default “Veeva Vault” You may want to modify this to show your company name, for example, “VeevaPharm EDC Vault.”

To modify the display name, edit the Email From Name field. Note that you should not use the following characters within this field due to standard email restrictions: ” ( ) , : ; < > @ [ ]

Web Action Tokens

You can use the following tokens within the email content for web actions:

  • ${}: Object Record ID
  • ${}: Session ID
  • ${Vault.domain}: Vault Domain
  • ${}: Vault ID
  • ${}: User’s ID
  • ${User.email__v}: User’s Email
  • ${User.name__v}: User’s username
  • ${Vault.domain}: Vault Domain name

Object Message Tokens

You can use the following tokens within the email content for object messages:

  • ${Object.name__v}: Object Record Name
  • ${Object.status__v}: Object Record Status
  • ${Object.state__v}: Object Record State
  • {Object.[custom field name]__c}: Object record’s custom field name to be used for object-specific messages.
  • ${taskName}: Task Name
  • ${taskDueDate}: Task Due Date
  • ${recipientName}: Task Recipient Name
  • ${notificationMessage}: Notification Message
  • ${vaultName}: Name of user’s vault
  • ${uiBaseExtUrl}: Base URL of user’s vault