Objects


Adding & Managing Object Lifecycle Roles

When you create a new object lifecycle, you can add custom application roles to an object lifecycle as well as edit role permissions. Vault automatically...

About User References

Although User is not an object like Product or Study, Vault allows Admins to create special object fields that reference User object. When selecting from...

About Vault EDC Objects

Vault “objects” are part of the application data model. The application data model is a critical part of what makes each Vault application unique. It...

About Vault Objects

Vault “objects” are part of the application data model. It provides context information that drives the business processes in Vault.

Defining User Actions for Objects

Object user actions are configurable instances of a Vault Action that you can define for an object and object types. By defining user actions for...

Using Bulk Object Record Actions

You can use the bulk editing options to make changes on up to 1,000 object records at once. You can edit object record field values, delete...

Configuring Custom Sharing Rules for Objects

Custom Sharing Rules is part of Dynamic Access Control for object records. When using Custom Sharing Rules (rather than Matching Sharing Rules) for an...

Configuring Field-Level Security on Objects

Access to edit object records is controlled first at the object level by the user’s security profile and then (if configured) by Dynamic Access Control...

Configuring Object Page Layouts

Object page layouts control the information displayed in the object record detail page. The layout applies in create, edit, or view mode. Objects that include...

Configuring Vault Objects

Vault allows you to easily customize and extend your application data model by modifying standard objects, creating custom objects, and configuring object relationships. 

Copying Object Records

Copying records provides significant time savings, allowing you to quickly create a large number of similar object records. When copying from objects with child or...

Defining Web Actions

Admins may add web actions (formerly known as “custom actions”) to the object record Actions menu. Web actions can invoke context-sensitive business logic or integrate...

Setting Object Field Defaults

You can use field defaults to set the value of an object field using an Excel™-like formula language. Field defaults calculate the field value based...

Configuring Formula Fields on Objects

A Formula field calculates field value based on a Formula entered during field configuration. This allows Admins to derive a field’s value based on other...

Using Inline Grid Editing

Inline editing allows you to update values in a grid much like you would in an Excel™ spreadsheet. In Vault, inline editing supports various keyboard...

Managing Object eSignatures

eSignatures provide a way for users to complete tasks and sign electronic records. You can enable eSignatures on an object to capture relevant details, including...

Managing Object Records

Each vault has a data model consisting of objects, their fields, and their relationships. Object records are pieces of data within this model.

About Object Relationships

With Vault Objects, you can configure various relationships, including parent-child (hierarchical) and reference (non-hierarchical) relationships. Reference relationships can point to another object or back to...

Setting Up Object Types

An object type is a collection of fields that are grouped to capture similar but not identical data within a single object. For example, the...

Creating Page Links

With page links, Admins can create links that navigate users to custom page destinations. Page links are useful when Admins or users want custom object...

About System-Managed Object Record Names

You can configure Vault to automatically populate and manage the standard name__v field on any custom object.

Viewing Object Records

You can work with object records from Admin > Business Admin. Some vaults also include object tabs that allow access to records outside the Admin...

About Dynamic Access Control for Objects

Dynamic Access Control (DAC) is an access control model for object records, which automates the assignment of users to the records’ Viewer, Editor, and Owner...

Managing the User & Person Objects

This article explains how to create and modify users with the User and Person objects. Managing users with the flexibility of Vault objects allows you...