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 area.

Access Control

For objects that do not use Dynamic Access Control, your access settings can differ at the object level. For example, you can only edit existing Product records, can also create and delete records for the Study Site object, but cannot even view records for the Study object.

For objects that use Dynamic Access Control, your settings for editing and deleting records can differ at the record level. For example, you can edit the product CholeCap, but not the product Nyaxa. If you have access to view an object record, you can open the record’s Sharing Settings page to see details. 

Permission to create new records for an object is always controlled at the object level, through your security profile and permission set.

To manage objects themselves, you need the Admin: Objects permissions.

Actions Menu

You can manage object records through the Actions (gear) menu, which appears on each record’s object details page. The Actions menu also appears in the grid for each object record on any object record list page and includes all available actions for the record, including lifecycle user actions.

In an object record detail page, the Navigation Panel lets you jump directly to a specific section.

Object Record Details Page

Customizing the Object Records Grid

On any object record list page, an Actions menu appears in the grid and offers options for editing how data appears:

  • Edit Columns allows you to make the most frequently referenced fields visible without opening the detail page and also controls which fields are included when you export the list.
  • Truncate Cell Text/Wrap Cell Text options let you toggle between truncating (showing only the first part of the value) and wrapping (showing any characters that don’t fit on a second line) text that is too big to fit in its column.

When you use these options to customize how your data displays, the changes do not affect other users. Vault remembers your last selections and reapplies them when you return to the page.

Views

When you view an object in a tab, the Views menu appears in the left panel. This menu links to the different views explained below, as well as any custom views. When viewing an object record list page in an object tab, there are multiple views available. Note that you can also favorite and unfavorite object records from Admin > Business Admin.

  • All {Object} shows all object records, which you have permission to view, for that object in Vault. All other views are subsets of this view.
  • Recent {Object} shows the last twenty (20) object records that you viewed.
  • Favorites shows only the object records that you’ve marked as a “favorite” by clicking the Star icon next to the object record name. You can unfavorite a record by clicking the Star icon a second time. Note that this view only shows favorite object records within the current object.

Note that Vault remembers the view that you last selected for a tab and opens it automatically when you open the tab.

When objects are in relationships, their object records are also in relationships. For example, Study is the parent object to Study Country. When Robin creates the United States and Canada study countries (child object records), they exist within the context of the Veeofen study (parent object record).

Depending on your object page layout, related objects may appear in the object record detail page. From here, you may also be able to create new related object records.

Accessing Child Object Records

In some vaults, all objects appear in the left navigation menu from Admin > Business Admin. In this configuration, Robin would see both Studies and Study Sites options in the menu. She could navigate to Study Sites directly and create or modify object records from there. She would select the parent object record using the Study field on a new study site

However, Admins may configure a vault so that you must navigate through the parent object record to create, edit, or delete child records. In this configuration, Robin would navigate to Studies, open a specific object record, and then use the Study Sites panel. When creating a new study site, she would not need to select a study as the parent record because Vault automatically associates the object records.

You can access related object records (as links) directly from the object record list page. In the example below, Robin would see the related product as a link under the Product field. She can click the related record to navigate to the Product record detail page. 

Reference Object Records as Hyperlinks

Inline Grid Editing

From the object’s details page, you can use inline grid editing to modify field values of related records.

Show in Tab

From the object details page, you can also click Show in Tab to view a filtered list of related object records in a custom tab. In the custom tab, you can:

  • Create a new object record
  • Save the filter view
  • Apply additional filters
  • Edit columns
  • Export the list

Note that the Show in Tab option is only available if there is an existing custom tab for the related object, and is not available for complex many-to-many relationships.

Workflow Timeline

The Workflow Timeline section is available when an object is associated with a lifecycle. From this section, you can view workflow activity, manage workflow tasks, and view comments.

Audit History

You can view the full audit log for object records in Admin > Logs > Object Record History

From an object record list or detail page, you can also view the audit trail for an individual object record.