This table lists the various features that have a “version” or depend on the version of an earlier feature to be available. For example, in the 19R1 release, we introduced the “Rules Editor & Enhanced Vault Formulas for Rules” feature, which was controlled by the Expression Engine Version. For Expression Engine Version “1”, this feature was unavailable. In Studies created after 19R1, the Expression Engine Version is set to “2”, meaning the feature is automatically enabled for the Study. Later features require version 2 of the Expression Engine to be available. If your Study was created after 19R1, you would then be able to enable such a feature.

For feature rows that have the Automatic Deployment column checked, that means that the feature is only available to Studies using the Automatic Deployment model (introduced in 19R3, any studies created after 19R3 are automatically using the new model). Learn how to upgrade your Study to the Automatic Deployment model.

Enablement Description
Auto-on Automatically activated and no configuration is required before using the feature; note that in some cases, a new feature is dependent on another feature that must be enabled or configured.
Study Feature Flag This feature is available by configuration within the Study Configuration object (or similar). To enable a feature using study configuration, navigate to Admin > Business Admin > Study Configuration and edit the Study Configuration record for your Study.
By Study Build The configuration options for this feature are available automatically in Studio, EDC Tools, Coder Tools, or System Tools, but you must configure them within your Study for those options to apply.
Support On/off option controlled by Support.
Feature Dependencies Added In New Study Enablement Existing Study Enablement Controlled By Automatic Deployments Feature Description Notes
Restricted Data Data Model V2 20R2

By Study Build in Studies created after 20R2

Unavailable for Studies created before 20R2

Data Model Version set to “2.0” (Admin > Business Admin > Study Configuration)

Study designers can configure certain Form Definitions as restricted. During the course of the study, these Forms will only be visible to unblinded users with permission to view restricted data.

Out of Range Queries on Event Dates Data Model V2 20R2

Auto-on in Studies created after 20R2

Unavailable for Studies created before 20R2

Data Model Version set to “2.0” (Admin > Business Admin > Study Configuration)

Studio users can configure the Event Window for an Event so that Vault will create system queries if the Event is outside the window.

Freeze/Lock/Sign Propagation Updates Data Model V2 20R2

Auto-on in Studies created after 20R2

Unavailable for Studies created before 20R2

Data Model Version set to “2.0” (Admin > Business Admin > Study Configuration)

This feature completes the migration of the rest of the Review tasks (e.g. Freeze, Lock and Signature) off of the execution objects (for example, Item, Item Group, Form, Event, and Casebook) and to the Review State objects. The signature status of Forms and Event Dates will be stored on the Signature State object, which will eliminate the need to propagate the signature up and down the execution record hierarchy. This feature also introduced several new standard report templates.

Changed Handling of Dynamic Form Removal Data Model V2 20R2

Auto-on in Studies created after 20R2

Unavailable for Studies created before 20R2

Data Model Version set to “2.0” (Admin > Business Admin > Study Configuration)

If a dynamic Form contains data, and the controlling Item is edited in such a way that the Form should be removed, Vault now shows a banner on the Form indicating that it isn’t required. Upon reset, Vault automatically removes the Form from the Casebook.

Clinical Data Mapping (Views) Data Model V1 18R1

Unavailable in Studies created after 20R2

Support in Studies created before 20R2 (Data Model V1 dependency added in 20R2)

Data Model Version set to “1.0” (Admin > Business Admin > Study Configuration) and Veeva Support enabling the Views feature for the vault

Study designers can create and manage Views, which can display mapped data in CSV or SAS format in an export package generated by the Data Export job.

Enhanced SDV/DMR Review Plans ("Review Plan Assignment V2") -- 20R2

By Study Build in Studies created after 20R2

Not intended for Studies created before 20R2 (see notes)

Review Plan Assignment Version set to “2” (Admin > Business Admin > Study Configuration)

Source Data Verification will be driven by Subject Status and can be applied to a subset of subjects. You can provide multiple parameters for identifying subjects for verification. For a given Review Task, Review Plan Assignment criteria can be defined by Study Country, Study Site, Subject Status, or any combination of the three. You can also specify a minimum number of subjects or minimum percentage of subjects for assignment.

If you have not deployed the Study to production, you can upgrade to Review Plan Assignment V2 after deleting all study data. If your production environment has at least one subject, you cannot upgrade to Review Plan Assignment V2. To upgrade, delete all study data in the development, UAT, and training environments, then set the Review Plan Assignment field to “2” on the Study Configuration record.

Data-driven Review Plans Expression Engine V2 20R2

By Study Build in Studies created after 20R2

By Study Build in Studies created before 20R2 that are using Expression Engine V2

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Studies can use the new Override Review Plan rule action type to assign a chosen Review Plan to a Form based on user-entered data.

Reference Sequence Number in Rules Expression Engine V2 20R2

By Study Build in Studies created after 20R2

By Study Build in Studies created before 20R2 that are using Expression Engine V2

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Study designers can reference the Sequence Number of a repeating Event Group, Form, or Item Group in a rule expression or action to only apply to a single instance of the repeating object.

Progressive Display Rules V2, Expression Engine V2 20R1

By Study Build in Studies created after 20R1

Study Feature Flag in Studies created before 20R1 that are using Expression Engine V2

Rules Version and Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Study designers can design a form such that data collection items are dynamically displayed or hidden based on user-entered data.

To upgrade to Rules Version 2, a study designer must first remove all Disable-type rules from the study.

Rule Editor Enhancements Expression Engine V2 20R1

Auto-on in Studies created after 20R1

Auto-on in Studies created before 20R1 that are using Expression Engine Version 2

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Instead of typing in the path for identifiers directly in the Rule Editor, users can search for identifiers and insert them with #define statements. As part of this feature, users can also collapse and expand the Rule Details panel.

New Functions in the Formula Expression Grammar Expression Engine V2 20R1

Auto-on in Studies created after 20R1

Auto-on in Studies created before 20R1 that are using Expression Engine Version 2

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

This feature introduced the following functions to the expression grammar: Power(), Sum(), Average(), and StartOfDay(). As part of this feature, the Today() function now also accepts an optional timezone parameter.

While the ability to use these functions in rule expressions is controlled by the Expression Engine Version field, the ability to use them in other areas of Vault, such as report filters, is automatically available.

Send Email Rules Expression Engine V2 20R1

By Study Build in Studies created after 20R1

By Study Build in Studies created before 20R1 that are using Expression Engine Version 2

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Studio users can create a rule to send an email notification to a group of study users when certain conditions are met. Then, a lead data manager can assign which users receive those email notifications.

Prevent Creation ofFIrst Instance for Repeating Forms Added by an Add Form or Add Event Rule -- 20R1

Auto-on for Studies created after 20R1

Auto-on in Studies created before 20R1

Dynamic Repeating Form Instance set to “No” (Admin > Business Admin > Study Configuration)

With this release, Vault no longer automatically creates the first instance of a repeating Form if the Form is added by an Add Form or Add Event rule.

For existing Studies that want to continue with the original behavior or adding the first instance, a Vault Administrator can set the Dynamic Repeating Form Instance field on the Study Configuration object to “Yes”.

Data Entry Navigation Enhancements ("Data Entry V2") -- 20R1

Auto-on in Studies created after 20R1

Study Feature Flag in Studies created before 20R1

Data Entry Version set to “2” (Admin > Business Admin > Study Configuration)

This feature combines the Casebook Schedule and Form Display pages into a single page to create a better navigational experience for the user. All Events and Forms in the Study Schedule are now displayed next to the Form panel, allowing data entry users to navigate to any Form within any Event. Any activities previously performed by CRAs or DMs (SDV, DMR, Freeze, Lock, etc.) will now need to be performed in the Review tab.

Enhanced Detail PDFs ("PDF Format V2") -- 19R3

Auto-on in Studies created after 19R3

Study Feature Flag in Studies created before 19R3

PDF Format Version set to “2” (Admin > Business Admin > Study Configuration)

We made the following enhancements to Detail PDFs: each page now includes a table header providing information about the form; the PDF includes bookmarks; if the PDF includes the audit trail, it now has Audit Trail by Visit and an Audit Trail by Form sections with bookmarks; and if the PDF includes queries, it now has a Queries section with a bookmark.

Rules Editor & Enhanced Vault Formulas for Rules ("Expression Engine V2") -- 19R1

Auto-on in Studies created after the 19R1 release

Unavailable to Studies created before the 19R1 release

Expression Engine Version set to “2” (Admin > Business Admin > Study Configuration)

Studio users can access a new rule editor when creating a new rule or accessing an existing one. This feature improves Vault Formula capabilities, usability, and performance. By utilizing new operators, new functions, and new system variables, customers can streamline formulas and perform new calculations.

While the availability of enhanced formulas for Rules is controlled by the Expression Engine Version field, the enhanced formula grammar is automatically available in all other areas that use Vault Formulas (reports, custom object fields, etc.).