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‭How to Locate the Vault Record ID, Direct URL of a Record, Document or a Component in Veeva Vault?

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Question:

‭How to Locate the Vault Record ID, Direct URL of a Record, Document or a Component in Veeva Vault?

Answer:

The Record ID is a unique identifier of each object record, object and component in Vault. In case of Documents, the standard links contains the Document ID, Major and Minor Versions.

The Record ID of specific objects and entities in Vault are special and different compared to most objects. This is applied to every Vault Application.

Providing these Record IDs and whole URLs to Veeva Product Support or reusing them internally can be very useful as they make navigation much easier and smoother. In general, the URLs are reusable and can be shared if they have been retrieved from the Business Admin page.

There are some object record or Vault component use cases whose URLs need to be acquired from the Vault UI, one of the examples is Reporting.

Vault Owners and Vault System Administrators typically have access to Business Admin, end users do not, meaning that these methods are generally. applied to Vault Owners and Vault System Administrators.

In case of Objects and Object Records, the following example demonstrates it with a custom object, however this is applied to every out of the box object following the same pattern (convention).

Having these URLs on hand makes troubleshooting and navigation easier.

Right-click and open images in a new tab if needed.

Small Table of Contents to jump to the Vault Entities listed in this article:

1. Custom Object & Object Record Example (Applies to Out of the box objects as well)

record1.png

In case of Objects and Object Records, the following example demonstrates it with a custom object, however this is applied to every out of the box object following the same pattern.

Here in this case, this URL leads straight to the record in the event a user logs into this Vault, and has access to the record itself.

V7O000000001001 is the Record ID.

V7O points to all of the records for the tab view of the object.

In this case, this URL leads straight to the record in the event a user logs into this Vault, and has access to the record itself.

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#v/V7O/V7O000000001001

While this URL points to the tab of the object where all records can be seen:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#v/V7O/

record2.png

2. User Object Record Example

record3.png

The User object uses special IDs, called User IDs.

In this case the User ID is: 15873889

The URL leading straight to this record:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/users_group/vault_users/V0A/15873889

The Object Tab URL is special and as follows:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/users_group/vault_users?ivp=1

3. Document Example (Applies to Binders as well)

record4.png

Documents are a special entity in Vault, in this case the URL looks as follows:

Document ID: 10512

Major Version: 0

Minor Version: 1

The URL is in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#doc_info/10512/0/1

Note: Providing the link generated by the Copy Link feature is also viable, however having the standard link above has more value for troubleshooting as it contains the Document ID, Major and Minor Version.

https://supportvaults-zv-test-sandbox-actions.veevavault.com/ui/#permalink=V0W000000001001

4. Workflow Component Example (Applies to Steps and so on)

Components also have their direct URL. Here is a Workflow example:

record5.png

The URL is in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/content_setup/one_workflows/multidoc_workflows=&wf=collab_authoring_test_2__c

5. Lifecycle Component Example (Applies to States and so on)

record6.png

The URL is in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/content_setup/object_lifecycles=&lc=test_lifecycle__c

6. Report Example

record7.png

The URL is in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#reporting/viewer/0RP00000001Z001

The Report ID is: 0RP00000001Z001

7. Dashboard Example

record11.png

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#dashboards/viewer/0DB000000001006

The Report ID is: 0RP00000001Z001

8. Checklist Example

record8.png

The URL is in this case:

https://supportvaults-quality-suite-lr-vv1-1084-community.veevavault.com/ui/#sys/page/visualchecklistdesigner/quality-event-checklisttype/V0Q000000001001?sid=V0S000000001001

Here in this case the ID is going to be V0S000000001001, however reusing, so copying and pasting the whole URL is needed, as these special Object Record URLs can contain multiple IDs.

9. Operations - Job Status - Job ID Example

In case of Platform related jobs:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/operations/job_status leads to the Job Status page.

In Job History, past jobs can be seen.

record9.png

Their URL looks like this:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/operations/job_status=&d=269764&isHistory=true

The Job ID is 259764

Replacing the Job ID number in this URL can lead to any Jobs which have not expired yet (30 days).

On the Job Status page, downloading the job log is possible by hovering over the 3 dots located next to the job.

The format of these files looks as follows:

vaultid-jobid.txt

record10.png

Noting that it is possible to search for jobs by clicking View All in the bottom right corner, underneath History.

Using Filters, the relevant Jobs can be found easier. For example, by selecting Job Title typing Vault Loader and clicking on Add will display only Vault Loader jobs.

10. Inbound / Outbound Package Example (Config Migration)

Inbound Package:

inbound.png

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/deployment/0PI/0PI000000004001

Outbound Package:

outbound.png

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/deployment/0PO/0PO000000001001

Be sure to provide the imported VPK, the deployment log and validation log in the Product Support Ticket as well, in case there is an issue related to deployment.

11. Security Profile and Permission Set Example

Navigating to a User Record and accessing its Security Profile:

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/users_group/vault_users/0SP/0SP000000000106?bc=I2FkbWluL3VzZXJzX2dyb3VwL3ZhdWx0X3VzZXJzQFVzZXJz~L1YwQS8xNjE1MjI2NT0mZXhwYW5kZWQ9Z2VuZXJhbF9pbmZvX19jLGRldGFpbHNfX2NAWiBWIEVuZCBVc2VyIDE&expanded=details__c&s=0

Alternatively, navigating to Security Profiles, and selecting the Profle:

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/users_group/security_profiles/detail=&d=vault_owner__v

Navigating to the Vault Owner Actions Permission set:

The URL in this case:

https://supportvaults-platform-gr-vv1-1077-community.veevavault.com/ui/#admin/users_group/permission_sets/detail=&d=vault_owner_actions__v

For any other special objects, components or entities where there are several IDs due to the tabs and layout sections, the easiest way to get to the Direct URLs for reuse is to copy the whole URL.

Related Documentation:

Vault Help Documentation:

Knowledge Base:

 

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