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How to Create a Comment field in Vault where it displays a running list of comments and to which version it's associated?

Received a request to add a new field (Comments) that appear for all document & binder classifications. Additional requirements of this Comments field include:

  • Each new entry is saved in a running list that is easily viewable in a specific screen (i.e. timeline view, workflow history, version history) or as a new section of the document information panel without having to search through audit trail
  • The running list also clearly indicates to which document version the comment is associated
  • Can view previously entered comments if they are overwritten (accomplished by above mentioned running list)
  • Can see who entered the comment

Does a System Admin or Vault Owner have ability to create this or would we need Veeva Support to 'build' this for us?

2 comments

  • Avatar
    Aaron E Official comment

    Hi Jennifer,

    This is both something a Vault Owner and Services can design. If you want logging and multiple entries then an object would need to be used.

     

    Best,

    Aaron

  • Avatar
    Aaron E

    Hi Jennifer,

    Also for documents only ,and per version, there is an existing Comments section below the Document in the In-line view.

    Vault Help Documentation: Viewing Comments

     

    Best,

    Aaron

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