Excel Add-In for Vault CRM

Build 25.0.9434

CreateDocumentVersion

Generates a new draft version of an existing document by either reusing the current source file or uploading a new file. The procedure increments the document;s minor version number and simulates the create draft UI action.

  EXEC CreateDocumentVersion File = 'C:/Users/Public/document2.docx', DocumentId = '514', CreateDraft = 'uploadedContent', Description = 'This is a description', suppressRendition = 'true'

Input

Name Type Required Description
DocumentId String True The unique identifier of the existing document in Veeva Vault for which a new version is being created. This ID must correspond to a valid document already stored in the system.
File String False Optional. This is used when createDraft is set to uploadedContent. Accepts a binary file upload to serve as the new source content for the document version. Required if the target document is a placeholder or if replacing the existing content with new file-based input.
FileName String False The name of the file, including its extension (such as .docx, .pdf), to be associated with the File or Content input. Required when using Content input, and optional when using File input.
CreateDraft String False Determines how the new draft version is created. Set to latestContent to duplicate the current version without uploading new content, similar to the 'Copy file from current version' UI option. Set to uploadedContent to create a draft by uploading a new source file, analogous to the 'Upload a new file' UI option. The uploaded file must not exceed 4 GB in size.

The allowed values are latestContent, uploadedContent.

The default value is latestContent.

Description String False Optional. A textual summary or note describing the purpose or context of the new draft version. Appears in the document's Version History and is visible to users with access. Limited to 1,500 characters.
SuppressRendition String False Optional boolean flag. Set to true to prevent the system from automatically generating a viewable rendition for the uploaded content. If not specified, the system defaults to false, and a rendition will be generated.

The default value is false.

Result Set Columns

Name Type Description
ResponseStatus String Indicates whether the draft document version was successfully created. Returns a status value such as 'success' or 'failure'.
ResponseMessage String Provides a detailed message about the outcome of the draft creation operation, including success confirmations or error explanations.
MajorVersionNumber String The major version component of the newly created draft document version. Increments according to the vault's versioning policies.
MinorVersionNumber String The minor version component of the newly created draft document version, typically used to indicate iterative changes prior to a major release.

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Build 25.0.9434