Excel Add-In for Vault CRM

Build 25.0.9434

ClinicalTrials

Stores detailed information about clinical trial records, including trial identifiers, phases, study design, therapeutic areas, and associated investigational products, as captured in the Veeva Vault Clinical module.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the clinical trial record within the Veeva Vault platform.

Global ID String True

Globally unique system-assigned identifier used to track and link the clinical trial across Vault environments and integrations.

Link String False

System-generated URL that provides direct access to the clinical trial document within the Vault interface.

Clinical Trial Name String False

Human-readable title of the clinical trial as stored in the Vault, typically reflecting the study's official or working name.

Status String False

Current lifecycle status of the clinical trial record, such as Active, In Review, or Archived, based on Vault workflows.

Created By String True

Username or ID of the user who initially created the clinical trial record in the system.

Created Date Datetime True

Timestamp indicating when the clinical trial record was first created in Vault, including date and time.

Last Modified By String True

Username or ID of the last user who made updates to the clinical trial record.

Last Modified Date Datetime True

Timestamp of the most recent update to the clinical trial record, reflecting changes to metadata or status.

Date Date False

General-purpose date field associated with the clinical trial, which can represent planning or reference timelines depending on configuration.

Description String False

Detailed textual description or summary of the clinical trial's purpose, design, or objectives as entered by the user.

End Date Date False

Scheduled or actual end date of the clinical trial, typically representing when the last participant visit or final data collection occurs.

External ID String False

Identifier used by external systems or sponsors to reference the clinical trial, ensuring cross-system alignment.

ID2 String False

Custom identifier field often used to map to secondary systems or for internal reference beyond the primary Vault ID.

Phase String False

The clinical phase of the trial, such as Phase I, Phase II, Phase III, or Phase IV, indicating the trial's stage in development.

Role String False

Role assigned to the record owner or organization in the context of the clinical trial, such as Lead, Site, or Monitor.

Sponsor String False

Name of the organization or entity that is funding and overseeing the clinical trial.

Start Date Date False

Scheduled or actual start date of the clinical trial, marking the beginning of subject enrollment or site activation.

Clinical Trial Status String False

Specific status of the clinical trial's execution phase, such as Planned, Ongoing, or Completed, reflecting operational progress.

Account String False

Reference to the associated account entity, which can represent a research organization, sponsor, or clinical site.

Owner String False

User ID or group responsible for the clinical trial record, used for permissioning and task routing within Vault.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or data migration tracking.

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Build 25.0.9434