Excel Add-In for Vault CRM

Build 26.0.9655

Changelog

General Changes

DateVersionSourceCategoryTypeDescription
2026-05-2726.0.9643GeneralConnectionRemoved
  • Removed the deprecated ReplaceInvalidTypesWithNull connection property. Use the ReplaceInvalidValuesWithNull property instead.
2026-05-2626.0.9642Vault CRMConnectionAdded
  • Added the CredentialFileContext connection property, which specifies where the session Id is cached so that it can be reused across connections, reducing unnecessary authentication calls.
2026-05-1526.0.9631Vault CRMQuery ExecChanged
  • List operations for the Documents, DocumentVersions, Binders, and BinderVersions tables now use the VQL endpoint. As a result, fields that are not queryable in VQL might appear as null in results.
2026-05-1426.0.9630Vault CRMData ModelChanged
  • Renamed workflow-related tables to use Instances instead of Objects because they represent runtime instance-level data:
    • WorkflowObjects to WorkflowInstances
    • WorkflowItemObjects to WorkflowItemInstances
    • WorkflowTaskObjects to WorkflowTaskInstances
    • WorkflowTaskItemObjects to WorkflowTaskItemInstances
2026-05-1426.0.9630Vault CRMData ModelRemoved
  • Removed the deprecated ObjectWorkflows and ObjectWorkflowTasks tables, which have been replaced by the GetObjectWorkflows stored procedure.
2026-05-1226.0.9628Vault CRMQuery ExecAdded
  • Bulk DELETE operations now support filtering by ExternalId. Previously, bulk DELETE was limited to filtering by the primary key column only.
2026-05-0726.0.9623GeneralData ModelAdded
  • Added the ColumnCapabilities column to the sys_tablecolumns system table. This column is a bit mask denoting the column's write capabilities.
2026-05-0526.0.9621Vault CRMData ModelRemoved
  • Removed the UpdateDocument stored procedure since UPDATE can be performed via the Documents table.
2026-04-1626.0.9602Vault CRMConnectionRemoved
  • Removed the PageSize connection property.
2026-04-1526.0.9601GeneralQuery ExecChanged
  • String comparisons using GREATER, LESS, and CONTAINS operators are now case-insensitive by default.
2026-04-0926.0.9595Vault CRMConnectionChanged
  • Updated the APIVersion connection property's default value to 25.2.
2026-04-0826.0.9594Vault CRMSecurityChanged
  • TLS 1.3 is now supported by default for HTTP connections.
2026-02-1725.0.9544Vault CRMAdded
  • Added the GetDirectDataFiles and DownloadDirectDataFilePart stored procedures. These procedures retrieve a list of Direct Data files available for download, and download them, respectively.
2026-02-1025.0.9537Vault CRMAdded
  • Added the GetDeletedAttachments and GetDocumentText stored procedures.
2026-01-1325.0.9509GeneralAdded
  • Added support for the REGEXP_REPLACE() string function.
2026-01-1325.0.9509Vault CRMAdded
  • Exposed a new table, BinderVersions.
2026-01-0925.0.9505Vault CRMAdded
  • Added support for the UPDATE operation to the Lifecycles table.
  • Added support for the DELETE operation to the Documents table.
  • Added support for the UPDATE and DELETE operations to the DocumentVersions table.
  • Added support for the UPDATE and DELETE operations to the Binders table.
  • Added the DocumentWorkflow view.
  • Added the GetDocumentRenditions, GetDocumentRenditionTypes, AddDocumentRendition, ReplaceDocumentRendition, DownloadDocumentRendition, GetDocumentWorkflowDetails, InitiateDocumentWorkflow, GetObjectWorkflowActions, GetObjectWorkflowActionDetails, InitiateObjectWorkflowAction, GetObjectWorkflowTasks, GetObjectWorkflowTaskActions, GetObjectWorkflowTaskActionDetails, InitiateObjectWorkflowTaskAction, CreateBinder, AddDocumentToBinder, and RemoveDocumentToBinder stored procedures.
2025-12-1625.0.9481Vault CRMAdded
  • Added the GetObjectWorkflows stored procedure.
2025-12-1625.0.9481Vault CRMDeprecated
  • The ObjectWorkflows view is now deprecated.
2025-12-0525.0.9470GeneralAdded
  • Added support for the INSERT INTO SELECT statement, with driver-side execution for providers that do not support the operation natively.
2025-11-2825.0.9463Vault CRMAdded
  • Added a new table, BinderNodes.
2025-11-2525.0.9460Vault CRMDeprecated
  • The PageSize connection property is now deprecated.
2025-11-1725.0.9452Vault CRMAdded
  • Added the PingFederateClient auth scheme option to the AuthScheme connection property.
  • Added the PingFederateServerURL connection property. This property specifies the base URL for the PingFederate server you want to connect to.
  • Added the OpenIDConnectProfileID connection property. This property specifies the ID of your OAuth 2.0 / Open ID Connect profile.
2025-11-0325.0.9438Vault CRMAdded
  • Added 2 new views: Objects and ObjectsFields.
2025-10-3125.0.9435Vault CRMAdded
  • Added a new connection property, IncludeConfigurationComponents (default is false). This property determines whether the driver pushes each component as a view.
2025-10-2825.0.9432Vault CRMDeprecated
  • Deprecated the UpdateDocument stored procedure.
2025-10-2825.0.9432Vault CRMAdded
  • Added support for the Update operation on the Documents table.
  • Added the FileData input parameter to the CreateDocument, CreateDocumentVersion, and CreateSchema stored procedures. Use this input parameter to provide the (Base64-encoded) content to be written to the file being created by the stored procedure.
2025-10-0625.0.9410GeneralAdded
  • Support for parsing datetime formats using ".S" and ",S" for milliseconds and nanoseconds.
2025-10-0225.0.9406Vault CRMAdded
  • Added the Type, Subtype, Classification, and Lifecycle input parameters to the CreateDocument stored procedure.
2025-09-1225.0.9386GeneralAdded
  • Added the IsInsertable, IsUpdateable, and IsDeleteable columns to the sys_tables table.
2025-09-1025.0.9384GeneralChanged
  • All columns in statically defined Views are now reported as read-only.
2025-09-0325.0.9377GeneralChanged
  • Corrected the behavior when IN criteria with NULL values are used in the projection part. It now returns NULL instead of 0. For example, "NULL IN (1,2)" returns "NULL".
2025-09-0125.0.9375GeneralAdded
  • Added support for using the CAST function with infinity values. This function can cast "inf" and "-inf" to DOUBLE, FLOAT, or REAL.
2025-08-2125.0.9364GeneralChanged
  • Report behavior change:
    • Fixed inconsistent string value comparisons in non-table queries.
    • For example, "SELECT 'A' = 'a'" previously returned false, but it now returns true.
2025-08-1325.0.9356GeneralChanged
  • Changed the maximum number of pages held in memory from 15 to 5 for the page providers to decrease heap usage.
2025-07-0525.0.9317Vault CRMAdded
  • Added WorkflowObjects table.
  • Added WorkflowItemObjects table.
  • Added WorkflowTaskObjects table.
  • Added WorkflowTaskItemObjects table.
2025-07-0525.0.9317Vault CRMChanged
  • Workflows table has been renamed to LegacyWorkflows.
2025-07-0325.0.9315Vault CRMChanged
  • Updated the APIVersion connection property's default value to 25.1.
2025-07-0125.0.9313Vault CRMDeprecated
  • Removed the AzureADOpenID AuthScheme in favor of AzureAD.
2025-06-2525.0.9307GeneralRemoved
  • Removed the "ADLS Gen 1" value from the ConnectionType property.
2025-06-2025.0.9302GeneralAdded
  • Created the following functions:
    • TEXT_ENCODE: encodes a string into a different charset (UTF8 → UTF7 and returns a binary array as the result).
    • TEXT_DECODE: takes a binary array and decodes it back into a string when provided the charset.
    • BASE64_ENCODE: takes a binary array and encodes it as a base64 string (varchar).
    • BASE64_DECODE: takes a base 64-encoded string and decodes it into a binary array.
2025-06-1825.0.9300GeneralChanged
  • The internal code for exception handling has been refactored. Exception messages returned during certain error conditions may now have different wording or formatting.
2025-05-2725.0.9278GeneralRemoved
  • Removed the "Proprietary" enum option from ProxyAuthscheme.
2025-05-2725.0.9278ExcelRemoved
  • Removed support for the C# implementation of SQLite. Features that previously used this implementation by default, such as AutoCache and EF6 schema caching, now require the native SQLite driver.
2025-02-2025.0.9182Vault CRMAdded
  • Exposed several objects as tables.
2025-02-1524.0.9177GeneralAdded
  • Added support for converting unsigned integer types to the nearest signed data type that has enough precision to hold the unsigned value.This is done for JDBC only because it does not have support for unsigned data types.
2024-11-2724.0.9097GeneralAdded
  • Added ThreadId to LogModule output. Logfile lines now include the Thread ID associated with the action being performed.
2024-11-2624.0.9096Vault CRMAdded
  • Added a new SSO AuthScheme: OKTA.
2024-11-1824.0.9088Vault CRMDeprecated
  • Deprecated the AzureADOpenID AuthScheme property. Use the AzureAD AuthScheme property instead for better alignment with Azure AD authentication standards.
2024-11-0724.0.9077Vault CRMAdded
  • Added 1 new column, OnBehalfOf, to the AuditHistory table.
2024-11-0724.0.9077Vault CRMChanged
  • Updated the default API version supported to 24.2.
2024-05-3124.0.8917Vault CRMRemoved
  • Removed the Auto AuthScheme option. The default value for the AuthScheme connection property is now Basic.
2024-05-0924.0.8895GeneralChanged
  • The ROUND function previously did not accept negative precision values. That feature has now been restored.
2024-03-1523.0.8840GeneralAdded
  • Created a new SQL function called STRING_COMPARE that provides java's String.compare() ability to SQL queries. Returns a number representative of the compared value of two strings
2023-12-3123.0.8765ExcelAdded
  • Added support for dialect SELECT queries in UI, VBA, and UDF =CDATAQUERY function.
2023-11-2923.0.8733GeneralChanged
  • The ROUND function doesn't accept the negative precision values anymore.
2023-11-2923.0.8733GeneralChanged
  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
2023-11-2823.0.8732GeneralAdded
  • Added the HMACSHA256 formatter to allow for secrets to be decoded if it is in base64 format
2023-06-2023.0.8571GeneralAdded
  • Added the new sys_lastresultinfo system table.
2023-05-1023.0.8530ExcelAdded
  • Added the ability to cancel an in-progress test connection in the Connection Dialog Box.
2023-04-2523.0.8515GeneralRemoved
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
2022-12-1422.0.8383GeneralChanged
  • Added the Default column to the sys_procedureparameters table.
2022-09-3022.0.8308GeneralChanged
  • Added the IsPath column to the sys_procedureparameters table.
2022-09-2822.0.8306ExcelAdded
  • Added a config file option STATUSBAR_UPDATE=TRUE. This indicates whether the Excel Add-In will update the Excel Status Bar with progress status on completed tasks. The default value is TRUE. This way, there is the option to NOT update the Status Bar by setting it to FALSE.
2022-09-1422.0.8292ExcelChanged
  • Improved the User Experience of the Connection Editor by introducing a Basic tab for the most important connection properties.
2022-09-0222.0.8280Vault CRMAdded
  • Added binary output support for DownloadDocumentFile. Added FileStream as an input.
2022-08-1522.0.8262Vault CRMAdded
  • Added binary input support for CreateDocument. Added Content and FileName as inputs for CreateDocument.
  • Added binary input support for CreateDocumentVersion. Added Content and FileName as inputs for CreateDocumentVersion.
  • Added encoded content output support for DownloadDocumentFile. Added FileData and FileName as outputs for DownloadDocumentFile.
2022-05-0522.0.8160Vault CRMAdded
  • Added the APIVersion connection property. Specify this property to use later or earlier versions of the API.
2022-03-1721.0.8111ExcelChanged
  • Changed the behavior so that auto-refreshing continues even if the worksheet is not active anymore or loses focus.
2022-03-0521.0.8099ExcelAdded
  • Added support for inserting rows on tables when no primary key is defined on a given table.
2022-02-1921.0.8085ExcelAdded
  • The button "Get Data -> From ProviderX" now displays a submenu with existing connections buttons and a separator, with the "New ProviderX Connection" button, if a connection exists. If no connections exist, then clicking "Get Data -> From ProviderX" will prompt the user to create a new connection before selecting the data.
2022-02-1921.0.8085ExcelRemoved
  • In the "Table Selection" form, the "Source", "New Connection", "Connection", and "Edit Connection" fields are removed as they are out of the scope of the "Table Selection" form.
2021-12-3121.0.8035ExcelAdded
  • Added batch support for CDATAINSERT, CDATAUPDATE, and CDATADELETE user-defined functions.
2021-11-1121.0.7985ExcelAdded
  • Added a config file option called RETRIEVE_DATA_ROWS_PERCOUNT. When getting data, this indicates how many rows will be populated into the sheet at a time. The default value is 1000.
2021-11-1121.0.7985ExcelChanged
  • Improved performance when loading data from Get Data/Refresh and the CDATAQUERY function.
2021-11-0321.0.7977ExcelAdded
  • Added new VBA functions: GetLastErrorCode and GetLastError.
2021-10-2921.0.7972ExcelAdded
  • Added new VBA functions: GetUpSertedRows, UpSertRows, UpSertAll and UpSert.
2021-10-2921.0.7972ExcelChanged
  • The "Update Rows" button will now update changes made to existing rows or insert newly created rows.
2021-10-2921.0.7972ExcelRemoved
  • The "Add Rows" button has been removed.
2021-10-0421.0.7947Vault CRMAdded
  • Added the following stored procedures: CreateDocument, DownloadDocumentFile, and Updatedocument.
2021-09-2821.0.7941ExcelAdded
  • When loading data, table columns are auto-fitted to display all cells' content. In cases when cells have large amounts of text and the table has many rows, this operation might be slow.
  • Added a config file option DISABLE_AUTOFIT_COLUMN. Setting DISABLE_AUTOFIT_COLUMN==TRUE will speed up the process in those cases. The default value is FALSE.
2021-09-2821.0.7941ExcelChanged
  • Changed the maximum characters that a cell can retrieve from the data source from 8,192 to 32,767.
2021-09-0221.0.7915GeneralAdded
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
2021-08-0721.0.7889GeneralChanged
  • Added the KeySeq column to the sys_foreignkeys table.
2021-08-0621.0.7888GeneralChanged
  • Added the new sys_primarykeys system table.
2021-07-2621.0.7877ExcelAdded
  • You can sort and reorder columns on the "CData Query" form to alter the sort order.
2021-07-2321.0.7874GeneralChanged
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
2021-07-2121.0.7872ExcelRemoved
  • Removed support for .NET 3.5. Before upgrade/downgrade, a clean uninstall and then the same product versions install should be performed. So, if you want to downgrade, all the downgrade build versions must support .NET 3.5. If you want to upgrade, all the upgrade build versions will drop .NET 3.5 support.
2021-07-0621.0.7857ExcelAdded
  • Added a config file option REPLACE_SYSTEM_LOCALE=TRUE. This indicates whether Office culture replaces system locale. The default value is TRUE. This way, there is the option to disable overriding system locale by setting it to FALSE.
2021-06-2921.0.7850Vault CRMAdded
  • Added support to authenticate using OpenID Connect with the Azure Active Directory (AzureAD) Authorization Server.
2021-06-2621.0.7847ExcelAdded
  • Added the ability to move the columns up and down on the "CData Query" form grid view and change their order via the UI.
2021-06-2421.0.7845ExcelAdded
  • Added the default parameter "showPopups" so the user may decide whether to show popups when calling VBA functions.
2021-05-2121.0.7811ExcelAdded
  • A new UI implementation is added for "in" and "not in" filter options on the "CData Query" form. The user is able to select via an interface from a list of distinct column values.
2021-05-2021.0.7810Vault CRMAdded
  • Added support for the ObjectRelationships view. This view is used to list the information for all the relationships that an object has with other objects.
2021-04-2521.0.7785GeneralAdded
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
2021-04-2321.0.7783GeneralChanged
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
2021-04-1621.0.7776GeneralAdded
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
2021-04-1621.0.7776GeneralChanged
  • Reduced the length to 255 for varchar primary key and foreign key columns.
2021-04-1621.0.7776GeneralChanged
  • Updated index naming convention to avoid duplicates.
2020-12-3020.0.7669ExcelAdded
  • Implemented user awareness during the upgrade process from 2019 to 2020 or 2021 editions.
2020-12-1820.0.7657ExcelAdded
  • Added the "is null" and "is not null" filters on the "CData Query" form.

Copyright (c) 2026 CData Software, Inc. - All rights reserved.
Build 26.0.9655