Veeva Vault modules

In an Adobe Workfront Fusion scenario, you can automate workflows that use Veeva Vault, as well as connect it to multiple third-party applications and services.

For instructions on creating a scenario, see the articles under Create scenarios: article index.

For information about modules, see the articles under Modules: article index.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package

Any Adobe Workfront Workflow package and any Adobe Workfront Automation and Integration package

Workfront Ultimate

Workfront Prime and Select packages, with an additional purchase of Workfront Fusion.

Adobe Workfront licenses

Standard

Work or higher

Adobe Workfront Fusion license

Operation-based: No Workfront Fusion license requirement

Connector-based (legacy): Workfront Fusion for Work Automation and Integration

Product If your organization has a Select or Prime Workfront package that does not include Workfront Automation and Integration, your organization must purchase Adobe Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use Veeva Vault modules, you must have a Veeva Vault account.

Veeva Vault modules and their fields

When you configure Veeva Vault modules, Workfront Fusion displays the fields listed below. Along with these, additional Veeva Vault fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.

Map toggle

Document

Create a single document

This module creates a single document, binder, or template.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to create a document, binder, or template.
Select fields
Select the fields that you want to enter data for, then enter the data into those fields.

Create multiple documents

This module creates multiple documents or templates using a CSV file.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to create templates or documents
File data
Map the CSV file that will be used to create the documents.

Delete a single document

This module deletes a single document, binder, or template.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to delete a document, binder, or template.
Document ID / Binder ID / Template name
Select the fields that you want to delete.

Export documents

This module exports documents you specify, including sources, renditions, and text.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to delete a document, binder, or template.
Source
Enable this option to include source files in the export.
Renditions
Enable this option to include renditions files in the export.
All versions
Enable this option to include all versions of the document files in the export.
Text
Enable this option to include source document text in the export.

Get a single document

This module retrieves metadata for a single document, binder, or template.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to retrieve data for a document, binder, or template.
Document ID / Binder ID / Template name
Select the fields that you want to retrieve data for.

Initiate user action

This module initiates actions on documents and binder, such as sending a document for review or changing its state.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to perform an action on a document or a binder.
Document / Binder
Select the document or binder that you want to perform the action on.
Document version/ Binder version
Select the document or binder that you want to perform the action on.
Action
Select the action to perform on the document or binder.

List documents

This module lists all documents of the selected type.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to list documents, binders, or templates.
Maximum number of returned results
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Retrieve document export results

This module returns the results of a previously requested document export.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Job ID
Enter or map the ID of the job that you want to return results for.

Update multiple documents

This module updates multiple documents or templates using a CSV file.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to create templates or documents
File data
Map the CSV file that will be used to create the documents.

Update a single document

This module updates a single document, binder, or template.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to create a document, binder, or template.
ID / Name
If you are updating a template, enter a new name for the template.
New template Name
Enter or map the ID or name of the object that you want to update.
Select fields
Select the fields that you want to enter data for, then enter the data into those fields.

Object

List objects

This module retrieves all Vault objects in the authenticated Vault.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Retrieve localized labels
Select Yes to retrieve localized (translated) strings for the label and label_plural object fields.
Maximum number of returned results
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Other

Make a custom API call

This action module makes a custom call to the Veeva Vault API.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
URL
Enter a path relative to baseurl/api/v. For example: /objects/documents. Do not include baseurl/api/v/, as it is already included.
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods.
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Make a VQL query

This module makes a query using Vault Query Language (VQL).

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Type
Select whether you want to create templates or documents
File data
Map the CSV file that will be used to create the documents.

Read logs

This module returns data from audit trails

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions.
Audit type
Select the audit type that you want to retrieve data for.
Start date

Enter or map the start date for the audits that you want to retrieve.

For a list of supported date and time formats, see Type coercion.

End date

Enter or map the end date for the audits that you want to retrieve.

For a list of supported date and time formats, see Type coercion.

Result URL
Select CSV if you want to get URL to download a CSV of the result.
Maximum number of returned results
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
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