DocumentationWorkfrontAdobe Workfront Fusion

Veeva Vault modules

Last update: Tue Feb 24 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

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.

Connect Veeva Vault to Workfront Fusion

You can create a connection to your Veeva Vault account directly from inside a Veeva Vault module.

When creating a connection, you can select whether to use a password, or whether to use OAuth2 authentication.

Connect to Veeva Vault using a username and password

  1. In any Veeva Vault module, click Add next to the Connection field.

  2. In the Connection type field, select Veeva Username Password.

  3. Fill in the following fields.

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    Connection name Enter a name for the connection.
    Username Enter the username for the Veeva Vault account.
    Password Enter the password for the Veeva Vault account.
    Vault DNS

    Enter your Veeva Vault DNS (domain name).

    To locate your Veeva Vault DNS, examine the URL that you use to access Veeva Vault.

    For example, in the URL https://my-dns.veevavault.com, the DNS is my-dns. You do not need to enter the entire URL.

  4. Click Continue to create the connection and go back to the module.

Connect to Veeva Vault using OAuth2 authentication

  1. In any Veeva Vault module, click Add next to the Connection field.

  2. In the Connection type field, select Veeva Oauth 2.

  3. Fill in the following fields.

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    Connection name Enter a name for the connection.
    Authorization Server Provider

    Select the provider that you want to use for this authentication.

    NOTE: The Veeva Vault uses Azure AD client credentials when Azure is selected as the Authorization Server Provider.
    Ping host If you are using PingFederate, enter the ping host.
    Scope Enter the scope for this connection. The scope must be formatted as {Application ID URI}/.default. The application ID URI must belong to the resource or app that is exposing permissions.
    Tenant ID If you are using Azure AD/Microsoft Entra ID for your authorization server provider, enter the tenant ID for this connection.
    Client ID Enter the Client ID for the Veeva Vault application that this connection will use.
    Client Secret Enter the Client Secret for the Veeva Vault application that this connection will use.
    Profile ID Enter the ID of your OAuth2 / Open ID Connect profile.
    Vault DNS

    Enter your Veeva Vault DNS (domain name).

    To locate your Veeva Vault DNS, examine the URL that you use to access Veeva Vault.

    For example, in the URL https://my-dns.veevavault.com, the DNS is my-dns.veevavault.com.
    Your session expiration time in minutes Enter the expiration time of your session, in minutes..

  4. Click Continue to create the connection and go back to the module.

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 Connect Veeva Vault to Workfront Fusion in this article.
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 a single document relationship

This action module creates a relationship between two documents

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Document ID
Enter or map the ID of the document where you want the relationship to originate.
Version
Select or map the ID of the version that you want to create a relationship for.
Target Document ID
Enter the ID of the document that the relationship points to.
Target major version
Enter the major version of the target document. This is the number before the point.
Target minor version
Enter the major version of the target document. This is the number after the point.
Relationship type
Enter or map the type of relationship that you want to create.

Create multiple annotations

This action module allows you to create up to 500 annotations.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Annotations
For each annotation you want to add, click Add item and fill in the data described in Annotation fields in this article.
Annotation fields
Annotation type
Select the type of annotation that you want to create.
Type
Enter or map the type of placemark that you want to use for this annotation.
Page number
Enter or map the page number where you want this annotation to appear.
X coordinate
Enter or map the X coordinate of the placemark.
Y coordinate
Enter or map the Y coordinate of the placemark.
Width
Enter or map the width of the placemark.
Height
Enter or map the height of the placemark.
Style
Enter or map the style of the placemark.
Reference
A reference allows the annotation to refer to an external source. For each reference that you want to add to the annotation, click Add item and enter the reference's type, document version ID, and an annotation.
Select fields
Select the fields that you want to provide values for, then enter the values in each field. Available fields depend on the annotation type.

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 Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether you want to create templates or documents.
File data
Map the CSV file that will be used to create the documents.

Create multiple document relationships

This action module configures multiple document relationships.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Input Type

Select the type of input that you are providing to create these relationships.

  • CSV
  • JSON
File data
If you are using a CSV file, enter or map the CSV file data.
Relationships data
If you are using JSON, for each relationship you want to add, click Add item and fill in the data described in Relationship fields in this article.
Relationship fields
Source document ID
Enter or map the ID of the document where you want the relationship to originate.
Source major version
Enter the major version of the source document. This is the number before the point.
Source minor version
Enter the major version of the source document. This is the number after the point.
Target Document ID
Enter the ID of the document that the relationship points to.
Target major version
Enter the major version of the target document. This is the number before the point.
Target minor version
Enter the major version of the target document. This is the number after the point.
Relationship type
Enter or map the type of relationship that you want to create.

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 Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether you want to delete a document, binder, or template.
Document ID / Binder ID / Template name
Select the item that you want to delete.

Delete a single document relationship

This action module deletes a relationship from a document

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Document ID
Enter or map the ID of the source document for the relationship you want to delete.
Version
Select or map the ID of the version that you want to delete a relationship for.
Relationship ID
Enter or map the ID of the relationship that you want to delete.

Delete multiple annotations

This action module deletes annotations. The user must have permissions do delete annotations in Veeva Vault. You can delete up to 500 annotations.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Annotations
For each annotation you want to delete, click Add item and enter the following fields.
ID
Enter or map the ID of the annotation that you want to delete.
Document version ID
Enter or map the document's version number that contains the annotation that you want to delete.

Delete multiple document relationships

This action module deletes relationships from multiple documents

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Input Type

Select the type of input that you are providing to delete these relationships.

  • CSV
  • JSON
File data
If you are using a CSV file, enter or map the CSV file data.
Relationships data
If you are using JSON, for each relationship you want to add, click Add item and enter the relationship ID.

Download file

This module downloads a document, document version, or template from Veeva Vault.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether you want to download a document or template.
Download Type
Select whether you want to download a document or document version.
Document ID / Template name
Enter or map the ID of the document or the name of the template you want to download.
Check out document
If you are downloading a document, enable this option to check out the document before you download it.
Version
If you are downloading a document version, select the version to download.

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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
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.

Get document annotations

This module retrieves annotations from a specific document version. You can retrieve all annotations or choose to retrieve only certain annotation types.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Document ID
Select or map the document that you want to retrieve annotations for.
Version
Select or map the ID of the version that you want to retrieve annotations for.
Maximum number of returned annotations
Enter or map the maximum number of annotations you want the module to return during each scenario execution cycle.

Get document relationships

This module retrieves all relationships for a document.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Document ID
Select or map the document that you want to retrieve relationships for.
Version
Select or map the ID of the version that you want to retrieve relationships for.
Maximum number of returned relationships
Enter or map the maximum number of relationships you want the module to return during each scenario execution cycle.

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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
Job ID
Enter or map the ID of the job that you want to return results for.

Update multiple annotations

This action module updates up to 500 annotations.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Annotations
For each annotation you want to update, click Add item and fill in the data described in Annotation fields in this article.

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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether you want to create a document, document version, 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

Create a single object record

This module creates, copies, or deep copies a single object record.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether to create or copy a record, or whether to deep copy a record.
Migration mode
If creating or copying a record, enable this option to create or update object records in a noninitial state and with minimal validation, create inactive records, and set standard and system-managed fields such as createdby_v.
No triggers
If set to true and migration mode is enabled, the module bypasses all system, standard, custom SDK triggers, and Action Triggers.
Object name
Enter or map the object name__v field value, such as product__v, country__v, or custom_object__c.
Record ID
If you are deep copying a record, select the record to copy.
Record fields
If you are deep copying a record, select the fields that you want to provide values for, then provide those values.

Delete a single object record

This module deletes or cascade deletes a single object record. Cascade deleting a record deletes the record and all its child objects.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether to delete a record, or cascade delete a record.
Object name
Select the object that you want to delete.
Record ID
Select the ID of the record you want to delete.
External ID
Instead of Record ID, you can use this user-defined document external ID.

Get a single object

This module retrieves metadata configured on a specific object record in your Vault.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Object name
Select the object that you want to retrieve metadata for.
Record ID
Select the ID of the record you want to retrieve metadata for.

List objects records

This module retrieves all Vault objects in the authenticated Vault.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
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.

This module updates fields in an existing object record.

This module creates, copies, or deep copies a single object record.

Connection
For instructions about connecting your Veeva Vault account to Workfront Fusion, see Connect Veeva Vault to Workfront Fusion in this article.
Type
Select whether to create or copy a record, or whether to deep copy a record.
Migration mode
Enable this option to create or update object records in a noninitial state and with minimal validation, create inactive records, and set standard and system-managed fields such as createdby_v.
No triggers
If migration mode is enabled, you can enable this option to bypass all system, standard, custom SDK triggers, and Action Triggers.
Object name
Enter or map the object name__v field value, such as product__v, country__v, or custom_object__c.
Record ID
Select the ID of the record to update.
State
Specify the lifecycle state of the record when X-VaultAPI-MigrationMode is set to true.
State label
Specify the lifecycle state type of the record when X-VaultAPI-MigrationMode is set to true. Use the format base:object_lifecycle: followed by the object state type.
Record fields
If you are deep copying a record, select the fields that you want to provide values for, then provide those values.

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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
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 Connect Veeva Vault to Workfront Fusion in this article.
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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