Enable Safety Data Validation Exception Handling

Learn how to configure your Vault to provide downloadable Validation Error logs.

About the Feature

To help Admins diagnose errors encountered during the evaluation of Safety Data Validations, Vault Safety provides Validation Error Logs for individual Cases and Submissions and for individual Validation Criteria. Along with the existing Validation Summary Result record, this provides the information required to configure, troubleshoot, and manage custom Safety Data Validations without having to submit Veeva Support requests.

Follow the steps below to enable the Safety Data Validation Exception Handling feature.

Create Error State Type

Complete the following steps to add the Error State state type.

1. Go to Admin > Configuration > Object State Types.
2. Select Create, and enter the following details:
   • Label: Error State
   • Name: error_state__v
   • Status: Active
   • Description: To set records to a lifecycle state in the event of a system error.
3. Select Save.

Add Download Validation Error Log Action to Validation Criteria and Validation Result Objects

Complete the following steps to add the Download Validation Error Log action to the Validation Criteria and Validation Result objects.

1. Go to Admin > Configuration > Objects > Validation Criteria > Actions.
2. Select Create.
3. Select Download Validation Error Log.
4. Select Save.
5. While still in Admin > Configuration > Objects, go to Validation Result > Actions.
6. Repeat steps 2 to 4 to add the Download Validation Error Log action to the Validation Result object.

Configure Validation Criteria Lifecycle

Complete the steps in this section to configure the Validation Criteria Lifecycle. These steps are all done in Admin > Configuration > Object Lifecycles > Validation Criteria Lifecycle.

Create Validation Criteria Lifecycle Error State

Complete the following steps to add the Error State to the Validation Criteria Lifecycle.

1. In the Validation Criteria Lifecycle, go to the States section and create a new state with the following settings:
   • State Label: Error
   • State Name: error_state__c
   • Status: Active
   • Workflow Cancel State: State in which workflow started
2. Save the new state.
3. In the State Types section, create a new state type with the following settings:
   • State Type: Error State
     This is the Error State Type you created above.
   • State: Error
4. Save the new state type.

Add Validation Criteria Lifecycle Error State Change User Action

Complete these steps to add the option to move a Validation Criteria in the Error state back to the Active or Inactive state.

1. In the Validation Criteria Lifecycle, select the Error state you created in the previous section.
2. In the User Actions section, select Edit.
3. Create the rules as shown in the table below.
4. Select Save.

Rule	Allow the following actions	Action Label
Always	Change State to > Active	Change State to Active
Always	Change State to > Inactive	Inactivate Criteria

Add Download Validation Error Log User Action to Validation Criteria Lifecycle

Complete the following steps to add the Download Validation Error Log user action to the Validation Criteria lifecycle.

1. In the Validation Criteria Lifecycle > States section, select the Error state.
2. In the User Actions section, select Edit.
3. Select Create Rule and enter the following settings:
   • Always
   • Allow the following actions: Download Validation Error Log
   • Action label: Download Validation Error Log
4. Select Save.

Configure Validation Error Lifecycle

Complete the following steps to add the Download Validation Error Log user action to the Validation Result lifecycle.

1. Go to Admin > Configuration > Object Lifecycles > Validation Result Lifecycle.
2. In the States section, select the Active state.
3. In the User Actions section, select Edit.
4. Select Create Rule and enter the following settings:
   • Perform with conditions
   • If: Validation Status equals Error
   • Allow the following actions: Download Validation Error Log
   • Action label: Download Validation Error Log
5. Select Save.