Agent skill

veeva-core-workflow-b

Veeva Vault core workflow b for REST API and clinical operations. Use when working with Veeva Vault document management and CRM. Trigger: "veeva core workflow b".

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SKILL.md

Veeva Vault Core Workflow B

Overview

Guidance for core workflow b with Veeva Vault REST API, VQL queries, and VAPIL Java SDK.

Instructions

Key Vault API Concepts

  • Authentication: Session-based (username/password or OAuth 2.0)
  • Base URL: https://{vault}.veevavault.com/api/v24.1/
  • VQL: SQL-like query language for Vault data
  • VAPIL: Open-source Java SDK covering all Platform APIs
  • Lifecycle: Documents flow through states (Draft > In Review > Approved)

Common VQL Patterns

sql
-- List documents by type
SELECT id, name__v FROM documents WHERE type__v = 'Trial Document'

-- Find objects
SELECT id, name__v FROM site__v WHERE status__v = 'active__v'

-- Join related objects
SELECT id, name__v, study__vr.name__v FROM study_country__v

Error Handling

Error Cause Solution
INVALID_SESSION_ID Session expired Re-authenticate
INSUFFICIENT_ACCESS Missing permissions Check security profile
INVALID_DATA Bad VQL or field name Validate against metadata
OPERATION_NOT_ALLOWED Lifecycle state conflict Check document state

Resources

Next Steps

See related Veeva Vault skills for more patterns.

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