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Create in eWizard from Veeva Vault

Use the eWizard web action in Veeva Vault for items creation

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over 9 months ago

You can create an eWizard item from Veeva Vault placeholder with the Create in eWizard option. After the item creation and its further customization in Editor, you can publish this item as an update to the Veeva Vault placeholder.

Contact the administrator to configure the Create <required item> in eWizard option.

To create the item in eWizard from the Veeva Vault placeholder:

  1. Go to the placeholder information page in Veeva Vault.

  2. Open the actions menu and select Create <required item> in eWizard.

  3. Sign in to eWizard in a new browser tab.

In the Create new pop-up that appears, the eWizard item inherits the name, country, language, and product metadata from the Veeva Vault placeholder. The item template is filtered according to the inherited metadata values and selected by default.

You can change item metadata, filter values, and the template if required.

4. Customize your item in Editor.

5. Publish the item to Veeva Vault for the placeholder update.

The document number and type values of the Veeva Vault placeholder link it with the eWizard item.

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