The Documents tab allows users to navigate through the available document types hierarchy (under Base Document node)

Create a VQL query on the fly Click the desired node in the Vault Navigator to create a VQL query for the documents contents, placed in the VQL command input area without executing it. The query is created using the Default Query Template that you can modify in the Options dialog box.

Filter

Filtering is applied only to the document types already loaded in the grid. Filtering is not applied when expanding a document type, unless the filter is reapplied.

Context menu Right-click a document to open the context menu:

The Objects tab allows users to navigate through the available objects hierarchy (under Vault Objects).

Create a VQL query on the fly Click the desired node in the Vault Navigator to create a VQL query for the object contents, placed in the VQL command input area without executing it. The query is created using the Default Query Template that you can modify in the Options dialog box.

Context menu Right-click a object to open the context menu:

The Picklists tab provides you with the capability to control the entries that are visible in the picklist fields of your Vault, as well as their specific order. Here, you have the ability to view both standard picklists and custom picklists. The standard picklists are marked with the icon, whereas the custom picklists are identifiable by the icon .

You have the option to add or remove new picklists within the Vault Navigator/Picklist window.

When you add a picklist, it will automatically be categorized as a custom picklist. When you provide a label for it, the Picklist Name field will automatically populate with the same name as the label, followed by "__c" at the end. You can modify this value if needed.

Once you've added a picklist and included the desired values, it's essential to save it within the vault by clicking the Save to Vault button.

It's not possible to delete picklists that have values in the Used in field, as they are currently in use.

Within the picklist interface, you'll find the Used In section. Clicking on the link will redirect you to the corresponding area within the dqMan, where the document or object is displayed.

You have the option to import additional values into the chosen picklist. If there are pre-existing values, they will be highlighted in red for your reference. You can arrange the values in ascending or descending order. Pre-existing values can be modified either from the context menu or by pressing F2.

You have the ability to modify values in the label and name fields, as well as toggle the status (activate or deactivate) of the values within the picklist.

For adding new values, you can utilize the context menu with the Insert option (Ctrl + Ins), or use the copy-paste function, ensuring that the format complies with the picklist requirements. Values that are not in used in the Used In section can be deleted, while those in use can only be disabled and not completely removed.

To make the changes permanent, you must use the Save to Vault button. Otherwise, they will only be retained in the local edit mode of the picklist.

Load a favorite query Click a favorite to load the VQL query of the favorite into the VQL command input area without executing it. To execute it, use the center mouse button.

Filter

Favorites can now be filtered from the grid. Filtering works regardless the favorites are expanded or not

Manage Favorites Further details on editing and managing favorites can be found in the Favorites topic.

The Vault Navigator is available in the VQL view, to the left of the dqMan screen. You can open or close it using the Vault Navigator from the View menu or by using the Navigator button on the toolbar.

The Vault Navigator displays the document types and objects hierarchy, the favorites tree and the local tables.

Whenever a tree item is expanded, the appropriate data is fetched dynamically from the vault. Therefore, you can easily update a part of the tree by collapsing and re-expanding the parent object.

The Object Navigator, located by default to the right of the dqMan screen, provides easy, fast and comprehensive access to the properties and relations (such as name, relations, lifecycles and so on) to any other object in the Vault Navigator.

You can edit any editable field directly in the Object Navigator by selecting the field value and clicking F2. You can also follow connections to other objects similar to a web browser by simply clicking the link to open the dependent object in the Object Navigator.

You can open Object Navigator and load new objects in any of the following ways:

• Use any explicitly identifiable object anywhere within dqMan, such as ids in any text area such as lists, logs, tails and so on, or Any object in the Veeva Vault, or Distinct values in the VQL result list, such as id. After selecting an identifier, you can load the object into Object Navigator either by pressing F12, by selecting Extras menu>Navigate Object or by long-clicking the object and then releasing the click when the cursor changes.

• Follow a link to a dependent object, as described earlier in this publication.

• Press Alt+O or click View menu>Object Navigator to open it without selecting any object.

After any of these procedures, the Object Navigator will open if it is not already visible.

For handling objects, the Navigation Bar has functions that you can identify by the tooltips displayed after hovering your cursor above the desired icons:

The attribute area displays all the attributes of the object and their values. The context menu of the attribute area provides additional functionalities, as follows:

The tabs at the top of the attribute area provide various ways to order the attributes.

The relations area contains more links to other objects, depending on the object type.

When the document id is clicked for a duration of 3 seconds, the relationships are presented in a grid format within the Object navigator.

These relationships are organized based on their relation type. The grid includes the following relation fields: id, target_doc_id__v, created_by__v, and created_date__v.

If the major_version_number__v and major_version_number__v are present, the relations of the selected version are shown.

However, if either major_version_number__v or major_version_number__v is not available, the grid displays the relationships of the latest version.

Configuration

The Object Navigator configuration is stored in the file ObjectNavigator.xml in the /config subdirectory of the dqMan home directory.

The configuration is done in different sections within the file, as follows:

• Section <copy_attributes>

Copy attributes fill the submenu of the Copy Value of function from the Attributes area. It is a simple list of all possible values. The submenu is filled with all attribute names that are valid for the currently loaded object.

<copy_attributes> <attribute name="id" /> <attribute name="name__v" /> <attribute name="document_number__v" /> <attribute name="filename__V" /> </copy_attributes>

This chapter describes only the basic principle of the Object Navigator configuration. There are many more examples to be found in the ObjectNavigator.xml.

This view displays and allows all user-created local tables to be managed.

Local tables are usually created for caching the data in a local database engine and can be queried later by using a more advanced syntax (GROUP BY, HAVING, MAX, MIN, COUNT, etc). This reduces repeated calls to Veeva Vault for working with data which is not expected to change frequently and can be cached locally, for example for development and testing purposes.

For more information about creating and querying local tables see querying local tables.