If configured by a Vault admin, Design Data Admins can use the Design Data Portability feature to import and export Veeva LIMS Design Data. This allows you to easily move Spec Data records between Vaults for testing or other business needs.
Exporting Design Data
To export a Design Data record, navigate to its Record Details page and select All Actions > Export [Object Name]. Veeva LIMS performs the export asynchronously and notifies you when it is ready. Click the file name in the notification to download the export.
Limitations
The following limitations apply to exporting Design Data:
- You cannot export the following fields and field types:
- Custom object references
- Lookup fields
- Formula fields
locked__vprior_version__v- Effective Start Date
- Effective End Date
- System_sys fields
- You cannot export cancelled Design Data records.
- You cannot export draft Design Data records.
- You cannot export Design Data records currently in an approval workflow.
Importing Design Data
To import Design Data in your target Vault, navigate to the Design Data Loader tab and do the following:
- Click Choose to select a file. Only ZIP files may be imported.
- Click Start Load.
Veeva LIMS performs the import asynchronously and notifies you when it is complete. You can download a CSV file containing a log of all operations performed.
Note: You cannot import Design Data files that were not generated by Vault or that exceed 1GB in size.
Creating a New Version on Import
When importing Design Data, the system automatically assesses whether a new version should be created or a new standalone record is required.
A new version will be created in the Draft state if:
- A Design Data record exists in the target Vault with the same Trace ID.
- The existing record is in an approved state and not in a pending approval workflow.