Veeva Document Create

Overview

The Veeva Document Create Snap creates new documents in Veeva Vault.

Use this Snap to create new document records in Veeva Vault with metadata and optional file attachments.


Veeva Document Create Snap overview

Supported Accounts

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

The input document should contain the document metadata and optionally the file content or file path.

Output

This Snap has exactly one document output view.

The output document contains the response from Veeva Vault, including the document ID.

Learn more about Error handling.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label*

String

Specify a unique name for the Snap. Modify this to be more appropriate, especially if more than one of the same Snaps is in the pipeline.

Default value: Veeva Document Create

API version*

String/Expression/ Suggestion

The Veeva Vault API version to use for this Snap.

Default value: v25.2

Example: v25.2

Batch size*

Integer

The number of documents to create in a single batch. Batching improves performance by reducing the number of API calls.

Default value: 200

Example: 200

Document type

String/Expression/ Suggestion

Required. The document type to create in Veeva Vault.

Default value: N/A

Example: promotional_piece__v

Lifecycle

String/Expression/ Suggestion

The lifecycle to assign to the document.

Default value: N/A

Example: general_lifecycle__c

Number of retries

Integer

The number of retry attempts for failed API calls. The Snap retries the request if it receives a transient error from Veeva Vault.

Default value: 3

Example: 5

Retry interval (seconds)

Integer

The time interval in seconds between retry attempts.

Default value: 1

Example: 10

Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute: Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only: Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled: Disables the Snap and all Snaps that are downstream from it.

Default value: Execute only