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Expected document lists (EDLs) measure the completeness of projects such as clinical studies by linking documents to EDL Item records based on matching field values. In v17.3+, you can use the matched_documents object to query matched documents.

Learn more about EDLs in Vault Help.

Matched Documents Queryable Fields

Section link for Matched Documents Queryable Fields

This metadata is only available via VQL query and cannot be retrieved using the standard metadata API.

The following fields are queryable for the matched_documents object:

NameDescription
idThe id of the matched_documents record.
edl_item_id__vThe id of the EDL Item record linked to the document.
matching_doc_id__vThe document id.
major_version__vThe document’s major version number.
minor_version__vThe document’s minor version number.
created_date__vThe date the document was created.
created_by__vThe id of the user who created the document.
modified_date__vThe date the document was last modified.
modified_by__vThe id of the user who last modified the document.
include_in_total__vWhen set to true, indicates that the document should be applied to the matching document count for the EDL Item.
version_is_locked__vWhen set to true, confirms that Vault has locked the document version to the EDL Item.
source__vIndicates if the document was matched by user or auto.

The following are examples of matched document queries.

Query: Retrieve All Matched Documents

Section link for Query: Retrieve All Matched Documents

The following query retrieves the ID, EDL Item ID, and other data from all matched documents:

SELECT id, edl_item_id__v, matching_doc_id__v, major_version__v, minor_version__v, created_date__v, created_by__v, modified_date__v, modified_by__v, include_in_total__v, version_is_locked__v, source__v FROM matched_documents

Query: Retrieve Matched Document Relationships

Section link for Query: Retrieve Matched Document Relationships

The following query retrieves the matched document name and EDL Item name using the matching_documents__vr and edl_item__vr object relationships:

SELECT id, edl_item_id__v, matching_doc_id__v, matching_documents__vr.name__v, edl_item__vr.name__v FROM matched_documents