Component Types

This page contains details for the component types available in Vault.

Accountmessage

View and edit messages that Vault sends to users as both emails and in-application notifications.

Learn about Email and Message Administration in Vault Help.

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
email_body Type : LongString
Required
Maximum length : 1500		 The body of the email sent to the notification recipient.
subject Type : String
Required
Maximum length : 255		 Subject of the email sent to the notification recipient.
default_lang Type : String
Maximum length : 255		 The default language for the email.

Atomicsecurity

Atomic security provides an additional layer of control by allowing you to configure security at the lifecycle state and/or assigned role level.

Learn about Atomic Security in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in the vault’s base language.
active Type : Boolean Indicates whether the component is active.
object Type : Object
Required		 The Object the security applies to. e.g. Object.country__v
object_lifecycle Type : Objectlifecycle
Required		 The Objectlifecycle the security applies to. e.g. Objectlifecycle.general_lifecycle__c
state Type : Objectlifecyclestate
Required		 The Objectlifecyclestate of the Objectlifecycle the security applies to. e.g. Objectlifecyclestate.active_state__c

Fieldsecurity

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in the vault’s base language.
active Type : Boolean Indicates whether the component is active.
role Type : Objectlifecyclerole
Required		 The Objectlifecyclerole of the Objectlifecycle the security applies to.
e.g. Objectlifecyclerole.editor__v or Objectlifecyclerole.DEFAULT if specifying the default for all roles.
type Type : Enum
Required
Allowed values :
  • read__v
  • hide__v
  • edit__v
 The permission to apply.
fields Type : Field
Required
Allows multiple values		 The fields to apply this permission to.

Actionsecurity

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in the vault’s base language.
active Type : Boolean Indicates whether the component is active.
role Type : Objectlifecyclerole
Required		 The Objectlifecyclerole of the Objectlifecycle the security applies to.
e.g. Objectlifecyclerole.editor__v or Objectlifecyclerole.DEFAULT if specifying the default for all roles.
type Type : Enum
Required
Allowed values :
  • hide__v
  • view__v
  • execute__v
 The permission to apply.
object_actions Type : Objectaction
Allows multiple values		 The Object level action(s) to apply this permission to.
lifecycle_actions Type : Objectlifecyclestateuseraction
Allows multiple values		 The Lifecycle level action(s) to apply this permission to.

Dashboard

Dashboards provide an at-a-glance understanding of key metrics.

Learn about Dashboards in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
description Type : String
Maximum length : 255		 A general description of the dashboard.
editors Type : String
Allows multiple values
Maximum length : 300		 Users with the Editor permission required to edit dashboards.
viewers Type : String
Allows multiple values
Maximum length : 300		 Users with the Viewer permission required to view dashboards.
dashboard_markup Type : XMLString
Required
Maximum length : 32000		 Describes the layout of the dashboard.

Docfield

Attribute of a document associated to one or more document types.

Learn about Document Fields in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the field is active.
used_in Type : String
Allows multiple values
Maximum length : 1500		 The Doc Type(s) this field is used in (shared fields only). e.g. Doctype.my_doc_type__c
blank_fields Type : String
Maximum length : 1500		 options:
  • zeros
  • blanks
display_section Type : String
Required
Maximum length : 1500		 Name of the display section e.g Docfieldlayout.general_properties__v
security_override_editable Type : String
Allows multiple values
Maximum length : 1500		 To specify users: User.user@domain.com.
To specify groups: Group.public_key__v.
security_override_readonly Type : String
Allows multiple values
Maximum length : 1500		 To specify users: User.user@domain.com.
To specify groups: Group.public_key__v.
security_override_hidden Type : String
Allows multiple values
Maximum length : 1500		 To specify users: User.user@domain.com.
To specify groups: Group.public_key__v.
default_security Type : String
Maximum length : 1500		 options:
  • editable
  • readonly
  • hidden
set_on_create_only Type : Boolean Can only set if the user has a proper MDL admin permission.
queryable Type : Boolean Whether the field is queryable in through VQL
lookupObjectFieldKey Type : String
Maximum length : 1500		 Reference to Doc field component. Used for the Lookup field type.
lookupObjectId Type : String
Maximum length : 1500		 Reference to Object component. Used for the Lookup field type.
lookupFieldId Type : String
Maximum length : 1500		 Reference to Object field component. Used for the Lookup field type.
shared Type : Boolean
Required		 Indicates whether the field is shared or local.
formula Type : Expression
Maximum length : 4000		 An expression surrounded in [ ] character combination.
multi_value Type : Boolean Indicates whether the field accepts multiple values.
relationship_criteria Type : String
Allows multiple values
Maximum length : 1500		 The VQL used to constrain records in the referenced Object
relationship_name Type : String
Maximum length : 1500		 Auto-generated name based on the field name and the vault object.
editable Type : Boolean Whether the field is editable by the user.
The value here is specific to the user and depends on security_overrides.
defined_in Type : String
Maximum length : 1500		 The Doc Type this field belongs to (local fields only). e.g. Doctype.my_doc_type__c
hidden Type : Boolean Indicates wether the field is hidden in the UI.
The value here is specific to the user and depends on security_overrides.
help_content Type : String
Maximum length : 500		 UI-friendly help string
picklist Type : String
Maximum length : 1500		 Reference to Picklist component.
Used for the Picklist field type.
controlling_field Type : String
Maximum length : 1500		 Name of an object e.g. Object.product__v
relationship_type Type : String
Maximum length : 1500		 Can only return “reference” at this time.
max_value Type : Number Applicable to fields of type number only.
min_value Type : Number Applicable to fields of type number only.
scale Type : Number
Maximum value : 9		 Applicable to fields of type number only.
scope Type : String
Maximum length : 1500		 options:
  • Document
  • DocumentVersion

Regular users can create Document scoped fields only
Creating DocumentVersion scoped fields requires special security permissions
required Type : Boolean
Required		 Indicates whether the field is required.
max_length Type : Number
Maximum value : 1500
Minimum value : 1		 Applicable to fields of type string only.
object Type : String
Maximum length : 1500		 Possible values supported are names of VOF objects, User, Group, and Lifecycle.
type Type : String
Required
Maximum length : 1500		 options:
  • String
  • Number
  • Boolean
  • Picklist
  • Date
  • URL
  • Formula
  • ObjectReference
  • Lookup
default_value Type : String
Allows multiple values
Maximum length : 1500		 The default value used when the field is not set.

Docfielddependency

Dependent fields allows you to configure a relationship between a controlling field and one or more controlled or dependent fields.

Learn about Dependent Fields in Vault Help.

Attribute Description
doctype Type : Doctype
Required		 The Doctype the field dependency applies to.
docfield Type : Docfield The Docfield the field dependency applies to.
docfield_value Type : String Specifies the field value that triggers the the action.
deprule_docfield Type : Docfield
Required		 Specifies the Docfield the dependency rule applies to.
deprule_docfield_action Type : Enum
Required
Allowed values :
  • isVisible
  • isRequired
  • isHidden
  • picklist
  • isReadOnly
 The action applied. Specifies the actions to take on the field values.
deprule_docfield_values Type : String The value(s) available when deprule_docfield_action is picklist.
lifecycle Type : String The Doclifecycle the rule applies to.

Docfieldlayout

The field layout for document fields.

Learn about Document Field Layouts.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Whether the layout is active.
icon Type : Enum
Allowed values :
  • UNDEFINED
  • AUSTRALIA
  • AUSTRIA
  • BELGIUM
  • CANADA
  • CHINA
  • EUROPEAN_UNION
  • FRANCE
  • GERMANY
  • GLOBAL
  • IRELAND
  • ITALY
  • JAPAN
  • NETHERLANDS
  • SPAIN
  • SWEDEN
  • SWITZERLAND
  • UNITED_KINGDOM
  • UNITED_STATES
  • VEEVA
 The icon to display in the section header.
order Type : Number The order of the section relatve to other sections.
fields Type : Docfield
Allows multiple values
Ordered : True		 The Docfield’s listed in order they should appear in the section.

Doclifecycle

Document lifecycles are the sequences of states (Draft, In Review, etc.) a document goes through during its life.

Learn about Document Lifecycles in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 General description for this lifecycle.
state_labels Type : String
Required
Allows multiple values
Maximum length : 1500
Ordered : True		 Lists lifecycle state labels (by name) defined for this lifecycle. The order defined here must correspond to the order in labeled_states.
labeled_states Type : Doclifecyclestate
Required
Allows multiple values
Ordered : True		 Lists “special states” (by name). The order of the state in this list dictates which state from state_labels is assigned to the specific special state.
expiration Type : XMLString
Maximum length : 32000		 Expiration rules.
signature_pages Type : XMLString
Maximum length : 32000		 Signature page rules.

Doclifecyclerole

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 General description for this lifecycle.
application_role Type : String
Required
Maximum length : 255		 The name__v field value of the application_role__v record this role corresponds to.
note_color Type : Enum
Allowed values :
  • Dark Orange
  • Orange
  • Dark Yellow
  • Yellow
  • Lime
  • Green
  • Aqua
  • Royal
  • Purple
  • Lilac
  • Pink
  • Salmon
 Annotations made by users in this role will use this color by default.
security_options Type : XMLString
Maximum length : 32000		 The default security rules.

Doclifecyclestate

Attribute Description
label Type : String
Required
Maximum length : 128		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 General description for this lifecycle.
order Type : Number
Required		 The order this state appears in the list.
cancel_state Type : Doclifecyclestate deprecated - replaced by state_labels and labeled_states
overlay Type : String
Allows multiple values
Maximum length : 255		 The overlay template used for this state.
entry_criteria Type : XMLString
Maximum length : 32000		 The criteria, and the conditions under which they are enforced, which must be satisfied for a document to enter this state.
entry_action Type : XMLString
Maximum length : 32000		 The actions, and the conditions under which they are executed, which are performed when a document enters this state.
user_action Type : XMLString
Maximum length : 64000		 The actions, and the conditions under which they are available, which a user can execute when a document is in this state.
security_settings Type : XMLString
Maximum length : 32000		 The actions a user, in each role, can perform when a document is in this state.

Docmatchingrule

Dynamic Access Control (DAC) is an access control model for documents, which automates the assignment of users to document roles.

Learn about Dynamic Access Control for Documents in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
lifecycle Type : Doclifecycle
Required		 The lifecycle this rule applies to.
role Type : Doclifecyclerole
Required		 The role this rule applies to.
description Type : String
Maximum length : 255		 General description for this rule.

Docmatchingcriterion

Attribute Description
object_field Type : Field
Required		 The field of the object to match on.
data_field Type : Docfield
Required		 The field on the document to match on.
object Type : Object
Required		 The Object the matching rule is defined on.

Docparticipantrule

Attribute Description
lifecycle Type : Doclifecycle
Required
role Type : Doclifecyclerole
Required
active Type : Boolean
Required
description Type : String
Maximum length : 255
label Type : String
Required
Maximum length : 60

Docparticipantcriterion

Attribute Description
object_field Type : Field
Required
data_field Type : Docfield
Required
object Type : Object
Required

Docrelationshiptype

Document relationship types define the type on relationship between two documents.

Learn about Document Relationships in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in the vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
single_use Type : Boolean True when only one relationship of this type can be created for the source document.
target_doctype Type : String
Maximum length : 1500		 The Doctype of the related document.
source_version_specific Type : Boolean Whether the relationship is bound to the current version of the source document.
carry_forward_source_specific Type : Boolean Whether the relationship will be brought forward when the source document is versioned.
target_version_specific Type : Boolean Whether the relationship is bound to the current version of the target document.
carry_forward_target_specific Type : Boolean Whether the relationship will be brought forward when the target document is versioned.
relationship_filter Type : XMLString
Maximum length : 32000		 A criteria which restricts the documents that can be related using this type.

Doctype

Document types refer to a hierarchical taxonomy to differentiate the various types of documents stored in Vault.

Learn about Document Types in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 200		 UI-friendly string
active Type : Boolean
Required		 Indicates whether the field is active
allow_attachments Type : Boolean Whether documents of this type can have attachments.
document_number_format Type : String
Maximum length : 512		 The document numbering pattern. If none are specified, the default value is inherited from parent or base
document_name_format Type : String
Maximum length : 512		 The document numbering pattern. If none are specified the default value is inherited from parent or base
If not specified at root, the default is:{FileName}
etmf_department Type : String
Maximum length : 1500		 The department name from the etmf_departmnet picklist
Available in eTMF Vaults only.
enable_binder_thumbnail Type : Boolean
create_document_permissions Type : String
Allows multiple values
Maximum length : 1500		 The list of group or user IDs in the form of user:username or Group.name__v
create_binder_permissions Type : String
Allows multiple values
Maximum length : 1500		 The list of group or user IDs in the form of user:username or Group.name__v
role_defaulting_editors Type : String
Allows multiple values
Maximum length : 1500		 The list of group or user IDs in the form of user:username or Group.name__v
role_defaulting_viewers Type : String
Allows multiple values
Maximum length : 1500		 The list of group or user IDs in the form of user:username or Group.name__v
role_defaulting_consumers Type : String
Allows multiple values
Maximum length : 1500		 The list of group or user IDs in the form of user:username or Group.name__v
processes Type : String
Allows multiple values
Maximum length : 1500		 The list of process names.
These come from processes picklists
doctype_group Type : String
Allows multiple values
Maximum length : 1500		 List of Document Group (doc_type_group__v) linked to this Doctype
regen_doc_name_on_save Type : Boolean Whether auto-generated names should be refreshed when saving the document.
etmf_rm_v2 Type : String
Maximum length : 1500		 eTMF Reference Model V2 Hierarchy Item external id, (e.g.,tmf_rm_v2_04.02)
Available in eTMF Vaults only.
etmf_rm_v3 Type : String
Maximum length : 1500		 eTMF Reference Model V3 Hierarchy Item external id, (e.g., tmf_rm_v3_04.02)
Available in eTMF Vaults only.
clinical_docs_rm Type : String
Maximum length : 1500
relationship_types Type : String
Allows multiple values
Maximum length : 1500		 The list of Docrelationshiptype names supported.
default_workflows Type : String
Allows multiple values
Maximum length : 1500		 The list consists of Doclifecycle/Workflow combinations separated by a colon (:) (e.g., promotional_field__c:start_mld_review__c)
milestone_types Type : String
Allows multiple values
Maximum length : 1500
available_lifecycles Type : String
Allows multiple values
Maximum length : 1500		 The list of Doclifecycle names. If none are specified, the default value is inherited from parent or base
rendition_types Type : String
Allows multiple values
Maximum length : 1500		 The list of Renditiontype names supported.
description Type : String
Maximum length : 350
filters Type : String
Allows multiple values
Maximum length : 1500		 Names of fields for document fields using MDL notation (e.g., Docfield.field__v)
Additional special filters:
  • date_search
  • user_search
  • version_search
  • file_format_search
fields Type : String
Allows multiple values
Maximum length : 1500		 The list of Docfield components linked to this Doctype

Formattedoutput

Formatted output templates allow quick transfer of complete object record data into a customized template file.

Learn about Formatted Output in Vault Help.

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
root_object_type Type : Objecttype
Required		 Root Object for the formatted output if the object has object types.
root_object Type : Object
Required		 Root Object for the formatted output, for example, Application.
template_file Type : File
Required		 A template XFA PDF file to upload and attach.

Job

Vault’s job scheduler provides a simpler, streamlined way for Admins to create a batch operation and schedule it to repeatedly execute.

Learn about Jobs in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
trigger_date Type : Expression
Maximum length : 4000		 Tthe special date Vault evaluates for documents as of the job’s run date, each tie the job runs
month_repeat_type Type : Enum
Allowed values :
  • dayOfTheMonth
  • dayOfTheWeek
 Day of the month or week for a scheduled job.
week_day Type : Enum
Allowed values :
  • Sun
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
 Day of the week
repeat_on_days Type : Enum
Allows multiple values
Allowed values :
  • Sun
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
 The number of the day to repeat the job on.
timezone Type : String
Maximum length : 1500		 Timezone as used in the TZ variable. Example: America/Los_Angeles
schedule Type : String
Maximum length : 1500		 The frequency of a scheuled job. options:
  • Manual
  • Once
  • Daily
  • Weekly
  • Monthly
owner Type : String
Maximum length : 1500		 The group or user that owns the report job.
time Type : String
Maximum length : 1500		 The scheduled time of the report job.
  • Format:hour:min
  • Hour: 24 hour clock
  • min: 00-60
    • For example, 22:30.
day_of_month Type : Number
Maximum value : 31		 Specify the day of the month for a monthly report.
week_number Type : Number
Maximum value : 5		 Week number for a monthly report that runs on a “day of the week”
priority Type : String
Maximum length : 1500		 e.g. normal
type Type : String
Maximum length : 1500		 Indicates job type. Example:
  • Task Reminder Notification
  • Date Based Document Operation

Changestatejobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
notify_on_status_condition Type : Boolean Always set to true. Always set to true. Always set to true.
conditions Type : String
Allows multiple values
Maximum length : 1500		 Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job.
destination_state Type : String
Maximum length : 1500		 Defines the lifecycle state to set.
terminate_existing_workflows Type : Boolean Indicates whether to cancel existing workflows to perform action.

Noopjobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
conditions Type : String
Allows multiple values
Maximum length : 1500		 Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job.
notify_on_status_condition Type : Boolean Always set to true. Always set to true. Always set to true.
recipients Type : String
Allows multiple values
Maximum length : 1500		 Defines the roles that will receive the notification. Defines the roles that will receive the notification.
template Type : String
Maximum length : 1500		 Defines the text that is sent as the notification. Defines the text that is sent as the notification.

Httppostjobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
run_as_user Type : String
Maximum length : 1500		 Defines the user account the vault uses to complete an extenral URL call job.
session_granted_by Type : String
Maximum length : 1500		 Defines which user to “Run as”.
external_url Type : String
Maximum length : 1500		 Defines (as a link) what URL is accessed then the job executs the External URL Call job action.
post_session_creds Type : Boolean Indicates whether to post session credentials via form data with key “Session.id”.

Sendnotificationjobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
conditions Type : String
Allows multiple values
Maximum length : 1500		 Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job.
notify_on_status_condition Type : Boolean Always set to true. Always set to true. Always set to true.
recipients Type : String
Allows multiple values
Maximum length : 1500		 Defines the roles that will receive the notification. Defines the roles that will receive the notification.
template Type : String
Maximum length : 1500		 Defines the text that is sent as the notification. Defines the text that is sent as the notification.

Edlmatchjobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
conditions Type : String
Allows multiple values
Maximum length : 1500		 Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job. Defines the query that finds and selects qualified documents for a document operation job.

Flashreportjobaction

Attribute Description
label Type : String
Required
Maximum length : 1500		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
primary_action Type : Boolean The primary operation that the job completes. Always set to true. Always set to true. Always set to true. Always set to true. The primary operation that the job completes.
send_notifications_on_completion Type : Boolean Always set to true.
only_send_notifications_if_result Type : Boolean Indicates whether to send a notification when no results are returned.
include_report_in_email Type : Boolean Indicates whether to include a copy of the report in the notification.
report_name Type : String
Maximum length : 1500		 Defines the name of the report.

Link

Defines a Web Action.

Learn about Web Actions in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
send_session_via_post_message Type : Boolean Specifies the option to send post session credentials via post message instead of through the URL.
url Type : String
Required
Maximum length : 2083		 Defines the URL link for the web action.
component Type : Enum
Required
Allowed values :
  • Document
  • Object
 Specifies whether the action applies to documents or objects records.
target Type : Enum
Required
Allowed values :
  • self
  • blank
 Controls where the target URL displays when a user executes the web action.

Matchingrule

Matching Sharing Rules are part of Dynamic Access Control for objects. These rules allow assignment of users to Auto Managed groups and dynamic assignment of those groups to roles on specific object records.

Learn about Configuring Matching Sharing Rules for Objects in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 100		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the field is active.
description Type : String
Maximum length : 255		 General description of the matching rule.
object Type : Object
Required		 The object the rule applies to.
role Type : String
Required
Maximum length : 60		 The role the rule applies to.
user_role_fields Type : String
Required
Allows multiple values
Maximum length : 56
Ordered : True		 A list of User Role Object Fields used to identify matching rows.
data_fields Type : String
Required
Allows multiple values
Maximum length : 56
Ordered : True		 A list of Object or Document Fields used to identify matching rows.

Notificationtemplate

Defines a template for email and notification messages sent by Vault.

Notification templates use special pieces of text called tokens. When sending a notification, Vaule replaces the token with the values it represents. Learn about Notification Messages in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Whether the component is active.
description Type : String
Maximum length : 255		 Additional description of the notification template.
subject Type : String
Required
Maximum length : 255		 Subject of the email sent to the receipient.
notification Type : String
Required
Maximum length : 1023		 The message that appears in vault’s notification page for the recipient.
email_body Type : String
Required		 Body of the email sent to the notification recipient.
entity_type Type : Enum
Required
Allowed values :
  • document
  • object
  • custom
 Indiciates whether the message is intended for documents or objects.
referenced_component Type : Object The specific Object (when entity_type is object).

Object

Objects define the data model for the vault.

Learn about Vault Objects in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in the vault’s base language.
active Type : Boolean
Required		 Indicates whether the object is active.
label_plural Type : String
Required
Maximum length : 40		 Plural of the label in the vault’s base language.
description Type : String
Maximum length : 255		 Description of the object in the vault’s base language.
help_content Type : String
Maximum length : 255		 Hover text to display for the (?) icon in the Business Admin for this object. Custom help text that appears in the UI when users hover over the field.
in_menu Type : Boolean
Required		 Indicates whether the object appears in the Business Admin menu.
enable_esignatures Type : Boolean Indicates whether eSignatures are enabled on the object.
allow_attachments Type : Boolean Indicates whether the object allows file attachments.
audit Type : Boolean
Required		 Indicates whether Vault tracks object record changes in the audit logs.
order Type : Number Order for the object to display in the Business Admin sidebar. The order in which the fields appears in List Layout.
dynamic_security Type : Boolean Enables Custom Sharing Rules for the object.
system_managed Type : Boolean Indicates that records are managed by the system.
available_lifecycles Type : Objectlifecycle Defines the lifecycle (by name) that manages the object, e.g., Objectlifecycle.general_lifecycle__v.
object_class Type : Enum
Allowed values :
  • base
  • component
  • userrolesetup
  • legalhold
  • usertask
  • esignature
 Classification of the object.
allow_types Type : Boolean Indicates whether the object supports Objecttype.
user_role_setup_object Type : Object
default_obj_type Type : Objecttype The default Objecttype

Field

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in the vault’s base language.
active Type : Boolean
Required		 Indicates whether the object is active.
type Type : Enum
Required
Allowed values :
  • String
  • Number
  • Boolean
  • Date
  • DateTime
  • Object
  • Picklist
  • ID
  • users
  • Component
  • documents
  • LongText
  • Binary
  • ObjectReference
  • ObjectParent
 Defines the field’s data type.
required Type : Boolean
Required		 Indicates whether the user must always enter a value
unique Type : Boolean Indicates whether the field’s value must be unique.
max_length Type : Number
Maximum value : 32000
Minimum value : 1		 (Text fields only) Defines the maximum number of characters for the field value.
max_value Type : Number (Number fields only) Defines the maximum numeric value for the field value.
min_value Type : Number (Number fields only) Defines the minimum numeric value for the field value.
scale Type : Number
Maximum value : 9		 (Number fields only) Defines the maximum number of decimal places for the field value.
help_content Type : String
Maximum length : 255		 Hover text to display for the (?) icon in the Business Admin for this object. Custom help text that appears in the UI when users hover over the field.
list_column Type : Boolean
Required		 Indicates if the field should display in default object record lists, hovercards, etc.
order Type : Number Order for the object to display in the Business Admin sidebar. The order in which the fields appears in List Layout.
multi_value Type : Boolean (Picklist fields only) Indicates if the field is multi-select.
object Type : String
Maximum length : 50		 (Object fields only) Defines the related object (by name), e.g., country__v.
relationship_type Type : Enum
Allowed values :
  • parent
  • reference
  • child
  • reference_inbound
  • reference_outbound
 (Object fields only) Indicates the relationship type.
relationship_outbound_name Type : String
Maximum length : 50		 (Object fields only) Indicates the Outbound Relationship Name, e.g., edl__vr on EDL Item.
relationship_inbound_name Type : String
Maximum length : 50		 (Object fields only) Indicates the Inbound Relationship Name, e.g., edl_item__vr on EDL.
relationship_inbound_label Type : String
Maximum length : 40		 (Object fields only) Indicates the Outbound Relationship Label, e.g., EDL on EDL Item.
controlling_field Type : String
Maximum length : 50		 Controlling field name, if any.
relationship_deletion Type : Enum
Allowed values :
  • block
  • cascade
  • setnull
 (Object fields only) Defines the Deletion Rules that apply to when users try to delete the referenced or parent object record.
relationship_criteria Type : Expression
Maximum length : 4000		 (Object fields only) VQL WHERE clause expression which specifies the criteria that an object record must meet for the relationship.
system_managed_name Type : Boolean Indicates if the [name] value is automatically generated by the system. When true, the field becomes read-only.
start_number Type : Number
Minimum value : 1		 First sequence number for the system-managed name value.
value_format Type : String
Maximum length : 128		 Format for the system-managed name value, e.g., VV-{###}.
component Type : String
Maximum length : 40		 (Component fields only) The Component Type values can refer to.
relationship_deep_copy Type : Boolean (Object fields only) Indicates if the child records associated via this field are available for hierarchical copy.
picklist Type : String (Picklist fields only)
lookup_relationship_name Type : String
Maximum length : 50		 (Lookup fields only) Defines the relationship (by [name]) that a Lookup field uses.
lookup_source_field Type : String
Maximum length : 50		 (Lookup fields only) Defines the field on the referenced object that should appear as a Lookup field on the current object.
document_version_reference Type : String
Maximum length : 40		 Either specific or latest
related_document_reference_field Type : String
Maximum length : 128
no_copy Type : Boolean When true a value will no be set in a copied record. Cannot be true when required is true.
create_object_inline Type : Boolean
sequential_naming Type : Boolean Indicates the system controls the name be seqential.
default_value Type : String
Maximum length : 1500		 The default value of the field.
checkbox Type : Boolean Indicates whether “Yes/No” field will display as a checkbox.
formula Type : String
Maximum length : 1500		 An expression surrounded in [ ] character combination.
multi_part_field Type : Enum
Allowed values :
  • suffix
  • prefix
 Indicates whether the prefix and suffix of multi-part field is editable.
multi_part_readonly Type : String
Maximum length : 1500		 The read-only text of a multi-part field.
show_as_icon Type : Boolean
show_in_header Type : Enum
Allowed values :
  • left
  • right

Objectlifecycle

Definition of the lifecycle of an Object.

Object lifecycles are sequences of states (In Review, Approved, etc.) that an object record can go through during its life. Learn about Object Lifecycles.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
labeled_states Type : Objectlifecyclestate
Allows multiple values
Ordered : True		 Lists “special states” (by name). The order of the state in this list dictates which state from state_labels is assigned to the specific special state.
state_labels Type : String
Allows multiple values
Maximum length : 255
Ordered : True		 Lists lifecycle state labels (by name) defined for this lifecycle. The order defined here must correspond to the order in labeled_states.
starting_state Type : Objectlifecyclestate deprecated - replaced by state_labels and labeled_states
description Type : String
Maximum length : 255		 Additional information to describe the lifecycle.

Objectlifecyclestate

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
record_status Type : Enum
Allowed values :
  • active__v
  • inactive__v
  • in_migration__v
  • archived__v
 Indicates the status of a record while in this state.
record_inactive Type : Boolean deprecated - replaced by record_status
description Type : String
Maximum length : 255		 Additional information to describe the lifecycle.

Objectlifecyclestateentrycriterion

Attribute Description
rule Type : XMLString
Required
Maximum length : 32000		 The defined rules and conditions for entry criteria, entry actions, or user actions.

Objectlifecyclestateentryaction

Attribute Description
rule Type : XMLString
Required
Maximum length : 32000		 The defined rules and conditions for entry criteria, entry actions, or user actions.

Objectlifecyclestateuseraction

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
rule Type : XMLString
Required
Maximum length : 32000		 The defined rules and conditions for entry criteria, entry actions, or user actions.
order Type : Number
Required		 The relative order in which the action displays.

Objectlifecyclerole

Attribute Description
active Type : Boolean
Required		 Indicates whether the component is active.
application_role Type : String
Required
Maximum length : 60		 The name__v field value of the application_role__v record this role corresponds to. (Prefixed with Applicationrole.)
permissions Type : Enum
Allows multiple values
Allowed values :
  • Read
  • Edit
  • Delete
 List of permissions assigned to the object role. Note that:
  • Read is always present
  • Edit is always present if Delete is present

Objectlifecyclepermission

Attribute Description
states Type : Objectlifecyclestate
Required
Allows multiple values
Ordered : True		 Lists the object lifecycle states in which the permission applies.
role Type : Objectlifecyclerole
Required		 The role to which this permission applies.
permission Type : Enum
Required
Allowed values :
  • Read
  • Edit
  • Delete
 The permission to apply.

Objecttype

An object type is a collection of fields that are grouped to capture similar but not identical data within a single object.

Not all objects use object types. Learn about Object Types in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in the vault’s base language.
active Type : Boolean
Required		 Indicates whether the object is active.
label_plural Type : String
Required
Maximum length : 40		 Plural of the label in the vault’s base language.

Typefield

Attribute Description
source Type : Enum
Required
Allowed values :
  • standard
  • sample
  • custom
  • application
  • system
 The owner of the type. e.g. standard indicates owned by vault.
required Type : Boolean Indicates whether the user must always enter a value
relationship_criteria Type : Expression
Maximum length : 4000		 The VQL used to constrain records in the referenced Object.
pickentries Type : String
Allows multiple values
Maximum length : 1500		 The picklist values allowed for this field when the record is of this type. (Only valid for Fields of type Picklist)

Typeaction

Attribute Description
action Type : String
Required
Maximum length : 1500		 The Objectaction allowed

Objectworkflow

Object workflows apply to a single object lifecycle and a single object.

Learn about Object Workflows in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
object_lifecycles Type : Objectlifecycle
Required
Allows multiple values		 The Objectlifecycle to which this workflow belongs.
description Type : String
Maximum length : 255		 Description of the workflow.

Objectworkflowstep

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
type Type : Enum
Required
Allowed values :
  • start
  • end
  • usertask
  • notification
  • placeholder
  • changestate
  • decision
  • join
  • action
  • updaterecordfield
  • updatesharingsettings
 The type of step.
next_steps Type : Objectworkflowstep
Allows multiple values		 The Objectworkflowstep to move to once this step is complete.
step_detail Type : XMLString
Maximum length : 32000		 Details of the step configuration.
description Type : String
Maximum length : 255		 Description of the workflow.

Overlaytemplate

Overlays allow you to apply information to a vieable rendition when users download it from Vault.

Learn about Managing Overlays in Vault Help.

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active. Indicates whether the component is active.
watermark Type : String
Maximum length : 1500		 Diagnal watermark that appears across the center of the downloaded rendition.
footer_01 Type : String
Maximum length : 1500		 Footer row 1
footer_02 Type : String
Maximum length : 1500		 Footer row 2
active Type : Boolean Indicates whether the component is active. Indicates whether the component is active.
header_01 Type : String
Maximum length : 1500		 Header row 1
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
header_02 Type : String
Maximum length : 1500		 Header row 2

Overlayoverride

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language. UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active. Indicates whether the component is active.
file Type : File
Required		 Reference to the file

Pagelayout

The layout of an object detail page.

Learn about Page Layouts in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 100		 UI-friendly string in Vault’s base language.
page_markup Type : XMLString
Required
Maximum length : 32000		 Defines page layout using HTML markup.

Pagelink

Represents a page link that navigates users to custom page destinations.

Learn about Page Links in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
description Type : String
Maximum length : 255		 A general description of the page link.
url Type : String
Required
Maximum length : 1500		 Defines the URL link for the page link.
mode Type : Enum
Required
Allowed values :
  • Create
  • Edit
  • Copy
  • View
 Determines which action redirects the user to a custom page.
page_type Type : Enum
Required
Allowed values :
  • Object
 Specifies the type of page link. Object is the only allowed value at this time.
object Type : Object Sepcifies the object that the page link will override behavior for.

Permissionset

Permission sets are a way to group permissions together. Security profiles then use the permission sets to grant or restrict users’ access to certain features.

Note that the configruation of this component varies by vault. Learn about Permission sets in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
description Type : String
Maximum length : 255		 A general description of the permission.

Picklist

Picklists allow users to select a value for a field from a range of predefined options.

Learn about Picklists in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in the vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.

Picklistentry

Attribute Description
active Type : Boolean
Required		 Indicates whether the component is active.
value Type : String
Required
Maximum length : 128		 UI-friendly string for the value of the entry (in the vault’s base language).
order Type : Number
Required		 Defines the ordinal position of the entry in the picklist.

Renditiontype

Renditions are files that users can add to documents. Rendition types describe the kind or purpose of the rendition.

Learn about Rendition Types in Vault Help.

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.

Report

Represents a Vault report.

Learn about Reporting in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 A general description about the report.
format Type : Enum
Required
Allowed values :
  • tabular
  • matrix
 The output format of the report. For example, a Tabular or Matrix report.
definition Type : XMLString
Required
Maximum length : 32000		 The query to use to pull the data.
layout Type : XMLString
Required
Maximum length : 32000		 The layout of the data.
content_type Type : Enum
Required
Allowed values :
  • Document
  • Workflow
  • ReadAndUnderstand
  • Distribution
  • Bindernode
  • Object
  • Relationship
  • MatchedDocument
  • Binder
  • BinderSection
 Specifies the type of data the report refers to.
report_type Type : Reporttype The Reporttype this instance of the report was created from.

Reporttype

Report Type determines the “reporting objects” for Vault reports. Vault report types allow you to build the foundation for users to create and customize reports.

Learn about Report Types in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 A general description about the report type.
primary_object Type : String
Required
Maximum length : 255		 Primary entity or Object for the report type, for example, Document.
configuration Type : XMLString
Required
Maximum length : 32000		 Details of the report type.

Searchablefield

Definition of a searchable object Field.

Learn about Searchable Object Fields in Vault Help.

Attribute Description
field Type : Object.Field Defines the object field (by [name]) of the searchable field, e.g., abbreviation__v.
active Type : Boolean Indicates whether the component is active.
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language.
required Type : Boolean Whether this component must exist (every Object must have at least one).
object Type : Object Defines the object (by [name]) that the searchable field belongs to, e.g., country__v.

Securityprofile

Security profiles are how Vault applies permissions sets to individual users.

Learn about Security Profiles in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean
Required		 Indicates whether the component is active.
description Type : String
Maximum length : 255		 Description of the security profile.
permission_sets Type : Permissionset
Allows multiple values
Required		 List of permiission sets contained within the profile.

Sharingrule

Vault uses Sharing Rules to manage users’ roles on specific object records by matching rule criteria to specific user assignments.

Note that the configruation of this component varies by vault. Learn about Custom Sharing Rules in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
description Type : String
Maximum length : 255		 A general description of the rule.
object Type : Object
Required		 The type of object the rule applies to.
criteria Type : Expression
Maximum length : 4000		 A VQL statement where clause that returns a list of records of the specified object type.

Sharingrole

Attribute Description
members Type : String
Allows multiple values
Maximum length : 300		 A list of the groups and/or users that will be given the associated permission.
To specify users: User.user@domain.com.
To specify groups: Group.public_key__v.

Signaturepage

Signature pages display the manifested signatures for a Vault document.

Learn about Signature Pages in Vault Help.

Attribute Description
label Type : String
Maximum length : 60		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
signature_block_02 Type : String
Maximum length : 1500		 Signature block 2
signature_block_01 Type : String
Maximum length : 1500		 Signataure block 1
file Type : File Reference to the file
footer_01 Type : String
Maximum length : 1500		 Footer row 1
footer_02 Type : String
Maximum length : 1500		 Footer row 2
header_01 Type : String
Maximum length : 1500		 Header row 1
location Type : Enum
Allowed values :
  • start__v
  • end__v
 Specifies whether the signature page appears at the beginning or end of the document.
header_02 Type : String
Maximum length : 1500		 Header row 2

Tab

A Tab within the UI of Vault.

Learn about Tabs in Vault Help.

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
order Type : Number
Required		 The relative order of the tabs within Vault’s navigation bar.
object Type : String
Maximum length : 50		 (Object tabs) The Object to display records for e.g. product__v.
doctype Type : String
Maximum length : 50		 (Document type tab) The Doctype to display documents for e.g., promotional_piece__c.
subtype Type : String
Maximum length : 100		 (Document type tab) The Doctype subtype to display documents for e.g. promotional_piece__c.advertising__c.
classification Type : String
Maximum length : 150		 (Document type tab) The Doctype classification to display documents for e.g. promotional_piece__c.advertising__c.print__c.
url Type : LongString
Maximum length : 2048		 The target URL (if a web Tab).
send_session_via_post_message Type : Boolean Whether to send the user’s current session token (if a web Tab)
parent Type : String
Maximum length : 43		 Name of the parent Tab.
all_view_label Type : String
Maximum length : 40		 UI-friendly string in All view
my_view_label Type : String
Maximum length : 40		 UI-friendly string in My view
recent_view_label Type : String
Maximum length : 40		 UI-friendly string in Recent view
vault_target Type : String
Maximum length : 50
object_type Type : Objecttype The Objecttype (if an object type Tab)

Subtab

Attribute Description
label Type : String
Required
Maximum length : 40		 UI-friendly string in Vault’s base language.
order Type : Number
Required		 The relative order of the tabs within Vault’s navigation bar.
object Type : String
Maximum length : 50		 (Object tabs) The Object to display records for e.g. product__v.
doctype Type : String
Maximum length : 50		 (Document type tab) The Doctype to display documents for e.g., promotional_piece__c.
subtype Type : String
Maximum length : 100		 (Document type tab) The Doctype subtype to display documents for e.g. promotional_piece__c.advertising__c.
classification Type : String
Maximum length : 150		 (Document type tab) The Doctype classification to display documents for e.g. promotional_piece__c.advertising__c.print__c.
url Type : LongString
Maximum length : 2048		 The target URL (if a web Tab).
send_session_via_post_message Type : Boolean Whether to send the user’s current session token (if a web Tab)
parent Type : String
Maximum length : 43		 Name of the parent Tab.
all_view_label Type : String
Maximum length : 40		 UI-friendly string in All view
my_view_label Type : String
Maximum length : 40		 UI-friendly string in My view
recent_view_label Type : String
Maximum length : 40		 UI-friendly string in Recent view
vault_target Type : String
Maximum length : 50
object_type Type : Objecttype The Objecttype (if an object type Tab)

Workflow

A workflow is a series of steps configured in Vault to align with a specific business purpose.

Learn about Document Workflows in Vault Help.

Attribute Description
label Type : String
Maximum length : 40		 UI-friendly string in Vault’s base language.
active Type : Boolean Indicates whether the component is active.
lifecycle Type : Docifecycle
Required
Allows multiple values		 The Doclifecycle to which this workflow belongs.
description Type : String
Maximum length : 255		 Description of the workflow. Description of the workflow.
workflow_type Type : String
Allows multiple values
Maximum length : 1500		 The type of workflow.
bulk_email_message Type : LongString
Required
Maximum length : 1500		 When the workflow is started through bulk actions, this message template will be used to inform users.

Workflowstep

Attribute Description
label Type : String
Maximum length : 40		 UI-friendly string in Vault’s base language.
status Type : Boolean Indicates whether the component is active.
description Type : String
Maximum length : 255		 Description of the workflow. Description of the workflow.
flow_type Type : Enum
Required
Allowed values :
  • start
  • end
  • usertask
  • notification
  • placeholder
  • changestate
  • decision
  • join
  • action
  • updaterecordfield
  • updatesharingsettings
 The type of worflow step.
next_steps Type : Docworkflowstep
Allows multiple values		 The Docworkflowstep to move to once this step is complete.