JDBC Driver for Vault CRM

Build 25.0.9434

ActionItems

Captures discrete tasks or follow-ups assigned to users, often linked to workflow activities, meetings, or other business events.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the action item record within the Vault system.

Action Item Type String True

Specifies the type of action item, using Vault object type conventions from the object_type__v field.

Global ID String True

System-generated global identifier for cross-vault uniqueness, stored in the global_id__sys field.

Link String False

System-generated URL link to directly access the action item record in the Vault user interface.

Action Item Name String False

Name or title of the action item, typically used for display in the Vault interface.

Status String False

Current lifecycle status of the action item, based on Vault-defined workflow states (for example, Open, In Progress, Completed).

Created By String True

Username or identifier of the user who originally created the action item in Vault.

Created Date Datetime True

Timestamp capturing the date and time when the action item was first created.

Last Modified By String True

Username or identifier of the user who last modified the action item record.

Last Modified Date Datetime True

Timestamp indicating when the action item was last updated.

Completed Date Date False

Date on which the action item was marked as completed within the system.

Description String False

Detailed narrative or purpose of the action item, entered by the user or imported from external sources.

Due Date Date False

Deadline by which the action item is expected to be completed.

Mobile ID String False

Identifier used by mobile clients to track and sync the action item across devices.

Start Date Date False

The intended or actual date on which work on the action item begins.

Action Item Status String False

Custom status field capturing more granular progress stages beyond standard Vault lifecycle states.

Account Plan String False

Reference to the associated account plan object, establishing context for strategic or tactical alignment.

Account Tactic String False

Reference to a specific tactic under an account plan that the action item supports or implements.

Account String False

Reference to the account entity, such as Healthcare Professional (HCP) or Healthcare Organization (HCO) that the action item is associated with.

Assignee String False

User or role responsible for completing the action item, used for task assignment and notifications.

Call String False

Reference to a related call activity in Vault, linking the action item to a specific customer interaction.

Completed By String False

Username of the user who completed the action item, recorded for audit and reporting purposes.

Plan Tactic String False

Reference to a broader plan tactic outside the account-specific context, linking to cross-functional initiatives.

Owner String False

User ID of the owner or primary stakeholder of the action item, typically the initiator or team lead.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used for back-end synchronization or historical reference.

Share With String False

List of users, roles, or groups with whom the action item is shared, controlling visibility and access.

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Build 25.0.9434