AssignmentRules
Specifies automated rules for record assignment within Veeva Vault. Each rule outlines the logic and target users or roles for system-generated task assignments, often used in workflows and data ownership models.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
System-generated unique identifier for the assignment rule record within the Vault environment. |
| Global ID | String | True |
Globally unique identifier assigned by the system for cross-system referencing and integration use cases. |
| Link | String | False |
System-generated hyperlink reference that provides direct access to the specific assignment rule record in the Vault user interface. |
| Name | String | False |
Human-readable name or label assigned to the assignment rule, used for identifying and managing rules in the UI and reporting. |
| Status | String | False |
Current operational status of the assignment rule, such as Active or Inactive, indicating whether the rule is being applied. |
| Created By | String | True |
Username or user ID of the person who initially created the assignment rule record in Vault. |
| Created Date | Datetime | True |
Timestamp indicating when the assignment rule was originally created in the Vault system. |
| Last Modified By | String | True |
Username or user ID of the person who last updated the assignment rule record. |
| Last Modified Date | Datetime | True |
Timestamp indicating the most recent modification made to the assignment rule record. |
| Territory | String | False |
The specific sales territory or region to which the assignment rule applies, used for aligning users and assignments by geography or organization. |
| Criteria Logic | String | False |
Logical expression used to combine multiple assignment criteria, such as AND, OR conditions, defining how rules are evaluated. |
| Cascade Down Hierarchy | Bool | False |
Boolean value that determines whether the assignment rule should be propagated to child records in the organizational or territory hierarchy. |