Views
Views are similar to tables in the way that data is represented; however, views are read-only.
Queries can be executed against a view as if it were a normal table.
CData MCP Server for Vault CRM Views
| Name | Description |
| AccountAuthorizations | account_authorization__v |
| Actions | action__sys |
| Activities | activity__v |
| AdminLinks | adminlink__sys |
| AdminSectionControllerCode | adminsectioncontrollercode__sys |
| AdminSections | adminsection__sys |
| AdminSettingTriggers | adminsettingtrigger__sys |
| ApplicationContextSelectors | applicationcontextselector__sys |
| ApplicationFamilyLicenseModels | applicationfamilylicensemodel__sys |
| ApplicationLicenseModelFields | applicensemodelfield__sys |
| ApplicationLicenseModels | applicensemodel__sys |
| ApplicationManifests | manifest__sys |
| ApplicationProfiles | application_profile__v |
| ApplicationProfiles2 | crmapplicationprofile__v |
| ApplicationProvisioners | sdkapplicationprovisioner__sys |
| ApplicationSecurityAssignments | appsecurityassignment__sys |
| ApplicationSecurityFields | appsecurityfield__sys |
| ApplicationSecurityRules | appsecurityrule__sys |
| ApplicationUserLicenseModels | applicationuserlicensemodel__sys |
| ApplicationUserLicenseTypes | applicationuserlicensetype__sys |
| AuditHistory | Retrieve complete audit history for a single document or for a single object record. |
| AvailableAnswerDesigns | Provides a dynamic view of all available answer design templates that can be applied to surveys, assessments, or questionnaires. This view helps users quickly locate and reuse consistent formatting and structure across forms. |
| AvailableAnswers | Displays all available answer choices that can be used across different assessments or forms, ensuring standardized options are presented for selection within Vault-managed questionnaires. |
| Binders | Retrieve all Binders. |
| BinderSectionsMetadata | binder_metadata__v |
| BPRParameters | Provides a compiled view of Business Process Review (BPR) configuration parameters, including default settings and thresholds used to guide workflow behaviors and process evaluations. |
| BusinessAreas | Aggregates and presents distinct business areas within the enterprise, such as functional domains or product lines, typically used for segmentation, reporting, or role-based access. |
| CacheType | sdkcachetype__sys |
| CallDetails | call2_detail__v |
| CallDiscussions | call2_discussion__v |
| CallExpenses | call2_expense__v |
| CallKeyMessages | call2_key_message__v |
| CallSamples | call2_sample__v |
| CampaignActivities | campaign_activity__v |
| CDNDistributionStatuses | cdn_distribution_status__v |
| ChangeControlNumber | Provides a derived view used for tracking and referencing change control identifiers across quality and regulatory workflows, supporting traceability and audit readiness for compliance-driven processes. |
| ChannelUsages | channel_usage__v |
| ChecklistDesigns | Provides a structured overview of checklist templates and design metadata used across Vault to ensure compliance and process consistency. Includes versioning, design logic, and associated task rules. |
| Checklisteventhandlers | checklisteventhandler__sys |
| ChecklistMatchingFields | checklistmatchingfield__sys |
| Checklists | Aggregates checklist instances generated from design templates, tracking progress, completion status, associated records, and responsible users for audits, clinical studies, or regulatory tasks. |
| ChecklistTypes | checklisttype__sys |
| ChecklistUIControl | checklistuicontrol__sys |
| Claims | annotation_keywords__sys |
| ClientDistributions | clientdistribution__sys |
| CloningRule | sdkcloningrule__sys |
| ComponentAdminUI | componentadminui__sys |
| ComponentAdminUIAction | componentadminuiaction__sys |
| Componentattributepermissions | componentattributepermission__sys |
| Componentdirectoryeventhandlers | componentdirectoryeventhandler__sys |
| ComponentProperties | componentproperty__sys |
| ComponentPropertySets | componentpropertyset__sys |
| ComponentRecordHandlers | sdkcomponentrecordhandler__sys |
| Componentsecuritys | componentsecurity__sys |
| ConnectionBackedCrossLinks | connection_backed_crosslink__sys |
| ConnectionClients | connection_client__sys |
| Connections | queueconnection__sys |
| ConnectionStats | connection_stats__sys |
| ConsentHeaders | consent_header__v |
| ConsentTemplates | consent_template__v |
| ControlCode | controlcode__sys |
| Controls | control__sys |
| Countries | country__v |
| CRMCustomExceptionMappings | crm_custom_exception_mapping__v |
| CrosslinkSourceEvents | crosslink_source_event__sys |
| CustomWebApis | customwebapi__sys |
| Dashboards | dashboard__sys |
| Departments | Provides a filtered or joined view of department-related metadata, often used for access control, reporting, or organizational hierarchy alignment within Vault. |
| Dependencies | Displays the relationships and dependencies between configuration components such as objects, fields, workflows, and picklists. This helps in impact analysis and change planning. |
| DependencyDesigns | Offers a visual or structural representation of Vault dependencies for configuration items, useful for system design audits and maintenance assessments. |
| DocumentActions | docaction__sys |
| DocumentChangeControls | View providing details of change control records related to document modifications, including lifecycle transitions, versioning events, and review workflows. |
| DocumentChangeControlSignature | View capturing electronic signature events tied to document change controls, helping verify who approved, reviewed, or signed off on regulated document updates. |
| DocumentChangeLogs | View presenting the audit trail for changes made to documents, tracking user actions, timestamps, and associated change control identifiers. |
| Documentcontenteventhandler | documentcontenteventhandler__sys |
| DocumentContentProcesses | documentcontentprocess__sys |
| DocumentExtractorConfigurations | View displaying configurations for automated document extraction processes, defining criteria such as source types, triggers, and extraction parameters. |
| DocumentExtractorDestinations | View showing configured output destinations for extracted documents, such as file systems, secure repositories, or external systems. |
| DocumentExtractorDocumentStatuses | View detailing the status of documents as they progress through extraction workflows, including stages like queued, processing, completed, or failed. |
| DocumentExtractorDocumentTypes | View listing the types of documents eligible for extraction, often filtered by metadata, lifecycle states, or document classifications. |
| DocumentExtractorRules | View defining the business rules that govern how and when documents are extracted, including filters, conditions, and actions triggered by workflow events. |
| DocumentExtractorSecondaryConfigs | View containing secondary configuration parameters that supplement the main extraction setup, such as error handling rules or advanced filters. |
| DocumentLifecycleAtomicSecurities | docatomicsecurity__sys |
| DocumentLifecycleAtomicSecuritiesForActions | docactionsecurity__sys |
| DocumentLifecycleAtomicSecuritiesForWorkflowActions | docworkflowactionsecurity__sys |
| DocumentLifecycleStageGroups | documentstagegroup__sys |
| DocumentLifecycleStageLabels | doc_lifecycle_stage_label__sys |
| DocumentLifecycleStages | documentstage__sys |
| DocumentLifecycleState-Stages | doc_lifecycle_state_stage__sys |
| DocumentPanelControllerCode | docinfopanelcontrollercode__sys |
| DocumentPanels | docinfopaneltab__sys |
| DocumentPredictionActions | documentpredictionaction__sys |
| DocumentRelationships | Returns all relationships per each document. |
| DocumentRoles | Manually retrieve assigned roles on a document and the users and groups assigned to them. |
| DocumentTemplates | Retrieve all document templates. |
| DocumentTrainingActions | documenttrainingaction__sys |
| DocumentTypeDetails | doc_type_detail__v |
| DocumentTypeGroupDetails | doc_type_group_detail__v |
| DocumentTypeTriggers | documenttypetrigger__sys |
| DocumentUsages | document_usage__v |
| DocumentUserActions | Retrieve all available user actions on specific versions of multiple documents or binders. |
| DocumentVersions | Retrieve all versions of a specific document. |
| EmailedDocuments | emailed_document__sys |
| EmailProcessors | emailprocessor__sys |
| Emails | email__sys |
| EmailThreads | email_thread__v |
| EnabledComponents | enabledcomponent__sys |
| EnvelopeContents | envelope_content__sys |
| Envelopes | envelope__sys |
| ExpressionFactories | expressionfactory__sys |
| ExpressionFunctionEventHandlers | expressionfunctioneventhandler__sys |
| ExpressionFunctionParameters | expressionfunctionparam__sys |
| ExpressionFunctions | expressionfunction__sys |
| ExternalUrls | external_url__sys |
| FeatureFlag | sdkfeatureflag__sys |
| FieldRules | fieldrule__sys |
| FormattedOutputResultHandler | formattedoutputresulthandler__sys |
| FormattedOutputTemplates | formattedoutput1__sys |
| FormValidatorCode | formvalidatorcode__sys |
| FunctionalArea | Provides a consolidated view of business functions or departments within the organization, derived from various internal source systems. |
| GlossaryEvents | glossary_event__sys |
| Group | Displays aggregated group membership information for Vault users, often used to drive permissions, content targeting, or workflow routing. |
| Groups | Retrieve all groups except Auto Managed groups. |
| HomepageWidgets | homepage_widget__v |
| HtmlDocumentHandlers | htmldocumenthandler__sys |
| InboundEmailAddresses | inboundemailaddress__sys |
| InboundPackageComponents | vault_package_component__v |
| InboundPackageSteps | vault_package_step__v |
| IntegrationRules | integrationrule__sys |
| IntegrationStats | integrationstat__sys |
| InventoryMonitoringLines | inventory_monitoring_line__v |
| InventoryOrderAllocations | inventory_order_allocation__v |
| JobMetadata | jobmetadata__sys |
| LanguageLocales | language_locale__sys |
| Languages | language__sys |
| LayoutNestingTypes | layoutnestingtype__sys |
| LayoutProfiles | layoutprofile__sys |
| LegacyUsers | null |
| LegacyWorkflows | Retrieve all current, cancelled, and completed workflow instances for a specific object record or all workflows available to a particular workflow participant. |
| LicenseEventHandlers | licenseeventhandler__sys |
| Lifecycles | Retrieve brief details for the available lifecycles. |
| LifecycleStateTypeAssociations | lifecyclestatetypeassociation__sys |
| LifecycleStateTypes | lifecyclestatetype__sys |
| ListLayoutItems | listlayoutitem__sys |
| ListLayouts | listlayout__sys |
| Locales | locale__sys |
| MatchedDocumentEventHandlers | matcheddocumenteventhandler__sys |
| Material_LY_ | Stores metadata for materials used in regulated processes, such as documents, packaging components, or printed assets. Includes core attributes like name, status, creation and modification details, and serves as a foundational reference for material lifecycle management and traceability. |
| Media | media__sys |
| MedicalDiscussions | medical_discussion__v |
| MedicalInquiryFulfillments | medical_inquiry_fulfillment__v |
| MessageDeliveryEventHandler | messagedeliveryeventhandler__sys |
| MessageGroups | messagegroup__sys |
| MessageProcessors | messageprocessor__sys |
| Messages | message__sys |
| MetricConfigurations | metric_configuration__v |
| MobileShareActions | mobileshareaction__sys |
| MobileShareMedia | mobile_share_media__sys |
| MobileTabs | mobiletab__sys |
| MultichannelRouting | multichannel_route__v |
| Namedentityeventhandlers | namedentityeventhandler__sys |
| NetworkFieldMappings | network_field_mapping__v |
| NetworkReferenceMappings | network_reference_mapping__v |
| NotificationTypes | notificationtype__sys |
| ObjectClassTriggers | objectclasstrigger__sys |
| ObjectControlCode | objectcontrolcode__sys |
| ObjectControls | objectcontrol__sys |
| ObjectLayouts | objectlayout__sys |
| ObjectLifecycleStageGroups | objectlifecyclestagegroup__sys |
| ObjectLifecycleStageLabels | object_lifecycle_stage_label__sys |
| ObjectLifecycleStages | objectlifecyclestage__sys |
| ObjectLifecycleState-Stages | object_lifecycle_state_stage__sys |
| ObjectRelationships | Returns all relationships per each object. An ObjectName is required to query this view. |
| ObjectRoles | Manually retrieve assigned roles on an object record and the users and groups assigned to them. |
| ObjectTypes | Returns brief details of all types an object can be. |
| ObjectWorkflows | Retrieve the workflows of an object or the workflows of an user. |
| ObjectWorkflowTasks | Retrieve the workflows of an object or the workflows of an user. |
| object_type__v | object_type__v |
| OfficeEditVersions | office_edit_version__sys |
| OrderLines | order_line__v |
| OverlayOverrides | overlayoverride__sys |
| OverlayTemplates | overlaytemplate__sys |
| PackageClassDocumentInstances | Represents individual printing or packaging tasks linked to specific documents, including configuration details such as page ranges, number of copies, paper type, printer tray, and manufacturing site. Used to manage execution and tracking of packaging jobs in regulated environments. |
| PackageClassDocuments | Defines templates for printing and packaging tasks by specifying default settings such as document reference, number of copies, paper type, printer, and packaging class. Serves as a blueprint for generating individual packaging jobs in regulated manufacturing or quality workflows. |
| PackageClasses | Defines types of packaging configurations used in manufacturing or printing processes. Includes descriptive information and associated manufacturing site details, serving as a foundational reference for organizing packaging tasks by category, such as standard or custom classes. |
| PackageClassInstances | Tracks specific instances of packaging production runs, including associated package class, batch number, site, lifecycle state, and production parameters. Used to monitor execution details for each process order and ensure traceability across manufacturing operations. |
| Pageclientcodes | pageclientcode__sys |
| PageControllerCode | pagecontrollercode__sys |
| PageControllers | pagecontroller__sys |
| Pagelayouts | layout__sys |
| Pages | page__sys |
| PaperTypes | Defines the available types of paper stock used for printing and packaging operations, such as Glossy, Matte, or Standard. Each record includes lifecycle metadata and status to support selection and quality control in manufacturing environments. |
| PDFMergeResultHandler | pdfmergeresulthandler__sys |
| PerformanceStatistics | perf_stats__v |
| PerformanceStatistics2 | performancestatistic__sys |
| PerformanceStatisticSensors | performancestatisticsensor__sys |
| Picklists | Retrieve all available values configured on a picklist. |
| PicklistValues2 | picklist_value__sys |
| PreUpgradeTask | sdkpreupgradetask__sys |
| Printer_Trays | Defines printer tray configurations, including associated paper types and manufacturing sites. Used to manage tray assignments and ensure correct materials are loaded for print jobs in regulated production environments. |
| PriorPersons | person_prior__sys |
| Products | Stores core product master data, including product names, abbreviations, compound IDs, INNs, therapeutic areas, and both internal and external identifiers. |
| PublicAccessLinkCode | palcode__sys |
| PublicAccessLinkFunctions | palfunction__sys |
| PublicAccessLinkTypeFunctions | paltypefunction__sys |
| PublicAccessLinkTypes | paltype__sys |
| QueryFunctionEventHandlers | queryfunctioneventhandler__sys |
| QueryFunctionParameters | queryfunctionparameter__sys |
| QueryFunctions | queryfunction__sys |
| QueryObjectRules | queryobjectrule__sys |
| QuestionDesigns | Defines the structure, logic, and metadata for checklist or form-based questions, including question text, type, attachment rules, response constraints, display order, and lifecycle states. Used to standardize data collection within compliance, quality, and operational workflows. |
| QuestionResponses | question_response__v |
| Queues | queue__sys |
| RecordActionConfigurations | recordactionconfig__sys |
| RecordMergeEventHandlers | recordmergeeventhandler__sys |
| RecordRoleAssignmentsHandlers | recordroleassignmentshandler__sys |
| RecordRoleOverrides | recordroleoverrides__sys |
| RecordRoleTriggers | recordroletrigger__sys |
| RecordTriggers | recordtrigger__sys |
| RecordUIHandlerCode | recorddetailhandlercode__sys |
| RecordUIHandlers | recorddetailhandler__sys |
| RecordVisibilityRules | recordvisibilityrule__sys |
| RecordVisibilityTagHanlders | recordvisibilitytaghandler__sys |
| RecordVisibilityTagRules | recordvisibilitytagrule__sys |
| RecordWorkflowActions | recordworkflowaction__sys |
| RenditionProfiles | rendition_profile__sys |
| RenditionProfiles2 | renditionprofile__sys |
| RenditionTypes | renditiontype__sys |
| ReportExcelTemplates | reportexceltemplate__sys |
| Reports | report__sys |
| Responses | Captures user-submitted answers to checklist or form-based questions, including response values, comments, attachments, and lifecycle states. Supports a variety of input types such as numeric, text, date, and file uploads, and is used to track data collection outcomes in structured assessments. |
| RolePermissionsets | rolepermissionset__sys |
| SampleLotItems | sample_lot_item__v |
| SamplesStateCredentialSettings | samples_state_credential_settings__v |
| ScheduledDataExports | scheduled_data_export__sys |
| SdkJobs | sdkjob__sys |
| SearchableFields | searchablefield__sys |
| SearchCollections | searchcollection__sys |
| SearchCollectionSections | searchcollectionsection__sys |
| SectionDesigns | Provides a structured view of layout designs for document or form sections. This is used to drive UI rendering or template configurations in document-centric workflows. |
| Sections | Displays information on logical sections used in templates or structured content. This helps organize content into modular segments for consistent formatting and easy editing. |
| SecurityPolicies | security_policy__sys |
| SecurityProfiles | security_profile__sys |
| SentEmail | sent_email__v |
| ShareAction | mobileshareactionconfig__sys |
| SharedWorkflowVariables | sharedworkflowvariable__sys |
| SignaturePages2 | signaturepage__sys |
| SuppressedEmailAddresses | suppressed_email_address__sys |
| Systems | Provides a consolidated view of system-level configurations and metadata relevant to Veeva Vault environments, including platform setup, integration statuses, and system dependencies. |
| TabCollectionItems | tabcollectionitem__sys |
| TabCollections | tabcollection__sys |
| TabGroups | tab_group__sys |
| TagSecurityImpactAnalysisProcessors | tagsecurityimpactanalysisprocessor__sys |
| TagSecurityRuleAssignments | tagsecurityruleassignment__sys |
| TagSecurityRules | tagsecurityrule__sys |
| TierCountryMappings | tier_country_mapping__v |
| TrackedNotificationEventHandler | trackednotificationeventhandler__sys |
| UIWidgetAttributes | uiwidgetattribute__sys |
| UIWidgets | uiwidget__sys |
| UpgradeTask | sdkupgradetask__sys |
| UserAccountEmails | accountmessage__sys |
| Userdefinedclasses | userdefinedclass__sys |
| Userdefinedmodels | userdefinedmodel__sys |
| UserDefinedServices | userdefinedservice__sys |
| UserRoles | user_role__sys |
| VaultComponentRelationships | vault_component_relationship__sys |
| VaultComponents | vault_component__v |
| VaultDomainReparentEventHandlers | vaultreparenteventhandler__sys |
| VaultFileManagerUsers | vfm_user__sys |
| VaultTokens | vaulttoken__sys |
| VeevaIdUserRegistrationEventHandlers | veevaiduserregistrationeventhandler__sys |
| ViewableRenditionGenerateEventHandlers | viewablerenditiongenerateeventhandler__sys |
| WebApiGroups | webapigroup__sys |
| WebApis | webapi__sys |
| WorkflowItemObjects | Contains item-level information about each document or object record associated with a unique instance of a workflow. |
| WorkflowObjects | Contains workflow-level information about each workflow instance. |
| Workflows | workflow__v |
| WorkflowTaskItemObjects | Contains item-level information about each user task associated with a workflow. |
| WorkflowTaskObjects | Contains task-level information about each user task associated with a workflow. |
| WorkflowVariables | workflow_variable__sys |