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. |