MCP Server for Vault CRM

Build 25.0.9440

DocumentTypeGroups

Contains mappings of document types into logical groups for easier management, reporting, and filtering based on business classification or functional purpose.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the document type group, typically assigned by the system upon creation.

Name String False

User-defined name of the document type group as stored in the Vault field name__v.

Status String False

Current lifecycle status of the document type group, reflecting whether it is active, inactive, or in transition.

Description String False

Optional descriptive text providing additional details about the purpose or contents of the document type group.

Created By String True

Username or user ID of the person who originally created the document type group record.

Created Date Datetime True

Timestamp indicating when the document type group record was first created in the system.

Last Modified By String True

Username or user ID of the person who last updated the document type group record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the document type group record.

Global ID String True

Globally unique system-generated identifier used to reference this document type group across environments or systems.

Link String False

System-generated URL or hyperlink reference pointing to the full detail view of the document type group in the Vault interface.

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Build 25.0.9440