MCP Server for Vault CRM

Build 25.0.9440

MatchTextVariations

Handles variations in matching logic or terminology to support flexible search and analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to the record, serving as the primary key for referencing and managing the data related to the specific lifecycle event or entity.

Global ID String True

A globally unique identifier used to track the record across various systems or databases, ensuring consistency and traceability of the record.

Link String False

A URL or path that provides direct access to external resources or documentation related to the record, enabling easy reference and further information.

Name String True

The name or title associated with the record, typically representing a specific event, object, or lifecycle entity, helping to easily identify it within the system.

Status String True

The current status of the record, reflecting its stage in the process or workflow, such as 'active', 'completed', or 'in progress'.

Created By String True

The name or identifier of the user who initially created the record, providing accountability and tracking the person responsible for the record's creation.

Created Date Datetime True

The timestamp indicating when the record was first created, allowing users to track the historical context and timeline of the record.

Last Modified By String True

The name or identifier of the user who last modified the record, ensuring visibility of changes and the individual responsible for the update.

Last Modified Date Datetime True

The timestamp indicating when the record was last modified, helping users determine the recency of the record and its data.

Lifecycle String True

The overall lifecycle status of the record, indicating the phase or progression in the system, such as 'draft', 'approved', or 'archived'.

Lifecycle State String True

The specific state of the lifecycle the record is currently in, providing a more granular indication of the record's status within its lifecycle (for example, 'in review' or 'finalized').

Lifecycle State Stage ID String True

An identifier that specifies the particular stage of the lifecycle the record is in, offering a unique reference to track the record's progress through the stages.

Lifecycle Stage String True

The name or description of the lifecycle stage that the record is in, providing a clear understanding of the current phase in the lifecycle process (for example, 'initial' or 'final approval').

Claim String False

A keyword or identifier related to the record that represents a claim or important topic associated with the lifecycle stage, used for categorization or tagging purposes.

Match Text String False

Text associated with the record that indicates a match, usually for searching or tagging purposes, which can be used to associate records based on specific criteria or keywords.

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Build 25.0.9440