MCP Server for Vault CRM

Build 25.0.9440

MonitoringRules

Defines rules for monitoring specific actions, text, or behavior in CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitoring rule, used to track and reference the rule across systems.

Monitoring Rule Type String True

The type of monitoring rule, such as 'Keyword', 'Phrase', or 'Custom', which defines the nature of the content being monitored.

Global ID String True

A globally unique identifier for the monitoring rule, ensuring it is consistently referenced across various systems and platforms.

Link String False

A URL or hyperlink related to the monitoring rule, typically pointing to more information or associated documentation.

Monitoring Rule Name String False

The name given to the monitoring rule, typically a descriptive label used to easily identify the rule within the system.

Status String False

The current status of the monitoring rule, such as 'Active', 'Inactive', or 'Under Review', which indicates its operational state.

Created By String True

The user or system responsible for creating the monitoring rule, providing accountability for the rule's creation.

Created Date Datetime True

The timestamp indicating when the monitoring rule was created, helping establish the rule's history and context.

Last Modified By String True

The user or system that last modified the monitoring rule, allowing for traceability of changes made to the rule.

Last Modified Date Datetime True

The timestamp indicating when the monitoring rule was last modified, providing insight into the most recent updates.

Category String False

The category under which the monitoring rule falls, used for organizing and classifying rules based on their function or purpose.

End Date Date False

The date when the monitoring rule is scheduled to end or expire, determining the rule's validity period.

External ID String False

An identifier used to reference the monitoring rule in external systems or databases, ensuring consistency across platforms.

Field Set String False

A set of fields or attributes associated with the monitoring rule, defining which parts of the data are monitored by the rule.

Start Date Date False

The date when the monitoring rule becomes active or starts being applied, marking the beginning of its monitoring period.

Detail Group String False

A subgroup within the category that further organizes the monitoring rule, often based on specific criteria like region or department.

Product String False

The product associated with the monitoring rule, linking the rule to specific products or product lines for targeted monitoring.

Owner String False

The owner or administrator responsible for the monitoring rule within the system, ensuring the rule is properly managed and maintained.

Legacy CRM Id String False

The identifier for the monitoring rule in the legacy CRM system, allowing for historical reference and tracking across systems.

User Country String False

The country associated with the user or entity that created or is responsible for the monitoring rule, providing geographic context.

Restricted Platforms String False

The platforms or systems where the monitoring rule is restricted or not applicable, helping define the rule's scope and limitations.

Mobile ID String False

An identifier associated with the mobile system or platform that the monitoring rule is intended to monitor or enforce, if applicable.

Trigger Timestamp Datetime False

The timestamp indicating when the monitoring rule was triggered, used to track the exact moment the rule was applied or initiated.

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Build 25.0.9440