Power BI Connector for Vault CRM

Build 25.0.9454

ApprovedDocuments

Contains records of documents that have been officially approved through Vault's document lifecycle processes. Includes metadata such as approval status, version history, and related workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the approved document record within the system, typically auto-generated and used as a primary key.

Approved Document Type String True

Specifies the object type of the approved document, as defined by Vault's object model. Commonly reflects the classification or template used.

Global ID String True

System-generated identifier used to uniquely represent the document across all Vault instances and integrations.

Link String False

System URL link that provides direct access to view or download the approved document in Vault.

Approved Document Name String False

The official name or title of the approved document, typically stored in the 'name__v' field in Vault.

Status String False

Indicates the current approval or workflow status of the document, such as Draft, Approved, or Obsolete.

Created By String True

The username or system identifier of the user who initially created the document entry in Vault.

Created Date Datetime True

The timestamp indicating when the document record was first created in Vault.

Last Modified By String True

The username or identifier of the last user who updated the document entry.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the document record.

Allow Any Product Fragment Bool False

Specifies whether the document can be associated with any product fragment without restriction. When set to true, all fragments are permitted.

Allowed Document IDs String False

A comma-separated list of Vault document IDs that are explicitly allowed for association or referencing. Format: id1, id2, id3.

Audience String False

Defines the intended audience for the document, which can include specific roles, territories, or user groups.

Bcc String False

List of users or groups to be blind carbon copied when the document is distributed. Stored as a comma-separated string.

Check Consent String False

Indicates whether consent validation is required before distributing or displaying the document to users.

Description String False

A detailed textual description of the document's contents, purpose, or context as defined by the owner or creator.

Document Host String False

The fully qualified URL of the host or server that stores the approved document, typically external to Vault.

Veeva External ID String False

External identifier assigned to the document for integration with external systems. Often aligns with a source system's reference.

Last Modified in Vault Datetime False

The date and time when the document metadata or content was last updated within Veeva Vault specifically.

Insert Documents Bool False

Indicates whether documents can be included as attachments or links in outbound emails. This setting governs whether document distribution via email is permitted.

Email Domain String False

Specifies the domain used in the sender's email address when distributing approved content, such as @pharma-company.com.

From Address String False

The email address that appears in the 'From' field of outbound communications containing approved documents. This is used to indicate the source of the message.

From Name String False

The display name shown in the 'From' field of outgoing emails. This is typically represents a department, brand, or user responsible for the email.

Reply to Address String False

The email address that recipients should reply to when responding to emails with approved documents. This can differ from the sender address for routing purposes.

Reply to Name String False

The display name that accompanies the 'Reply-To' address in the email header. Helps clarify the intended contact for replies.

Subject String False

The subject line used in emails distributing approved documents. This is typically includes campaign-specific or document-specific context to inform recipients.

Email Footer Document ID String False

The Vault document ID referencing the footer fragment used in email templates. Commonly contains legal disclaimers, opt-out information, or branding.

Engage Document Id String False

The document ID used within Veeva Engage for remote detailing or rep-triggered email. Connects this record to its Engage content counterpart.

Events Management Subtype String False

Indicates the specific subtype of an events management scenario that this approved document is associated with. Helps categorize document usage in event contexts.

ISI Document ID String False

The document ID for the Important Safety Information (ISI) document that must accompany promotional content. Required for compliance.

Other Document IDs String False

A comma-separated list of Vault document IDs representing additional supporting documents associated with the approved content (for example, 12345, 23456, 34567).

PI Document ID String False

The document ID of the Prescribing Information (PI) file that provides essential medical guidance and must accompany certain promotional assets.

Piece Document ID String False

The document ID of the primary promotional piece. Serves as the anchor document for the rest of the content in this record.

Publish Method String False

Specifies how the approved document is distributed, such as email, download link, or embedded content. Controls the method of delivery.

Approved Document Status String False

Represents the workflow status of the approved document within Vault (for example, Approved, In Review, or Retired).

Territory String False

Identifies the sales or regulatory territory for which the approved content is authorized. This is used to enforce geographical compliance rules.

Document ID String False

The unique identifier for the document within Vault. Links this record to the actual document stored in the Vault platform.

Vault ID String False

The identifier of the specific Vault instance where the document resides. This is useful in multi-instance environments or integrations.

Content Type String False

Describes the category or classification of the approved content, such as Email Template, Sales Aid, or PI Document.

Product Group String False

References the product detail group associated with the approved document, used to classify content under a specific therapeutic or promotional group within the Veeva Vault environment.

Key Message String False

Points to the approved key message linked to this document, which is typically a standardized, regulatory-compliant communication used in marketing or sales materials.

Product String False

Identifies the primary product that this approved document supports or promotes, aligned with commercial or medical messaging strategies.

Survey String False

Indicates the survey or feedback mechanism related to this document, often used to assess message recall or HCP engagement.

Owner String False

Specifies the user ID of the Vault owner responsible for this document, generally the person accountable for content management or lifecycle control.

Legacy CRM Id String False

Contains the identifier used in legacy Customer Relationship Management (CRM) systems to associate this document with historical records, supporting system migrations and data lineage.

Veeva Content String False

Flag or reference indicating whether the content is Veeva-managed, enabling integration with downstream modules such as CLM or Vault PromoMats.

Content Target Platform String False

Denotes the intended platform(s) for document deployment such as CRM, Approved Email, or external channels like websites or apps.

Language String False

Indicates the language in which the document content is authored, ensuring correct localization and regulatory compliance for international markets.

Hidden? Bool False

Boolean flag indicating whether this document is hidden from general user access or reporting views, often used for archival or admin-only content.

Is Email Builder Bool False

Specifies whether this document is enabled for use in the Veeva Email Builder tool, allowing modular email content assembly.

Email Builder String False

References the specific email builder configuration associated with this document, such as a template or content block used in multichannel campaigns.

Trigger Timestamp Datetime False

Captures the date and time when the document was last activated or triggered by an automated or manual workflow event.

Email Fragment HTML String False

Path or identifier for the HTML file used as an email content fragment, designed for modular reuse within Veeva Approved Email.

Email HTML String False

Path or identifier for the main HTML file representing the complete email body that gets sent to recipients through Veeva systems.

Email Footer HTML String False

Path or identifier for the HTML file used as the email footer fragment, containing regulatory disclaimers, contact info, or unsubscribe links.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454