Power BI Connector for Vault CRM

Build 25.0.9454

ChecklistDesigns

Provides a structured overview of checklist templates and design metadata used across Vault to ensure compliance and process consistency. Includes versioning, design logic, and associated task rules.

Columns

Name Type Description
ID String Unique identifier for the checklist design record. This value is system-generated and used internally for referencing the record.
Object_Type String Specifies the type of object associated with the checklist design. This is typically corresponds to a Vault object type used in related workflows.
Checklist_Name String The user-defined name of the checklist design. This name is used to distinguish different checklists within the Vault environment.
Status String Indicates the current status of the checklist design, such as Active, Inactive, or Draft. This is used for lifecycle and filtering logic.
Created_By String Username or identifier of the user who created the checklist design. This is useful for tracking authorship and auditing changes.
Created_Date Datetime Timestamp indicating when the checklist design record was initially created in the system.
Last_Modified_By String Username or identifier of the user who last modified the checklist design. Helps maintain an audit trail for updates.
Last_Modified_Date Datetime Timestamp of the most recent modification to the checklist design record.
Checklist_Type String Specifies the category or purpose of the checklist, such as Quality Checklist, Safety Checklist, or Compliance Checklist.
Lifecycle String Name of the lifecycle assigned to the checklist design. The lifecycle governs state transitions and workflow behaviors.
Lifecycle_State String Current state of the checklist design within its assigned lifecycle, such as Draft, Under Review, or Approved.
Field_Matching_Enabled Bool Indicates whether automatic field matching is enabled for this checklist design. If true, the system attempts to match checklist fields to corresponding data fields in records.
Weightings_Enabled Bool Indicates whether weightings are applied to checklist items. When enabled, each item can be assigned a weight that contributes to an overall score or evaluation metric.

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Build 25.0.9454