Power BI Connector for Vault CRM

Build 25.0.9454

Objects

Returns all vault objects

View Specific Information

The connector will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

  • Name supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Objects WHERE Name = 'binder_metadata__v'

Note: The following fields will be populated only when filtering with the Name field, otherwise they will appear as null.

  • Description
  • HelpContent
  • EnableEsignatures
  • AllowAttachments
  • DynamicSecurity
  • SystemManaged
  • ObjectClass
  • AllowTypes
  • DataStore
  • defaultObjType
  • SecureAuditTrail
  • SecureSharingSettings
  • SecureAttachments
  • PreventRecordOverwrite
  • TriggersDisallowed
  • ConfigurationData
  • EnableMerges
  • ModifiedDate

Columns

Name Type Description
Name [KEY] String The api name of the Object
Label String UI-friendly string in the Vault's base language.
LabelPlural String Plural of the label in the Vault's base language.
Active Bool Indicates whether the object is active.
Description String Description of the object in the Vaults base language.
HelpContent String Hover text to display for the (?) icon in Business Admin for this object.
InMenu Bool Indicates whether the object appears in the Business Admin menu.
EnableEsignatures Bool Indicates whether eSignatures are enabled on the object.
AllowAttachments Bool Indicates whether the object allows file attachments.
Audit Bool Indicates whether Vault tracks object record changes in the audit logs.
Order Integer Order for the object to display in the Business Admin sidebar.
DynamicSecurity Bool Enables Custom Sharing Rules for the object.
SystemManaged Bool Indicates that records are managed by the system.
AvailableLifecycles String Defines the lifecycle (by name) that manages the object, e.g., Objectlifecycle.general_lifecycle__v.
ObjectClass String Classification of the object.

The allowed values are base, component, userrolesetup, legalhold, usertask, esignature, checklist, section, response, responserefdoc, responsedoc, availableanswer, responseordans, responseselans, dependency, subchecklist, qualityteammember, lifecyclestagesobject, publicaccesslink, qualityoneteammember, securitytree, usertreeassignment, securedrecordtreeassignment.

AllowTypes Bool Indicates whether the object supports Objecttype.
DataStore String Indicates the data store for this object, either standard or raw. Once set, this attribute cannot change.

The allowed values are standard, raw.

UserRoleSetupObject String Indicates the user role setup object when sharing settings are enabled. Specified as Object.object_name__c.
defaultObjType String The default Objecttype. Deprecated - As of 24R1.3 this attribute is stored on related Objecttype records. Accepted in MDL but not returned during exports.
SecureAuditTrail Bool If set to true, enables the Secure Audit Trail action for the object.
SecureSharingSettings Bool Enables ability to control user access to sharing settings.
SecureAttachments Bool If set to true, enables Secure Object Record Attachments for object records of this type. Cannot be true if allow_attachments is false.
PreventRecordOverwrite Bool If set to true, enables record-level locking on object records of this type to prevent concurrent overwrite.
MultiSelect Bool Indicates whether a complex join related section is multi-select or not. Defaults to false if not specified.
TriggersDisallowed Bool If true, custom triggers cannot be added to this object. Read-only.
ConfigurationData Bool If true, object records are copied when creating sandbox Vaults. Read-only.
EnableMerges Bool Indicates if this object allows record merges.
InMerge String Indicates if this object record is actively undergoing a record merge and whether it is main or duplicate. Null if not merging.

The allowed values are main_sys, duplicate_sys.

SummaryFields String Lists the fields to display in the Summary Info panel (comma-separated).
UserTreeAssignmentObjectName String The name of this security tree's User Tree Assignment object, without the _c__sys namespace. Can only be set on create.
SecurityTreeObject String If this object is secured with a security tree, this is the name of the Security Tree object securing it. Blank when not secured.
TreeAssignmentObjectName String If secured with a security tree, the name of the Tree Assignment object which is securing this object. Blank when not secured.
SingleUserTreeAssignment Bool Indicates if the security tree is configured to restrict users to a single node assignment. Defaults to false if omitted on create.
UserReferenceAssignment String The user reference field associated with this object. Allows automatic assignment of records to a security tree node based on a static user assignment.
SecureCopyRecord Bool Indicates if action security is enabled on the Copy Record action for this object.
RelateRecordsSelectAll Bool Indicates if Vault UI users can access the Select All button while relating multiple records. Only valid if multi_select is true.
ModifiedDate Datetime The datetime when this object was modified.

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Build 25.0.9454