Power BI Connector for Vault CRM

Build 25.0.9454

ReferenceDocuments

Stores documents used as references during calls, events, or regulatory processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the reference document record within the system.

Reference Document Type String True

The classification or object type of the reference document.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the reference document.

Name String False

The name or title of the reference document.

Status String False

The current status of the reference document, such as active, expired, or draft.

Created By String True

The user who originally created the reference document record.

Created Date Datetime True

The date and time when the reference document record was created.

Last Modified By String True

The user who most recently modified the reference document record.

Last Modified Date Datetime True

The date and time when the reference document record was last updated.

Document Id String False

The internal identifier assigned to the document within the system.

Reference Document Status String False

The current lifecycle status of the reference document.

VExternal Id String False

The external identifier used by Veeva systems for this document.

Vault DNS String False

The domain name system (DNS) reference for the Veeva Vault where the document resides.

Vault External Id String False

The external system ID of the document in Veeva Vault.

Vault GUID String False

The globally unique identifier (GUID) of the document in the Veeva Vault.

Vault Last Modified Date Time Datetime False

The timestamp of the most recent update to the document in the Veeva Vault.

Version String False

The current version of the reference document.

Legacy CRM Id String False

The identifier of the document from a legacy Customer Relationship Management (CRM) system.

Product String False

The product associated with the reference document.

Owner String False

The user or team responsible for maintaining the reference document.

Language String False

The language in which the reference document is written or published.

Allow PDF Download Bool False

The flag indicating whether PDF downloads are allowed for this document.

Allow Source Download Bool False

The flag indicating whether source file downloads are allowed for this document.

Contains Boxed Warning Bool False

The flag indicating whether the document includes a boxed warning, such as an FDA warning.

External Display Name String False

The display name of the document used externally, such as customers or healthcare providers.

Veeva Distribution String False

The distribution method or channel for the document via the Veeva system.

CDN Path String True

The path to the document on the content delivery network (CDN).

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Build 25.0.9454