Power BI Connector for Vault CRM

Build 25.0.9454

UserTasks

Tracks user-assigned tasks within Vault workflows, capturing task type, status, due date, associated documents, and workflow context for operational monitoring and compliance.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user task record within the system.

Name String False

Descriptive name of the task, typically identifying its purpose or action required.

Status String True

Current status of the task, such as Open, In Progress, or Completed, based on lifecycle progression.

Created By String True

User ID of the individual who originally created the task.

Created Date Datetime True

Timestamp indicating when the task was first created in the system.

Last Modified By String True

User ID of the last person who updated the task record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification made to the task.

Assigned To String False

User ID of the person currently assigned responsibility for completing the task.

Due Date Date False

The target date by which the task should be completed to meet operational timelines.

First Assigned Date Datetime True

The initial date and time when the task was first assigned to a user.

Last Assigned Date Datetime True

The most recent date and time when the task was reassigned or reassigned to the current user.

Completion Date Datetime False

The actual date and time when the task was marked as completed in the system.

Complete Bool False

Indicates whether the task has been completed (true) or is still pending (false).

Assigned Bool True

Indicates whether the task is currently assigned to a user (true) or remains unassigned (false).

Description String False

Detailed narrative or contextual information about the task's purpose or content.

Lifecycle String True

The name of the lifecycle associated with the task, defining its phase-based progression.

Lifecycle State String True

The current state of the task within its lifecycle, such as Draft, Under Review, or Approved.

Priority Decimal False

System-defined priority score or level used to rank the urgency of the task.

Global ID String True

A system-generated globally unique identifier used to track the task across integrated environments.

Link String False

System-generated link or URL reference for direct access to the task in the user interface.

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Build 25.0.9454