Excel Add-In for Vault CRM

Build 25.0.9434

AssignmentRuleCriteria

Defines specific criteria used to evaluate and trigger assignment rules. These criteria help determine how tasks or records are automatically routed to users or roles based on configurable conditions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the assignment rule criterion record within the Vault system.

Global ID String True

System-generated global identifier used to uniquely reference the criterion record across environments and integrations.

Link String False

Internal system link that allows navigation to this specific criterion record within the Vault interface.

Name String True

User-defined name or label for the assignment rule criterion, typically used for easier identification.

Status String False

Current lifecycle state of the criterion, such as Active, Inactive, or Obsolete, as defined in the Vault configuration.

Created By String True

Username or identifier of the individual who originally created the criterion record.

Created Date Datetime True

Timestamp indicating when the criterion record was first created in the system.

Last Modified By String True

Username or identifier of the person who last updated the criterion record.

Last Modified Date Datetime True

Timestamp showing the most recent update to the criterion record, reflecting its latest modification date.

Criterion Number Decimal False

Numeric value that specifies the order or sequence of the criterion within its associated assignment rule.

Assignment Rule String False

Reference to the parent assignment rule associated with this criterion defines routing or ownership behavior.

Criterion Field String False

Name of the field within the Vault object that the criterion evaluates as part of the rule condition.

Criterion Operator String False

Logical operator used to compare the criterion field with the specified value, such as equals, not equals, contains.

Criterion Value String False

The target value that the criterion field is compared against using the defined operator to determine rule matching.

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Build 25.0.9434