DocumentRoles
Manually retrieve assigned roles on a document and the users and groups assigned to them.
View Specific Information
The add-in 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 add-in.
- DocumentId supports the '=' and 'IN' operators.
For example, the following queries are processed server side:
SELECT * FROM DocumentRoles WHERE DocumentId = '100'
SELECT * FROM DocumentRoles WHERE DocumentId IN ('99', '98', '876', '873', '867', '1')
It is recommended to specify DocumentId, otherwise the provider will make a request per each document, causing the execution of the query to take some time.Columns
| Name | Type | Description |
| DocumentId [KEY] | String | Identifier of the document. |
| Name [KEY] | String | Name of the role. |
| Label | String | Label of the role. |
| AssignedUsers | String | Comma-separated list of user Ids. |
| AssignedGroups | String | Comma-separated list of group Ids. |
| AvailableUsers | String | Comma-separated list of user Ids. |
| AvailableGroups | String | Comma-separated list of group Ids. |
| DefaultUsers | String | Comma-separated list of user Ids. |
| DefaultGroups | String | Comma-separated list of group Ids. |