Excel Add-In for Vault CRM

Build 25.0.9434

DynamicAttributeConfigurations

Defines the metadata configuration for dynamic attributes assigned to documents or records, including data types, validation rules, and display settings.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the dynamic attribute configuration record, used to reference and distinguish it within the system.

Dynamic Attribute Configuration Type String True

Specifies the object type this dynamic attribute configuration is associated with, determining the context in which it can be applied.

Global ID String True

System-generated global identifier that ensures uniqueness of this configuration across all Vault environments.

Link String False

System link used to directly reference this configuration record within the Vault interface.

Dynamic Attribute Configuration Name String True

Human-readable name assigned to the dynamic attribute configuration, typically used for identification in the UI.

Status String False

Indicates the current status of the configuration, such as Active or Inactive, which controls whether it can be applied or modified.

Created By String True

Username of the person who initially created the configuration record in Vault.

Created Date Datetime True

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

Last Modified By String True

Username of the individual who last modified the configuration, for audit and tracking purposes.

Last Modified Date Datetime True

Timestamp of the most recent update made to the configuration record.

Applies To String False

Specifies the object or entity type that this dynamic attribute applies to, such as Product, Study, or Document.

Label String False

User-facing label of the dynamic attribute shown in the Vault interface, typically localized or descriptive.

Name String False

Internal system name for the dynamic attribute, used programmatically in configurations and API calls.

Available Values String False

Comma-separated list of selectable values available for the attribute, where applicable. Each value must be defined in a valid, Vault-supported format.

Description String False

Optional descriptive text explaining the purpose or use case of the dynamic attribute configuration.

Sort Order String False

Defines the display order of this attribute relative to others within the same section or group, with lower values appearing first.

External ID String False

Custom identifier from an external system that maps to this configuration, often used for integration and synchronization purposes.

Help Text String False

Instructional or guiding text displayed to users alongside the attribute in forms, to assist with data entry.

Read-Only Bool False

Boolean flag indicating whether the dynamic attribute is editable by users or restricted to read-only mode.

Section Name String False

Logical grouping or section under which the attribute appears in the Vault interface, helping organize related fields.

Sharing Group String False

Specifies the security group or audience with which this dynamic attribute configuration is shared.

Dynamic Attribute Configuration Status String False

Represents the lifecycle status of the dynamic attribute configuration, such as Draft, Approved, or Archived.

Track Changes Bool False

Indicates whether changes to this attribute are tracked for audit purposes, such as capturing old and new values.

Detail Group String False

Defines a sub-grouping within a detail section, often used to organize related attributes under a shared header.

Product String False

Name or identifier of the product to which this dynamic attribute configuration is relevant, used in multi-product Vaults.

Owner String False

ID of the user or group responsible for managing and maintaining the configuration.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to track or relate this dynamic attribute configuration record.

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Build 25.0.9434