Excel Add-In for Vault CRM

Build 25.0.9434

EngageConnectGroupRequests

Tracks user-initiated requests to join engage connect groups, including approval status and related user and group identifiers.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Engage Connect Group Request record within the Vault system.

Engage Connect Group Request Type String True

Specifies the object type of the Engage Connect Group Request, used to categorize and distinguish between different types of requests.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across all Vault environments.

Link String False

System-level hyperlink that provides direct access to the Engage Connect Group Request record.

Engage Connect Group Name String False

The name assigned to the Engage Connect Group, typically used for display and filtering purposes in the Vault interface.

Status String False

Current lifecycle status of the Engage Connect Group Request, such as Draft, In Progress, or Completed.

Created By String True

Username or identifier of the user who originally created the Engage Connect Group Request.

Created Date Datetime True

Timestamp indicating when the Engage Connect Group Request was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who most recently updated the Engage Connect Group Request.

Last Modified Date Datetime True

Timestamp of the last modification made to the Engage Connect Group Request record.

Brands String False

Comma-separated list of associated brand names relevant to the Engage Connect Group (for example, BrandX, BrandY, BrandZ).

Customer Key String False

External system identifier that maps this Engage Connect Group Request to a customer record in integrated Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) systems.

Display Future Meetings String False

Indicates whether future scheduled meetings related to the group request should be displayed to the user.

Error Description String False

Textual description of any errors encountered during the processing or synchronization of the group request.

External ID String False

An optional identifier provided by external systems to correlate this record with records outside of Vault.

Primary Color String False

Hex or named color value representing the primary theme color associated with the Engage Connect Group's branding.

Processing Status String False

Indicates the current processing state of the record, such as Queued, Processed, or Failed.

Secondary Color String False

Hex or named color value representing a secondary accent color used for visual theming.

User Communication Channel String False

Preferred communication channel for the user associated with the request (for example, Email, SMS, or In-App).

User Profile Company Name String False

Company name associated with the user profile initiating or assigned to the group request.

Owner String False

Identifier of the Vault user or group who is responsible for the Engage Connect Group Request.

Legacy CRM Id String False

Identifier from a legacy CRM system, used for historical mapping or migration validation.

Content Filters String False

Comma-separated list of content filter values used to limit or control content visibility in the Engage Connect interface.

Enable HCP-Initiated Meeting Requests Bool False

Boolean flag indicating whether Healthcare Professionals (HCPs) are allowed to initiate meeting requests through the Engage Connect platform.

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Build 25.0.9434