Excel Add-In for Vault CRM

Build 25.0.9434

FormularyProducts

Tracks the presence and details of pharmaceutical products on formularies, including tier, coverage notes, and payer affiliations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the formulary product record, typically auto-generated by the system.

Global ID String True

System-generated global identifier used to ensure uniqueness across all vaults and integrations.

Link String False

URL or reference link to the detailed view of the formulary product within the Vault system.

Name String False

Display name or label for the formulary product, as defined in the Vault user interface.

Status String False

Current lifecycle state of the formulary product, such as Draft, Approved, or Inactive, depending on configuration.

Created By String True

Username or identifier of the user who initially created the formulary product record.

Created Date Datetime True

Timestamp indicating when the formulary product record was first created in the system.

Last Modified By String True

Username or identifier of the user who most recently modified the formulary product record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the formulary product record.

Competitor Bool False

Boolean flag indicating whether the formulary product is associated with a competitor.

External ID String False

Identifier used to link this record to an external system, such as a Customer Relationship Management (CRM) or third-party application.

Market String False

Specifies the geographic or commercial market to which the formulary product is aligned, such as United States (US), Europe (EU), or Asia-Pacific (APAC).

Owner String False

User or group responsible for managing the formulary product record, typically represented by their Vault user ID.

Legacy CRM Id String False

Identifier from a legacy CRM system used for reference or migration purposes.

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Build 25.0.9434