Excel Add-In for Vault CRM

Build 25.0.9434

SurveyTargets

Tracks individuals or entities targeted for survey participation, capturing distribution details, response statuses, and links to survey results.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the survey target record.

Survey Target Type String True

Specifies the document type of the survey target within the Vault object model.

Global ID String True

System-generated global identifier used for integrations and cross-Vault referencing.

Link String False

System-managed link used to access the survey target record directly within the Vault interface.

Survey Target String False

Human-readable name or title assigned to the survey target entity.

Status String True

Current workflow or lifecycle status of the survey target, such as Draft, Approved, or Archived.

Created By String True

Username or system account that created the survey target record.

Created Date Datetime True

Timestamp indicating when the survey target record was initially created.

Last Modified By String True

Username or system account that last modified the survey target record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification of the survey target record.

Account Display Name String False

Public-facing name of the associated account or organization linked to the survey target.

Account Types String False

Comma-separated list of account types linked to the survey target, such as Healthcare Professional (HCP), Healthcare Organization (HCO), Distributor.

Call Id String False

Reference to the associated Call2 activity record related to the survey target.

Channels String False

Comma-separated list of communication channels used for survey delivery, such as Email, Phone, In-person.

Completed Date/Time Datetime False

Timestamp indicating when the survey target completed the assigned survey.

Employee Comment String False

Optional comment field where the employee can provide feedback or contextual notes.

Enable Employee Comment String False

Indicates whether employees are allowed to leave comments for the survey target (true or false).

End Date Date False

The date on which the survey target's participation in the survey officially ended.

Entity Reference Id String False

Unique identifier referencing the entity associated with this survey target record.

External ID String False

Identifier provided by external systems for integration or reference purposes.

Location Entity Reference Id String False

Reference to the location entity related to the survey target, used for regional mapping.

Lock Bool False

Boolean flag that prevents further changes to the survey target record once set to true.

Mobile ID String False

Identifier used by mobile platforms to reference the survey target during field activities.

Don't change owner on publish Bool False

When true, prevents the reassignment of ownership when the record is published.

Profile Name String False

Name of the profile or form layout associated with the survey target.

Recalled Date/Time Datetime False

Timestamp indicating when the survey target was recalled or removed from circulation.

Region String False

Geographical region associated with the survey target, often used for segmentation and reporting.

Report Status String False

Status of the reporting process for the survey target, such as Pending, Completed, or Failed.

Review Date Date False

Scheduled or actual date on which the survey target's responses were reviewed.

Segment String False

Business or customer segment classification assigned to the survey target for analytical grouping.

Sent to Rep Date/Time Datetime False

Timestamp indicating when the survey target was sent to the assigned representative for follow-up.

Share Team String False

Indicates the name of the team that shared the survey target, used for tracking collaboration across teams.

Start Date Date False

The date when the survey was initiated or became active for the target.

Survey Target Status String False

The current status of the survey for a specific target, such as Not Started, In Progress, or Completed.

Submitted DateTime Datetime False

The exact date and time when the survey was submitted by the user or target.

Target Type String False

Specifies the category of the survey target, such as Account, Event, or User.

Included user territories String False

Lists the user territories included in the survey targeting, separated by commas. This is useful for geographic segmentation and performance tracking.

Account String False

References the associated account or HCP (Health Care Professional) linked to the survey target.

Call String False

Links to the related call record, indicating that the survey was part of a call activity.

Child Account String False

Indicates the child account related to the main account, often used in hierarchical account structures.

Manager String False

Refers to the manager or coach overseeing the employee who submitted or interacted with the survey.

Detail Group String False

Identifies the product detail group presented during the interaction, used for analyzing targeted messaging.

Attendee String False

Refers to the individual who attended the event or meeting and is associated with the survey.

Event Speaker String False

Specifies the speaker involved in the event where the survey target was engaged.

Event String False

Links to the specific event record connected to the survey target, enabling event-based reporting.

Employee String False

The employee who executed the survey-related activity or submitted the response.

Location String False

The physical or virtual location associated with the survey activity or event.

Product String False

The product related to the survey target, used to correlate survey data with product performance.

Sent Email String False

Indicates an email communication sent to the survey target, supporting outreach tracking.

Suggestion String False

References a system-generated or user-provided suggestion related to the survey or interaction.

User String False

The Vault user who owns or initiated the survey target record.

Owner String False

The owner ID of the survey target, typically a Vault user or system ID responsible for managing the record.

Score Decimal False

Numerical score assigned to the survey response, used for evaluating quality, engagement, or effectiveness.

Not Completed String True

Flag or reason indicating why the survey was not completed by the target.

Legacy CRM Id String False

Unique identifier from the legacy Customer Relationship Management (CRM) system, supporting migration tracking and data mapping.

Language String False

Language in which the survey was presented or completed, useful for localization and analysis.

Lifecycle String True

The lifecycle applied to the survey target object, defining its process stages and transitions.

Lifecycle State String True

The current lifecycle state of the survey target, such as Draft, In Review, or Approved.

Lifecycle State Stage ID String True

System-generated ID for the current lifecycle stage, used internally for process control.

Lifecycle Stage String True

The label for the current stage in the lifecycle, providing user-friendly identification of process phase.

Survey Name String False

The name of the survey associated with the target record, used for filtering and grouping.

Modified by Publish job Datetime True

Timestamp indicating when the survey target record was last modified by an automated publish job.

Application Profile String False

Identifies the application profile applied to the user or target, influencing access and configuration.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9434