Excel Add-In for Vault CRM

Build 25.0.9434

WorkflowTaskObjects

Contains task-level information about each user task associated with a workflow.

View-Specific Information

The active_workflow_task__sys and inactive_workflow_task__sys objects contain task-level information about each user task associated with a workflow. A single task can be assigned to multiple users, so each record for these objects represents a unique instance of a task-user iteration. For example, assigning the same Approval task to three unique users would create three unique task instances: one for each user. If the workflow later needed to assign new Approval tasks, it would create new task instances.

Columns

Name Type Description
Id [KEY] String The workflow task instance Id.
Workflow String An object reference to the parent workflow__sys.
Label String The workflow task label visible to users in the Vault UI.
Name String The name of this workflow task.
Owner String An object reference to the user__sys record assigned to this task. If unassigned, this value is null.
ParticipantGroup String The participant groups assigned to this workflow task.
Status String The status of this workflow task, either available__sys, assigned__sys, completed__sys, or cancelled__sys.
AssignedDate Datetime The date this workflow task was assigned.
CancelledDate Datetime The date this workflow task was cancelled. If the task was not cancelled, this value is null.
CompletedBy String An object reference to the user__sys record which completed this workflow task instance.
CreatedDate Datetime The date this workflow task instance was created.
DueDate Datetime The date by which this task must be completed. If the task has no due date, this value is null.
ModifiedDate Datetime The date this workflow task was last modified.
Iteration Int The number of times this task instance has iterated. For example, a user completed an Approval task, then something changed on the document or object record, requiring the user to complete the Approval task a second time. In this case, iteration__sys would be 2.
Instructions String The written instructions for this workflow task. This is custom text created by your Vault Admin when configuring this workflow task.
GroupInstructions String The written instructions for this workflow task, sent when a task is made available to multiple participants. This is custom text created by the workflow owner. This field only has a value if the workflow is configured to Allow workflow initiator to select participants and to Allow task instructions for these participants.
IsActive Boolean By default we retrieve data for both active and inactive Workflow Task Item Objects. Set to 'true' to retrieve only active workflow Task Item objects or set to 'false' to retrieve only inactive Workflow Task Item objects.

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Build 25.0.9434