Doctype
Class: metadata
Document types refer to a hierarchical taxonomy to differentiate the various types of documents stored in Vault.
Learn about Document Types in Vault Help.
| Attribute | Metadata | Description |
|---|---|---|
auto_bring_forward_annotations | Type: Boolean | If true, Vault automatically brings forward annotations when a new document version is created. |
auto_bring_forward_annotation_types | Type: Enum Multi-value Allowed values:
| The types of annotations to automatically bring forward. |
milestone_types | Type: String Max length: 1500 Multi-value | The type of milestone. |
default_workflows | Type: String Max length: 1500 Multi-value | The list consists of Doclifecycle/Workflow combinations separated by a colon (:) (e.g., promotional_field__c:start_mld_review__c). |
relationship_types | Type: String Max length: 1500 Multi-value | The list of Docrelationshiptype names supported. |
etmf_rm_v2 | Type: String Max length: 1500 | eTMF Reference Model V2 Hierarchy Item external id, (e.g.,tmf_rm_v2_04.02) Available in eTMF Vaults only. |
etmf_rm_v3 | Type: String Max length: 1500 | eTMF Reference Model V3 Hierarchy Item external id, (e.g., tmf_rm_v3_04.02) Available in eTMF Vaults only. |
clinical_docs_rm | Type: String Max length: 1500 | Veeva Clinical Docs Hierarchy Item id. Available in eTMF Vaults only. |
document_number_format | Type: String Max length: 512 | The document numbering pattern. If none are specified, the default value is inherited from parent or base |
document_name_format | Type: String Max length: 512 | The document numbering pattern. If none are specified the default value is inherited from parent or base If not specified at root, the default is: {FileName} |
crosslink | Type: String Max length: 1500 | Determines whether CrossLinks created for this document type use the source document’s source file or viewable rendition. |
enable_suggested_links_source | Type: Boolean | Each document type, subtype, and classification can be enabled or disabled for the Suggest Links action. Available in PromoMats Vaults only. |
enable_suggested_links_target | Type: Boolean | Each document type, subtype, and classification can be enabled as eligible or not eligible for Suggested Links references. Available in PromoMats Vaults only. |
enable_binder_thumbnail | Type: Boolean | Use a document from within the binder as the binder thumbnail instead of the standard Vault binder icon. |
binder_unbound_document_display_option | Type: Enum Allowed values:
| Select display options for unbound documents. |
create_document_permissions | Type: String Max length: 1500 Multi-value | The list of group or user IDs in the form of user:username or group:Group.name__v. |
create_binder_permissions | Type: String Max length: 1500 Multi-value | The list of group or user IDs in the form of user:username or group:Group.name__v. |
role_defaulting_editors | Type: String Max length: 1500 Multi-value | The list of group or user IDs in the form of user:username or group:Group.name__v. |
role_defaulting_viewers | Type: String Max length: 1500 Multi-value | The list of group or user IDs in the form of user:username or group:Group.name__v. |
role_defaulting_consumers | Type: String Max length: 1500 Multi-value | The list of group or user IDs in the form of user:username or group:Group.name__v. |
inherit_doctype_groups | Type: Boolean | Indicates whether the doctype_group values are inherited from the parent Doctype. |
doctype_group | Type: String Max length: 1500 Multi-value | List of Document Group (doc_type_group__v) linked to this Doctype. |
regen_doc_name_on_save | Type: Boolean | Whether auto-generated names should be refreshed when saving the document. |
allow_attachments | Type: Boolean | Whether documents of this type can have attachments. |
rendition_types | Type: String Max length: 1500 Multi-value | The list of Renditiontype names supported. |
available_lifecycles | Type: String Max length: 1500 Multi-value | The list of Doclifecycle names. If none are specified, the default value is inherited from parent or base. |
processes | Type: String Max length: 1500 Multi-value | The list of process names. These come from processes picklists. |
etmf_department | Type: String Max length: 1500 | The department name from the etmf_departmnet picklist Available in eTMF Vaults only. |
filters | Type: String Max length: 1500 Multi-value | Names of fields for document fields using MDL notation (e.g., Docfield.field__v) Additional special filters:
|
active | Type: Boolean Required | Indicates whether the field is active. |
fields | Type: String Max length: 1500 Multi-value | The list of Docfield components linked to this Doctype. |
description | Type: String Max length: 500 | A general description of the Doctype. |
label | Type: String Required Max length: 200 | UI-friendly string. |
Supported Operations
Section link for Supported Operations| Operation | Support |
|---|---|
| Create | |
| Recreate | |
| Alter | |
| Drop | |
| Rename | |
| Describe | |
| Generate Recreate | |
| Queryable |
Notes:
- Alter: MDL Operation may not be supported for some multi-value attributes.