Retrieve Lifecycle Role Assignment Rules (Default & Override)

GET/api/{version}/configuration/role_assignment_rule

Headers

Name	Description
`Accept`	`application/json` (default) or `application/xml` or CSV `text/csv`

This endpoint alone will retrieve a list of all lifecycle role assignment rules (default & override) from all roles in all lifecycles in your Vault.

To filter the results by lifecycle or role, add one or both of the following parameters to the request endpoint:

Query Parameters

Name	Description
`lifecycle__v`	Include the name of the lifecycle from which to retrieve information. For example: `lifecycle_v=general_lifecycle__c`
`role__v`	Include the name of the role from which to retrieve information. For example: `role__v=editor__c`
`product__v`	Include the ID/name of a specific product to see product-based override rules to default users/allowed users for the lifecycle role. For example: `product__v=0PR0011001` or `product__v.name__v=CholeCap`
`country__v`	Include the ID/name of a specific country to see country-based override rules to default users/allowed users for the lifecycle role. For example: `country__v=0CR0022002` or `country__v.name__v=United States`

The response will include:

The default role assignments
The override role assignments when an override condition (when configured on the role) is met
The override conditions (when configured on the role)

If you filter the results by one or more override conditions (product__v or country__v), the response will exclude the default role assignments and role assignments for the override conditions.

Request Details

Retrieve lifecycle role assignment rules from a specific role (editor__c) in a specific lifecycle (general_lifecycle__c):

Request

curl -X GET -H "Authorization: {SESSION_ID}" \
https://myvault.veevavault.com/api/v18.3/configuration/role_assignment_rule?lifecycle__v=general_lifecycle__c&role__v=editor__c

Response

{
    "responseStatus": "SUCCESS",
    "data": [
        {
            "lifecycle__v": "general_lifecycle__c",
            "role__v": "editor__c",
            "allowed_users__v": [
                "ally@veepharm.com",
                "beth@veepharm.com",
                "cruz@veepharm.com",
                "dave@veepharm.com"
            ],
            "allowed_groups__v": [
                "global_products_team__c",
                "vault_products_team__c",
                "vault_doc_management__c"
            ],
            "allowed_default_users__v": [
                "ally@veepharm.com"
            ],
            "allowed_default_groups__v": [
                "global_products_team__c"
            ]
        },
        {
            "lifecycle__v": "general_lifecycle__c",
            "role__v": "editor__c",
            "product__v.name__v": "CholeCap",
            "country__v.name__v": "United States",
            "product__v": "0PR0011001",
            "country__v": "0CR0022002",
            "allowed_users__v": [
                "etta@veepharm.com",
                "finn@veepharm.com",
                "greg@veepharm.com",
                "hope@veepharm.com"
            ],
            "allowed_groups__v": [
                "cholecap_us_docs_group__c",
                "cholecap_us_research_group__c",
                "cholecap_us_compliance_group__c",
                "cholecap_us_product_management_group__c"
            ],
            "allowed_default_users__v": [
                "etta@veepharm.com"
            ],
            "allowed_default_groups__v": [
                "cholecap_us_docs_group__c"
            ]
        }
    ]
}

Response Details

In this example response, the editor__c role in the general_lifecycle__c lifecycle is configured with the following role assignment rules:

Default Rule

When a document is assigned this lifecycle, the following users and groups are automatically assigned to the editor__c role:

allowed_default_users__v - The user ally@veepharm.com is automatically assigned to the role.
allowed_users__v - The users beth@veepharm.com, cruz@veepharm.com, and dave@veepharm.com can be (optionally) assigned to the role at any time during the lifecycle.
allowed_default_groups__v - The group global_products_team__c is automatically assigned to the role.
allowed_groups__v - The groups vault_products_team__c and vault_doc_management__c can be (optionally) assigned to the role at any time during the lifecycle.

Override Conditions

This lifecycle role has been configured with two override conditions which state: If both the product "CholeCap" and country "United States" are assigned to a document, do not apply the default rule, but instead apply the override rule.

The API returns both the system-managed object record id and the user-defined object record name__v (via the object__v.name__v lookup) field values which define the override conditions:

"product__v.name__v": "CholeCap" - The product object record name.
"country__v.name__v": "United States" - The country object record name.
"product__v": "0PR0011001" - The product object record ID.
"country__v": "0CR0022002" - The country object record ID.

Override Rule

When both the product "CholeCap" and country "United States" are assigned (at any time) to a document in this lifecycle, the following (alternate) users and groups are automatically assigned to the editor__c role:

allowed_default_users__v - The user etta@veepharm.com is automatically assigned to the role.
allowed_users__v - The users finn@veepharm.com, greg@veepharm.com, and hope@veepharm.com can be (optionally) assigned to the role during its lifecycle.
allowed_default_groups__v - The group cholecap_us_docs_group__c is automatically assigned to the role.
allowed_groups__v - The groups cholecap_us_research_group__c, cholecap_us_compliance_group__c, and cholecap_us_product_management_group__c can be (optionally) assigned to the role during its lifecycle.