Using Tokens


Tokens are pieces of text with a specific format that Vault replaces with the values the token represents. They use the format ${tokenName}. For example, in a workflow notification, ${Object.name__v} inserts the object record’s Name value.

How to Insert Tokens

Tokens are valid anywhere the {…} icon appears. To insert tokens:

  1. Click in the field, and then click the token icon to see a list of valid tokens. This list varies depending on the type of field or message you’re editing.
  2. If needed, enter a term in the search box. The list narrows to only show matching tokens. Token List Results for Current

  3. Click on a token to insert it into the field.

Available Tokens

The tokens available depend on the type of field you are editing.

Messages

  • Object details (fields, version, user information for record Owner, link to object record Details page, etc.)
  • Workflow details (user information for the Workflow Owner and Task Owners, due date, etc.)
  • Vault links (login page)
  • Bulk action information (used in various default messages for bulk actions)

User Account Emails

  • User details (name, user name, etc.)
  • Vault links (login page)

Audit Export Cover Page

  • Vault details (vault name)
  • Audit and export details (date range of audit history, audit type, exported by, date/time of export, etc.)

Web Actions

  • Details about the user (email address, name, etc.) triggering the web action and their session
  • Details about the vault (ID, domain, etc.)
  • Record ID for the specific object record on which the web action is triggered
  • Object name

Within web actions, tokens use a slightly different format: they include a prefix to indicate if they reference a document or a Vault object. Tokens within actions also include the suffix from the field name, for example ${Object.name__v} and ${Object.product_country__c}.

System-Managed Object Record Names

The token tool allows you to use field tokens to automatically set object record names. You can select field tokens from the same object or from objects with outbound relationships. You can input the name expression in the Value Format field using the format {fieldname__v} for the same object, or the format {parent__cr.name__v} for an outbound relationship. Vault supports tokens for Text, Number, and single value Picklist object fields at this time.

Sender Information Tokens

In messages, you can use the ${senderFirstName} and ${senderLastName} tokens to insert information about the Coordinator. If no Coordinator is defined for the document, Vault substitutes the Workflow Owner’s information.


Last Updated: