You can configure Vault to automatically populate the standard name__v field on any custom object.

How to Configure System-Managed Object Record Names

To configure system-managed object record names:

  1. From Admin > Configuration > Objects, create a new object or click into an existing one.
  2. Open the Fields tab, click into the name__v object field name, then click Edit.
  3. Select the System manages field value (read-only) checkbox. Note that this option is not available for standard objects.
  4. In the Value Format field, enter values to apply to the object records. You can also use the token tool to pick from a list of valid tokens to insert in the Value Format field, or enter a literal string. Vault supports tokens for Text, Number, and single value Picklist object fields at this time.
  5. In the Starting Number field, enter a starting number for the sequence.
  6. Click Save.

When users create new records for the object, Vault will automatically populate the object record name according to the configuration settings. These will be read-only (non-editable), and will not change after initial record creation. Existing object records will retain their original name__v values.

About Value Formats

The Value Format setting allows you to define how the object records will be named. The default value format is set to VV-{######}. This format can be modified according to the settings below.

  • You can place literal strings, such as VV or UU, before (prefix) or after (suffix) the sequence number placeholder {###}.
  • Field tokens from the same object use the format {fieldname__v} and {fieldname__c}. The token uses the name (not label) of the object field. For example, {status__v} inserts the Status value for the record name from the same object.
  • Field tokens from outbound relationship (parent and reference) fields use the format {parent__cr.name__v}. Here, parent__cr represents the relationship name and name__v represents the name field on the related object.
  • You can put a sequence number token using {####}. Each “#” sign in the sequence number placeholder indicates a “0” value padding of the sequence number.
  • The maximum length is 128 characters.

Value Format

Starting Number

1st Object Record

2nd Object Record

3rd Object Record































Using Tokens

The token selector 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. Additionally, you can enter a name expression in the Value Format field using the same format settings listed above. Vault supports tokens for Text, Number, and single value Picklist object fields at this time.

Note that Vault doesn’t update system-managed names when there are updates to fields referenced by tokens.

About Starting Numbers

The Starting Number setting allows you to define the value of the first object record created. You can enter any non-zero, positive integer up to 32 characters in length. The default starting number is 1. Once implemented, Vault maintains a sequence number counter and increments the value on each subsequent new record.

If system-managed names have been implemented previously and you edit the starting number value:

  • The new starting number must be greater than the current value displayed. Vault displays the next available number.
  • When selecting higher values than the current value displayed, the existing unfilled values will not be populated. The next object record created will start from the new number specified in the sequence.
  • Upon saving, Vault will check to see if the value is valid (higher than previous existing values on the object) and will return an error message if invalid.

If you change these values, Vault applies the new values to all new object records created after the change. Existing object records will retain their original values.

Creating or Editing Object Records with System-Managed Names

When creating or editing object records for objects in which the name is system-managed, the Name field is read-only (non-editable). Upon saving the new object records, Vault displays the system-managed name.

Known Issue with Consecutive Number Values

Sequentially increasing number values are guaranteed, but not consecutive number values. Object records created consecutively may not have consecutively numbered system-managed names if one or more of the records isn’t saved due to network errors.