In this demonstration, we're going to take a look
at how you can copy and paste a list of values from a spreadsheet
and use that to speed up your work in Vault.
So here on the left in vault, I have a document that I want to send off
for review.
So I'll start the review workflow here
and here.
I need to choose who my reviewers are going to be.
Now I can pick out individual users from this dropdown,
or I can pick out system groups from this dropdown.
But what if I'm working with a set of users
that don't exist as a group within vault itself,
but I work with those same users over and over again.
So in that case, I could actually copy and paste a list of usernames here.
So if I copy those and then within this dropdown,
I can click this new icon to be able to paste those values
and vaults.
Going to recognize those are usernames and automatically convert them.
And then I can set my review date and hit start.
Now I would also note though
I don't have to use this button, I could just use a keyboard shortcut.
So I'm on a mac and command V will paste
and the same functionality would apply.
We're just pasting those values in.
Vault is recognizing those usernames
and populating the dropdown.
Now what we just saw was a scenario where vault was able
to recognize all of those usernames and add them accordingly.
But what if I'm starting the approval workflow and I paste those names in?
Well, you're actually going to see
that three values successfully matched.
None were skipped, but one failed.
And we'll actually give you a button here to be able to download the results.
And so we'll show you which ones we were able to successfully paste
and which ones we weren't.
And just to take a look at what happened here,
I've downloaded that file and opened it here.
And we can see that it was stew that was not found
in the dropdown and was unable to be pasted.
Now, in that case, the reason for that,
if we look at the sharing settings on this document, is that
stew is not an approver on this document, and this workflow is set up
to only allow you to send to people who are in the approver role.
So if we actually look at the send for approval
and we look at the dropdown, you'll see Stew's not in that dropdown.
So when we paste those values stew is not going to be found.
Now you can hit continue and we'll add the users that we did find.
Now this functionality is not
just specific to users and starting a workflow,
although that will likely be one of the more common use cases.
You can also leverage it with object reference fields
or pick lists when you're working with filters.
So for instance, here I'm looking at a set of projects
and maybe I want to filter for projects that are only associated
to these corporate initiatives.
So here I can click to copy
and then vault in the filter I could say advanced.
And there's that icon again where I can click
and paste that data in and apply that filter.
So now I'm only looking at projects associated
to those particular initiatives.
So anywhere in vault that you see this icon that indicates
that we support the ability for you to copy a list from a spreadsheet
and be able to paste that right into vault.
We think this functionality is going to make things much more efficient,
especially in those scenarios where you're working
with the same set of records or same set of users over and over again.