Multi-value fields in Vault support the ability to copy and paste data from applications outside of Vault, such as Excel spreadsheets and Google Sheets, into fields that support multiple values. You can accomplish this functionality either through using standard paste keyboard shortcuts (Ctrl + V on Windows and Cmd + V on Mac), or you can paste data directly from your clipboard using the Paste icon () on the multi-value field.
This functionality reduces manual effort and the possibility of errors when users manually enter data in multi-value fields.
Note: Pasting data into multi-value fields is supported in bulk editing, inline editing, and bulk starting workflows.
Pasting Data
When pasting data into a multi-value field, Vault performs a check to ensure the values are available for selection in the field. For example, when adding participants at the start of a workflow, you could copy a list of usernames from an Excel spreadsheet and paste them into the Start Workflow dialog. You can paste using the standard keyboard shortcuts or the Paste icon ().
You may need to grant permission to the clipboard on your computer to use the Paste icon. If you do not grant permission to the clipboard, you can use the right-click context menu or keyboard shortcuts instead. If you deny clipboard permission after your browser window is displayed, the Paste icon will not function.
Once you paste the data, Vault displays a Paste Summary dialog. This dialog displays the number of values that were successfully copied, skipped, and failed. You can also download a CSV of the paste results by clicking Download Results. The CSV includes additional details on each pasted value which you can use to cross reference with the source data. Click Continue to paste the copied values.
If there are no failed or skipped values, Vault displays a green banner with the number of successful values instead of the Paste Summary dialog. Pasting fails if the value is not available for selection in the field or if Vault cannot auto-select a value due to discovering multiple matches. Duplicate pasted values and previously selected values are skipped.
If multiple matches are discovered for a single value, you can try pasting the value by itself in the multi-value field. A drop-down displays allowing you to select the appropriate value.
Note: You can only paste up to 250 values per multi-value field.
Supported Values & Fields
Vault supports pasting the following values into multi-value fields:
- User IDs
- Usernames
- Email addresses
- User’s full name
- User group Name and Label
- Object record ID and Name
- Picklist Name and Label
Vault supports pasting values into the following multi-value fields:
- Multi-select object reference fields
- Multi-value picklists
- Add Recipients field in the Send as Link workflow
- Workflow fields that point to a user, such as workflow participants fields in the Start Workflow dialog and the Recipients field in the Email Participants dialog