DocTmpl Table (130)
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DocTmpl MDO list item table.
DocTmpl list table. Describes templates available for writing new documents.
Fields
Name |
Description |
Type |
Null |
DocTmpl_id |
Primary key |
PK |
|
name |
The list item |
String(239) |
|
rank |
Rank order |
UShort |
● |
tooltip |
Tooltip or other description |
String(254) |
● |
deleted |
0 -> record is active 1 -> record is 'deleted' and should not be shown in lists |
UShort |
● |
filename |
Relative to TemplatePath in SOARC. Plugin specific extref in other doc archives. i.e. Google document URL or Notes id. |
String(239) |
|
autoevent_id |
Document plugin id - where the documents generated from this template are to be stored. Copied to the document.archiveProvider when document is created. |
Id |
● |
record_type |
1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes |
Enum DocTmplType |
|
direction |
1 = incoming, 2 = outgoing, see EAppntDirection |
Enum DocTmplDirection |
● |
saveInDb |
1 = save document records in DB; otherwise not. |
UShort |
● |
default_oref |
Processed via tag substitution to give document reference |
String(239) |
● |
regkey_open |
Registry key to use for Open, if blank, we simply ask Windows to do the operation for us |
String(239) |
● |
regkey_edit |
Registry key to use for Edit; if blank, we simply ask Windows to do the operation for us |
String(239) |
● |
regkey_print |
Registry key to use for Print; if blank, we simply ask Windows to do the operation for us |
String(239) |
● |
accelerator |
Accelerator key code for this template |
UShort |
● |
registered |
Registered when |
UtcDateTime |
|
registered_associate_id |
Registered by whom |
FK associate |
|
updated |
Last updated when |
UtcDateTime |
|
updated_associate_id |
Last updated by whom |
FK associate |
|
updatedCount |
Number of updates made to this record |
UShort |
|
defaultPublishType |
Should documents based on this template be published=true? Default state of publish flag on documents. |
Enum PublishType |
● |
intentId |
What is the intention of this document (used by SAINT) |
FK Intent |
● |
mimeType |
The MIME type, for Web/Browser use of documents of this type |
String(254) |
● |
loadTemplateFromPlugin |
If nonzero, then this is the ID of the document plugin that should supply the template document file, instead of the default so_arc/template |
Int |
● |
quoteDocType |
The role this document plays in the Quote system, if any |
Enum DocTmplQuoteType |
● |
privacyDocType |
Indicator that this document template has a functional role, related to privacy/GDPR |
Enum DocTmplPrivacyType |
● |
emailSubject |
Subject line for document templates that represent an email; template tags are accepted in this item |
String(4000) |
● |
includeSignature |
If True, signature (mail.htm) should be added at bottom of template when used |
Bool |
● |
showCurrents |
If True, A dialog or sidebar will be shown for changing current values on Contact, Person |
Bool |
● |
senderEmailMode |
Type of sender email setting. Always use senderEmailAddress = 0, Use Our contact = 1, Use Support Associate = 2 |
Enum SenderMailMode |
● |
senderEmailAddress |
The email address to use in from field |
String(256) |
● |
invitationDocType |
Type for sending email meeting invitation. Not an invitation type template = 0, New = 1, Changed = 2, Cancelled = 3 |
Enum DocTmplInvitationType |
● |

Values needed to access the DocTmpl tables
This table must contain special values that would be difficult to guess correctly. These are listed below with a description of how to use them.
Record Type |
ID |
Comment |
Unknown |
0 |
The document type is unknown/undecided |
Appointment |
1 |
(not used for document templates) |
Document |
2 |
Generic text document (for instance, a letter) |
Email |
3 |
Email message |
Fax |
4 |
Facsimile |
Phone |
5 |
(not used for document templates) |
To Do |
6 |
(not used for document templates) |
Mail merge draft document |
7 |
Template for mail merge operations |
Mail merge final document |
8 |
Result of a mail merge operation |
Saved report |
9 |
Saved result of running a report (output from Reporter) |
Direction Type |
ID |
Comment |
Unknown |
0 |
The direction of documents from this template is unknown/undecided |
Incoming |
1 |
Document template for incoming documents |
Outgoing |
2 |
Document template is used for outgoing documents |
SaintAll |
3 |
'All' choice for Saint. This is NOT an acceptable value for a task definition, but is used by the Saint system for indexing all directions |
Is this document template some kind of quote document, and if so what
QuoteDocType |
ID |
Comment |
None |
0 |
This document template is in no way related to Quote Management |
MailBody |
1 |
This is a template for the offer mail body |
MainDocument |
2 |
This is a template for the main offer document, document instances will be referred through Quote.DocumentId |
QuoteLines |
3 |
This is a template for the AsposeWords merge process, generating the offer line details |
ConfirmationMailBody |
4 |
This is a template for the mail body of the order confirmation |
ConfirmationLines |
5 |
This is a template for the lines document that is an attachment to the confirmation mail |
Indexes
Fields |
Types |
Description |
DocTmpl_id |
PK |
Clustered, Unique |
name |
String(239) |
Unique |
Relationships
Replication Flags
- Replicate changes DOWN from central to satellites and travellers.
- Replicate changes UP from satellites and travellers back to central.
- Copy to satellite and travel prototypes.
Security Flags
- No access control via user's Role.