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Class DocumentTemplate

The template a document is based on is stored in the SO_arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Carrier object for DocumentTemplate. Services for the DocumentTemplate Carrier is available from the List Agent.
Inheritance
object
DocumentTemplate
Namespace: SuperOffice.CRM.Services
Assembly: SuperOffice.Services.dll
Syntax
[DataContract(Namespace = "http://www.superoffice.net/ws/crm/NetServer/11.1.0.0")]
public class DocumentTemplate : Carrier
Examples

Get DocumentTemplate 123 using the agent:

using SuperOffice;
using SuperOffice.CRM.Services;

using (SoSession mySession = SoSession.Authenticate("user", "pass"))
{
   var agent = new ListAgent();
   var documentTemplate = agent.GetDocumentTemplate( 123 );
}

Constructors

DocumentTemplate()

Default constructor

Declaration
public DocumentTemplate()
See Also
IListAgent

Properties

AutoeventId

Which document plugin is responsible for the documents generated from this template

Declaration
[DataMember]
public virtual int AutoeventId { get; set; }
Property Value
Type Description
int
See Also
IListAgent

DefaultOref

Processed via tag substitution to give document reference

Declaration
[DataMember]
public virtual string DefaultOref { get; set; }
Property Value
Type Description
string
See Also
IListAgent

Deleted

0 -> record is active 1 -> record is 'deleted' and should not be shown in lists

Declaration
[DataMember]
public virtual short Deleted { get; set; }
Property Value
Type Description
short
See Also
IListAgent

Direction

1 = incoming, 2 = outgoing, see EAppntDirection

Declaration
[DataMember]
public virtual DocTmplDirection Direction { get; set; }
Property Value
Type Description
DocTmplDirection
See Also
IListAgent

DocumentTemplateId

Primary key

Declaration
[DataMember]
public virtual int DocumentTemplateId { get; set; }
Property Value
Type Description
int
See Also
IListAgent

Filename

Relative to TemplatePath

Declaration
[DataMember]
public virtual string Filename { get; set; }
Property Value
Type Description
string
See Also
IListAgent

Name

The list item

Declaration
[DataMember]
public virtual string Name { get; set; }
Property Value
Type Description
string
See Also
IListAgent

QuoteDocType

What type of quote document is this.

Declaration
[DataMember]
public virtual DocTmplQuoteType QuoteDocType { get; set; }
Property Value
Type Description
DocTmplQuoteType
See Also
IListAgent

RecordType

1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes

Declaration
[DataMember]
public virtual DocTmplType RecordType { get; set; }
Property Value
Type Description
DocTmplType
See Also
IListAgent

SaveInDb

1 = save document records in DB; otherwise not.

Declaration
[DataMember]
public virtual short SaveInDb { get; set; }
Property Value
Type Description
short
See Also
IListAgent

Tooltip

Tooltip or other description

Declaration
[DataMember]
public virtual string Tooltip { get; set; }
Property Value
Type Description
string
See Also
IListAgent

Methods

ToString()

Returns the carrier contents as a formatted string.

Declaration
public override string ToString()
Returns
Type Description
string

The carrier contents.

See Also
IListAgent

ToString(string)

Returns the carrier contents as a formatted string, useful for debugging. Each line in the output is prefixed with the input value.

Declaration
public string ToString(string prefix)
Parameters
Type Name Description
string prefix

The line prefix (typically used for indenting)

Returns
Type Description
string

The carrier contents.

See Also
IListAgent

See Also

IListAgent
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