POST Agents/Document/CreateDefaultDocumentEntity

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POST /api/v1/Agents/Document/CreateDefaultDocumentEntity

Loading default values into a new DocumentEntity.

NsApiSlow threshold: 2000 ms.

Request Headers

Parameter Name Description
Authorization Supports 'Basic', 'SoTicket' and 'Bearer' schemes, depending on installation type.
X-XSRF-TOKEN If not using Authorization header, you must provide XSRF value from cookie or hidden input field
Accept Content-type(s) you would like the response in: application/json, text/json, application/xml, text/xml, application/json-patch+json, application/merge-patch+json
Accept-Language Convert string references and multi-language values into a specified language (iso2) code.
SO-Language Convert string references and multi-language values into a specified language (iso2) code. Overrides Accept-Language value.
SO-Culture Number, date formatting in a specified culture (iso2 language) code. Partially overrides SO-Language/Accept-Language value. Ignored if no Language set.
SO-TimeZone Specify the timezone code that you would like date/time responses converted to.
SO-AppToken The application token that identifies the partner app. Used when calling Online WebAPI from a server.

Response:

OK

Response Description
200 OK

Response body: DocumentEntity

Property Name Type Description
DocumentId int32 Primary key
UpdatedBy Associate The person that last updated the appointment.
CreatedBy Associate The person that first created the document. The property is read-only.
Attention string Attention/salutation
Header string Visible document name
Name string File name
OurRef string Our reference, searchable field from freetext search
YourRef string Your reference
CreatedDate date-time Registered when in UTC.
UpdatedDate date-time Last updated when in UTC.
Description string The actual text, max 2047 significant characters even though it is stored as a larger data type on some databases
DocumentTemplate DocumentTemplate The template type of the document. Use MDO List name "doctmpl" to get list items.
Person Person A document may also be connected to a person; this must be a contact person registered on the current company. This does not mean however that a person is required. Use MDO List name "person" to get list items.
Associate Associate The owner of the document - the associate whose checklist the document is in. Use MDO List name "associate" to get list items.
Contact Contact The contact associated with the document. It may also be null if no contact is associated with the document. Use MDO List name "contact" to get list items.
Project Project A document may also be connected to a project, so you see the document both on the company card, and on the project card. This does not mean however that a project is required. Use MDO List name "project" to get list items.
Date date-time date + start time planned
ExternalRef string External reference for document plugin to resolve document identity (Notes ID, e-mail message ID, whatever)
Completed string Document Completed state. This is the part of the Status property.
ActiveLinks int32 Number of active links to sale, document, appointment.
Type string Is this a normal document or a mail-merge or report?
Links array List of all elements linked to the document.
LockSemantics string
Sale Sale A document may also be connected to a sale, so you see the document on the company card, on the project card and on the sale card. This does not mean however that a sale is required. May be null. Use MDO List name "sale" to get list items.
SuggestedDocumentId int32 Suggested guide item that this document is an instance of (Note: NOT valid for appointments, they have their own link)
Snum int32 The sequence number allocated from refcount on used template when creating the document
UserDefinedFields object Deprecated: Use {SuperOffice.CRM.Services.DocumentEntity.CustomFields} instead. Dictionary of user defined field data. The key string is the ProgId of the UdefField, or if the ProgId is empty it is a string of the format "SuperOffice:[UdefFieldIdentity]", e.g. "SuperOffice:1234"
ExtraFields object Deprecated: Use {SuperOffice.CRM.Services.DocumentEntity.CustomFields} instead. Extra fields added to the carrier. This could be data from Plug-ins, the foreign key system, external applications, etc.
CustomFields object Udef + Extra fields added to the carrier. Extra fields as defined by changes to database schema + user-defined fields as defined by admin. Custom fields combines user defined fields and extra fields into one bucket. The individual {SuperOffice.CRM.Services.DocumentEntity.ExtraFields} and UserDefinedFields properties are deprecated in favor of this combined collection.
PublishEventDate date-time Publish event date
PublishTo date-time Publication valid to (inclusive)
PublishFrom date-time Publication valid from (inclusive)
IsPublished bool Publication is published
VisibleFor array The set of users or groups the record is visible for
TableRight TableRight The carrier's table right
FieldProperties object Field property dictionary mapping field names to field access rights.

Sample request

POST /api/v1/Agents/Document/CreateDefaultDocumentEntity
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: sv

Sample response

HTTP/1.1 200 OK
Content-Type: application/json; charset=utf-8

{
  "DocumentId": 955,
  "UpdatedBy": null,
  "CreatedBy": null,
  "Attention": "eos",
  "Header": "nulla",
  "Name": "Rippin-Greenfelder",
  "OurRef": "sit",
  "YourRef": "totam",
  "CreatedDate": "2001-02-16T02:30:47.1475873+01:00",
  "UpdatedDate": "2020-04-04T02:30:47.1475873+02:00",
  "Description": "Front-line high-level moderator",
  "DocumentTemplate": null,
  "Person": null,
  "Associate": null,
  "Contact": null,
  "Project": null,
  "Date": "2008-11-30T02:30:47.1475873+01:00",
  "ExternalRef": "fugit",
  "Completed": "Completed",
  "ActiveLinks": 393,
  "Type": "BookingForChecklist",
  "Links": [
    {
      "EntityName": "Steuber LLC",
      "Id": 138,
      "Description": "Upgradable value-added protocol",
      "ExtraInfo": "non",
      "LinkId": 686,
      "TableRight": null,
      "FieldProperties": {
        "fieldName": {
          "FieldRight": null,
          "FieldType": "System.String",
          "FieldLength": 682
        }
      }
    }
  ],
  "LockSemantics": "Locking",
  "Sale": null,
  "SuggestedDocumentId": 671,
  "Snum": 210,
  "UserDefinedFields": {
    "SuperOffice:1": "True",
    "SuperOffice:2": "Mr. Jarrod Stroman PhD"
  },
  "ExtraFields": {
    "ExtraFields1": "occaecati",
    "ExtraFields2": "aliquid"
  },
  "CustomFields": {
    "CustomFields1": "itaque",
    "CustomFields2": "et"
  },
  "PublishEventDate": "2007-10-04T02:30:47.1475873+02:00",
  "PublishTo": "2016-09-03T02:30:47.1475873+02:00",
  "PublishFrom": "2018-03-23T02:30:47.1475873+01:00",
  "IsPublished": true,
  "VisibleFor": [
    {
      "VisibleId": 640,
      "Visibility": "All",
      "DisplayValue": "eos",
      "TableRight": null,
      "FieldProperties": {
        "fieldName": {
          "FieldRight": null,
          "FieldType": "System.String",
          "FieldLength": 901
        }
      }
    },
    {
      "VisibleId": 640,
      "Visibility": "All",
      "DisplayValue": "eos",
      "TableRight": null,
      "FieldProperties": {
        "fieldName": {
          "FieldRight": null,
          "FieldType": "System.String",
          "FieldLength": 901
        }
      }
    }
  ],
  "TableRight": null,
  "FieldProperties": {
    "fieldName": {
      "FieldRight": null,
      "FieldType": "System.String",
      "FieldLength": 719
    }
  }
}