POST Agents/List/CreateDefaultDocumentTemplateEntity

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POST /api/v1/Agents/List/CreateDefaultDocumentTemplateEntity

Set default values into a new DocumentTemplateEntity.

NetServer calculates default values on the entity, which is required when creating/storing a new instance

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: DocumentTemplateEntity

Property Name Type Description
DocumentTemplateId int32 Primary key
Name string The template list item
Tooltip string Tooltip or other description
SaveInDb int32 1 = save document records in DB; otherwise not.
Filename string Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.
DefaultOref string Processed via tag substitution to give document reference
RecordType string 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes
Deleted bool True if deleted
Direction string 1 = incoming, 2 = outgoing, see EAppntDirection
AutoeventId int32 Which document plugin is responsible for the documents generated from this template
IntentId int32 What is the intention of this document (used by SAINT)
IsDefaultPublished bool Published to external persons
Rank int32 Rank order
LoadTemplateFromPlugin int32 Which document plugin is responsible for this template's contents
MimeType string The mime type
IsInUseInGuides bool True if the template is in use in a project or sales guide
DocumentTypeKey int32 The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.
QuoteDocType string The role this document plays in the Quote system, if any
PrivacyDocType string Indicator that this document template has a functional role, related to privacy/GDPR
EmailSubject string Subject to use if document template is an email.
IncludeSignature bool True if the email signature should be added in bottom of mail if this an email template
ShowCurrents bool True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc
SenderEmailMode string If email template, when DocType is Privacy or quote email, it is possible to make sender address like our contact, or our support contact, or always one address
SenderEmailAddress string If email template, default senderaddress when template is of type quote email or privacy email.
InvitationDocType string Type for sending email meeting invitation. Not an invitation type template = 0, New = 1, Changed = 2, Cancelled = 3
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/List/CreateDefaultDocumentTemplateEntity
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: fr,de,ru,zh

Sample response

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

{
  "DocumentTemplateId": 716,
  "Name": "Nolan-Stanton",
  "Tooltip": "laborum",
  "SaveInDb": 593,
  "Filename": "voluptas",
  "DefaultOref": "aut",
  "RecordType": "Appointment",
  "Deleted": false,
  "Direction": "Incoming",
  "AutoeventId": 969,
  "IntentId": 447,
  "IsDefaultPublished": false,
  "Rank": 838,
  "LoadTemplateFromPlugin": 706,
  "MimeType": "molestiae",
  "IsInUseInGuides": false,
  "DocumentTypeKey": 815,
  "QuoteDocType": "ConfirmationLines",
  "PrivacyDocType": "None",
  "EmailSubject": "chyna.legros@brakushills.name",
  "IncludeSignature": true,
  "ShowCurrents": false,
  "SenderEmailMode": "UseDefaultSender",
  "SenderEmailAddress": "jillian@littel.ca",
  "InvitationDocType": "Cancelled",
  "TableRight": null,
  "FieldProperties": {
    "fieldName": {
      "FieldRight": null,
      "FieldType": "System.String",
      "FieldLength": 400
    }
  }
}