Skip to main content
Create Default Document Entity From Suggestion

Headers

Accept-Language
string

Convert string references and multi-language values into a specified language (iso2) code.

SO-Language
string

Convert string references and multi-language values into a specified language (iso2) code. Overrides Accept-Language value.

SO-Culture
string

Number, date formatting in a specified culture (iso2 language) code. Partially overrides SO-Language/Accept-Language value. Ignored if no Language set.

SO-TimeZone
string

Specify the timezone code that you would like date/time responses converted to.

SO-AppToken
string

The application token that identifies the partner app. Used when calling Online WebAPI from a server.

Query Parameters

$select
string

Optional comma separated list of properties to include in the result. Other fields are then nulled out to reduce payload size: "Name,department,category". Default = show all fields.

Body

SuggestedDocumentId

CreateDefaultDocumentEntityFromSuggestion:

SuggestedDocumentId
integer<int32>

Response

OK

Partial DocumentEntity class associating the generated DocumentEntity with an interface.

DocumentId
integer<int32>

Primary key

UpdatedBy
object

Carrier object for Associate. Services for the Associate Carrier is available from the Associate Agent.

CreatedBy
object

Carrier object for Associate. Services for the Associate Carrier is available from the Associate Agent.

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
string<date-time>

Registered when in UTC.

UpdatedDate
string<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
object

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.

Person
object

Carrier object for Person. Services for the Person Carrier is available from the Person Agent.

Associate
object

Carrier object for Associate. Services for the Associate Carrier is available from the Associate Agent.

Contact
object

Carrier object for Contact. Services for the Contact Carrier is available from the Contact Agent.

Project
object

Carrier object for Project. Services for the Project Carrier is available from the Project Agent.

Date
string<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
enum<string>

Document Completed state. This is the part of the Status property.

Available options:
Unknown,
NotStarted,
Started,
Completed

Number of active links to sale, document, appointment.

Type
enum<string>

Is this a normal document or a mail-merge or report?

Available options:
Unknown,
inDiary,
inChecklist,
Note,
Document,
SavedReport,
BookingForDiary,
BookingForChecklist,
MergeDraft,
MergeFinal

List of all elements linked to the document.

LockSemantics
enum<string>
Available options:
None,
Locking,
Versioning
Sale
object

Carrier object for Sale. Services for the Sale Carrier is available from the Sale Agent.

SuggestedDocumentId
integer<int32>

Suggested guide item that this document is an instance of (Note: NOT valid for appointments, they have their own link)

Snum
integer<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
string<date-time>

Publish event date

PublishTo
string<date-time>

Publication valid to (inclusive)

PublishFrom
string<date-time>

Publication valid from (inclusive)

IsPublished
boolean

Publication is published

VisibleFor
object[]

The set of users or groups the record is visible for

TableRight
object

Wraps a table right together with an explanatory reason. Code can indicate why access is restricted.

FieldProperties
object

Field property dictionary mapping field names to field access rights.