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Class DocumentTemplateEntity

Namespace: SuperOffice.WebApi.Data
Assembly: SuperOffice.WebApi.dll
Carrier object for DocumentTemplateEntity. 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.

Inheritance

objectCarrierDocumentTemplateEntity

Inherited Members

Carrier.TableRight, Carrier.FieldProperties, object.ToString(), object.Equals(object), object.Equals(object, object), object.ReferenceEquals(object, object), object.GetHashCode(), object.GetType(), object.MemberwiseClone()

Examples

Get DocumentTemplateEntity 123 using the WebApi client:
var configuration = new WebApiConfiguration(url);
var agent = new ListAgent(configuration);
var documentTemplateEntity = agent.GetDocumentTemplateEntity( 123 );

Constructors

DocumentTemplateEntity()

Default constructor - defaults any enum props to 0.

Properties

AutoeventId

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

Property Value

int

DefaultOref

Processed via tag substitution to give document reference

Property Value

string

Deleted

True if deleted

Property Value

bool

Direction

1 = incoming, 2 = outgoing, see EAppntDirection NULL if unknown enum value.

Property Value

DocTmplDirection?

See Also

DocumentTemplateEntity.Direction_String

Direction_String

1 = incoming, 2 = outgoing, see EAppntDirection Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.Direction

DocumentTemplateId

Primary key

Property Value

int

DocumentTypeKey

The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.

Property Value

int

EmailSubject

Subject to use if document template is an email.

Property Value

string

Filename

Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.

Property Value

string

IncludeSignature

True if the email signature should be added in bottom of mail if this an email template

Property Value

bool

IntentId

What is the intention of this document (used by SAINT)

Property Value

int

InvitationDocType

Type for sending email meeting invitation. Not an invitation type template = 0, New = 1, Changed = 2, Cancelled = 3 NULL if unknown enum value.

Property Value

DocTmplInvitationType?

See Also

DocumentTemplateEntity.InvitationDocType_String

InvitationDocType_String

Type for sending email meeting invitation. Not an invitation type template = 0, New = 1, Changed = 2, Cancelled = 3 Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.InvitationDocType

IsDefaultPublished

Published to external persons

Property Value

bool

IsInUseInGuides

True if the template is in use in a project or sales guide

Property Value

bool

LoadTemplateFromPlugin

Which document plugin is responsible for this template’s contents

Property Value

int

MimeType

The mime type

Property Value

string

Name

The template list item

Property Value

string

PrivacyDocType

Indicator that this document template has a functional role, related to privacy/GDPR NULL if unknown enum value.

Property Value

DocTmplPrivacyType?

See Also

DocumentTemplateEntity.PrivacyDocType_String

PrivacyDocType_String

Indicator that this document template has a functional role, related to privacy/GDPR Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.PrivacyDocType

QuoteDocType

The role this document plays in the Quote system, if any NULL if unknown enum value.

Property Value

DocTmplQuoteType?

See Also

DocumentTemplateEntity.QuoteDocType_String

QuoteDocType_String

The role this document plays in the Quote system, if any Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.QuoteDocType

Rank

Rank order

Property Value

short

RecordType

1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes NULL if unknown enum value.

Property Value

DocTmplType?

See Also

DocumentTemplateEntity.RecordType_String

RecordType_String

1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.RecordType

SaveInDb

1 = save document records in DB; otherwise not.

Property Value

short

SenderEmailAddress

If email template, default senderaddress when template is of type quote email or privacy email.

Property Value

string

SenderEmailMode

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 NULL if unknown enum value.

Property Value

SenderMailMode?

See Also

DocumentTemplateEntity.SenderEmailMode_String

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 Raw string enum value.

Property Value

string

See Also

DocumentTemplateEntity.SenderEmailMode

ShowCurrents

True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc

Property Value

bool

Tooltip

Tooltip or other description

Property Value

string

See Also

ListAgent