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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.

Constructors

NSDocumentTemplate()

Initializes a new instance of the NSDocumentTemplate class.

Methods

GetAutoeventId()

Returns: CRMScript.Global.Integer - Which document plugin is responsible for the documents generated from this template. Example:

GetDefaultOref()

Returns: CRMScript.Global.String - Processed via tag substitution to give document reference. Example:

GetDeleted()

Returns: CRMScript.Global.Integer - 0 -> record is active 1 -> record is ‘deleted’ and should not be shown in lists. Example:

GetDirection()

Returns: CRMScript.Global.Integer - 1 = incoming, 2 = outgoing. See <xref href=“CRMScript.NetServer.TaskDirection” data-throw-if-not-resolved=“false”></xref> Example:

GetDocumentTemplateId()

Returns: CRMScript.Global.Integer - Primary key. Example:

GetFilename()

Returns: CRMScript.Global.String - Relative to TemplatePath. Example:

GetName()

Returns: CRMScript.Global.String - The list item. Example:

GetQuoteDocType()

Returns: CRMScript.Global.Integer - What type of quote document is this? See <xref href=“CRMScript.NetServer.DocTmplQuoteType” data-throw-if-not-resolved=“false”></xref> Example:

GetRecordType()

Returns: CRMScript.NetServer.NSDocTmplType - 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo See <xref href=“CRMScript.NetServer.TaskType” data-throw-if-not-resolved=“false”></xref> Example:

GetSaveInDb()

Returns: CRMScript.Global.Integer - 1 = save document records in DB; otherwise not. Example:

GetTooltip()

Returns: CRMScript.Global.String - Tooltip or other description. Example:

SetAutoeventId(Integer)

Returns: CRMScript.Global.Void Example:

SetDefaultOref(String)

Returns: CRMScript.Global.Void Example:

SetDeleted(Integer)

Returns: CRMScript.Global.Void Example:

SetDirection(Integer)

Sets the direction of a document template
Returns: CRMScript.Global.Void Example:

SetDocumentTemplateId(Integer)

Returns: CRMScript.Global.Void Example:

SetFilename(String)

Returns: CRMScript.Global.Void Example:

SetName(String)

Returns: CRMScript.Global.Void Example:

SetQuoteDocType(Integer)

Returns: CRMScript.Global.Void Example:

SetRecordType(NSDocTmplType)

Returns: CRMScript.Global.Void Example:

SetSaveInDb(Integer)

Returns: CRMScript.Global.Void Example:

SetTooltip(String)

Returns: CRMScript.Global.Void Example: