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DocTmpl Table (130)

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DocTmpl MDO list item table. DocTmpl list table. Describes templates available for writing new documents.

Fields

Name Description Type Null
DocTmpl_id Primary key PK
name The list item String(239)
rank Rank order UShort ●
tooltip Tooltip or other description String(254) ●
deleted 0 -> record is active 1 -> record is 'deleted' and should not be shown in lists UShort ●
filename Relative to TemplatePath in SOARC. Plugin specific extref in other doc archives. i.e. Google document URL or Notes id. String(239)
autoevent_id Document plugin id - where the documents generated from this template are to be stored. Copied to the document.archiveProvider when document is created. Id ●
record_type 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo - see EAppntRecordTypes Enum DocTmplType
direction 1 = incoming, 2 = outgoing, see EAppntDirection Enum DocTmplDirection ●
saveInDb 1 = save document records in DB; otherwise not. UShort ●
default_oref Processed via tag substitution to give document reference String(239) ●
regkey_open Registry key to use for Open, if blank, we simply ask Windows to do the operation for us String(239) ●
regkey_edit Registry key to use for Edit; if blank, we simply ask Windows to do the operation for us String(239) ●
regkey_print Registry key to use for Print; if blank, we simply ask Windows to do the operation for us String(239) ●
accelerator Accelerator key code for this template UShort ●
registered Registered when UtcDateTime
registered_associate_id Registered by whom FK associate
updated Last updated when UtcDateTime
updated_associate_id Last updated by whom FK associate
updatedCount Number of updates made to this record UShort
defaultPublishType Should documents based on this template be published=true? Default state of publish flag on documents. Enum PublishType ●
intentId What is the intention of this document (used by SAINT) FK Intent ●
mimeType The MIME type, for Web/Browser use of documents of this type String(254) ●
loadTemplateFromPlugin If nonzero, then this is the ID of the document plugin that should supply the template document file, instead of the default so_arc/template Int ●
quoteDocType The role this document plays in the Quote system, if any Enum DocTmplQuoteType ●
privacyDocType Indicator that this document template has a functional role, related to privacy/GDPR Enum DocTmplPrivacyType ●
emailSubject Subject line for document templates that represent an email; template tags are accepted in this item String(4000) ●
includeSignature If True, signature (mail.htm) should be added at bottom of template when used Bool ●
showCurrents If True, A dialog or sidebar will be shown for changing current values on Contact, Person Bool ●
senderEmailMode Type of sender email setting. Always use senderEmailAddress = 0, Use Our contact = 1, Use Support Associate = 2 Enum SenderMailMode ●
senderEmailAddress The email address to use in from field String(256) ●
invitationDocType Type for sending email meeting invitation. Not an invitation type template = 0, New = 1, Changed = 2, Cancelled = 3 Enum DocTmplInvitationType ●

DocTmpl table relationship diagram

Values needed to access the DocTmpl tables

This table must contain special values that would be difficult to guess correctly. These are listed below with a description of how to use them.

Record Type ID Comment
Unknown 0 The document type is unknown/undecided
Appointment 1 (not used for document templates)
Document 2 Generic text document (for instance, a letter)
Email 3 Email message
Fax 4 Facsimile
Phone 5 (not used for document templates)
To Do 6 (not used for document templates)
Mail merge draft document 7 Template for mail merge operations
Mail merge final document 8 Result of a mail merge operation
Saved report 9 Saved result of running a report (output from Reporter)
Direction Type ID Comment
Unknown 0 The direction of documents from this template is unknown/undecided
Incoming 1 Document template for incoming documents
Outgoing 2 Document template is used for outgoing documents
SaintAll 3 'All' choice for Saint. This is NOT an acceptable value for a task definition, but is used by the Saint system for indexing all directions

Is this document template some kind of quote document, and if so what

QuoteDocType ID Comment
None 0 This document template is in no way related to Quote Management
MailBody 1 This is a template for the offer mail body
MainDocument 2 This is a template for the main offer document, document instances will be referred through Quote.DocumentId
QuoteLines 3 This is a template for the AsposeWords merge process, generating the offer line details
ConfirmationMailBody 4 This is a template for the mail body of the order confirmation
ConfirmationLines 5 This is a template for the lines document that is an attachment to the confirmation mail

Indexes

Fields Types Description
DocTmpl_id PK Clustered, Unique
name String(239) Unique

Relationships

Table Description
associate Employees, resources and other users - except for External persons
ConsentSource Consent source for GDPR
DocTmplGroupLink User group link table for DocTmpl, for MDO item hiding
DocTmplHeadingLink Heading link table for DocTmpl, for MDO headers
Intent Intent list for SAINT. More information regarding SuperOffice Sales Intelligence on http://techdoc.superoffice.com
SaleType Type of sale - large solution, incremental, whatever fits the organization
SuggestedDocument Unique owner of a set of licensed modules

Replication Flags

  • Replicate changes DOWN from central to satellites and travellers.
  • Replicate changes UP from satellites and travellers back to central.
  • Copy to satellite and travel prototypes.

Security Flags

  • No access control via user's Role.
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