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LifeScienceDocumentTemplate

Stores the template name and general information about the template.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AvailableObjectType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Required. Determines where the template is shown for document generation. Possible values are: `Account` `AccountPlan` `Call`
Description	Type textarea Properties Create, Nillable, Update Description Document template description.
DocumentRecordTypeId	Type reference Properties Create, Filter, Group, Sort, Update Description Required. Record Type used for LifeScienceDocument records created from this template. This field is a relationship field. Relationship Name DocumentRecordType Refers To RecordType
DocumentTemplateId	Type reference Properties Create, Filter, Group, Sort, Update Description Required. This field is unique within your organization. This field is a relationship field. Relationship Name DocumentTemplate Refers To DocumentTemplate
FilterTypes	Type multipicklist Properties Create, Filter, Nillable, Update Description Targets the document template to specific accounts or segments.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate is not null, the user accessed this record or list view indirectly.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Required. The name of the Life Science document template.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the owner or creator of this object. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
SignatureType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Signature type for a template. Possible values are: `Electronic` `Physical`
SourceSystemIdentifier	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description An external ID from the source system for data integrations.
SourceSystemName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the source system for data integrations.