DocumentClauseSet

Represents a grouping for clauses, which can hold multiple variations of the same clause such as main clause and alternate pre-approved clauses based on language.

Supported Calls

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

Special Access Rules

DocumentClauseSet is available for users with the ClauseManagement user permission set licenses. Salesforce Org must have a ClauseManagement platform license to access this object.

Fields

Field Details
Category
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Specifies the category of the clause set.
Possible values are:
  • 0zMRO000000003P—Test
CategoryReferenceId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
This field is used for validating category values.
This field is a relationship field.
Relationship Name
CategoryReference
Relationship Type
Lookup
Refers To
ClauseCatgConfiguration
DefaultLanguage
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the default language of the clause set.
Possible values are:
  • da—Danish
  • de—German
  • en_US—English
  • es—Spanish
  • es_MX—Spanish (Mexico)
  • fi—Finnish
  • fr—French
  • it—Italian
  • ja—Japanese
  • ko—Korean
  • nl_NL—Dutch
  • no—Norwegian
  • pt_BR—Portuguese (Brazil)
  • ru—Russian
  • sv—Swedish
  • th—Thai
  • zh_CN—Chinese (Simplified)
  • zh_TW—Chinese (Traditional)
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The name of the clause set.
Status
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
Specifies the status of the clause set.
Possible values are:
  • Active
  • Archived
  • Draft
The default value is Draft.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

DocumentClauseSetChangeEvent
Change events are available for the object.
DocumentClauseSetFeed
Feed tracking is available for the object.
DocumentClauseSetHistory
History is available for tracked fields of the object.
DocumentClauseSetOwnerSharingRule
Sharing rules are available for the object.
DocumentClauseSetShare
Sharing is available for the object.