| CustomClassName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the custom class that provides token values required
by the template for document generation.
|
| DefaultFontStyle |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The default font style for a web document template.
|
| DocumentConversionResourceName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the resource containing the Microsoft Word document
file used to generate the output web document.
|
| DocumentGenerationMechanism |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the method for generating the document.
- Possible values are:
- The default value is ClientSide.
|
| ExtractOmniDataTransformName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the OmniDataTransform bundle of the extract type.
|
| GlobalKey |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- The unique ID used when migrating the document template between
Salesforce orgs. This field is specifically used for import and
export operations in managed packages.
|
| HasBatchableSection |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the template has one or more batchable
sections.
- The default value is false.
|
| IsActive |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the document template is active.
- The default value is false.
|
| IsSectionProcessed |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the contract boundary sections of the document
template are processed.
- The default value is false.
|
| LastEmbeddedTmplSectionKey |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The last auto generated key of the embedded template section.
|
| MapperOmniDataTransformName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the OmniDataTransform bundle of the mapper type.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- The name of the document template.
|
| Namespace |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Indicates whether the document template was exported using the
industry-specific templates datapack (namespace prefix), or a user
manually created or cloned an exported document template (blank).
The namespace prefix is associated with the industry license. For
example, insurance_fsc_ise.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- The ID of the document template.
- This field is a polymorphic relationship field.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
| RecordTypeId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the record type associated with this object.
- This field is a relationship field.
- Relationship Name
- RecordType
- Relationship Type
- Lookup
- Refers To
- RecordType
|
| SectionHeaderFontStyle |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The field to select font style for the section header of the web
document template.
|
| SectionHeaderFontStyleValue |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The value of the font style selected for the section header of the
web document template.
|
| ShouldDisplayUnmappedToken |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the tokens without runtime values must be
displayed.
- The default value is false.
|
| ShouldExtractEmbeddedTmplToken |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether tokens from all the templates embedded within
the document template must be extracted. If this field’s value is
yes, the embedded template tokens are extracted into the mapping
omnidatatransform associated with the template.
- The default value is false.
|
| Status |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the status of the document template.
- Possible values are:
|
| TargetTokenItemObject |
- Type
- multipicklist
- Properties
- Create, Filter, Nillable, Update
- Description
- The line item object of the target token object associated with
the document template, that's used for mapping tokens.
- Possible values are:
- OpportunityLineItem
- OrderLineItem
- QuoteLineItem
|
| TargetTokenObject |
- Type
- multipicklist
- Properties
- Create, Filter, Nillable, Update
- Description
- The object associated with the document template that's used for
mapping tokens.
- Possible values are:
- Contract
- Opportunity
- Order
- Quote
|
| TokenList |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The list of tokens used to define a section condition.
|
| TokenMappingMethodType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the processing method for the data which can come from
same source object.
- Possible values are:
- CustomClass
- OmniDataTransform
|
| TokenMappingType |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort, Update
- Description
- Specifies the mapping type for tokens of the document
template.
- Possible values are:
|
| Type |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort, Update
- Description
- Specifies the type of document template.
- Possible values are:
- Web
- MicrosoftWord
- MicrosoftPowerpoint
|
| UniqueName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The unique name for the document template.
|
| UsageType |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the document template usage. For example, the Contract
Lifecycle Management option allows you to use the document template
only for contract document generation.
- The default value is Contract_Lifecycle_Management.
|
| VersionNumber |
- Type
- int
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- The version number of the document template.
|
| XmlRelationshipMetadata |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The WML relationship metadata used to process Microsoft Word
documents.
|
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