DocumentRecipient

Connects a Service Report to a Digital Signature.

Introduced in API version 53.0.

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

  • Type: datetime
  • Properties: Create, Filter, Nillable, Sort, Update

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description:

    Digital Signature to be used on the Service Report.

    This field is a relationship field.

  • Relationship name: DigitalSignature

  • Relationship type: relationship

  • Refers to: DigitalSignature

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Link to request signature from Experience Cloud site.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description:

    The document sent to the recipient.

    This field is a polymorphic relationship field.

  • Relationship name: Document

  • Relationship type: polymorphic

  • Refers to: CryptoTransactionEnvelope, DocumentEnvelope, ServiceReport

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Number automatically assigned to a new record.
  • Type: email
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Type: datetime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Introduced: API version 62.0

  • Relationship name: QuoteDocument

  • Relationship type: relationship

  • Refers to: QuoteDocument

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort

  • Description:

    The recipient to sign the document.

    This field is a polymorphic relationship field.

  • Relationship name: Recipient

  • Relationship type: polymorphic

  • Refers to: Contact, CryptoProdtCatgWalletRole, User

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Type: int
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 55.0
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Introduced: API version 56.0
  • Description: A unique identifier that associates DocumentRecipient with a signature Lightning web component (LWC) on the report page layout, telling you where on the report the signature goes.
  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Introduced: API version 57.0
  • Description: The status of the signature. The default value is Completed.
  • Possible values:
    • Completed — Completed
    • Skipped — Skipped
  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Introduced: API version 56.0
  • Description: An explanation for the signature status. For example, a reason why the signature was skipped.

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description:

    The status of the document recipient record.

    The default value is None.

  • Possible values:

    • Completed — Completed
    • Declined — Declined
    • Delivered — Delivered
    • None — None (default)
    • Sent — Sent

  • Default value: None

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The final status reason.
  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

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.