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

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, or 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.