DocumentTemplateSection

Represents a section in a document template. A document template section can be a clause, image, context, embedded template, or signature. This object is available in API version 52.0 and later.

Supported Calls

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

Special Access Rules

DocumentTemplateSection is available if your org has the DocGen platform license and related addon and user licenses.

Fields

AccessType

Type: picklist

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

Description: The type of access for the section in a generated document.

Possible values are Editable or ReadOnly—Read Only

The default value is Editable.

DisplayConditionExpression

Type: textarea

Properties: Create, Nillable, Update

Description: The condition that controls the display of a section in the document template.

DocumentTemplateClauseId

Type: reference

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

Description: The ID of the document template clause association with the section.

This field is a relationship field.

Relationship Name: DocumentTemplateClause

Relationship Type: Lookup

Refers To: DocumentClause

DocumentTemplateId

Type: reference

Properties: Create, Filter, Group, Sort

Description: The ID of the document template associated with the section.

This field is a relationship field.

Relationship Name: DocumentTemplate

Relationship Type: Lookup

Refers To: DocumentTemplate

EmbeddedDocumentTemplateId

Type: reference

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

Description: The ID of the embedded document template associated with the section.

This field is a relationship field.

Relationship Name: EmbeddedDocumentTemplate

Relationship Type: Lookup

Type: string

Properties: Create, Filter, Group, idLookup, Sort, Update

Description: The name of the section in a document template.

ReferenceClassName

Type: string

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

Description: The name of the custom class associated with the section.

SectionContent

Type: textarea

Properties: Create, Nillable, Update

Description: The content of the section in either HTML or JSON format.

SectionSequenceNumber

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The sequence of the section in the generated web document.

SectionType

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort, Update

Description: The type of section in a document template.

Possible values are:

Clause
Context
Custom
EmbeddedTemplate—Embedded Template
Image
Item
RepeatingContent—Repeating Content
Signature

SectionTypeItemFontStyle

Type: textarea

Properties: Create, Nillable, Update

Description: The field to select font style for the display of item section type in the generated web document.

SectionTypeItemFontValue

Type: textarea

Properties: Create, Nillable, Update

Description: The value of the font style selected for the display of the item section type in the generated web document.

SectionTypeSignatureContent

Type: textarea

Properties: Create, Nillable, Update

Description: The tokens used for integration with eSignature applications.

ShouldDisplayHeaderContentInline

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the section content must be displayed inline with the section header in the generated web document.

The default value is false.

ShouldDisplayHeaderName

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the section name must be displayed in the generated web document.

The default value is false.

ShouldGenerateEmbeddedKey

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the embedded key should be generated in the generated web document.

The default value is false.

TokenList

Type: textarea

Properties: Create, Nillable, Update

Description: The list of tokens used in a section of the generated web document.

TotalSectionConditionCount

Type: int

Properties: Filter, Group, Nillable, Sort

Description: The number of display conditions for the section in a document template.

This field is a calculated field.

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.

DocumentTemplateSectionChangeEvent: Change events are available for the object.

DocumentTemplateSectionFeed: Feed tracking is available for the object.

DocumentTemplateSectionHistory: History is available for tracked fields of the object.

DocumentTemplateSectionOwnerSharingRule: Sharing rules are available for the object.

DocumentTemplateSectionShare: Sharing is available for the object.