General informations
Fields (38)
| Name | Label | Type | Description |
|---|---|---|---|
| Id | Document Template ID | ID | |
| OwnerId | Owner ID | LOOKUP | |
| IsDeleted | Deleted | CHECKBOX | |
| Name | Name | TEXT(80) | |
| CreatedDate | Created Date | DATETIME | |
| CreatedById | Created By ID | LOOKUP | |
| LastModifiedDate | Last Modified Date | DATETIME | |
| LastModifiedById | Last Modified By ID | LOOKUP | |
| SystemModstamp | System Modstamp | DATETIME | |
| LastViewedDate | Last Viewed Date | DATETIME | |
| LastReferencedDate | Last Referenced Date | DATETIME | |
| GlobalKey | Global Key | TEXT(255) | |
| DefaultFontStyle | Default Font Style | TEXT AREA (LONG)(32768) | |
| ShouldDisplayUnmappedToken | Display Unmapped Token | CHECKBOX | |
| ShouldExtractEmbeddedTmplToken | Extract Embedded Template Token | CHECKBOX | |
| HasBatchableSection | Batchable Section Available | CHECKBOX | |
| LastEmbeddedTmplSectionKey | Last Embedded Template Section Key | TEXT(4) | |
| CustomClassName | Custom Class Name | TEXT(80) | |
| SectionHeaderFontStyle | Section Header Font Style | TEXT AREA (LONG)(32768) | |
| SectionHeaderFontStyleValue | Section Header Font Style Value | TEXT AREA (LONG)(32768) | |
| IsActive | Active | CHECKBOX | |
| TokenList | Token List | TEXT AREA (LONG)(131072) | |
| ExtractOmniDataTransformName | Extract Omni Data Transform Name | TEXT(255) | |
| MapperOmniDataTransformName | Mapper Omni Data Transform Name | TEXT(255) | |
| VersionNumber | Version | AUTO NUMBER | |
| XmlRelationshipMetadata | Xml Relationship Metadata | TEXT AREA (LONG)(131072) | |
| DocumentConversionResourceName | Document Conversion Resource Name | TEXT(255) | |
| IsSectionProcessed | Section Processed | CHECKBOX | |
| DocumentGenerationMechanism | Document Generation Mechanism | PICKLIST | |
| TokenMappingType | Token Mapping Type | PICKLIST | |
| TokenMappingMethodType | Token Mapping Method Type | PICKLIST | |
| Status | Status | PICKLIST | |
| Type | Type | PICKLIST | |
| TargetTokenObject | Target Token Object | PICKLIST (MULTI-SELECT) | |
| TargetTokenItemObject | Target Token Item Object | PICKLIST (MULTI-SELECT) | |
| UsageType | Usage Type | PICKLIST | |
| Namespace | Namespace | TEXT(20) | |
| UniqueName | Unique Name | TEXT(100) |
Fields Details (38)
| Name | Id |
| Label | Document Template ID |
| Type | ID |
| Required | Yes |
| Name | OwnerId |
| Label | Owner ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Required | Yes |
| Name | IsDeleted |
| Label | Deleted |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | Name |
| Label | Name |
| Type | TEXT(80) |
| Required | Yes |
| Name | CreatedDate |
| Label | Created Date |
| Type | DATETIME |
| Required | Yes |
| Name | CreatedById |
| Label | Created By ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Required | Yes |
| Name | LastModifiedDate |
| Label | Last Modified Date |
| Type | DATETIME |
| Required | Yes |
| Name | LastModifiedById |
| Label | Last Modified By ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Required | Yes |
| Name | SystemModstamp |
| Label | System Modstamp |
| Type | DATETIME |
| Required | Yes |
| Name | LastViewedDate |
| Label | Last Viewed Date |
| Type | DATETIME |
| Name | LastReferencedDate |
| Label | Last Referenced Date |
| Type | DATETIME |
| Name | GlobalKey |
| Label | Global Key |
| Type | TEXT(255) |
| Unique | Yes |
| Name | DefaultFontStyle |
| Label | Default Font Style |
| Type | TEXT AREA (LONG)(32768) |
| Name | ShouldDisplayUnmappedToken |
| Label | Display Unmapped Token |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | ShouldExtractEmbeddedTmplToken |
| Label | Extract Embedded Template Token |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | HasBatchableSection |
| Label | Batchable Section Available |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | LastEmbeddedTmplSectionKey |
| Label | Last Embedded Template Section Key |
| Type | TEXT(4) |
| Name | CustomClassName |
| Label | Custom Class Name |
| Type | TEXT(80) |
| Name | SectionHeaderFontStyle |
| Label | Section Header Font Style |
| Type | TEXT AREA (LONG)(32768) |
| Name | SectionHeaderFontStyleValue |
| Label | Section Header Font Style Value |
| Type | TEXT AREA (LONG)(32768) |
| Name | IsActive |
| Label | Active |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | TokenList |
| Label | Token List |
| Type | TEXT AREA (LONG)(131072) |
| Name | ExtractOmniDataTransformName |
| Label | Extract Omni Data Transform Name |
| Type | TEXT(255) |
| Name | MapperOmniDataTransformName |
| Label | Mapper Omni Data Transform Name |
| Type | TEXT(255) |
| Name | VersionNumber |
| Label | Version |
| Type | AUTO NUMBER |
| Name | XmlRelationshipMetadata |
| Label | Xml Relationship Metadata |
| Type | TEXT AREA (LONG)(131072) |
| Name | DocumentConversionResourceName |
| Label | Document Conversion Resource Name |
| Type | TEXT(255) |
| Name | IsSectionProcessed |
| Label | Section Processed |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | DocumentGenerationMechanism |
| Label | Document Generation Mechanism |
| Type | PICKLIST |
| Picklist values | ClientSide ServerSide |
| Name | TokenMappingType |
| Label | Token Mapping Type |
| Type | PICKLIST |
| Required | Yes |
| Picklist values | JSON SalesforceObject |
| Name | TokenMappingMethodType |
| Label | Token Mapping Method Type |
| Type | PICKLIST |
| Picklist values | OmniDataTransform CustomClass |
| Name | Status |
| Label | Status |
| Type | PICKLIST |
| Picklist values | Draft Active Archived |
| Name | Type |
| Label | Type |
| Type | PICKLIST |
| Required | Yes |
| Picklist values | Web MicrosoftWord MicrosoftPowerpoint |
| Name | TargetTokenObject |
| Label | Target Token Object |
| Type | PICKLIST (MULTI-SELECT) |
| Picklist values | Contract Opportunity Order Quote |
| Name | TargetTokenItemObject |
| Label | Target Token Item Object |
| Type | PICKLIST (MULTI-SELECT) |
| Picklist values | OpportunityLineItem OrderLineItem QuoteLineItem |
| Name | UsageType |
| Label | Usage Type |
| Type | PICKLIST |
| Picklist values | Contract_Lifecycle_Management |
| Name | Namespace |
| Label | Namespace |
| Type | TEXT(20) |
| Name | UniqueName |
| Label | Unique Name |
| Type | TEXT(100) |
Parents relationships(16)
Children relationships(3)
| Name | Parent object | Child object | Parent object field | Child object field |
|---|---|---|---|---|
| Owner | User | DocumentTemplate |
|
|
| CreatedBy | User | DocumentTemplate |
|
|
| LastModifiedBy | User | DocumentTemplate |
|
|
Object User-defined metadata (0)
| Label | Value |
|---|