Power BI Connector for SugarCRM

Build 25.0.9454

Documents

Stores document metadata and content references. This table supports file storage, sharing, and record attachment workflows.

Columns

Name Type ReadOnly Description
Acl_Team_Names String True

The list of team names that are associated with the document record through team-based access control.

Acl_Team_Set_Id String False

The unique identifier (Id) of the team set that provides shared access and collaborative permissions for the document record.

Active_Date Date False

The date when the document becomes active or available for use or reference within the system.

Assigned_User_Id String False

The Id of the user who is assigned to manage or maintain the document record.

Assigned_User_Name String True

The display name of the user who is assigned to manage or maintain the document record.

Category_Id String False

The Id of the category used to group or classify the document for navigation, filtering, and organization.

Commentlog String True

A system-generated comment log that records collaborative discussion, review notes, and user interactions with the document record.

Contract_Name String False

The name of the contract that is associated with the document when the document is linked to a contract record.

Contract_Status String False

The contract status that is associated with the document, providing context for business approval, renewal, or compliance workflows.

Created_By String True

The Id of the user who created the document record.

Created_By_Name String True

The display name of the user who created the document record.

Date_Entered Datetime True

The date and time when the document record was created.

Date_Modified Datetime True

The date and time when the document record was most recently modified.

Deleted Bool False

A Boolean field that returns a value of 'true' when the document record is marked for deletion. It returns a value of 'false' when the record remains active, supporting standard soft-delete behavior.

Description String False

A full-text description that provides additional detail or context about the document's purpose or content.

Doc_Id String False

The Id of the document as stored in an integrated external document storage provider such as Google Drive or Microsoft OneDrive.

Doc_Type String True

The external storage provider type where the document is stored, (for example, 'Google Drive', 'Box', or 'IBM SmartCloud').

Doc_Url String False

The URL that is used to retrieve the externally stored document from the linked document provider.

Document_Name String False

The display name of the document record within Sugar's Documents module.

Document_Revision_Id String False

The Id of the most recent document revision that is associated with this document.

Exp_Date Date False

The expiration date of the document, which is often used for compliance, contract renewals, or document lifecycle workflows.

Filename String False

The filename of the document file that is attached to this record.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following the document record to receive activity notifications. It returns a value of 'false' when the user is not following the record.

Id [KEY] String True

The Id for the document record.

Is_Shared Bool False

A Boolean field that returns a value of 'true' when the document has been shared with external users or systems. It returns a value of 'false' when the document is available only within the internal system.

Is_Template Bool False

A Boolean field that returns a value of 'true' when the document serves as a reusable template. It returns a value of 'false' when the document is a standalone or uploaded file.

Last_Rev_Create_Date String True

The date when the most recent revision of the document was created.

Last_Rev_Created_Name String False

The display name of the user who created the most recent document revision.

Last_Rev_Mime_Type String False

The content type of the most recent document revision, used to determine how the file can be viewed or downloaded.

Latest_Revision String False

The revision label or marker that identifies the most recent version of the document.

Latest_Revision_File_Ext String True

The file extension of the most recent document revision (for example, 'PDF', 'DOCX', or 'XLSX').

Latest_Revision_File_Mime_Type String True

The content type of the most recent document revision file.

Latest_Revision_File_Size String True

The file size of the most recent document revision, represented in bytes.

Latest_Revision_Id String False

The Id of the most recent revision that is associated with this document record.

Latest_Revision_Name String False

The display name of the most recent document revision.

Linked_Id String False

The Id of a related record when the document is linked as an attachment or supporting reference.

Locked_Fields String True

A list of fields that are restricted from modification due to administrative configuration or workflow enforcement.

Modified_By_Name String True

The display name of the user who last modified the document record.

Modified_User_Id String True

The Id of the user who last modified the document record, used for audit and accountability tracking.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the record is marked as a favorite by the user for quick access. It returns a value of 'false' when the record is not marked as a favorite.

Name String False

The name that is assigned to the document for display in record lists, selection dialogs, and dashboards.

Related_Doc_Id String False

The Id of another document that this record is associated with in metadata-based workflows.

Related_Doc_Name String True

The display name of the related document that is used in metadata-based document relationships.

Related_Doc_Rev_Id String False

The Id of the related document revision that is used for reference, comparison, or lookup.

Related_Doc_Rev_Number String True

The revision number of the related document that is used for version comparison and selection.

Revision String False

The revision label that is assigned to this document record, reflecting its version history or update sequence.

Selected_Revision_Filename String False

The filename of the selected revision when multiple revisions are available.

Selected_Revision_Id String False

The Id of the selected revision for download, preview, or workflow processing.

Selected_Revision_Name String False

The display name of the selected revision.

Status String False

The current status of the document, often used for workflow gating, publishing, or archival stages.

Status_Id String False

The Id that corresponds to the document status value in the metadata framework.

Subcategory_Id String False

The Id of the subcategory that is used to further classify the document within a nested or hierarchical category structure.

Sync_Key String True

A synchronization key that is used to match and track the document record across connected systems or integration endpoints.

Tag String False

A collection of user-defined tags that are used for searching, grouping, and filtering document records.

Team_Count String False

The number of teams that are associated with the document record for access control.

Team_Id String False

The Id of the primary team that is associated with the document record.

Team_Name String False

The display name of the primary team that is associated with the document record.

Team_Set_Id String False

The Id of the full team set that is associated with the document record for collaborative access.

Template_Type String False

The template classification that is used when the document functions as a reusable merge or correspondence template.

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Build 25.0.9454