PdfManager
Stores PDF template definitions and formatting layouts. This table supports automated PDF generation for quotes, proposals, and reporting.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
A list of the teams that have access to this PDF template record. This list supports shared visibility and access controls across the organization. |
| Acl_Team_Set_Id | String | False |
The identifier (Id) of the team set that is associated with this PDF template record. This value determines group-level access and visibility. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to this PDF template record. This field supports ownership and workflow routing. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this PDF template record. |
| Author | String | False |
The author name that is stored in the metadata of the generated PDF. This value typically reflects the user or organization responsible for template creation. |
| Base_Module | String | False |
The module that is used as the source for data merged into the PDF template. This module defines the fields that are available for insertion into the template. |
| Body_Html | String | False |
The HTML content that defines the main body of the PDF template. This content can include text, layout formatting, and field merge placeholders. |
| Commentlog | String | True |
A reference to comment log entries that are linked to the PDF template record. This field supports discussion tracking and collaboration. |
| Created_By | String | True |
The Id of the user who created this PDF template record. This field supports authorship tracking and audit history. |
| Created_By_Name | String | True |
The display name of the user who created this PDF template record. |
| Date_Entered | Datetime | True |
The date and time when the PDF template record was created. |
| Date_Modified | Datetime | True |
The date and time when the PDF template record was last modified. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the PDF template record is marked for deletion. It returns a value of 'false' when the record remains active. This field supports soft-deletion workflows. |
| Description | String | False |
A detailed narrative that describes the purpose or usage context of the PDF template. This description is often used for internal reference. |
| Field | String | False |
The merge field that is available for dynamic data insertion into the PDF template. This field identifies a data placeholder that is replaced during PDF generation. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this PDF template record. It returns a value of 'false' when the record is not being followed. |
| Footer_Text | String | False |
The text that appears in the footer area of the generated PDF document. Footer text often contains page numbers, legal statements, or branding. |
| Header_Logo | String | True |
The reference to the logo that is displayed in the header of the generated PDF document. This logo is embedded during output rendering. |
| Header_Text | String | False |
The text that appears in the header section of the generated PDF document. This text is typically used for identification or template labeling. |
| Header_Title | String | False |
The title text that is displayed in the header of the generated PDF document. This value commonly reflects the document's purpose or classification. |
| Id [KEY] | String | True |
The unique Id of the PDF template record. |
| Keywords | String | False |
A set of search keywords that are associated with the PDF template. These keywords support classification and search operations. |
| Locked_Fields | String | True |
A list of fields that are restricted from modification. This list is system-managed and is used to protect record integrity. |
| Modified_By_Name | String | True |
The display name of the user who last modified the PDF template record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the PDF template record. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the current user marks the PDF template record as a favorite. It returns a value of 'false' when the record is not marked as a favorite. |
| Name | String | False |
The user-defined name of the PDF template. This value is used to identify the record in application lists and selection menus. |
| Published | String | False |
The publication status of the PDF template. This value determines whether the template is available for use in document generation. |
| Subject | String | False |
The subject text that is stored in the metadata of the generated PDF document. This value describes the document context. |
| Sync_Key | String | True |
A system-generated synchronization key that is used to identify and align this PDF template record across external systems or integrations. |
| Team_Count | String | False |
The number of teams that are associated with the PDF template record. This value supports access and collaboration tracking. |
| Team_Id | String | False |
The Id of the primary team that is assigned to this PDF template record. |
| Team_Name | String | False |
The display name of the primary team that is assigned to this PDF template record. |
| Team_Set_Id | String | False |
The Id of the team set that determines group-level access to the PDF template record. |
| Template_Name | String | False |
The internal system name of the PDF template. This value is often used for reference or indexing. |
| Title | String | False |
The title that is stored in the metadata and header of the generated PDF document. |