DocumentMerges
Stores configuration rules that are used for document generation and template merging. This table supports automated production of customer-facing documents.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
The list of team names that are associated with the document merge 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 merge record. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to manage or review the document merge record. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to manage or review the document merge record. |
| Commentlog | String | True |
A system-maintained log of comment entries that capture discussion history and collaboration context. |
| Created_By | String | True |
The Id of the user who created the document merge record. |
| Created_By_Name | String | True |
The display name of the user who created the document merge record. |
| Date_Entered | Datetime | True |
The date and time when the document merge record was created. |
| Date_Modified | Datetime | True |
The date and time when the document merge record was most recently modified. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the document merge record is marked for deletion. It returns a value of 'false' when the record remains active in the system under soft-delete behavior. |
| Description | String | False |
A free-form text description that provides additional context or processing notes related to the document merge. |
| Dismissed | Bool | False |
A Boolean field that returns a value of 'true' when the merge notification or task has been dismissed by the user. It returns a value of 'false' when the merge remains pending or visible. |
| File_Type | String | True |
The file type associated with the generated document (for example, 'PDF' or 'DOCX'). |
| Flow_Data | String | False |
A serialized data structure that stores workflow, merge settings, and runtime parameters associated with the document generation process. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following the record to receive notifications. It returns a value of 'false' when the user is not following the record. |
| Generated_Document_Id | String | True |
The Id of the generated document file that results from the merge operation. |
| Id [KEY] | String | True |
The Id for the document merge record. |
| Locked_Fields | String | True |
A list of fields that are restricted from modification due to workflow or administrative configuration. |
| Merge_Type | String | True |
The type of merge that was performed, such as single-record merge or multi-record merge. |
| Message | String | True |
A message string that provides status detail, user feedback, or system logging information related to the merge process. |
| Modified_By_Name | String | True |
The display name of the user who last modified the document merge record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the document merge record, used for audit tracking. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the user marks the document merge record as a favorite. 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 merge record for identification in lists and dashboards. |
| Parent_Id | String | True |
The Id of the parent record that the merge is associated with (for example, 'Account', 'Contact', or 'Case'). |
| Parent_Name | String | True |
The display name of the parent record that is associated with the merge. |
| Parent_Type | String | True |
The module or record type of the parent record associated with the document merge. |
| Record_Ids | String | True |
The list of record Ids that are included in a multi-record merge operation. |
| Seen | Bool | False |
A Boolean field that returns a value of 'true' when the merge is viewed by the assigned user. It returns a value of 'false' when it remains unseen. |
| Status | String | True |
The current processing state of the document merge, such as pending, in progress, or completed. |
| Sync_Key | String | True |
A synchronization key that is used to match the document merge record across integrations or replication environments. |
| Tag | String | False |
A set of user-defined tags that support filtering, organization, and grouping. |
| Team_Count | String | False |
The number of teams that are associated with the document merge record for visibility and access control. |
| Team_Id | String | False |
The Id of the primary team that is associated with the document merge record. |
| Team_Name | String | False |
The display name of the primary team that is associated with the document merge record. |
| Team_Set_Id | String | False |
The Id of the complete team set that provides combined access permissions for the record. |
| Template | String | True |
The display name of the document template that is used during the merge process. |
| Template_Id | String | True |
The Id of the document template that defines the layout and merge fields used to generate the document. |