DocumentTemplates
Stores reusable document templates that define formatting and layout. This table supports standardized document generation across business processes.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
The list of team names that are associated with the document template 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 template record. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to manage or maintain the document template record. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to manage or maintain the document template record. |
| Commentlog | String | True |
A system-maintained log of comment entries that capture collaboration history, discussion notes, and review documentation for the template. |
| Created_By | String | True |
The Id of the user who created the document template record. |
| Created_By_Name | String | True |
The display name of the user who created the document template record. |
| Date_Entered | Datetime | True |
The date and time when the document template record was created. |
| Date_Modified | Datetime | True |
The date and time when the document template record was most recently modified. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the document template 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 full-text description that provides context or notes regarding the usage, purpose, or intended application of the document template. |
| File_Ext | String | False |
The file extension of the uploaded template file (for example, 'PDF', 'DOCX', or 'HTML'). |
| File_Mime_Type | String | False |
The content type that identifies the document template file format for compatibility and display handling. |
| File_Size | Int | True |
The size of the uploaded document template file, represented in bytes. |
| Filename | String | False |
The original filename of the document template file at the time it was uploaded. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following the document template record to receive change notifications. It returns a value of 'false' when the user is not following the record. |
| Id [KEY] | String | True |
The Id for the document template record. |
| Label_Merging | Bool | False |
A Boolean field that returns a value of 'true' when label-based merge fields are enabled for this template. It returns a value of 'false' when label field merging is not used. |
| Locked_Fields | String | True |
A list of fields that cannot be modified due to administrative controls or workflow enforcement rules. |
| Modified_By_Name | String | True |
The display name of the user who last modified the document template record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the document template 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 display name that is assigned to the document template for use in lists and selection screens. |
| Postfix | String | False |
A suffix that is appended to the template file name when generating merged output documents. |
| Prefix | String | False |
A prefix that is prepended to the template file name when generating merged output documents. |
| Sync_Key | String | True |
A synchronization key that is used to match the document template record across integrated or replicated systems. |
| Tag | String | False |
A user-defined set of tags that are used for searching, grouping, and filtering document templates. |
| Team_Count | String | False |
The number of teams that are associated with the document template record for visibility and access control. |
| Team_Id | String | False |
The Id of the primary team that is associated with the document template record. |
| Team_Name | String | False |
The display name of the primary team that is associated with the document template record. |
| Team_Set_Id | String | False |
The Id of the full team set that is associated with the document template record to support collaborative ownership. |
| Template_Module | String | False |
The module context in which the document template is intended to be used (for example, 'Accounts', 'Contacts', or 'Cases'). |
| Use_Revisions | Bool | False |
A Boolean field that returns a value of 'true' when revision tracking is enabled for the document template. It returns a value of 'false' when template versions are not tracked. |