Tableau Connector for SuiteCRM

Build 24.0.9060

PDFTemplates

Create, update, delete, and query PDFTemplates table.

Table Specific Information

Select

You can query the PDFTemplates table using any criteria in the WHERE clause. The connector will use the SuiteCRM API to filter the results.

SELECT * FROM [PDF Templates] WHERE Name = 'test'

Insert

Create a pdf template by specifying any writable column.

INSERT INTO [PDF Templates] (Id, Name) VALUES ('id', 'Energy')

Update

You can update any pdf template column that is writable, by specifying the Id.

UPDATE [PDF Templates] SET Name = 'new name', Description = 'Desc' WHERE Id = 'Test123'

Delete

Remove a pdf template by specifying the Id.

DELETE FROM [PDF Templates] WHERE Id = '5fddceac-8715-d1f1-efa3-5b854ab921a6'

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier for the pdf template.

Name String False

The template's name.

DateEntered Datetime False

The date the record was created.

DateModified Datetime False

Date when the template was modified.

ModifiedUserId String False

The Id of the user who last modified the record.

ModifiedByName String True

The name of the user who last modified the record.

CreatedBy String False

The Id of the user who created the record.

CreatedByName String True

The name of the user who created the record.

Description String False

Deleted Bool False

Whether the template was deleted.

CreatedByLink String True

Link to the record who created it

ModifiedUserLink String True

Link to the record who modified it.

AssignedUserId String False

The unique identifier of the assignee.

AssignedUserName String True

AssignedUserLink String True

Link to the user which the record has been assigned to

SecurityGroups String True

The security group associated with the record.

Active Bool False

Whether or not the template is active.

Type String False

The type of the template.

Sample String False

InsertFields String False

The fields that can be inserted.

Pdfheader String False

Pdffooter String False

MarginLeft String False

Value of the left margin for the template.

MarginRight String False

Value of the right margin for the template.

MarginTop String False

Value of the top margin for the template.

MarginBottom String False

Value of the bottom margin for the template.

MarginHeader String False

Value of the margin for the template's header.

MarginFooter String False

Value of the margin for the template's footer.

PageSize String False

The size of the template.

Orientation String False

Orientation of the template.

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Build 24.0.9060