Documents

Query, create and delete the document history records.

Table Specific Information

Select

Id supports the '=' operator.

The driver uses the Act! CRM API to process search criteria that refer to the supported fields. The driver processes other filters client-side within the driver. For example, the following queries are processed server side:

SELECT * FROM Documents
SELECT * FROM Documents WHERE Id = '12345'

Insert

To insert a document, you must specify at least one typeid, contact, start time and end time.

INSERT INTO Documents (TypeID, StartTime, EndTime, ContactsAggregate) VALUES ('-1', '2026-07-07T05:20:00.000-04:00', '2026-07-07T05:25:00.000-04:00', '[{\"id\":\"972df268-a4db-41db-bc32-4af89ab3034b\"}]')

Delete

Documents can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Documents WHERE Id = 'f2e74900-c3a9-4dbd-89f6-3a3603d94802'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	Id of the history item created
AttachmentDisplayName	String	True	Name of the attachment related to a history
AttachmentFileExtension	String	True	FileExtension of the attachment related to a history
AttachmentFileName	String	True	FileName of the attachment related to a history
AttachmentFileSize	Integer	True	File Size of the attachment related to a history
AttachmentFileSizeDisplay	String	True	File Size Display of the attachment related to a history
AttachmentFileType	String	True	FileType of the attachment related to a history
AttachmentLastModified	Datetime	True	File Last Modified date of the attachment related to a history
AttachmentPersonal	Boolean	True	Attachment Personal
CompaniesAggregate	String	False	Companies associated with a history
ContactsAggregate	String	False	Contacts associated with a history
Created	Datetime	True	The datetime when history was created
CreateUserID	String	True	User Id of the user who created the history
Details	String	False	Details of history
Duration	String	False	Duration
Edited	Datetime	True	Datetime when history was last edited
EndTime	Datetime	False	End Time of history
GroupsAggregate	String	False	Groups associated with history
HistoryTypeDescription	String	True	Description of the type of history
HistoryTypeId	Integer	True	History Type ID
HistoryTypeName	String	True	Name of history type
HistoryTypeActivityTypeId	Integer	True	Activity type ID of the history type
HistoryTypeActivityTypeName	String	True	Activity type name of the history type
TypeID	Integer	False	Id of history type
IsPrivate	Boolean	False	Indicates whether history is private or not
ManageUserID	String	True	User Id of manager
OpportunitiesAggregate	String	False	Opportunities associated with history
OutlookID	String	True	Outlook Id
RecordManager	String	False	Record Manager
RecordManagerID	String	False	Id of Record Manager
Regarding	String	False	Tells what history is about
StartTime	Datetime	False	Start Time
ContactCompany	String	True	The company of the contact associated with this document.
ContactEmail	String	True	The email of the contact associated with this document.
ContactPhone	String	True	The phone number of the contact associated with this document.
ContactPhoneExt	String	True	The phone extension of the contact associated with this document.
CreateUserName	String	True	The username of the user who created this document.
EditUserID	String	True	The ID of the user who last edited this document.
EditUserName	String	True	The username of the user who last edited this document.

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