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Class DocumentEntity

Namespace: SuperOffice.WebApi.Data
Assembly: SuperOffice.WebApi.dll
Carrier object for DocumentEntity.

Inheritance

objectCarrierDocumentEntity

Inherited Members

Carrier.TableRight, Carrier.FieldProperties, object.ToString(), object.Equals(object), object.Equals(object, object), object.ReferenceEquals(object, object), object.GetHashCode(), object.GetType(), object.MemberwiseClone()

Examples

Get DocumentEntity 123 using the WebApi client: <pre><code class=“lang-csharp”>var configuration = new WebApiConfiguration(url); var agent = new DocumentAgent(configuration); var documentEntity = agent.GetDocumentEntity( 123 );</code></pre>

Remarks

Use <xref href=“SuperOffice.CRM.Services.ArchiveAgent?text=Archive+agent” data-throw-if-not-resolved=“false”></xref>: All DocumentEntity: <pre><code class=“lang-csharp”>“FindDocument”</code></pre> Links: <pre><code class=“lang-csharp”>“Links”</code></pre> with restriction <pre><code class=“lang-csharp”>“sourceDocumentRestrictionId eq ” + id</code></pre>.

Constructors

DocumentEntity()

Default constructor - defaults any enum props to 0.

Properties

Number of active links to sale, document, appointment.

Property Value

int

Associate

The owner of the document - the associate whose checklist the document is in. <p>Use MDO List name “associate” to get list items.</p>

Property Value

Associate

Attention

Attention/salutation

Property Value

string

Completed

Document Completed state. This is the part of the Status property. NULL if unknown enum value.

Property Value

ActivityStatus?

See Also

DocumentEntity.Completed_String

Completed_String

Document Completed state. This is the part of the Status property. Raw string enum value.

Property Value

string

See Also

DocumentEntity.Completed

Contact

The contact associated with the document. It may also be null if no contact is associated with the document. <p>Use MDO List name “contact” to get list items.</p>

Property Value

Contact

CreatedBy

The person that first created the document. The property is read-only.

Property Value

Associate

CreatedDate

Registered when

Property Value

DateTime

CustomFields

Udef + Extra fields added to the carrier. Extra fields as defined by changes to database schema + user-defined fields as defined by admin. Custom fields combines user defined fields and extra fields into one bucket. The individual <xref href=“SuperOffice.WebApi.Data.DocumentEntity.ExtraFields” data-throw-if-not-resolved=“false”></xref> and <xref href=“SuperOffice.WebApi.Data.DocumentEntity.UserDefinedFields?text=UserDefinedFields” data-throw-if-not-resolved=“false”></xref> properties are deprecated in favor of this combined collection. The value string is the encoded value: “[I:123]” or “[DT:2019-09-11]”.

Property Value

StringDictionary

Remarks

The naming convention of the key string is as follows: <table><tbody><tr><td class=“term”>Extra field data</td><td class=“description”> [Extra field name]<p></p> Example: <pre><code class=“lang-csharp”>‘x_gorp’ = ‘[I:123]’</code></pre> </td></tr><tr><td class=“term”>User defined field data</td><td class=“description”> [Prog-id name]<p></p> Example: <pre><code class=“lang-csharp”>‘SuperOffice:1’ = ‘[I:123]’</code></pre><p></p> </td></tr></tbody></table>

Date

date + start time planned

Property Value

DateTime

Description

The actual text, max 2047 significant characters even though it is stored as a larger data type on some databases

Property Value

string

DocumentId

Primary key

Property Value

int

DocumentTemplate

The template type of the document. <p>Use MDO List name “doctmpl” to get list items.</p>

Property Value

DocumentTemplate

ExternalRef

External reference for document plugin to resolve document identity (Notes ID, e-mail message ID, whatever)

Property Value

string

ExtraFields

Deprecated: Use <xref href=“SuperOffice.WebApi.Data.DocumentEntity.CustomFields” data-throw-if-not-resolved=“false”></xref> instead. Extra fields added to the carrier. This could be data from Plug-ins, the foreign key system, external applications, etc. The value string is the encoded value: “[I:123]” or “[DT:2019-09-11]”.

Property Value

StringDictionary

Remarks

The naming convention of the key string is as follows: <table><tbody><tr><td class=“term”>Plug-in data</td><td class=“description”> [Plug-in name].[Property name] Example: DocumentPlugin.DocumentType </td></tr><tr><td class=“term”>Foreign key data</td><td class=“description”> The device identity is appended directly to the device name if it exists. This is not commonly used, but the database opens for this as a possibility to have several devices with the same name, and hence we would ensure an unique key if this field is used. Example: Audience.SecretService.DefaultCountry </td></tr><tr><td class=“term”>User defined table data</td><td class=“description”> [Table name].[Field name] Example: Phunneling.AggregatedSales </td></tr><tr><td class=“term”>Other</td><td class=“description”> Other data sources must ensure an unique name. If the key already exists we do not add the data to the dictionary. We also ensure that SuperOffice data are added first, so that existing data doesnt change when more data sources are added (with duplicate data keys). </td></tr></tbody></table>

Header

Visible document name

Property Value

string

IsPublished

Publication is published

Property Value

bool List of all elements linked to the document.

Property Value

Link[]

LockSemantics

NULL if unknown enum value.

Property Value

DocumentLockSemantics?

See Also

DocumentEntity.LockSemantics_String

LockSemantics_String

Raw string enum value.

Property Value

string

See Also

DocumentEntity.LockSemantics

Name

File name

Property Value

string

OurRef

Our reference, searchable field from freetext search

Property Value

string

Person

A document may also be connected to a person; this must be a contact person registered on the current company. This does not mean however that a person is required. <p>Use MDO List name “person” to get list items.</p>

Property Value

Person

Project

A document may also be connected to a project, so you see the document both on the company card, and on the project card. This does not mean however that a project is required. <p>Use MDO List name “project” to get list items.</p>

Property Value

Project

PublishEventDate

Publish event date

Property Value

DateTime

PublishFrom

Publication valid from (inclusive)

Property Value

DateTime

PublishTo

Publication valid to (inclusive)

Property Value

DateTime

Sale

A document may also be connected to a sale, so you see the document on the company card, on the project card and on the sale card. This does not mean however that a sale is required. May be null. <p>Use MDO List name “sale” to get list items.</p>

Property Value

Sale

Snum

The sequence number allocated from refcount on used template when creating the document

Property Value

int

SuggestedDocumentId

Suggested guide item that this document is an instance of (Note: NOT valid for appointments, they have their own link)

Property Value

int

Type

Is this a normal document or a mail-merge or report? NULL if unknown enum value.

Property Value

AppointmentType?

See Also

DocumentEntity.Type_String

Type_String

Is this a normal document or a mail-merge or report? Raw string enum value.

Property Value

string

See Also

DocumentEntity.Type

UpdatedBy

The person that last updated the appointment.

Property Value

Associate

UpdatedDate

Last updated when

Property Value

DateTime

UserDefinedFields

Deprecated: Use <xref href=“SuperOffice.WebApi.Data.DocumentEntity.CustomFields” data-throw-if-not-resolved=“false”></xref> instead. Dictionary of user defined field data. The key string is the ProgId of the UdefField, or if the ProgId is empty it is a string of the format “SuperOffice:[UdefFieldIdentity]”, e.g. “SuperOffice:1234” The value string is the encoded value: “[I:123]” or “[DT:2019-09-11]”.

Property Value

StringDictionary

VisibleFor

The set of users or groups the record is visible for

Property Value

VisibleFor[]

YourRef

Your reference

Property Value

string

See Also

DocumentAgent, ArchiveAgent,