Document table

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Environment: cloud
• 2 minutes to read
 • 2 minutes to read

Document fields. Key constants are in BulkUpdateSystem.DocumentFieldValueKeys.

Document

FieldValueKeys

OperationTypes

Expected Field Values

Affected Properties

Done

Check, Toggle

Values Count = 1

Check:
Values[0] = (int)
0 = Status.NotStarted
1 = Status.Completed

Toggle: invert current

DocumentAppointment.Status

Owner

SelectOne

Values Count = 1

Values[0] = (int) AssociateId

DocumentAppointment.AssociateId DocumentAppointment.GroupIdx

ProjectId

SelectOne

Values Count = 1

Values[0] = (int) ProjectId

DocumentAppointment .ProjectId

SaleId

SelectOne

Values Count = 1

Values[0] = (int) SaleId

DocumentAppointment.SaleId

Date

Set, Clear

Values Count = 1

Set:
Values[0] = (Date)
Format: InvariantInfo

Clear = 1/1/0001 12:00:00 AM

DocumentAppointment.ActiveDate
DocumentAppointment.EndDate
DocumentAppointment.DoBy
DocumentAppointment.Done

Subject

Set, Clear, SearchAndReplace, RegEx

Values Count = 0 to 7

Set: Values[0] = (string)

Clear: Clears value

SearchAndReplace:
Values[1] = searchString
Values[2] = replaceString
Values[3] = options

RegEx:
Values[4] = expression
Values[5] = replace with
Values[6] = options

Header

Description

DocumentText

OurRef

OurRef

YourRef

YourRef

Type

SelectOne

Values Count = 1

Values[0] = (int) TaskIdx

DocumentAppointment.TaskIdx

VisibleFor

SelectOne

Values Count = 1

Values[0] = (int)

Int.MinValue = All
Neg: -10 = GroupId (10)
Pos: 10 = AssociateId (10)

DocumentAppointment.VisibleFor

Activitylink

Add, Remove, ReplaceWith, Clear

Values Count = 1…n

Values are encoded as tableName=recordId values with an optional comment:

“sale=78”
or
“sale=78&comment=Some link comment”

Allowed table names:
(case-sensitive)
appointment, document, project, sale or URL

add:
Creates and adds all values as RelationRows.

remove:
Deletes all similar relations.

ReplaceWith:
Deletes all similar relations, then adds back new ones.

Clear:
Deletes all existing relations.

LinksHelper

Published

Check

Values Count = 1

Values[0] = (int) IsPublished

0 = Not published
1 = Published

PublishHelper

See User-Defined Fields.