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Class NSDocumentTemplateEntity

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Syntax

Constructors

NSDocumentTemplateEntity()

Initializes a new instance of the NSDocumentTemplateEntity class.

Declaration
NSDocumentTemplateEntity

Methods

GetAutoeventId()

Which document plugin is responsible for the documents generated from this template

Declaration
Integer GetAutoeventId()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer autoeventId = thing.GetAutoeventId();

GetDefaultOref()

Processed via tag substitution to give document reference

Declaration
String GetDefaultOref()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String defaultOref = thing.GetDefaultOref();

GetDeleted()

True if deleted

Declaration
Bool GetDeleted()
Returns
Type Description
Bool
Examples
NSDocumentTemplateEntity thing;
Bool deleted = thing.GetDeleted();

GetDirection()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetDirection()
Returns
Type Description
Integer

1 = incoming, 2 = outgoing. See TaskDirection

Examples
NSDocumentTemplateEntity thing;
Integer direction = thing.GetDirection();

GetDocumentTemplateId()

Primary key

Declaration
Integer GetDocumentTemplateId()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer documentTemplateId = thing.GetDocumentTemplateId();

GetDocumentTypeKey()

The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.

Declaration
Integer GetDocumentTypeKey()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer documentTypeKey = thing.GetDocumentTypeKey();

GetEmailSubject()

Subject to use if document template is an email.

Declaration
String GetEmailSubject()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String emailSubject = thing.GetEmailSubject();

GetFilename()

Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.

Declaration
String GetFilename()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String filename = thing.GetFilename();

GetIncludeSignature()

True if the email signature should be added in bottom of mail if this an email template

Declaration
Bool GetIncludeSignature()
Returns
Type Description
Bool
Examples
NSDocumentTemplateEntity thing;
Bool includeSignature = thing.GetIncludeSignature();

GetIntentId()

What is the intention of this document (used by SAINT)

Declaration
Integer GetIntentId()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer intentId = thing.GetIntentId();

GetInvitationDocType()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetInvitationDocType()
Returns
Type Description
Integer

Type for sending email meeting invitation. See DocTmplInvitationType

Examples
NSDocumentTemplateEntity thing;
Integer invitationDocType = thing.GetInvitationDocType();

GetIsDefaultPublished()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Bool GetIsDefaultPublished()
Returns
Type Description
Bool

Published to external persons.

Examples
NSDocumentTemplateEntity thing;
Bool isDefaultPublished = thing.GetIsDefaultPublished();

GetIsInUseInGuides()

True if the template is in use in a project or sales guide

Declaration
Bool GetIsInUseInGuides()
Returns
Type Description
Bool
Examples
NSDocumentTemplateEntity thing;
Bool isInUseInGuides = thing.GetIsInUseInGuides();

GetLoadTemplateFromPlugin()

Which document plugin is responsible for this template's contents

Declaration
Integer GetLoadTemplateFromPlugin()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer loadTemplateFromPlugin = thing.GetLoadTemplateFromPlugin();

GetMimeType()

The mime type

Declaration
String GetMimeType()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String mimeType = thing.GetMimeType();

GetName()

The template list item

Declaration
String GetName()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String name = thing.GetName();

GetPrivacyDocType()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetPrivacyDocType()
Returns
Type Description
Integer

Indicator that this document template has a functional role, related to privacy/GDPR. See DocTmplPrivacyType

Examples
NSDocumentTemplateEntity thing;
Integer privacyDocType = thing.GetPrivacyDocType();

GetQuoteDocType()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetQuoteDocType()
Returns
Type Description
Integer

The role this document plays in the Quote system, if any. See DocTmplQuoteType

Examples
NSDocumentTemplateEntity thing;
Integer quoteDocType = thing.GetQuoteDocType();

GetRank()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetRank()
Returns
Type Description
Integer

Rank order.

Examples
NSDocumentTemplateEntity thing;
Integer rank = thing.GetRank();

GetRecordType()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
NSDocTmplType GetRecordType()
Returns
Type Description
NSDocTmplType

1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo See TaskType

Examples
NSDocumentTemplateEntity thing;
NSDocTmplType recordType = thing.GetRecordType();

GetSaveInDb()

1 = save document records in DB; otherwise not.

Declaration
Integer GetSaveInDb()
Returns
Type Description
Integer
Examples
NSDocumentTemplateEntity thing;
Integer saveInDb = thing.GetSaveInDb();

GetSenderEmailAddress()

If email template, default sender address when template is of type quote email or privacy email.

Declaration
String GetSenderEmailAddress()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String senderEmailAddress = thing.GetSenderEmailAddress();

GetSenderEmailMode()

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Integer GetSenderEmailMode()
Returns
Type Description
Integer

If email template, when DocType is Privacy or quote email, it is possible to make sender address like our contact, or our support contact, or always one address. See SenderMailMode

Examples
NSDocumentTemplateEntity thing;
Integer senderEmailMode = thing.GetSenderEmailMode();

GetShowCurrents()

True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc

Declaration
Bool GetShowCurrents()
Returns
Type Description
Bool
Examples
NSDocumentTemplateEntity thing;
Bool showCurrents = thing.GetShowCurrents();

GetTooltip()

Tooltip or other description

Declaration
String GetTooltip()
Returns
Type Description
String
Examples
NSDocumentTemplateEntity thing;
String tooltip = thing.GetTooltip();

SetAutoeventId(Integer)

Which document plugin is responsible for the documents generated from this template

Declaration
Void SetAutoeventId(Integer autoeventId)
Parameters
Type Name Description
Integer autoeventId
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer autoeventId;
thing.SetAutoeventId(autoeventId);

SetDefaultOref(String)

Processed via tag substitution to give document reference

Declaration
Void SetDefaultOref(String defaultOref)
Parameters
Type Name Description
String defaultOref
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String defaultOref;
thing.SetDefaultOref(defaultOref);

SetDeleted(Bool)

True if deleted

Declaration
Void SetDeleted(Bool deleted)
Parameters
Type Name Description
Bool deleted
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Bool deleted;
thing.SetDeleted(deleted);

SetDirection(Integer)

Sets the direction of a document template.

Declaration
Void SetDirection(Integer direction)
Parameters
Type Name Description
Integer direction

See TaskDirection.

Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer direction;
thing.SetDirection(direction);

SetDocumentTemplateId(Integer)

Primary key

Declaration
Void SetDocumentTemplateId(Integer documentTemplateId)
Parameters
Type Name Description
Integer documentTemplateId
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer documentTemplateId;
thing.SetDocumentTemplateId(documentTemplateId);

SetDocumentTypeKey(Integer)

The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.

Declaration
Void SetDocumentTypeKey(Integer documentTypeKey)
Parameters
Type Name Description
Integer documentTypeKey
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer documentTypeKey;
thing.SetDocumentTypeKey(documentTypeKey);

SetEmailSubject(String)

Subject to use if document template is an email.

Declaration
Void SetEmailSubject(String emailSubject)
Parameters
Type Name Description
String emailSubject
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String emailSubject;
thing.SetEmailSubject(emailSubject);

SetFilename(String)

Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.

Declaration
Void SetFilename(String filename)
Parameters
Type Name Description
String filename
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String filename;
thing.SetFilename(filename);

SetIncludeSignature(Bool)

True if the email signature should be added in bottom of mail if this an email template

Declaration
Void SetIncludeSignature(Bool includeSignature)
Parameters
Type Name Description
Bool includeSignature
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Bool includeSignature;
thing.SetIncludeSignature(includeSignature);

SetIntentId(Integer)

What is the intention of this document (used by SAINT)

Declaration
Void SetIntentId(Integer intentId)
Parameters
Type Name Description
Integer intentId
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer intentId;
thing.SetIntentId(intentId);

SetInvitationDocType(Integer)

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Void SetInvitationDocType(Integer invitationDocType)
Parameters
Type Name Description
Integer invitationDocType

The role this document plays in the Quote system, if any. See DocTmplQuoteType.

Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer invitationDocType;
thing.SetInvitationDocType(invitationDocType);

SetIsDefaultPublished(Bool)

Published to external persons

Declaration
Void SetIsDefaultPublished(Bool isDefaultPublished)
Parameters
Type Name Description
Bool isDefaultPublished
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Bool isDefaultPublished;
thing.SetIsDefaultPublished(isDefaultPublished);

SetIsInUseInGuides(Bool)

True if the template is in use in a project or sales guide

Declaration
Void SetIsInUseInGuides(Bool isInUseInGuides)
Parameters
Type Name Description
Bool isInUseInGuides
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Bool isInUseInGuides;
thing.SetIsInUseInGuides(isInUseInGuides);

SetLoadTemplateFromPlugin(Integer)

Which document plugin is responsible for this template's contents

Declaration
Void SetLoadTemplateFromPlugin(Integer loadTemplateFromPlugin)
Parameters
Type Name Description
Integer loadTemplateFromPlugin
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer loadTemplateFromPlugin;
thing.SetLoadTemplateFromPlugin(loadTemplateFromPlugin);

SetMimeType(String)

The mime type

Declaration
Void SetMimeType(String mimeType)
Parameters
Type Name Description
String mimeType
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String mimeType;
thing.SetMimeType(mimeType);

SetName(String)

The template list item

Declaration
Void SetName(String name)
Parameters
Type Name Description
String name
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String name;
thing.SetName(name);

SetPrivacyDocType(Integer)

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Void SetPrivacyDocType(Integer privacyDocType)
Parameters
Type Name Description
Integer privacyDocType

Indicator that this document template has a functional role, related to privacy/GDPR. See DocTmplPrivacyType.

Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer privacyDocType;
thing.SetPrivacyDocType(privacyDocType);

SetQuoteDocType(Integer)

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Void SetQuoteDocType(Integer quoteDocType)
Parameters
Type Name Description
Integer quoteDocType

The role this document plays in the Quote system, if any. See DocTmplQuoteType.

Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer quoteDocType;
thing.SetQuoteDocType(quoteDocType);

SetRank(Integer)

Rank order

Declaration
Void SetRank(Integer rank)
Parameters
Type Name Description
Integer rank
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer rank;
thing.SetRank(rank);

SetRecordType(NSDocTmplType)

1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo

Declaration
Void SetRecordType(NSDocTmplType recordType)
Parameters
Type Name Description
NSDocTmplType recordType
Returns
Type Description
Void
Remarks

See TaskType

Examples
NSDocumentTemplateEntity thing;
NSDocTmplType recordType;
thing.SetRecordType(recordType);

SetSaveInDb(Integer)

1 = save document records in DB; otherwise not.

Declaration
Void SetSaveInDb(Integer saveInDb)
Parameters
Type Name Description
Integer saveInDb
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer saveInDb;
thing.SetSaveInDb(saveInDb);

SetSenderEmailAddress(String)

If email template, default senderaddress when template is of type quote email or privacy email.

Declaration
Void SetSenderEmailAddress(String senderEmailAddress)
Parameters
Type Name Description
String senderEmailAddress
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String senderEmailAddress;
thing.SetSenderEmailAddress(senderEmailAddress);

SetSenderEmailMode(Integer)

The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.

Declaration
Void SetSenderEmailMode(Integer senderEmailMode)
Parameters
Type Name Description
Integer senderEmailMode

If email template, when DocType is Privacy or quote email, it is possible to make sender address like our contact, or our support contact, or always one address. See SenderMailMode.

Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Integer senderEmailMode;
thing.SetSenderEmailMode(senderEmailMode);

SetShowCurrents(Bool)

True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc

Declaration
Void SetShowCurrents(Bool showCurrents)
Parameters
Type Name Description
Bool showCurrents
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
Bool showCurrents;
thing.SetShowCurrents(showCurrents);

SetTooltip(String)

Tooltip or other description

Declaration
Void SetTooltip(String tooltip)
Parameters
Type Name Description
String tooltip
Returns
Type Description
Void
Examples
NSDocumentTemplateEntity thing;
String tooltip;
thing.SetTooltip(tooltip);
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