![]() ![]() NSDocument docList = docAgent.GetDocumentsByTemplateHeading(templateHeadingId) NSDocument GetDocumentsByTemplateHeading(Integer templateHeadingId)įetches all documents under this heading. Thus the methods ending in ByTemplateHeading() target a group of templates whereas methods ending in ByTemplateType() target a single template. Like many MDO lists, templates can be grouped by headings, which get their labels from the Heading table. ![]() NSDocumentEntity doc = docAgent.CreateDefaultDocumentEntity() Set template for document entity NSDocumentAgent docAgent NSMDOListItem templateList = mdoAgent.GetList("doctmpl", false, "", false) NSDocumentTemplate templateList = listAgent.GetDocumentTemplates() įetch template info with the MDO agent NSMDOAgent mdoAgent ![]() Se.addCriteria("DocTmpl.record_type", "Equals", "2", "and", 0) įetch all templates with the list agent NSListAgent listAgent Se.addFields("DocTmpl", "DocTmpl_id,name,rank") You can find them as well as custom templates with SearchEngine. SuperOffice includes some standard templates. Find templates List all document templates with SearchEngine Ensure consistency and sustainable CRMScriptsīrand-wise, you don't have to concern yourself with marketing style guides, because they're built into the templates. You're also less likely to have to deal with wonky documents originating from the UI. And consequently, you have to spend less time hunting down and correcting mistakes. With templates, you're less likely to get it wrong. CreateNewPhysicalDocumentFromTemplate() is your friend! Prevent errors When using templates, you won't have to add all the customer details manually to the physical documents. Why you as a developer should embrace templates Save time ![]() The corresponding CRMScript carrier classes are NSDocumentTemplateand NSDocumentTemplateEntity. The DocTmpl database table represents an MDO list. It's vital that all customer details are kept up to date. Template-based documents are only as good as the quality of your CRM data. ![]()
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