Personal Document Template (PersonalDocumentTemplate) table/entity reference (Microsoft Dataverse)

Used to store Personal Document Templates in database in binary format.

Messages

The following table lists the messages for the Personal Document Template (PersonalDocumentTemplate) table. Messages represent operations that can be performed on the table. They may also be events.

Name Is Event?	Web API Operation	SDK for .NET
Assign Event: True	PATCH /personaldocumenttemplates(personaldocumenttemplateid) Update the ownerid property.	AssignRequest
Associate Event: True	Associate records	Associate records
Create Event: True	POST /personaldocumenttemplates See Create	Create records
Delete Event: False	DELETE /personaldocumenttemplates(personaldocumenttemplateid) See Delete	Delete records
Disassociate Event: True	Disassociate records	Disassociate records
GrantAccess Event: True	GrantAccess	GrantAccessRequest
ModifyAccess Event: True	ModifyAccess	ModifyAccessRequest
Retrieve Event: True	GET /personaldocumenttemplates(personaldocumenttemplateid) See Retrieve	Retrieve records
RetrieveMultiple Event: True	GET /personaldocumenttemplates See Query data	Query data
RetrievePrincipalAccess Event: True	RetrievePrincipalAccess	RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess Event: True	RetrieveSharedPrincipalsAndAccess	RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess Event: True	RevokeAccess	RevokeAccessRequest
Update Event: False	PATCH /personaldocumenttemplates(personaldocumenttemplateid) See Update	Update records
Upsert Event: False	PATCH /personaldocumenttemplates(personaldocumenttemplateid) See Upsert a table row	UpsertRequest

Properties

The following table lists selected properties for the Personal Document Template (PersonalDocumentTemplate) table.

Property	Value
DisplayName	Personal Document Template
DisplayCollectionName	Personal Document Templates
SchemaName	PersonalDocumentTemplate
CollectionSchemaName	PersonalDocumentTemplates
EntitySetName	personaldocumenttemplates
LogicalName	personaldocumenttemplate
LogicalCollectionName	personaldocumenttemplates
PrimaryIdAttribute	personaldocumenttemplateid
PrimaryNameAttribute	name
TableType	Standard
OwnershipType	UserOwned

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

• AssociatedEntityTypeCode
• ClientData
• Content
• Description
• DocumentType
• LanguageCode
• Name
• OwnerId
• OwnerIdType
• PersonalDocumentTemplateId
• Status

AssociatedEntityTypeCode

Property	Value
Description	Associated Entity Type Code.
DisplayName	Associated Entity Type Code
IsValidForForm	True
IsValidForRead	True
LogicalName	associatedentitytypecode
RequiredLevel	None
Type	EntityName

ClientData

Property	Value
Description	Client data regarding this personal document template.
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	clientdata
RequiredLevel	None
Type	String
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	1073741823

Content

Property	Value
Description	Bytes of the personal document template.
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	content
RequiredLevel	SystemRequired
Type	String
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	1073741823

Description

Property	Value
Description	Additional information to describe the Personal Document Template
DisplayName	Description
IsValidForForm	True
IsValidForRead	True
LogicalName	description
RequiredLevel	None
Type	String
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	100

DocumentType

Property	Value
Description	Option set for selecting the type of the personal document template
DisplayName	Type
IsValidForForm	False
IsValidForRead	True
LogicalName	documenttype
RequiredLevel	SystemRequired
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	officedocument_documenttype

DocumentType Choices/Options

Value	Label
1	Microsoft Excel
2	Microsoft Word

LanguageCode

Property	Value
Description	Language of Personal Document Template.
DisplayName	Language
IsValidForForm	True
IsValidForRead	True
LogicalName	languagecode
RequiredLevel	SystemRequired
Type	Integer
MaxValue	2147483647
MinValue	0

Name

Property	Value
Description	Name of the personal document template.
DisplayName	Name
IsValidForForm	False
IsValidForRead	True
LogicalName	name
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	256

OwnerId

Property	Value
Description	Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.
DisplayName	Owner
IsValidForForm	False
IsValidForRead	True
LogicalName	ownerid
RequiredLevel	SystemRequired
Type	Owner
Targets	systemuser, team

OwnerIdType

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridtype
RequiredLevel	SystemRequired
Type	EntityName

PersonalDocumentTemplateId

Property	Value
Description	Unique identifier of the personal document template.
DisplayName	Personal Document Template Identifier
IsValidForForm	False
IsValidForRead	True
LogicalName	personaldocumenttemplateid
RequiredLevel	SystemRequired
Type	Uniqueidentifier

Status

Property	Value
Description	Information about whether the personal document template is active.
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	status
RequiredLevel	None
Type	Boolean
GlobalChoiceName	documenttemplate_status
DefaultValue	False
True Label	Draft
False Label	Activated

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

• CreatedBy
• CreatedOn
• CreatedOnBehalfBy
• ModifiedBy
• ModifiedOn
• ModifiedOnBehalfBy
• OwnerIdName
• OwningBusinessUnit
• OwningTeam
• OwningUser
• VersionNumber

CreatedBy

Property	Value
Description	Unique identifier of the user who created the personal document template.
DisplayName	Created By
IsValidForForm	False
IsValidForRead	True
LogicalName	createdby
RequiredLevel	None
Type	Lookup
Targets	systemuser

CreatedOn

Property	Value
Description	Date and time when the personal document template was created.
DisplayName	Created On
IsValidForForm	False
IsValidForRead	True
LogicalName	createdon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

CreatedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who created the personal document template.
DisplayName	Created By (Delegate)
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfby
RequiredLevel	None
Type	Lookup
Targets	systemuser

ModifiedBy

Property	Value
Description	Unique identifier of the user who last modified the personal document template.
DisplayName	Modified By
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedby
RequiredLevel	None
Type	Lookup
Targets	systemuser

ModifiedOn

Property	Value
Description	Date and time when the personal document template was last modified.
DisplayName	Modified On
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

ModifiedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who modified the personal document template.
DisplayName	Created By (Delegate)
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfby
RequiredLevel	None
Type	Lookup
Targets	systemuser

OwnerIdName

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridname
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

OwningBusinessUnit

Property	Value
Description	Unique identifier of the business unit that owns the personal document template.
DisplayName	Owning Business Unit
IsValidForForm	True
IsValidForRead	True
LogicalName	owningbusinessunit
RequiredLevel	None
Type	Lookup
Targets	businessunit

OwningTeam

Property	Value
Description	Unique identifier of the team who owns the personal document template.
DisplayName	Owning Team
IsValidForForm	False
IsValidForRead	True
LogicalName	owningteam
RequiredLevel	None
Type	Lookup
Targets	team

OwningUser

Property	Value
Description	Unique identifier of the user who owns the personal document template.
DisplayName	Owning User
IsValidForForm	False
IsValidForRead	True
LogicalName	owninguser
RequiredLevel	None
Type	Lookup
Targets	systemuser

VersionNumber

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	versionnumber
RequiredLevel	None
Type	BigInt
MaxValue	9223372036854775807
MinValue	-9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

• business_unit_personaldocumenttemplates
• lk_personaldocumenttemplatebase_createdby
• lk_personaldocumenttemplatebase_createdonbehalfby
• lk_personaldocumenttemplatebase_modifiedby
• lk_personaldocumenttemplatebase_modifiedonbehalfby
• owner_personaldocumenttemplates

business_unit_personaldocumenttemplates

One-To-Many Relationship: businessunit business_unit_personaldocumenttemplates

Property	Value
ReferencedEntity	businessunit
ReferencedAttribute	businessunitid
ReferencingAttribute	owningbusinessunit
ReferencingEntityNavigationPropertyName	owningbusinessunit
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_personaldocumenttemplatebase_createdby

One-To-Many Relationship: systemuser lk_personaldocumenttemplatebase_createdby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	createdby
ReferencingEntityNavigationPropertyName	createdby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_personaldocumenttemplatebase_createdonbehalfby

One-To-Many Relationship: systemuser lk_personaldocumenttemplatebase_createdonbehalfby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	createdonbehalfby
ReferencingEntityNavigationPropertyName	createdonbehalfby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_personaldocumenttemplatebase_modifiedby

One-To-Many Relationship: systemuser lk_personaldocumenttemplatebase_modifiedby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	modifiedby
ReferencingEntityNavigationPropertyName	modifiedby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_personaldocumenttemplatebase_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_personaldocumenttemplatebase_modifiedonbehalfby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	modifiedonbehalfby
ReferencingEntityNavigationPropertyName	modifiedonbehalfby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

owner_personaldocumenttemplates

One-To-Many Relationship: owner owner_personaldocumenttemplates

Property	Value
ReferencedEntity	owner
ReferencedAttribute	ownerid
ReferencingAttribute	ownerid
ReferencingEntityNavigationPropertyName	ownerid
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

See also

Dataverse table/entity reference
Dataverse Web API Reference
personaldocumenttemplate