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Tim Sweeney

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The relationship between the Document Type and Document objects can be described as a parent-child relationship in the context of a custom data table structure.

The Document Type table object serves as the parent tableobject, while the Document table object is the child tableobject. In this relationship, the Document Type table object holds information about different types or categories of documents. It typically contains attributes or fields that help classify, sort, and distribute the Document Records within the systemSalesforce.

The Document Type table may include Object includes attributes such as:

Attribute

Purpose/Outcome

Attribute

Purpose/Outcome

Document Type Name

The dentifier for each document type.

Required

When Required = True, all records defined by the distribution rules will be created with a Document Record relating to the Document Type.

Object

Object is a part of the distribution rules for determining which objects Document Types are available on

Verification Required

Record Type

Dependant on the Object nominated, this will define which record type the Document will be available on.

No End Date

When No End Date = True, in the Upload Document Version step, there will be no Expiry Date field or No Expiry checkbox visible.

Role

Role is the final part of the distribution rules and is explicitly available for Staff-related Document Types. These will be available only for Staff Contacts who have the matching Role.

Expiry Matters

When Expiry Matters = True, in the Upload Document Version step, the No Expiry checkbox will be hidden

Category

Category is used for categorisng and sorting Document Types

Sharing Group

Sharing Group is comprised of a set of values based on the My Support System Profiles. Selected Profiles define which groups of Users will have access to the Document Type.

Skill

Skill is a lookup to Skill records.

Sharing Group Criteria

Sharing Criteria is a formula field of the above used in the configuration of Sharing Rules to nominate which groups of Users have access to the Document Type.

Document Version Field Set

This identifies which Field Set is displayed in the Upload Document Version step. Field Sets contain additional attributes needed against a particular Document Type and these are visible when on a Document Version record.

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