Table 5064 "Interaction Template"

Base Application · Microsoft.CRM.Interaction · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Interaction Template
DataClassification	CustomerContent

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No.	Name	Type	Explanation	Notes
1	Code Δ BC28	Code[10]	Specifies the code for the interaction template.	NotBlank
2	Interaction Group Code Δ BC28	Code[10]	Specifies the code for the interaction group to which the interaction template belongs.	TableRelation Table 5063 “Interaction Group” (Interaction Group); NotBlank
3	Description Δ BC28	Text[100]	Specifies a description of the interaction template.
4	Unit Cost (LCY) Δ BC27	Decimal	Specifies the cost, in LCY, of one unit of the item or resource on the line. via Page 5075 “Interaction Templates”
5	Unit Duration (Min.) Δ BC27	Decimal	Specifies the usual duration of interactions created using the interaction template. via Page 5075 “Interaction Templates”
6	Information Flow Δ BC28	Option	Specifies the direction of the information flow for the interaction template. There are two options: Outbound and Inbound. Select Outbound if the information is usually sent by your company. Select Inbound if the information is usually received by your company.	OptionCaption: ,Outbound,Inbound
7	Initiated By Δ BC28	Option	Specifies who usually initiates interactions created using the interaction template. There are two options: Us and Them. Select Us if the interaction is usually initiated by your company. Select Them if the information is usually initiated by your contacts.	OptionCaption: ,Us,Them
8	Attachment No. Δ BC24	Integer	—	FlowField: lookup(“Interaction Tmpl. Language”.“Attachment No.” where(“Interaction Template Code” = field(Code), “Language Code” = field(“Language Code (Default)”))); not editable
9	Campaign No. Δ BC28	Code[20]	Specifies the number of the campaign for which the interaction template has been created.	TableRelation Table 5071 “Campaign”
10	Campaign Target Δ BC28	Boolean	Specifies that the contact who is involved in the interaction is the target of a campaign. This is used to measure the response rate of a campaign.
11	Campaign Response Δ BC28	Boolean	Specifies that the interaction template is being used to record interactions that are a response to a campaign. For example, coupons that are sent in as a response to a campaign.
12	Correspondence Type (Default)	Enum “Correspondence Type”	Specifies the preferred type of correspondence for the interaction. NOTE: If you use the Web client, you must not select the Hard Copy option because printing is not possible from the web client. via Page 5075 “Interaction Templates”	enum Enum 5076 “Correspondence Type”
13	Date Filter	Date	—	FlowFilter
14	No. of Interactions Δ BC28	Integer	Specifies the number of interactions that have been created using this interaction template.	FlowField: count(“Interaction Log Entry” where(“Interaction Template Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
15	Cost (LCY) Δ BC27	Decimal	Specifies the total cost of the interactions created using the interaction template. This field is not editable. via Page 5079 “Interaction Tmpl. Statistics”	FlowField: sum(“Interaction Log Entry”.“Cost (LCY)” where(“Interaction Template Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
16	Duration (Min.) Δ BC27	Decimal	Specifies the total duration of the interactions created using this interaction template. The field is not editable. via Page 5079 “Interaction Tmpl. Statistics”	FlowField: sum(“Interaction Log Entry”.“Duration (Min.)” where(“Interaction Template Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
17	Language Code (Default)	Code[10]	Specifies the default language code for the interaction. If the contact’s preferred language is not available, then the program uses this language as the default language. via Page 5075 “Interaction Templates”	TableRelation Table 5103 “Interaction Tmpl. Language” (“Interaction Tmpl. Language”.“Language Code” where(“Interaction Template Code” = field(Code)))
18	Wizard Action Δ BC28	Enum “Interaction Template Wizard Action”	Specifies the action to perform when you click Next in the first page of the Create Interaction guide. Blank results in no action. Open will fill out the template and open the email editor where you can edit the text if needed. Merge will fill out the template and send it immediately.	enum Enum 5082 “Interaction Template Wizard Action”
19	Ignore Contact Corres. Type Δ BC28	Boolean	Specifies that the correspondence type that you select in the Correspondence Type (Default) field should be used.
20	Word Template Code Δ BC24 Δ BC28	Code[30]	Specifies the Word template to use when you create communications for an interaction. The Word template will create either a document or be used as the body text in an email.	TableRelation Table 9988 “Word Template” (“Word Template”.Code where(“Table ID” = const(Database::“Interaction Merge Data”)))

Keys

Key1: Code (clustered)
Key2: Interaction Group Code

Events published

OnBeforeValidateWizardAction(var InteractionTemplate: Record "Interaction Template"; var IsHandled: Boolean) (integration)
OnBeforeValidateLanguageCodeDefault(var InteractionTemplate: Record "Interaction Template"; var xInteractionTemplate: Record "Interaction Template"; var IsHandled: Boolean) (integration)

Procedures

1 local procedures, no public ones.

Triggers

OnDelete

Relations

lookup page Page 5075 “Interaction Templates”
Interaction Group Code: TableRelation Table 5063 “Interaction Group”
Cost (LCY): CalcFormula Table 5065 “Interaction Log Entry”
Duration (Min.): CalcFormula Table 5065 “Interaction Log Entry”
No. of Interactions: CalcFormula Table 5065 “Interaction Log Entry”
Campaign No.: TableRelation Table 5071 “Campaign”
Attachment No.: CalcFormula Table 5103 “Interaction Tmpl. Language”
Language Code (Default): TableRelation Table 5103 “Interaction Tmpl. Language”
Word Template Code: TableRelation Table 9988 “Word Template”

Referenced by

35 fields in 6 objects relate to this table (TableRelation or CalcFormula).

Table 5122 “Interaction Template Setup”: Cover Sheets, E-Mail Draft, E-Mails, Meeting Invitation, Outg. Calls, Purch Blnkt Ord, Purch Cr Memos, Purch Invoices, Purch. Orders, Purch. Quotes, Purch. Rcpt., Purch. Return Ord. Cnfrmn., Purch. Return Shipment, Sales Blnkt. Ord, Sales Cr. Memo, Sales Draft Invoices, Sales Finance Charge Memo, Sales Invoices, Sales Ord. Cnfrmn., Sales Quotes, Sales Return Order, Sales Return Receipt, Sales Rmdr., Sales Shpt. Note, Sales Statement, Serv Ord Create, Serv Ord Post, Service Contract, Service Contract Quote, Service Quote
Table 5065 “Interaction Log Entry”: Interaction Template Code
Table 5076 “Segment Header”: Interaction Template Code
Table 5077 “Segment Line”: Interaction Template Code
Table 5080 “To-do”: Interaction Template Code
Table 5103 “Interaction Tmpl. Language”: Interaction Template Code

Pages and codeunits on this table

Page 5075 “Interaction Templates” (source table)
Page 5079 “Interaction Tmpl. Statistics” (source table)

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "table", object_name: "Interaction Template"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.