Table of Contents

Table "Interaction Template"

ID 5064
Namespace: Microsoft.CRM.Interaction

Properties

Name Value
Caption Interaction Template
DataClassification CustomerContent
LookupPageID Page Microsoft.CRM.Interaction."Interaction Templates"
ReplicateData True

Fields

Name Type Description
Code Code[10]

Specifies the code for the interaction template.

"Interaction Group Code" Code[10]

Specifies the code for the interaction group to which the interaction template belongs.

Description Text[100]

Specifies a description of the interaction template.

"Unit Cost (LCY)" Decimal
"Unit Duration (Min.)" Decimal
"Information Flow" 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.

"Initiated By" 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.

"Attachment No." Integer
"Campaign No." Code[20]

Specifies the number of the campaign for which the interaction template has been created.

"Campaign Target" 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.

"Campaign Response" 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.

"Correspondence Type (Default)" Enum Microsoft.CRM.Interaction."Correspondence Type"
"Date Filter" Date
"No. of Interactions" Integer

Specifies the number of interactions that have been created using this interaction template.

"Cost (LCY)" Decimal
"Duration (Min.)" Decimal
"Language Code (Default)" Code[10]
"Wizard Action" Enum Microsoft.CRM.Interaction."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.

"Ignore Contact Corres. Type" Boolean

Specifies that the correspondence type that you select in the Correspondence Type (Default) field should be used.

"Word Template Code" 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.

SystemId Guid
SystemCreatedAt DateTime
SystemCreatedBy Guid
SystemModifiedAt DateTime
SystemModifiedBy Guid
SystemCreatedByUserName Text[50]
SystemCreatedByFullName Text[80]
SystemModifiedByUserName Text[50]
SystemModifiedByFullName Text[80]
SystemRowVersion BigInteger

Events

OnBeforeValidateWizardAction

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateWizardAction(var InteractionTemplate: Record "Interaction Template"; var IsHandled: Boolean)

Parameters

Name Type Description
InteractionTemplate Table Microsoft.CRM.Interaction."Interaction Template"
IsHandled Boolean

OnBeforeValidateLanguageCodeDefault

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateLanguageCodeDefault(var InteractionTemplate: Record "Interaction Template"; var xInteractionTemplate: Record "Interaction Template"; var IsHandled: Boolean)

Parameters

Name Type Description
InteractionTemplate Table Microsoft.CRM.Interaction."Interaction Template"
xInteractionTemplate Table Microsoft.CRM.Interaction."Interaction Template"
IsHandled Boolean

See also