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`

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Last updated on 2025-10-31