Objects let you output content from your Current RMS system into your document layouts. For example, the order
object has an attribute called name
that outputs the opportunity name.
Which objects are available?
company
attributes for your companycurrent_store
attributes for the current storeorganisation
attributes for an organizationcontact
attributes for a contactvenue
attributes for a venueuser
attributes for a particular usercurrent_user
attributes for the logged in userowner_user
attributes for the owner uservehicle
attributes for a particular vehicleinvoice
attributes for an invoiceinvoice.item
attributes for an invoice iteminvoice.tax
attributes for an invoice tax recordproject
attributes for a projectorder
attributes for an opportunityorder.cost
attributes for an opportunity costorder.item
attributes for an opportunity itemitem.asset
attributes for an opportunity item assetitem.surcharge
attributes for opportunity item surchargeitem.charging_period
attributes for details of a rental charge held against a product or opportunity itemproduct
attributes for a productservice
attributes for a servicestock_level
attributes for a product stock leveladdress
attributes for an addressactivity
attributes for an activity
Where can I access objects?
Some objects can only be accessed in particular document layouts. For example, the invoice.items
object can only be accessed from within an invoice document.
For details on how to access each object, see our list.
Global objects
These objects are available in all document layouts:
current_user
owner_user
company
current_store