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DRECORD: Document Record

ReferenceEntity Reference16/04/2026Updated 16/04/2026
A controlled document record with versioning, ownership, classification, access control, and download management.

DRECORD: Document Record

A controlled document record with versioning, ownership, classification, access control, and download management.

Default definition. This article describes the default DRECORD definition shipped with DemandFlow. Administrators can add, remove, rename, or re-type fields, change which ones are required, and alter the layout from the Definitions screen in Settings. Your tenant's current schema may differ from what is shown here. To read the current definition at any time, GET the DEFINITION object whose id matches DRECORD.

Entity properties

PropertyValue
Entity codeDRECORD
Display nameDocument Record
PluralDocument Records
Level12040

Use cases

DRECORD is the master record in the document management system (DMS), representing a logical document that may have multiple versions. It sits at the top of the DMS hierarchy: DRECORD > DVERSION > DCOMMENT > DRESPONSE. The permissionsFunc getPermissionsDrecord provides custom access control logic beyond standard object permissions. Key fields include document owner (content accountability) and document controller (version/distribution/archival management) with permission restrictions. The category (DTYPECAT) and document type (DTYPE) provide hierarchical classification. The ACL field controls whether file downloads are restricted to specific users. The supersedes field creates a chain of document replacements. Status is readonly because it is driven by the current version's workflow status. The Related Versions panel shows DVERSION entities via comboKey SUB|DRECORD|DVERSION, and the Drecorddownload row type provides a custom download interface for the current released version.

Fields

Document Information

FieldTypeRequiredNotes
reftextUnique reference (e.g., QMS-POL-001) Read only.
nametextYesTitle. Read only.
ownerIdreference → userCreator. Read only.
categoryreference → DTYPECATCategory.
dtypereference → DTYPEDocument Type.
ownerreference → userYesEnsures the document’s information is correct, current, and fit for purpose.
controllerreference → userEnsures the document is properly managed, versioned, distributed, and archived according to QMS rules.
currentVersionreference → DVERSIONCurrent Version.
statusenumValid ids: draft (Draft), under_review (Under Review), pending_approval (Pending Approval), approved (Approved), released (Released), obsolete (Obsolete).
languageenumYesValid ids: en-GB (en-GB), en-US (en-US), fr-FR (fr-FR), de-DE (de-DE).
effectiveDatedateEffective Date.
aclenumIs access to download the file restricted to specific users? Valid ids: 0 (No), 1 (Yes).
supersedesreference → DRECORDIf this document replaces another one

Relationships

  • Lookup: category (reference → DTYPECAT).
  • Lookup: dtype (reference → DTYPE).
  • Lookup: currentVersion (reference → DVERSION).
  • Lookup: supersedes (reference → DRECORD).
  • Related list: DVERSION, comboKey format SUB|DRECORD|DVERSION.

Creating a Document Record via the API

POST /v1/objects
Authorization: Bearer <your-pat>
Content-Type: application/json

{
  "entity":   "DRECORD",
  "level":    12040,
  "comboKey": "SUB:<your-sub-id>|ENT:",
  "owner": "",
  "language": "en-GB",
  "effectiveDate": "2026-01-15"
}

Listing Document Records records

GET /v1/entities/DRECORD/SUB:<your-sub-id>

See also

drecorddocumentrecordrecordsdocumentrecordscontrolledwithversioningownershipclassificationaccess

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