Loading
Salesforce Document Generation
Índice de materias
Filtros (0)Agregar
Seleccionar filtros

          No hay resultados
          No hay resultados
          Estas son algunas sugerencias de búsqueda

          Compruebe la ortografía de sus palabras clave.
          Utilice términos de búsqueda más generales.
          Seleccione menos filtros para ampliar su búsqueda.

            Buscar en toda la Ayuda de Salesforce
            Buscar en toda la Ayuda de Salesforce
            Apply a Context Filter for Document Generation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Document Generation

            Apply a Context Filter for Document Generation

            Apply a filter to a template to control which data the context service fetches each time the template is used to generate a document. A context filter can refine data by applying defined conditions, sort records by a single attribute, or limit the number of records returned after sorting.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create context filters: DocGen Designer

            Before you begin:

            1. Create a context filter.
              The filter becomes available automatically to document templates that use the associated context definition. See Context Filter Capabilities and Limits
            2. Apply the context filter to a document template.
              1. Create a Document Template by Using Context Service for Document Generation.
              2. For the token mapping method, select Context Service.
              3. Select the context definition and mapping.
              4. For Context Filter Name, select the filter you previously created.
                If a filter references an unmapped attribute, document generation fails at run time.
              5. Save the template.
                Document generation applies the filter automatically only during document generation. The filter doesn’t apply during document edits.

            See Also

             
            Cargando
            Salesforce Help | Article