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DocGen uses these JSON output types and formula capabilities for transformation.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
| Output Type | Description | When to Use |
|---|---|---|
| Simple | Flat structure | For direct mapping when data doesn’t require restructuring |
| Group | Categorized records | In grouped sections when records require grouping by a field or condition |
| Hierarchy | Parent-child structure | For nested data |
| Composite | Combined outputs | For multilevel relationships |
| Category | Action | Supported Functions |
|---|---|---|
| Arithmetic | Run basic and complex math operations. | +, -, *, /, ABS, ROUND |
| Logical | Evaluate multiple conditions simultaneously. | AND, OR |
| Comparison | Validate numerical or data thresholds. | >, <, <=, >=, == |
| Conditional | Implement branching logic and fallbacks. | IF, CASE, ISBLANK, BLANKVALUE |
| String | Merge text for professional output. | CONCAT, SUBSTR, UPPER, TRIM |
| Date and Time | Format and calculate temporal data. | FORMATDATETIME, DATEDIFF, ADDDAYS |
| Relative | Create sequences and cumulative partitions. | ROWNUMBER, RANK, SUM, LAG |
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