JSON Output Types and Formula Functions for DocGen Transformation

DocGen uses these JSON output types and formula capabilities for transformation.

Available in: Lightning Experience

Available in: Professional, Enterprise, Unlimited, and Developer Editions

JSON Output Types

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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