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            JSON Output Types and Formula Functions for DocGen Transformation

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            JSON Output Types and Formula Functions for DocGen Transformation

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

            Required Editions

            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

            Supported Transformation Capabilities

            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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