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            Sample Context Definitions for Context Transformation in Document Generation

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            Sample Context Definitions for Context Transformation in Document Generation

            Use these example context definitions to understand how hierarchy, grouping, formulas, and default values structure data before document generation when using Data Processing Engine (DPE).

            Required Editions

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

            All the sample transformations are available here: Sample Context Definition with Transformations

            Transformation Scenario Description
            Create a hierarchy for bundle and standalone products by using parent-child relationships so that bundle items appear with nested child products and standalone items appear separately in the document Maps Quote and Quote Line Item data to represent bundle relationships that use parent-child references. During document generation, bundle products show with nested child items, and standalone products appear as separate entries.
            Build a multilevel Quote Hierarchy Context Definition Example for Document Generation Maps Quote, Quote Line Group, and Quote Line Item data to represent multilevel hierarchies. During document generation, parent groups, child groups, and nested line items are structured and rendered in a hierarchical format.
            Group Quote Line Items by Selling Model Context Definition Example for Document Generation Maps Quote Line Item data, including Selling Model Type, to support grouping transformations. During document generation, line items are grouped into sections based on Selling Model Type, such as Evergreen and Term Defined.
            Calculate Line Item Price by using Formula Context Definition Example for Document Generation Maps Quote Line Item data required for formula-based transformations, such as quantity and unit price. During document generation, calculated values such as total price are derived and included in the output.
            Apply Default Image Dimensions Context Definition Example for Document Generation Maps image source attributes for Quote and Quote Line Item records. During document generation, default values for image attributes, such as height and width, are applied when they aren’t provided in the source data.
             
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