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            Create a Context Service Transform Plug-In

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            Create a Context Service Transform Plug-In

            Build hierarchies, group related records, or perform custom calculations by creating a custom Apex class that transforms token data before document generation.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create a transform plug-in: DocGen Designer

            Before you begin:

            • Define and validate the context definition and mapping. See Context Service for Document Generation.
            • Understand the JSON structure of the token data returned by the context service.
            • Make sure that you’ve mapped all referenced attributes.
            1. Create an Apex class that implements ind_docgen_api.OpenInterface.
            2. For invokeMethod, route the the transformTokenData method name.
            3. Read the TokenData value from the input map.
            4. Transform the token data.
            5. Write the transformed TokenData value to the output map.
            6. Deploy your Apex class.

            Make sure that the document template uses the context service as the token mapping method. See Associate a Transform Plug-In with a Document Template.

             
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