Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Document Decision
For example, one use case is applying for a driver's license. Based on questions about where the applicant lives, a Decision Table can list the documents to be uploaded for proof of identity.
The Decision Table must be active and have DocumentDecisionRequirement, a platform object, as its Source Object. This platform object stores the Decision Table's inputs, outputs, and business rules.
One of the Decision Table outputs must be DocumentReferenceObjectId, which references a Document Type or Document Category object. An optional output is isUploadRequired, which sets the default for the Document Categories property isRequired. These two outputs don’t appear in the connect API’s outputs.
- Resource
-
1/connect/document-matrix/document-decision/decisionTableId - Available version
- 59.0
- Requires Chatter
- No
- HTTP methods
- POST
- Request body for POST
-
- JSON example
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1{ 2 "inputs": [ 3 { 4 "Country": "USA", 5 "State": "CA" 6 } 7 ] 8} - Properties
-
Name Type Description Required or Optional Available Version inputs List<Map<String, Object>> List of inputs passed to Decision Table. Each key is a Decision Table field name, and each value is valid for that field. Required 59.0
- Response body for POST
- Document Decision Response