Document Template Request | Salesforce Contracts

1{
2  "name": "TemplateName",
3  "type": "MicrosoftWord/MicrosoftPowerpoint/Microsoft365Word",
4  "tokenMappingMethodType": "OmniDataTransform",
5  "tokenMappingType": "JSON",
6  "extractOmniDataTransformName": "ExtractName",
7  "mapperOmniDataTransformName": "MapperName",
8  "contentDocumentId": "069xx0000004CyeAAE",
9  "documentGenerationMechanism": "ServerSide",
10  "usageType": "Contract_Lifecycle_Management",
11  "tokenList": "token1,token2,token3"
12}

This example shows a sample request with ContextService as the value of the tokenMappingMethodType property.

1{
2  "name": "TemplateName",
3  "type": "MicrosoftWord/MicrosoftPowerpoint/Microsoft365Word",
4  "tokenMappingMethodType": "ContextService",
5  "contextDefinitionName": "QuoteProposal",
6  "contextMappingName": "QuoteToContextMapping", 
7  "customClassName": "QuoteBundleTransformer", 
8  "contextFilterName": "QuoteWithLargeQtyLineItems",
9  "contextTransformationName": "QuoteBundleTransformation",
10  "tokenMappingType": "JSON",
11  "extractOmniDataTransformName": "ExtractName",
12  "mapperOmniDataTransformName": "MapperName",
13  "contentDocumentId": "069xx0000004CyeAAE",
14  "documentGenerationMechanism": "ClientSide",
15  "usageType": "Contract_Lifecycle_Management",
16  "tokenList": "token1,token2,token3"
17}

Name	Type	Description	Required or Optional	Available Version
`contentDocumentId`	String	ID of the Document associated with a document template.	Optional	60.0
`contextDefinitionName`	String	Name of the context definition that contains the mapping details used for extraction in the Context Service token mapping type.	Required if the tokenMappingMethodTypeproperty is set to `ContextService`.	64.0
`contextMappingName`	String	Name of the context mapping used for extraction in the Context Service token mapping type.	Required if the tokenMappingMethodTypeproperty is set to `ContextService`.	64.0
`contextFilterName`	String	Name of the context filter that’s used to filter, order, or limit the data extracted from the context service at run time. This property is available only when the tokenMappingMethodType property value is `ContextService`.	Optional	66.0
`contextTransformationName`	String	Name of the context transformation that’s used to transform the data extracted from the context service at run time. This property is available only when the tokenMappingMethodType property value is `ContextService`.	Optional	67.0
`customClassName`	String	Name of a custom Apex class that’s used to transform token data before document generation. This property is available only when the tokenMappingMethodType property value is `ContextService`.	Optional	66.0
`documentGenerationMechanism`	String	Specifies the method for generating the document. Possible values are: `Client-side` `Server-side` The default value is `Client-side`.	Optional	60.0
`extractOmniDataTransformName`	String	Name of the OmniDataTransform bundle of the extract type.	Optional	60.0
`mapperOmniDataTransformName`	String	Name of the OmniDataTransform bundle of the mapper type.	Optional	60.0
`name`	String	Name of the document template.	Required	60.0
`tokenList`	String	List of tokens present in the document template.	Optional	60.0
`tokenMappingMethodType`	String	Processing method for the data that can originate from same source object. Possible values are: `ContextService` `OmniDataTransform` The default value is `ContextService`.	Required	60.0
`tokenMappingType`	String	Mapping type for tokens of the document template.	Required	60.0
`type`	String	Type of document template.	Required	60.0
`usageType`	String	Usage type of the document template.	Optional	60.0