Introduction
JSON templates allow you to merge data from Salesforce into JSON files. They are built with the S-Docs Template Editor in Salesforce.
Main Advantages
JSON templates are used to store information for use with other S-Docs functions; most notably Switch statements.
They are not used to create regular business documents.
Supported Features
| Feature | Supported? |
|---|---|
| Merge Fields | |
| Related Lists | |
| Conditional Logic | |
| Live Edit | |
| Runtime Prompts | |
| HTML/CSS Source Editing | |
| Named Queries | |
| Template Header & Footer | |
| Insert Component Templates | |
| Mass Merge (Batch Generation) | |
| Collect e-signatures with S-Sign |
Recommended For
JSON templates are only necessary for use with other S-Docs functions that require JSON data input.
Main Limitations
- JSON templates must be formatted in standard JSON syntax
Tags: Format-Specific, Template Editor