---
schema_version: "1"
id: a1bbcb422316650ad57a23cd82003b63e0103f06d1ff4d56a336c079353c846d
title: Filter Context Data for Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_sf_docgen_context_service.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sf_docgen_context_service.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 249081daf933fabd1416bca0aa81dace085c7f8e59871581db5733888dab8db3
description: Apply a context filter in the template designer so that generated documents include only the data that meets your criteria. Select from predefined filters that support up to 5 conditions to fetch precise and relevant data from your context definitions. Adding a filter at design time avoids extra inputs, reduces errors, and delivers consistent and high-quality document output. For example, filter order items to include only products priced above a certain threshold, and sort them by quantity so that the generated document highlights the most relevant items. Document Generation in the Omnistudio managed package doesn’t support Context Service.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Filter Context Data for Document Generation

Apply a context filter in the template designer so that generated documents include only the data that meets your criteria. Select from predefined filters that support up to 5 conditions to fetch precise and relevant data from your context definitions. Adding a filter at design time avoids extra inputs, reduces errors, and delivers consistent and high-quality document output. For example, filter order items to include only products priced above a certain threshold, and sort them by quantity so that the generated document highlights the most relevant items. Document Generation in the Omnistudio managed package doesn’t support Context Service.

**Where:** This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Managament, formerly Revenue Cloud, with the Revenue Events Starter Pack license, and the Revenue Cloud Advanced or Revenue Cloud Billing license.

**Who:** To use Context Service in Salesforce Document Generation, you need the DocGen Designer permission set.

#### See Also

- [_Salesforce Help_: Context Filters for Document Generation](https://help.salesforce.com/s/articleView?id=ind.sf_docgen_context_filters.htm&type=5&language=en_US)