# Data Mapper Transform for PDF and Docusign

*Omnistudio Developer Study Guide · Data Mappers · Last updated October 27, 2026 · https://www.certifyforce.com/study-guide/omnistudio-developer/data-mappers/data-mapper-transform-for-pdf-and-docusign*

How to build a Data Mapper Transform that reshapes JSON with output data types and fills a PDF or a Docusign template: Target PDF rules, the Omniscript PDF Action's properties, Docusign data labels and tabs:textTab paths, and hand-built input JSON.

- Certification: Salesforce Omnistudio Developer
- Exam section: Data Mappers
- Study guide: https://www.certifyforce.com/study-guide/omnistudio-developer

**Official exam objective:**

> Configure the Transform interface type to prepare data for downstream use (JSON, etc.) or document generation (PDF, Docusign).

## What the exam expects

- Configure a Data Mapper Transform to reshape JSON for downstream use: map input paths to output paths, set Output Data Types and handle null values.
- Build a PDF Transform (Input Type JSON, Output Type PDF, Target PDF) and prepare a form that meets the PDF requirements.
- Configure the Omniscript PDF Action: Document, PreTransform Data Mapper, attachment properties, Read Only, date formats and `useAppearanceObject`.
- Prepare a Docusign template with data-labelled custom fields and map Omniscript data to `tabs:textTab` paths.
- Build a Transform's input JSON by hand or from Preview so its paths match the Omniscript data structure.

Key terms: **Transform** (reshapes data in memory, never reading or writing Salesforce objects), **Target PDF** (the uploaded fillable form a PDF Transform fills), **PDF Action** (the Omniscript action that fills the PDF), **PreTransform Data Mapper** (the PDF Action picklist naming the Transform), **data label** (a Docusign custom field's name in the Transform), **Output Data Type** (the type a mapping casts its value to).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Transform reads Salesforce? | No; it works in memory without SOQL | [Data Mappers](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_dataraptors_45587.htm&language=en_US&type=5) |
| Null values | No node unless Include null values in the response is selected | [Transform mappings](https://help.salesforce.com/s/articleView?id=xcloud.os_dataraptor_transform_data_mappings_46630.htm&language=en_US&type=5) |
| Object vs JSON data type | Object deserializes a string; JSON serializes, omit it for JSON output | [Output Data Types](https://help.salesforce.com/s/articleView?id=xcloud.os_dataraptor_output_data_types_47661.htm&language=en_US&type=5) |
| List cast to primitive | Only the first element is output | [Output Data Types](https://help.salesforce.com/s/articleView?id=xcloud.os_dataraptor_output_data_types_47661.htm&language=en_US&type=5) |
| Target PDF | Fillable, Linearized 1.5 or above, no List Box fields, Latin-1 only | [Fill a PDF](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5) |
| PDF Action date default | Date Format MM/DD/YYYY in moment.js notation | [Fill a PDF](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5) |
| Older PDF viewers | `"useAppearanceObject": true` in the PDF Action JSON editor | [Fill a PDF](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5) |
| Viewing the PDF | Read access to the Data Mapper Bulk Data object | [Fill a PDF](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5) |
| PDF size | Over 250KB slow; over 1MB minutes, sometimes times out | [Fill a PDF](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5) |
| Docusign fields | Text, Radio Button, Checkbox custom fields with data labels; no standard or prefill fields | [Prepare DocuSign](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_docusign_documents_23798.htm&language=en_US&type=5) |
| Docusign output path | `tabs:textTab:<data label>` | [Docusign Transform](https://help.salesforce.com/s/articleView?id=xcloud.os_populating_a_docusign_template_using_dataraptor_transform_23848.htm&language=en_US&type=5) |

## Check yourself

- Why can't a Docusign standard field receive Omniscript data?
- When should a support admin check the Data Mapper Bulk Data object?
- Why would a Transform output have no node for a blank field?
- How do you build a Docusign Transform's input without running the Omniscript?

## Sources

- [Fill a PDF with a PDF Action](https://help.salesforce.com/s/articleView?id=xcloud.os_fill_a_pdf_from_omniscript_using_dataraptor_23204.htm&language=en_US&type=5)
- [Populate a Docusign Template for Omniscripts with a Data Mapper Transform](https://help.salesforce.com/s/articleView?id=xcloud.os_populating_a_docusign_template_using_dataraptor_transform_23848.htm&language=en_US&type=5)
- [Prepare DocuSign Documents to Use with Omniscripts](https://help.salesforce.com/s/articleView?id=xcloud.os_preparing_docusign_documents_23798.htm&language=en_US&type=5)
- [Map Fields from the Omniscript to the DocuSign Template](https://help.salesforce.com/s/articleView?id=xcloud.os_mapping_fields_from_the_omniscript_to_the_docusign_template_23832.htm&language=en_US&type=5)
- [Omnistudio Data Mapper Output Data Types](https://help.salesforce.com/s/articleView?id=xcloud.os_dataraptor_output_data_types_47661.htm&language=en_US&type=5)
- [Map Inputs and Outputs for Transformations](https://help.salesforce.com/s/articleView?id=xcloud.os_dataraptor_transform_data_mappings_46630.htm&language=en_US&type=5)
- [Inputs and Outputs for Omnistudio Data Mappers](https://help.salesforce.com/s/articleView?id=xcloud.os_inputs_outputs_for_data_mappers.htm&language=en_US&type=5)
- [Omnistudio Data Mappers](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_dataraptors_45587.htm&language=en_US&type=5)
- [Design Data Mappers for Performance (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/omnistudio-data-mapper-fundamentals/design-data-mappers-for-performance)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 linked practice questions, and unlimited timed mock exams are included with the Omnistudio Developer pack (USD $19): https://www.certifyforce.com/practice-exams