Formatting Your Data

This section guides you to format your data. For example, you want to display your text in uppercase or lowercase and much more. Here formatting doesn't mean styling your content (font, size, color).

Here is a list of available modifiers/helpers. These modifiers/helpers are added along with the tokens(merge field).

Modifier/Helper	Description	Example
Uppercase	Convert all characters to uppercase	{{upper FieldName}}
Lowercase	Convert all characters to lowercase	{{lower FieldName}}
Capitalize	Capitalize the first letter	{{capitalize FieldName}} {{capitalize FieldName format="words"}}
Abbreviation	Convert text to abbreviation (First letter of each word in caps)	{{abbreviate FieldName "."}}
Pad	Appends or prepends a single character repeatedly to fill input to given width.	{{pad number 9}} {{pad number 5 pad_with='*' style='suffix'}}
Concat	Appends text.	{{concat string1 string2}}
Format Date	Change the format of date, datetime	{{format_date _date format="DD-MM-YY"}} {{format_date _date format="DD-MMMM-YYYY" locale="fr"}} {{format_date _date format="DD-MMMM-YYYY" locale="en" offset="+3 years"}}
Format Number	Change the format of a number (thousands and decimals)	{{format_number number decimal_separator="."}} {{format_number number thousand_separator=","}} {{format_number number precision="2"}} {{format_number number thousand_separator="," decimal_separator="." precision="3"}}
Format Phone	Change the format of your phone number. It can also be used to format a number	{{format_phone landline "(%3) %3-%4"}}
Number to words	Converts the input number in to words.	{{number_to_words input}}
Number to Ordinal	Converts the input number to its ordinal form, in words.	{{number_to_ordinal input}}
Join	Joins the input array of strings with given separator (defaults to ,)	{{join items ", "}} {{join FieldName ", " lookup="object.name"}}
Replace	Replaces the match string from input with given replace string	{{replace str1 str2}{{replace FieldName (regex "[0-9]" "g") "*"}}
Regex	Return a RegExp class instance with given pattern and flags	{{replace FieldName (regex "(0-9)" "g") "*"}}
Split	Splits input with given separator (defaults to ,)	{{#each (split Fieldname ", ")}} ... {{/each}}
Strip	Strips the input of given match characters (defaults to white space) from given position (left or right or both)	{{strip FieldName}} {{strip FieldName "*" side="left"}}
Sort	Sorts input in the given order (asc , desc)	{{# list (sort FieldName lookup="price" order="asc")}} ... {{/list}} {{#list (sort Fieldname order="asc")}} ... {{/list}}
Var	Can be used to store and retrieve the data within the template	{{var "FieldName" 500}} {{var "FieldName"}}
Group by	Groups data by given lookup.	{{#each (group_by FieldName lookup="company")}}..... {{/each}}
Insert Link	Inserts a URL or Hyperlink in the document	{{insert_link url text="clickable display text"}}
Url Encode	Replaces special characters inside a URL with encoded text.	{{url_encode URL is_url=true|false}}
Url Decode	Decodes encoded URLs into pre-encoded forms.	{{url_decode URL is_url=true|false}}
Rand	Returns a random value between the specified minimum and maximum values.	{{rand min max}}
As Number	Converts any given input to a valid number.	{{as_number FieldName}}
As String	Converts any given input to a valid string.	{{as_string FieldName}}
As Boolean	Converts any given input to True or False.	{{as_boolean FieldName}}

Format Date/Time

Syntax: {{format_date token_name format="format" locale="language_code" offset="add/subtract time"}}

1	format	No	MM-DD-YYYY
2	language code	No	en English(United States)
3	add/subtract time	No

Example	Input	Output
{{format_date _date format="DD-MM-YY"}}	2019-05-25	25-05-19
{{format_date _date format="MMMM DD YYYY" locale="fr"}}	2019-05-25	mai 25 2019
{{format_date _date format="MMMM DD YYYY" locale="en" offset="+1years"}}	2019-08-20	August 20 2020
{{format_date _date offset="+1years"}}	2019-08-20	08-20-2020

Example formats	Output
DD-MM-YY	21-11-18
Do-MM-YY	6th-08-21
ddd MMM DD HH:mm:ss	Wed Nov 21 14:08:25
MMMM DD YYYY HH:mm:ss	November 21 2018 14:08:25
MMMM DD YYYY	November 21 2018
MMM DD YYYY	Nov 21 2018
YYYY-MM-DD	2018-11-21
MM-DD-YYYY	01-22-2006
MM/DD/YYYY	01/22/2006
MM/DD/YY	01/22/06
DD-MM-YYYY	22-01-2006
DD/MM/YYYY	22/01/2006
DD/MM/YY	22/01/06
X	1542758400

Date/Time Format

	Token	Output
Year	YYYY	2000, 2001, 2002 ... 2012, 2013
	YY	00, 01, 02 ... 12, 13
Month	MMMM	January, February, March ...
	MMM	Jan, Feb, Mar ...
	MM	01, 02, 03 ... 11, 12
	M	1, 2, 3 ... 11, 12
Day of Year	DDDD	001, 002, 003 ... 364, 365
	DDD	1, 2, 3 ... 364, 365
Day of Month	DD	01, 02, 03 ... 30, 31
	D	1, 2, 3 ... 30, 31
	Do	1st, 2nd, 3rd, 4th ...... 30th, 31st
Day of Week	dddd	Monday, Tuesday, Wednesday ...
	ddd	Mon, Tue, Wed ...
	d	1, 2, 3 ... 6, 7
Hour	HH	00, 01, 02 ... 23, 24
	H	0, 1, 2 ... 23, 24
	hh	01, 02, 03 ... 11, 12
	h	1, 2, 3 ... 11, 12
AM / PM	A	AM, PM
	a	am, pm
Minute	mm	00, 01, 02 ... 58, 59
	m	0, 1, 2 ... 58, 59
Second	ss	00, 01, 02 ... 58, 59
	s	0, 1, 2 ... 58, 59
Sub-second	SSS	000, 001, 002 ... 998, 999
	SS	00, 01, 02 ... 98, 99
	S	0, 1, 2 ... 8, 9
Timestamp	X	1381685817

Language

Language code	Language & Country
en-au	English (Australia)
en-ca	English (Canada)
en-ie	English (Ireland)
en-il	English (Israel)
en-nz	English (New Zealand)
en-gb	English (United Kingdom)
fr	French
fr-ca	French (Canada)
fr-ch	French (Switzerland)
de	German
de-at	German (Austria)
de-ch	German (Switzerland)
hu	Hungarian
pt	Portuguese

Add/Subtract Time - Manipulate a date and/or time by adding/subtracting time.

To adjust a date/time by a specific amount, you need to supply <+/-> <amount as a number> <unit> as the value for offset. Unit can be "years", "months", "weeks", "days", "hours", "minutes", or "seconds". Here are some examples:

• +1hours

• -3days

• +5years+2months-3minutes

• +8h

Example	Input	Output
{{format_date _date format="MMMM DD YYYY" locale="en" offset"+1years"}}	2019-08-20	August 20 2020
{{format_date _date format="MMMM DD, YYYY" offset="+6months"}}	2019-08-20	February 20, 2020
{{format_date _date offset="+1years"}}	2019-08-20	08-20-2020

Format Number

Syntax: {{format_number number output_format="in" thousand_separator="thousand_sep" decimal_separator="decimal_sep" precision="number_of_decimal_places"}}

Example	Input	Output
{{format_number price thousand_separator="." precision="0"}}	123456	123.456
{{format_number invoice_total thousand_separator="." decimal_separator="," precision="3"}}	12345.12345	12.345,123
{{format_number number precision="2"}}	123456	123,456.00
{{format_number number decimal_separator=","}}	909.876	909,876
{{format_number number output_format="in"}}	87904.987	87,904.987
{{format_number number output_format="in" thousand_separator="," decimal_separator="." precision="2"}}	87904.987	87,904.99

Abbreviation

Syntax: {{abbreviate FieldName separator}}

The Separator is not mandatory.

Example	Input(name)	Output
{{abbreviate name}}	John Doe	JD
{{abbreviate name "."}}	John Doe	J.D

Format Phone

Syntax: {{format_phone landline "format"}}

Example	Input	Output
{{format_phone landline "(%3) %3-%4"}}	9878072739	[phone]
{{format_phone landline "+1-%3-%3-%4"}}	9876543210	[phone]
{{format_phone credit_card_number "%4-%4-%4-%4"}}	1234567890123456	1234-5678-9012-3456

Number to words

Format: {{number_to_words input output_format="in" suffix=" " decimal_suffix=" " language=" "}}

Example	Input	Output
{{number_to_words number}}	123456	one hundred and twenty-three thousand four hundred and fifty-six
{{capitalize (number_to_words amount suffix="dollars" decimal_suffix="cents")}}	800.658	Eight hundred dollars six hundred and fifty-eight cents
{{number_to_words currency output_format="in" suffix="rupees" decimal_suffix="paise"}}	9893.567	nine thousand eight hundred and ninety-three rupees five hundred and sixty-seven paise
{{number_to_words price output_format="in" suffix="rupees"}}	7000000	seventy lakh rupees
{{number_to words price suffix="dollars"}}	7000000	seven million dollars
{{number_to_words input language="fr"}}	8795	huit mille sept cent quatre-vingt-quinze
{{number_to_words price suffix="Dollars" decimal_suffix="Cents" language="de"}}	8790.345	achttausendsiebenhundertneunzig Dollars dreihundertfünfundvierzig Cents

Number to Ordinal

Format: {{number_to_ordinal Number}} Example

Input	Output
{{number_to_ordinal Number}}	800	eight hundreth
{{capitalize (number_to_ordinal number1)}}	582	Five hundred and eighty-second
{{number_to_ordinal number}}	789.325	seven hundred and eighty-ninth

Join

Syntax: {{join content separator lookup="lookup_key"}}

Example 1: {{join SampleName ","}}

Input(SampleName)	Output
John Mary Paul	John,Mary,Paul

Example 2: {{join employees lookup="Name.Firstname"}}

Input(employees.Name)	Output
Firstname Lastname Peter Parker Tony Stark Steve Rogers	Peter,Tony,Steve

Replace

Syntax: {{replace input match_str replace_str}} ( Here the match_str can be either a text or regex)

Example	Input	Output
{{replace input to_replace replacer}}	Input to_replace replacer MaryRoss Ross Jane	MaryJane
{{replace input (regex "[a]" "g") "e"}}	Ragax	Regex

Regex

Syntax: {{regex pattern flags}} (No flags are set by default).

Example	Input	Output
{{replace content (regex "[a-z]" "g") "*"}}	MaryJane123	M***J***123
{{replace data (regex "[0-9]+" "g") "$"}}	1239HomeAlone42	$HomeAlone$

Strip

Syntax: {{strip input match_str side=side}}

Example	Input	Output
{{strip input}}	WallMart	WallMart
{{strip input "@" side="right"}}	@JohnDoe@	@JohnDoe

Split

Syntax: {{split input separator}} (separator can either be text or Regex)

Example	Input(FieldName)	Output
{{#list (split FieldName ",")}} {{this}} {{/list}}	John,Doe,Cleveland	John Doe Cleveland
{{#list (split FieldName (regex "\d+" "g"))}} {{this}} {{/list}}	John12Doe34Cleveland	John Doe Cleveland

Sort

Syntax: {{sort content order=order lookup="lookup_key"}}

Example 1: {{#each (sort cost order="desc")}} {{this}} {{/each}}

Input	Output
750 150 500	150 500 750

Example 2: {{#each (sort items lookup="price" order="asc")}} {{name}} is available at {{price}} per {{unit}}. {{/each}}

Input	Output
Name Price Unit Pen 20 5 Pencil 10 4 Book 25 3	Pencil is available at 10 per 4. Pen is available at 20 per 5. Book is available at 25 per 3.

Note : The helpers Split, Sort and Regex are Sub-Expression only helpers which can be used with loop helpers like each and list

Filter

The filter helper can be used to refine lists by applying specific conditions, effectively narrowing down the data to what's most relevant. The syntax for the filter helper is {{filter items condition}}, where items is the list to be filtered and condition is the criteria applied to each item. Conditions can range from straightforward comparisons, like (department == "Sales"), to more complex expressions like ((LeadScore > 60 and LeadScore <= 80) and LeadRole == "vp" and LeadIndustry == "Healthcare"). Here are a few examples showcasing the versatility of the filter helper:

1. Print a list of employees from Sales department and their salaries:

{{#each (filter Employees (Department == "Sales"))}}
{{FirstName}} | {{LastName}} | {{Salary}}
{{/each}}

1. Filter can be combined with sort to handle more advanced use-cases: For example, to print list of products in inventory that are priced higher than or equal to 50$ in descending order of price:

{{#each (sort (filter InventoryItems (Price >= 50)) order="desc" lookup="Price")}}
{{ProductName}} | {{Cateogory}} | {{Price}} | {{Margin}}
{{/each}}

1. Filtering a list of events to include only those happening in December

Following is the event catalog for December:
{{#each (filter Events (Month == "December"))}}
{{EventName}} takes place on {{EventScheduleDate}} at {{EventScheduleTime}}
{{/each}}

1. Above example can be modified further to make the month dynamic too, but we need to use Lookbacks to achieve the same:

Following is the event catalog for {{DesiredMonth}}:
{{#each (filter Events (Month == ../DesiredMonth))}}
{{EventName}} takes place on {{EventScheduleDate}} at {{EventScheduleTime}}
{{/each}}

1. Filtering a collection of books to display only those published after the year 2000

{{#each (filter Books (PublishedYear > 2000))}}
{{BookName}} | {{Author}} | {{PublishedYear}}
{{/each}}

1. Filter a dataset to exclude items marked as inactive

{{#each (filter dataSet (status != "inactive"))}}
{{property1}} - {{property2}}
{{/each}}

1. Filter Leads that are VPs in Healthcare with lead score greater than 80

{{#each (filter Leads (LeadScore > 80 and (lower LeadRole) == "vp" and LeadIndustry == "Healthcare"))}}
{{LeadName}} | {{LeadEmail}} | {{LeadScore}}
{{/each}}

1. Print Leads that are from Healthcare or Pharma industry with lead score higher than 80 but lower than 95, in descending order of lead score.

{{#each (sort (filter Leads ((LeadIndustry == "Healthcare" or LeadIndustry == "Pharma") and (LeadScore > 80 and LeadScore < 95))) order="desc" lookup="LeadScore")}}
{{LeadName}} | {{LeadEmail}} | {{LeadScore}}
{{/each}}

These examples demonstrate the filter helper's capability to perform both simple and complex data filtering within a template, making it an essential tool for crafting dynamic content.

Example Template using Filter helper

Example Output using Filter helper

Var

The var helper is a powerful tool designed for both storing and retrieving data within templates, enabling dynamic variable use. This functionality allows users to assign values to tokens directly within their documents through a simple syntax: {{var "token" value}}. For instance, assigning a numerical value or even transferring values between tokens is effortlessly done using {{var "cost" 500}} or {{var "amount" MRP}}, respectively. Retrieving the stored data is just as straightforward; by calling {{var "token"}}, the value assigned to the specified token is seamlessly inserted into the document.

Storing Data

Syntax: {{var "token" value}}

Example	Output
{{var "cost" 500}}	Here the token cost is assigned a value of 500.
{{var "price" 7599}}	Here the token price is assigned a value of 7599.
{{var "amount" MRP}}	Here the value in token MRP is assigned to the token amount.

Retrieving Data

Syntax: {{var "token"}}

Example	Output
{{var "cost"}}	500
{{var "price"}}	7599

Pad helper

Pad helper fills up the input to the desired width by adding a single character repeatedly either at the beginning or at the end.

Syntax: {{pad number output_width pad_with='character' style='prefix|suffix'}}

Example 1: {{pad number 7}}

Input	Output
123	0000123

Example 2: {{pad number 9 pad_with='#' style='suffix'}}

Input	Output
123456	123456###

Aggregate

Aggregate functionality helps to accumulate data from a collection of items to return a single result (like adding numbers in a list). It is useful in scenarios like invoice processing, where it can compute totals such as the total number of items sold, invoice sub total, grand total, factoring in discounts, etc.

Example: Consider a case where you want to generate an invoice which can auto-calculate quantity sold, sub total and grand total. Assuming InvoiceLineItems is the field which contains all line items where each line item contains properties: name, qty , unit_price and discount.

To calculate the total number of items sold as part of this invoice, we need to add qty from each line item. It can be done using:

{{aggregate InvoiceLineItems formula="qty" operation="add"}}

To compute the invoice total before applying any discounts, we need to add the result of qty * unit_price from each line item. This can be achieved using:

{{aggregate InvoiceLineItems formula="qty * unit_price" operation="add"}}

To compute discounted invoice total where discounts are applicable as percentage for each line item separately, we need to add the result of qty * unit_price * (1 - discountPercentage / 100) for each line item.

{{aggregate InvoiceLineItems formula="qty * unit_price * (1 - discountPercentage / 100)" operation="add"}}

Note that each operator inside formula should have a leading and trailing space to work accurately. For example "qty*unit_price" will not work, only "qty * unit_price" will. This limitation may be addressed in one of our future updates.

Sample Invoice using aggregate helper - Input

Sample Invoice using aggregate helper - Output

Concat

Syntax : {{concat string1 string2 ....}}

Example: {{insert_image (concat "https:" url) 300 300}}

Input: //raw.githubusercontent.com/tiholic/exif-orientation-examples/master/Portrait_0.jpg

Output:

Group By

Group by helper groups the data with the value of lookup key as grouping criteria.

Syntax: {{group_by FieldName lookup="lookup_key"}}

Key and items can be accessed from inside the iterator(#each or #list). Key contains value of "lookup_key" for the current record, items contain the records which are present under current group.

Example 1:

{{#each (group_by employees lookup="role.code")}}
Number of employees in role {{key}}: {{items.length}} and they are {{join items ", " lookup="name.first"}}
{{/each}}

Input: (JSON)

{
  "employees": [
    { "role": {"code": "TL"}, "name": {"first": "Dave" } },
    { "role": {"code": "TL"}, "name": {"first": "Chris"} },
    { "role": {"code": "PM"}, "name": {"first": "Matt" } },
    { "role": {"code": "TL"}, "name": {"first": "Emma" } },
    { "role": {"code": "PM"}, "name": {"first": "Jenn" } }
  ]
}

Output :

Number of employees in role TL: 3 and they are Dave, Chris, Emma
Number of employees in role PM: 2 and they are Matt, Jenn

In the above example,

• "TL" and "PM" are the group keys.

• items corresponding to the key "TL" are :

  • { "role": { "code": "TL" }, "name": { "first": "Emma" } }

  • { "role": { "code": "TL" }, "name": { "first": "Chris" } }

  • { "role":{ "code": "TL" }, "name": { "first": "Dave" } }

• items corresponding to the key "PM" are:

  • { "role": { "code": "PM" }, "name": { "first": "Jenn" } }

  • { "role": { "code": "PM" }, "name": { "first": "Matt" } }

Example 2:

{{#each (group_by places)}}
Number of branches in {{key}}: {{items.length}}
{{/each}}

Input: (JSON)

{
  "places": [
    "New York",
    "Las Vegas",
    "Chicago",
    "New York",
    "Las Vegas",
    "New York"
  ]
}

Output:

Number of branches in New York: 3
Number of branches in Las Vegas: 2
Number of branches in Chicago: 1

In the above example,

• "New York", "Las Vegas" and "Chicago" are the group keys.

• Number of items corresponding to the key "New York" are 3.

• Number of items corresponding to the key "Las Vegas" are 3.

• Number of items corresponding to the key "Chicago" is 1.

Inserting a link

To insert a dynamic URL into your document.

Format: {{insert_link url text=text}}

Example	Input	Output
{{insert_link url}}	url=https://docupilot.app/	https://docupilot.app/
{{insert_link url text=url_text}}	url=https://docupilot.app/ url_text="Example"	Example
{{insert_link url text="Click Here"}}	url=https://docupilot.app/	Click Here

Hyperlink style customization in Word documents

Inserted hyperlinks follow the source style in Builder templates. In case of Word Document templates, style customization can be done by opening Format > Styles > Search and select "Hyperlink" > click Modify > Update to desired style and click Ok

URL encode

URL encode helper replaces special characters inside a URL with encoded text.

Syntax : {{url_encode URL is_url=true|false}}

Example1:

Syntax in Template

{{url_encode url is_url=true}}

Input sent to the template (JSON):

{
  "url": "https://dummyimage.com/600x400/000/fff&text=hello world" 
}

Generated Output:

https://dummyimage.com/600x400/000/fff&text=hello%20world

Example2:

Syntax in Template

https://example.com?open={{url_encode url_part is_url=false}}

Input sent to the template (JSON):

{
  "url_part": "https://dummyimage.com/600x400/000/fff&text=hello world"
}

Generated Output:

https://example.com?open=https%3A%2F%2Fdummyimage.com%2F600x400%2F000%2Ffff%26text%3Dhello%20world

URL decode

URL decode helper decodes encoded URLs into pre-encoded forms.

Syntax : {{url_decode URL is_url=true|false}}

Example1:

Syntax in Template

{{url_decode url is_url=true}}

Input sent to the template (JSON):

{ 
  "url": "https://dummyimage.com/600x400/000/fff&text=hello%20world"
}

Generated Output:

https://dummyimage.com/600x400/000/fff&text=hello world

Example2:

Syntax in Template

{{url_decode url is_url=false}}

Input sent to the template (JSON):

{ 
  "url": "https%3A%2F%2Fdummyimage.com%2F600x400%2F000%2Ffff%26text%3Dhello%20world"
}

Generated Output:

https://dummyimage.com/600x400/000/fff&text=hello world

Encoding or decoding a URL depends on the value of the parameter 'is_url'. If the value is true, only the query parameter part of the complete URL is encoded/decoded else, the whole of the URL is encoded/decoded. The Default value of is_url is set as false.

Rand

Rand will return a random value between the min and max values passed.

Syntax: {{rand min max}}

Example	Input	Output
{{rand min max}}	min: 2 max: 500	could be any random number between 2 and 500 Ex: 436.89318
{{round (rand min max)}}	min: 2 max: 500	could be any random integer value ex: 437

rand returns a decimal value between the given min and max. Use round along with rand to get an integer value.

As Number

As Number converts any given input to a valid number.

Syntax: {{as_number FieldName}}

Example	Input	Output
{{as_number value}}	value: "23.000"(string)	23(numerical value)
{{#if (as_number input_value) "<=" 100}} Value is less than 100. {{else}} Value is greater than 100. {{/if}}	input_value: "98.767"(string)	Value is less than 100.
{{#if (as_number input_value) "<=" 100}} Value is less than 100. {{else}} Value is greater than 100. {{/if}}	input_value: "101.9876"(string)	Value is greater than 100.

As String

As String converts any given input to a valid string.

Syntax: {{as_string FieldName}}

Example	Input	Output
{{as_string value}}	value: 234.987 (numerical value)	"234.987" (String)
{{#if (as_string input_value) "==" "23.000"}} Success {{else}} Fail {{/if}}	input_value: "23.000"(string)	Success
{{#if (as_string input_value) "==" "23.000"}} Success {{else}} Fail {{/if}}	input_value: "23.00"(string)	Fail

As Boolean

As Boolean converts any given input into Boolean values 0(False) and 1(True).

String: {{as_boolean FieldName}}

Example	Input	Output
{{as_boolean value}}	value: 348	1(True)
{{as_boolean input_value}}	input_value: 0	0(False)
{{#if (as_boolean input_value)}} Input received. {{else}} Input is empty. {{/if}}	input_value: 123.9	Input received