Line Items Grouping

Group lines items to create more structure in your line item tables

DocsAutomator allows to group according to values for a given line item placeholder / variable. See the example below, grouped according to variable / placeholder "Status":

You set grouping in your automation settings under line items. Example for Airtable:

Example for Glide / Noloco / Zapier / API:

Merged cells will be unmerged when grouping is active


You have various options to style group headers and the headline text displayed. You enable these options by clicking on the "gear" icon next to the group placeholder / variable:

The following options can be set:

  • Background Color

  • Text Color

  • Headline with two options: Placeholder — Value or Value only (if placeholder is "Status", the headline will be "Status — To-Do" or "To-Do" only depending on the setting here. More options will be added in the future)

  • Text Alignment: Left, center, right

  • Bold: Yes or no

  • Sort Order: Ascending and Descending (just the sort order of the groups, not the sort order inside of the groups)


What determines the sort order?

The sort order of groups is alphabetical or alphabetically reversed. If you need a certain order, please name the passed values accordingly (prefixing by a number for instance).

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