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
Options
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)
FAQs
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