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Advanced features enable you to customize visibility and styling of values, lines, and rows within documents. Access these settings via the settings symbol next to each placeholder/variable.

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Available Options

Delete Line / Row When Empty

Remove entire lines or rows when placeholders receive no value

Enable Markdown Formatting

Interpret passed values as Markdown syntax

Hidden Values

Use values as triggers without displaying them

Show / Hide Conditionally

Control element visibility based on conditions

Style Conditionally

Apply dynamic text styling based on conditions

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Key Details

  • Compatible across all data sources
  • Works with all element types, including line items
  • Accessible through the advanced options menu for each placeholder

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Accessing Options

  1. In your automation settings, locate the placeholder you want to configure
  2. Click the settings/gear icon next to the placeholder
  3. Select the advanced option you want to enable
  4. Configure the specific settings for that option

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Combining Options

Multiple advanced options can be applied to the same placeholder. For example:
  • Apply conditional styling AND conditional show/hide
  • Enable markdown formatting AND delete when empty
Test your advanced options using preview mode before generating production documents.