Format Values lets you control how a single placeholder renders in the generated document: currency with the right symbol and decimals, percentages, custom date formats, or custom labels for true/false values. The formatting is applied by DocsAutomator at generation time, so your data source can send plain raw values like 1234.5 or 2026-06-30.
Supported Data Sources
| Source | Where the Format option appears |
|---|
| Notion | On number, date, checkbox, and formula/rollup properties (the picker adapts to the property type) |
| API, Softr, Zapier, Make, n8n, Glide, Noloco, MCP | On every placeholder — pick the style that matches the value you send |
| Style | Example input | Example output |
|---|
| Plain | 1234.5 | 1234.5 (no separators or symbols) |
| Decimal | 1234.5 | 1,234.50 (decimals configurable, 0–4) |
| Currency | 1234.5 | €1,234.50 (any ISO currency, searchable) |
| Percent | 0.425 | 42.50% |
| Date | 2026-06-30 | June 30, 2026 (year/month/day style + optional time) |
| True / False | true | Yes, ☑, or any custom label pair |
German renders 1.234,50 € where English (US) renders €1,234.50 — set it via the gear icon in the automation’s top bar, under Locale for formatted placeholders.
Mismatched Values Print As Passed
Formatting never breaks a document. If a value doesn’t match the chosen format, it is printed exactly as your source sent it:
"N/A" with a currency format renders N/A"free" with a currency format renders free- Empty values stay empty (and still trigger Delete Line / Row When Empty)
Conditions Compare the Raw Value
Formatting is display-only. Show / Hide conditions, conditional styling, line item sorting, and grouping calculations all evaluate the raw value your source sent — not the formatted text. A rule like hide if greater than 1000 keeps working on a placeholder formatted as currency.
Configuration
Open Placeholder Settings
Click the gear/settings icon next to the placeholder you want to format
Choose a Format
In the Format section, switch from Default to Custom… and pick the style
Fine-Tune
Set decimals and currency for numbers, the year/month/day/time parts for dates, or the label pair for true/false values — the live preview shows the result
Format Values works on line item fields too — open the gear icon next to a line item placeholder the same way.
Sending numbers? Pass them raw (1234.5, not "€1.234,50"). DocsAutomator handles separators, symbols, and locale — and conditions, sorting, and calculations stay reliable because they see the raw number.
