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DocsAutomator enables grouping of line items by specified variables to create structured tables. Groups can be customized with styling options and calculations.

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General Setup

Configure grouping in automation settings by selecting a placeholder/variable as the grouping key. The system then organizes line items according to values for that variable. Example: Grouping by “Status” variable creates separate sections for each status value.
Merged cells will be unmerged when grouping is active.

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Styling Options

Group headers support customization via a gear icon menu:
OptionDescription
Background ColorCustomize header background
Text ColorAdjust text appearance
Headline FormatChoose “Placeholder — Value” or “Value only”
Text AlignmentLeft, center, or right positioning
BoldEnable/disable bold formatting
Hide Grouping Key ColumnRemove the grouping variable column
Sort OrderAscending, descending, or manual ordering

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Manual Sorting

When selecting manual sort order, you can specify group values and their sequence. Unmentioned values appear afterward in alphabetical order.

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Group Calculations

Calculations generate summary rows below each group for numeric/currency columns.

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Supported Operations

OperationDescription
SumTotal of all values
AverageMean of all values
MinSmallest value
MaxLargest value
MedianMiddle value
CountNumber of items

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Configuration Options

OptionDescription
Column CalculationsSelect columns and calculation types by line item key
Background ColorStyling for calculation row
Text ColorText appearance
Row TextLabel preceding calculations
Text AlignmentPosition of row text
BoldApply bold formatting
Merge CellsConsolidate preceding cells
Group calculations only work for number or currency number columns. Number format is automatically detected and maintained.

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FAQ

Groups sort alphabetically, reverse alphabetically, or manually per configuration.
Yes, you can configure multiple calculations (e.g., both Sum and Average) for each column.