No more wondering! You can now generate a document that contains a list of all the placeholders specific to your board. You can also check out our two-step wizard to help you find the right placeholders for your templates:
Placeholders can be located anywhere in your Word template.
There are two types of DocuGen placeholders (details below):
- Tabular placeholders insert a table anywhere in your document
- Single-value placeholders insert a single value anywhere in your document
Visit our Template Gallery for sample templates using placeholders. You can also visit our Tutorials for step-by-step instructions.
Tabular placeholders for board items
Tabular placeholders insert a table (rows and columns) of items from your board.
| Placeholder | Explanation |
| <<table_header>> |
Tells DocuGen to insert the column labels from the board in one row in your document. You must insert the <<table_header>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. For example, if the guide table in your Word template looks like this:
... the generated document will look like this:
Note that the placeholder <<table_header>> and the dummy text ("Any text...") have all been replaced by the column labels from the board. No other rows are changed, since there are no other placeholders. |
| <<table_body>> |
Tells DocuGen to insert the board items as a table in your document (without the column labels). You must insert the <<table_body>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. DocuGen will insert one row for each item. For example, if you have 3 items in your board, DocuGen will insert 3 rows in your table, starting on the row where the <<table_body>> is located. For example, if the guide table in your Word template looks like this:
... the generated document will look like this:
Note that the placeholder <<table_body>> and the dummy text ("Anything here...") have all been replaced by the items from the board. Also, since there are 3 items on the board, DocuGen inserted 2 more rows. |
| Combining <<table_header>> and <<table_body>> |
You can use both placeholders together to generate totally dynamic tables. For example, if the guide table in your Word template looks like this:
... the generated document will look like this:
|
| <<table>> or <<table_start>> |
Tells DocuGen where to insert the board items as a table (rows and columns) in your document. If you apply a filter to your DocuGen view and click the green "Generate document" button, the table in your document will only contain the filtered items from your DocuGen view. The <<table>> placeholder will insert an unformatted table (no styling) with equal-width columns. To format tables, use the new <<table_header>> and <<table_body>> placeholders (see above.)
|
These are legacy placeholders that are still supported for backward compatibility. We recommend using the new <<table_header>> and <<table_body>> placeholders instead.
Tabular placeholders for subitems
Tabular placeholders insert a table (rows and columns) of subitems from your board.
| Placeholder | Explanation |
| <<subitems_header>> |
Tells DocuGen to insert the column labels from the subitems in one row in your document. You must insert the <<subitems_header>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. This placeholder works the same way as the <<table_header>> above. |
| <<subitems_body>> |
Tells DocuGen to insert the subitems as a table in your document (without the column labels). You must insert the <<table_body>> placeholder inside a 'guide table' in your Word template so that DocuGen can generate the document using the same styling you applied to each column. This placeholder works the same way as the <<table_header>> above. |
| Combining <<subitems_header>> and <<subitems_body>> |
You can use both placeholders together to generate totally dynamic tables. This works the same way as combining the table placeholders above. |
| <<subitems>> or <<subitems_start>> |
Tells DocuGen where to insert the subitems as a table (rows and columns) in your document. The <<subitems>> placeholder will insert an unformatted table (no styling) with equal-width columns. To format tables, use the new <<subitems_header>> and <<subitems_body>> placeholders (see above.)
|
Single-value placeholders
Single-value placeholders insert a single value anywhere in your document.
Any styling you apply to the placeholder in your Word template (bold, italic, paragraph positioning, etc.) will be preserved when generating the document.
| Placeholder | Explanation |
|---|---|
| <<user_name>> | DocuGen’s current running user’s full name: “John Doe” |
| <<user_id>> | DocuGen’s current running user’s id: “9238839299” |
| <<user_email>> | DocuGen’s current running user’s email: “john@doegroup.com” |
| <<user_phone>> | DocuGen’s current running user’s phone: “+1 512 988 9999” |
| <<user_profilepic>> | DocuGen’s current running user’s profile pic in the original size |
| <<account_name>> | Account name: “Marketing Wizards” |
| <<account_id>> | Account ID: “9238839299” |
| <<account_url>> | Account URL before the “.monday.com”: “wizards-team” |
| <<board_name>> | Name of board: “Project Takeoff” |
| <<board_id>> | ID of board: 9238839299 |
| <<board_state>> | State of board: active / archived / deleted |
| <<board_description>> | Board description |
| <<board_owner>> | Name of board owner: “Bill Smith” |
| <<board_owneremail>> | Email of board owner: “bill@doegroup.com” |
| <<board_ownerphone>> | Phone # of board owner: “+1 512 766 3444” |
| <<board_ownerprofilepic>> | Profile picture of board owner in the original size |
| <<view_name>> | The name of the current view |
| <<group_name>> | The group name of the first row being sent to DocuGen. Click here for more details on how you can use group names. |
| <<column_firstrow:Item>> |
The row name (first column). For example, if you have a row called “Send Tony a birthday card”, <<column_firstrow:Item>> will be replaced by "Send Tony a birthday card" when you generate the document.
Click here for more details on how you can use this placeholder. |
| <<column_firstrow:COLUMN LABEL>> |
The value in the column “COLUMN LABEL”. For example, if you have a column called “Due Date”, the placeholder should be <<column_firstrow:Due Date>>
Click here for more details on how you can use this placeholder. |
| <<column_sum:COLUMN LABEL>> | The sum of the values in the column “COLUMN LABEL”. For example, if you have a column called “Amount”, the placeholder should be <<column_sum:Amount>> Click here for more details on how you can use this placeholder. |
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