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Document Placeholders

Available tags for customizing your document templates. Compass uses placeholders to automatically pull information from your records and insert it into your documents.

Using Placeholders​

All placeholders must be enclosed in single curly braces and start with d. followed by the field name:

{d.field_name}

  • d. identifies that the information is coming from your Compass data.
  • field_name is the specific piece of information you want to show.
tip

Placeholders are case-sensitive. Use the Document Template Tutorial in the Documents module to browse the exact field names available for each module.

Finding Available Placeholders​

The list of available placeholder fields varies by module and is managed dynamically by the system. To see the exact fields available:

  1. Go to Documents → Document Template Tutorial.
  2. Scroll to the Available Placeholders section.
  3. Select a Resource (e.g., Projects, Tasks, Budgets, Trips, Invoices, Project Notes).
  4. Select a Type — either "Single Item" or "Multiple Items".
  5. Browse the list of placeholder fields displayed.

Each field shown can be used in your template with the {d.field_name} syntax.

Formatting Your Data​

You can change how information appears (like dates or currency) by adding a colon : and a formatting command (Carbone Formatter) inside the tag.

Common Formatting Options​

TypeHow to useExample Result
Date{d.targetDate:formatD(LL)}January 31, 2024
Money{d.totalAmount:formatN(0,0.00)}1,500,000.00
Capitalization{d.name:lowerCase:ucFirst}my project → My project
All Caps{d.name:upperCase}MY PROJECT

Chaining Formatters​

You can stack multiple formatters together, separated by colons. Each formatter's output becomes the input for the next one:

{d.name:lowerCase:ucFirst}

Dynamic Parameters​

Formatters can reference other data fields using dot notation:

  • Absolute path — {d.subObject.qtyB:add(d.subObject.qtyC)}
  • Relative path — {d.subObject.qtyB:add(.qtyC)}

Lists and Repeating Rows​

If you need to show a list of items, place the tag in the first cell of a table row. The system will automatically create a new row for every item in that list.

Example for repeating rows: Place these in the first row of your Word table:

  • Item Name: {d.items[i].name}
  • Amount: {d.items[i].amount}

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