Watch the Data Formatting Video

Total running time: 6:20



Data Formatting is an advanced function of the text placeholder. 

It allows you to perform various functions such as joining text to the input text of the parameter, customize a text string to be in capital or lower case letters, and format the outputs of dates and numbers.


Data Formatting becomes available after a text placeholder has been marked as dynamic and a parameter has been selected.


Click the 'T' icon to get into the feature


Available options:

  • Joining together static text and parameters to set a phrase. For example, if the input of the text parameter is a person name and you like to greet this person with Hello, you can add a static "Hello " before the clients' name that comes as an input: 
  • Additional actions on strings (select 'String' from the Format by category drop down) 
    1. Break line - Automatically break line in the nearest space to the amount of characters you choose.
      If you have the line: Hello <<TEXT_PARAMETER>>, how are you? and TEXT_PARAMETER input is Joe, the line is 23 characters long .
      Set the break to be after 11 characters, the line will break where the space is between "Joe," and "how". This will still be the case if you break after 12 or 13 characters. If you break after 14 characters that would mean breaking after "how".
    2. Capitalize -  This will show the first letter of the phrase in uppercase and the remaining letters in lowercase.
    3. Capitalize Each Word - This will capitalized the first character in all words.
    4. UPPER CASE - This will show all letters of the phrase in uppercase.
    5. lower case - This will show all letters of the phrase in lowercase.

  • Actions on numbers (select 'Number' from the Format by category drop down). A preview of the output is available in the top right corner of the gray area.
    1. Format the number of decimal places that you would like. (None to 4)
    2. 1000s separator allows you to decide if you would like a comma, decimal or no separator for the thousands.
    3. Decimal point separator allows you to decide how to mark the border between the integral and the fractional part.
  • Actions on dates (select 'Date' from the Format by category drop down). A preview of the output is available in the top right corner of the gray area. 
    1. Input must always have a slash to separate between the day, month and year. You can select the order of the dd,MM,yyyy, so input can be mm/dd/yyyy or dd/mm/yyyy or yyyy/mm/dd and so on.
    2. Output can be one of the following:  
      • 11/14/15
      • 11/14
      • 14 Nov
      • 14 Nov 15
      • 14 Nov 2015
      • Nov 2015
      • November 2015
      • 14 November 2015
      • November 14, 2015
      • 2015-11-14
      • 14-11-15
      • 14/11/2015
      • Nov
      • November
      • 14 (Day of the month in two digits)
      • 2015 (Full year)
      • 15 (last two digits of the year)