How to change several placeholders in Google Docs document

Status: Closed Β· Asked by Bart on Β· 0 views

Bart β€” Question Β·
Workflow:  AirTable --> Google Docs.  Creating Closing documents using templates from Google Docs, personalized with data from AT. Using Formatters to change one date and several Currencies. Date Formatter works fine because there is only 1 date to be re-formatted. When listing several Currency fields for re-formatting, the Number Formatter sums the items rather than parsing them to be formatted.

Thanks in advance. Feel free to optimize the workflow!
Pabbly Support β€” Reply Β·

Hello Bart,

Thanks for reaching out.

Could you please provide a bit more detail about your exact use case and how you would like to format the number? Please also share an example.

Thanks & Regards,
Arshil Ahmad
🌐 Pabbly.com
Bart β€” Reply Β·

1) Our exact use case: - Create several Closing docs for each Real Estate Closing using several Google Docs templates, personalized by replacing placeholders with Air Table data

2) How to format the number(s)? - After replacing placeholders with AT data, use the "Date" and ""Currency" formatters to correctly format results (see attached). Have not solved problem of "How to configure formatter to re-format multiple variables at a time, using just the appropriate formatter?

Pammer_Grantxx Stmt.pdf (239.3 KB)

Pabbly Support β€” Reply Β·

Hello,

Thank you for the confirmation.

You seem to have already set up a Date/Time Formatter to convert the date into your desired format. You can add multiple Date/Time Formatter steps to your workflow to format each date as required and then map the formatted data to the Google Docs action step.
image.pngAs for adding the $ sign before the amount, you don't need to use any formatter for this. You can simply enter the $ sign manually before the mapped amount directly in Google Docs action step. This way, when the amount is added to your Google Docs, it will include the $ sign.

image.png

Thanks & Regards,
Arshil Ahmad
🌐 Pabbly.com
Pabbly Support β€” Reply Β·

Hello there,

I hope you’re doing well. I just wanted to follow up regarding our last message.

Thanks & Regards,

Adeel Akhtar
🌐 Pabbly.com

Bart β€” Reply Β·

Thanks for your tips so far. To clarify previous messages, our company needs to personalize closing docs with AirTable records, many of which are not formatted correctly. So, for each workflow in Pabbly Connect, there could be as many as six fields needing to be re-formatted. I've not seen any references to Formatter tools supporting multiple field re-formats in a single tool. So, must I use a Formatter tool for each field? Or, can several fields be formatted somehow in the tool. I once tried to include additional fields in that space. It summed up the numbers rather than re-formatting them? Your thoughts?

Pabbly Support β€” Reply Β·

No, it is not possible to format multiple fields at the same time using a single Formatter step. You would need to include multiple Formatter steps in your workflow. Alternatively, if you only want to add a $ sign as a prefix, you can consider the approach suggested in our previous message.

Thanks & Regards,
Arshil Ahmad
🌐 Pabbly.com
Pabbly Support β€” Reply Β·

Just following up on our previous email.

No, it is not possible to format multiple fields at the same time using a single Formatter step. You would need to include multiple Formatter steps in your workflow. Alternatively, if you only want to add a $ sign as a prefix, you can consider the approach suggested in our previous message.

Thanks & Regards,
Arshil Ahmad
🌐 Pabbly.com
Pabbly Support β€” Reply Β·

Just following up one last time regarding this.

Since we haven't received your reply, we'll be closing this support ticket for now.

If you need any further assistance, please send us an email at support@pabbly.com, and we'll be happy to help.

Thanks & Regards,
Arshil Ahmad
🌐 Pabbly.com

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