Document templates contain symbolic codes that are used instead of different data.

You can modify symbolic codes in document templates to use different data formats according to your needs.

How it works

Add specific symbols after the tilde (~) to symbolic code to change the data format.

You can modify symbolic codes for the following data types:

• dates and time
• names
• addresses
• money amounts
• phone numbers

Also, symbolic code modifications allow you to:

• list all products, contacts or taxes or get specific ones from the list
• add a specific value from multiple fields
• change the text case

Date and time

By default, the date format in a document template is the same as the country that this document template belongs to. Here is how to modify the symbolic code that is used for adding document creation time to a document print form:

Here is how the print form looks now:

Name

You can modify the name format by adding specific words to symbolic codes.

For example, the symbolic code {FormattedName~Format=#TITLE# #NAME# #SECOND_NAME_SHORT# #LAST_NAME#} will be replaced by salutation, first name, the first letter of the second name and last name in the print form.

Address

By default, the address format in a document template is the same as the address format used in the country that this document template belongs to. But we can modify the address symbolic code and use, for example, North American address format despite the fact that the document template is bound to the UK:

Here is how the document print form will look like after the address symbolic code modification:

Money amounts

For money amounts, you can modify symbolic code so that zeros after dot and currency will be shown in a print form of a document.

For example, let's modify the {TotalSum} symbolic code so that zeros after dot will be shown, and currency sign will be added:

Here is how the document print form will look like:

Phone number

You can specify the phone number format by adding a specific symbolic code after format. For example:

Here is how the document print form will look like:

Listing all products, contacts or taxes from the list

For example, you have three different products in a deal.

You can list all the products in the document. Just add all=y to the corresponding symbolic code:

Instead of a comma, you can use a line break as a separator by adding mseparator=2 to the symbolic code:

Here is how the list of these products will look like in the print form:

A specific product, tax or contact from the list

Some data is added to the document as a list. For example, taxes, products or contacts.

You can add to a document a specific item from the list. Just use the symbolic code:

By default, the first item from the list will be added to the document.

If you need to add an item that is not first in the list, just add index to this symbolic code. For example, this symbolic code will add the third item:

Multiple fields

In Bitrix24 CRM, fields can be marked as multiple. That means that this field can have multiple values at the same time. For example, Phone, Email, Messenger fields or any custom field marked as multiple.

Use the symbolic code mfirst to add multiple field values to the document:

• mfirst=y - add the first value
• mfirst=n - add all the values

For example:

By default, values are separated by a comma. Use the symbolic code mseparator to select a separator - comma (1) or line break (2):

Here is how the document print form will look like when using these codes:

Text case

One of the frequent requests is a modifier to change the text case.

Now you can add the letterCase modifier to any field to change the text case.

The modifier can take the following values:

• upper — upper case,
• lower — lower case,
• title — upper case for the first letter of each word.

The ~all=y, modifier will output all values of the multiple "Binding to CRM elements"field.

• Client's address in the invoice
• Document templates
• Documents in CRM