Group By

How to group output in Word Templates using Custom Placeholders

If you want to group your data by a specific column (like Status, Priority, or Owner), you can fully control how the grouped output appears in your document – directly from your Word template.

This is done by using custom placeholders in your template.

The Logic:

To group your output, simply wrap the section you want repeated inside two custom placeholders:

{{TableStart:GroupByColumnName}} {{TableEnd:GroupByColumnName}}

Replace ColumnName with the exact name of the column you want to group by.

Examples:

{{TableStart:GroupByShipping Method}} [Your content/table here] {{TableEnd:GroupByShipping Method}}

'Shipping Method' is the title of your status column.

If you have a status column called 'Priority', it would be:

{{TableStart:GroupByPriority}} [Your content/table here] {{TableEnd:GroupByPriority}}

This will create one grouped section per priority (e.g., "High", "Medium", "Low").