Group By

How to group output in Word Templates using Custom Placeholders

Grouping Items

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").

Grouping Subitems

You can also group subitems by any of their own columns — for example, by their Status, Priority, or Person column. This works just like grouping on the main item level, but uses a dedicated subitem group placeholder wrapped around a standard Subitems table.

The Logic

Wrap your subitems table with a GroupBySubitem... placeholder pair, naming the subitem column you want to group by:

{{TableStart:GroupBySubitemColumnName}}
    {{TableStart:Subitems}}
    ---
    {{TableEnd:Subitems}}
{{TableEnd:GroupBySubitemColumnName}}

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

Example

To group subitems by their Status column:

{{TableStart:GroupBySubitemStatus}}
    {{TableStart:Subitems}}
    ---
    {{TableEnd:Subitems}}
{{TableEnd:GroupBySubitemStatus}}

Each status value (e.g. Done, Working on it, Stuck) will produce its own section, containing only the subitems that match that status.

Example docx template

Download: Item-Level template with grouped subitems table

14KB

Item-Level_GroupBySubitem.docx

Open

Download: Board-Level template with grouped items and subitems combined

15KB

Board-Level_GroupBySubitem.docx

Open

Tip: Subitem grouping can be combined with regular item-level grouping — place the GroupBySubitem... block inside your main item loop to group each item's subitems individually.