Tokens in XLSX templates
Tokens are placeholders to insert dynamic data. They act as variables and replaced with actual values when the document is generated.
XLSX token basics
Tokens are enclosed in {{curly braces}} and represent fields from a data source like JSON.
For example, if you’re generating a document and you want to insert the customer’s name dynamically, you might define a token like {{Customer}}.
When generating the document, this token would be replaced with the actual name, such as “John Doe”.
Template:
JSON:
{
"Customer": "John Doe",
"OrderNumber": "241018"
}
Result:
Tokens can also be used in more advanced scenarios. For example, you can:
format values, for example
{{date}:format(dd.MM.yyyy)}.perform operations, for example
{{sorted = customers|sort(lastName, ASC)}}automatically display properties from some object, for example
{{companies.name}},{{companies.projects.name}}.
System tokens
There are two predefined system tokens: {{@date}} and {{@number}}.
System tokens use the @ prefix.
{{@date}}token provides full current date with time.{{@number}}token inserts unique numbers in a document or in Process’ parameters.
Note
Review the article to get more information about automatic numbering.
If we add the system tokens to our template:
And use the same JSON:
{
"Name": "John Doe",
"OrderNumber": "241018"
}
We’ll get this result:
Tokens in Processes
You can see the tokens used in your template by opening the token panel of the editor in Processes.
To open the panel, click the Tokens button above the template editor:
You can also change the types of tokens extracted from your template. Learn how it works.
