Variables are the core of Print. Every piece of live data in your document is inserted via a variable.

Basic field variable

Format: {{platform.app.field_name}}

Examples:

  • {{podio.clients.name}} — Name field from the Podio Clients app
  • {{salesforce.opportunity.amount}} — Amount field from Salesforce Opportunity
  • {{quickbooks.invoice.total}} — Total field from QuickBooks Invoice

The field name is the API name of the field in the source platform. When you use the variable picker in the editor, the correct name is inserted automatically.

Nested field variable

For relationship fields that reference another record: {{podio.projects.client.name}} — the Name of the Client related to this Project

Calculation variables

{{podio.invoice.subtotal * 1.0875}} — field value multiplied by a constant {{podio.project.end_date - podio.project.start_date}} — date difference {{SUM(podio.order.line_items.price)}} — sum of a list field's values {{COUNT(podio.project.tasks)}} — count of related records

System variables

These pull from ThatApp's system, not from a specific record:

  • {{today}} — today's date
  • {{now}} — current date and time
  • {{user.name}} — the name of the user generating the document
  • {{organization.name}} — your organization name as configured in ThatApp

Formatting variables

Add a format modifier after a pipe character:

  • {{invoice.date | date: "MMMM D, YYYY"}} — format a date field
  • {{invoice.total | currency: "USD"}} — format as currency
  • {{client.name | uppercase}} — transform text case

If a variable is blank

If a variable pulls from a field that is empty on the source record, it renders as blank — no placeholder text. To set a default value: {{field | default: "N/A"}}

Related: How to Create Your First Print Template · Template Architecture