Help Center › Filters reference

Filters reference

Filters transform a value at merge time: {field | filter} or with arguments {field | filter("arg")}. Chain them left to right: {Opportunity.Amount | currency | bold}.

Formatting

Filter	Input → Output
`currency`	`148500` or `"$148,500.00"` → `$148,500.00`
`number`	`"250.0"` → `250` (thousands separators, no trailing zeros)
`percent`	`0.15` → `15%`
`dateformat("…")`	`2026-08-15` → formatted date (tokens below)
`phone`	`5125550142` → `(512) 555-0142`
`upper`	`acme` → `ACME`
`default("N/A")`	empty → `N/A` (otherwise passes through)

dateformat tokens (most used)

Token	Meaning	Example
`%B %d, %Y`	full month	August 15, 2026
`%m/%d/%Y`	US short	08/15/2026
`%d/%m/%Y`	intl short	15/08/2026
`%b %d`	short month	Aug 15
`%Y-%m-%d`	ISO	2026-08-15

Accepts ISO dates (2026-08-15) and US-style report exports (8/15/2026).

Aggregates (for child lists)

Filter	Example
`count`	`{LineItems \\| count}` → `3`
`sum("Field")`	`{LineItems \\| sum("TotalPrice") \\| currency}` → `$375,000.00`

sum follows dotted paths (sum("Product2.ListPrice")) and parses formatted values ("$1,250.00").

Dynamic styles

bold, italic, underline, color("red"|"#hex"), highlight("yellow") — see Conditional formatting.

Tests (for sections)

ispast — true when a date is before today. Used as {#field | ispast}…{/} / {^field | ispast}…{/}.

Rules of thumb

Filters never crash on empty values — missing data renders blank (add | default("—") when you want a placeholder instead).
Straight quotes only in arguments (watch smart quotes).
Chain formatting before styles: | currency | bold, not the reverse.