ChartHop for Administrators
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Letter templates
Creating templates
Using Carrot to reference org data
you can use carrot to reference information from your charthop organization, such as compensation data, groups, or specific employee data, and reference it directly in your templates as dynamically generated fields learn more useful carrot expressions the following section features a list of helpful carrot expressions available to you and illustrates how you can use them in your templates specify date formats when using any of carrot's date fields, such as startdateplanned and so on, you need to specify the date format if you want something different from the default, which is yyyy mm dd if you use {{startdateplanned}} without any indication of how you want it formatted, the date is formatted as such yyyy mm dd or 2022 03 14 if you'd like to format your dates differently from the default, you'll need to use something like this {{formatdate(startdateplanned, "mmmm d, yyyy")}} this date is formatted as such march 14, 2022 learn more substitutions you can use {{curlybraces}} to substitute any carrot expression in the body of your template hello there {{name first}} {{name last}}! you work in the {{department}} department, based out of the {{location}} location if condition you can use the if tag to conditionally display a piece of content {% if expression %} conditional content {% endif %} {% if department\ engineering %} you are part of the engineering department {% endif %} if elseif / else you can use elsif or else to add additional conditions to an if condition block {% if department\ engineering %} you are part of the engineering department {% elsif department\ marketing %} you are part of the marketing department {% else %} you are part of a different department {% endif %} for loops (iterations) you can use the for tag to iterate through a series of objects {% for grant in grants %} stock grant dated {{grant date}}, amount is {{grant shares}} {% endfor %}