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Enhancement: jinja template support for workflow title assignment (#10700)

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Co-authored-by: Trenton Holmes <797416+stumpylog@users.noreply.github.com>
Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
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2025-09-11 15:56:16 +02:00
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@@ -505,35 +505,52 @@ you may want to adjust these settings to prevent abuse.
#### Workflow placeholders
Some workflow text can include placeholders but the available options differ depending on the type of
workflow trigger. This is because at the time of consumption (when the text is to be set), no automatic tags etc. have been
applied. You can use the following placeholders with any trigger type:
Titles can be assigned by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
This allows for complex logic to be used to generate the title, including [logical structures](https://jinja.palletsprojects.com/en/3.1.x/templates/#list-of-control-structures)
and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11).
The template is provided as a string.
- `{correspondent}`: assigned correspondent name
- `{document_type}`: assigned document type name
- `{owner_username}`: assigned owner username
- `{added}`: added datetime
- `{added_year}`: added year
- `{added_year_short}`: added year
- `{added_month}`: added month
- `{added_month_name}`: added month name
- `{added_month_name_short}`: added month short name
- `{added_day}`: added day
- `{added_time}`: added time in HH:MM format
- `{original_filename}`: original file name without extension
- `{filename}`: current file name without extension
Using Jinja2 Templates is also useful for [Date localization](advanced_usage.md#Date-Localization) in the title.
The available inputs differ depending on the type of workflow trigger.
This is because at the time of consumption (when the text is to be set), no automatic tags etc. have been
applied. You can use the following placeholders in the template with any trigger type:
- `{{correspondent}}`: assigned correspondent name
- `{{document_type}}`: assigned document type name
- `{{owner_username}}`: assigned owner username
- `{{added}}`: added datetime
- `{{added_year}}`: added year
- `{{added_year_short}}`: added year
- `{{added_month}}`: added month
- `{{added_month_name}}`: added month name
- `{{added_month_name_short}}`: added month short name
- `{{added_day}}`: added day
- `{{added_time}}`: added time in HH:MM format
- `{{original_filename}}`: original file name without extension
- `{{filename}}`: current file name without extension
The following placeholders are only available for "added" or "updated" triggers
- `{created}`: created datetime
- `{created_year}`: created year
- `{created_year_short}`: created year
- `{created_month}`: created month
- `{created_month_name}`: created month name
- `{created_month_name_short}`: created month short name
- `{created_day}`: created day
- `{created_time}`: created time in HH:MM format
- `{doc_url}`: URL to the document in the web UI. Requires the `PAPERLESS_URL` setting to be set.
- `{{created}}`: created datetime
- `{{created_year}}`: created year
- `{{created_year_short}}`: created year
- `{{created_month}}`: created month
- `{{created_month_name}}`: created month name
- `{created_month_name_short}}`: created month short name
- `{{created_day}}`: created day
- `{{created_time}}`: created time in HH:MM format
- `{{doc_url}}`: URL to the document in the web UI. Requires the `PAPERLESS_URL` setting to be set.
##### Examples
```jinja2
{{ created | localize_date('MMMM', 'en_US') }}
<!-- Output: "January" -->
{{ added | localize_date('MMMM', 'de_DE') }}
<!-- Output: "Juni" --> # codespell:ignore
```
### Workflow permissions