Liquid markup filters let you change how a value displays without changing the data stored on the record. Use the capitalize, downcase, and upcase filters when an export or string needs consistent capitalization in a mailing, portal, dashboard, decision letter, or other area that supports Liquid markup.
For more information about filter syntax, see Liquid Markup Filters.
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How capitalization filters work
Add a pipe delimiter after the string or export, then enter the filter keyword:
{{"Hello world" | upcase}}This renders as:
HELLO WORLDThe same pattern can be applied to Slate exports:
{{Person-Preferred | capitalize}}Available filters
Filter | Use it to | Example |
|---|---|---|
| Capitalize the first character and make the remaining characters lowercase. |
|
| Render all letters as lowercase. |
|
| Render all letters as uppercase. |
|
📝 Note
The
capitalizefilter does not title-case every word. It capitalizes only the first character of the complete value and makes the rest of the value lowercase. For example,{{"hello slativerse" | capitalize}}renders asHello slativerse.
Examples
Format a preferred name
Use capitalize when a name value should begin with an uppercase letter in a greeting or short line of text:
{{Person-Preferred | capitalize}}Format a school name in lowercase
Use downcase when a value should display in all lowercase letters:
{{School-Name | downcase}}If the school name is stored as GEORGE WASHINGTON HIGH SCHOOL, the rendered value is george washington high school.
Format an event title in uppercase
Use upcase when a value should display in all uppercase letters:
{{Form-Title | upcase}}If the event title is Fall Open House, the rendered value is FALL OPEN HOUSE.
Test the output
Preview the mailing, portal, or other content where the filter is used. Confirm that the capitalization matches the intended display for several sample records, especially records with blank values, all-uppercase values, punctuation, or more than one word.