> For the complete documentation index, see [llms.txt](https://alix-lahuec.gitbook.io/zotero-roam/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://alix-lahuec.gitbook.io/zotero-roam/customization/formatting.md).

# Formatting metadata

The extension's default formatters are not meant to be used permanently : their goal is to provide a starting point, from which you can build your own templates.

When importing items' metadata, there are two ways to customize formatting:

* with a SmartBlock, if you use [David Vargas' plugin](https://roamjs.com/extensions/smartblocks)
* with a JavaScript function, if you don't use SmartBlocks or are looking for more granular control over your template

In both cases, the extension provides built-in helpers for retrieving and/or formatting metadata. Refer to each method's page for more details:

{% content-ref url="/pages/nkxY8LwgAibfeGikjaPW" %}
[SmartBlock templates](/zotero-roam/customization/formatting/smartblock-templates.md)
{% endcontent-ref %}

{% content-ref url="/pages/CsEKsqmTZ6icObx2vWBt" %}
[JavaScript templates](/zotero-roam/customization/formatting/javascript-templates.md)
{% endcontent-ref %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://alix-lahuec.gitbook.io/zotero-roam/customization/formatting.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
