Insert dynamic custom values into dashboards
Insert dynamic custom values into widget Conditions and dashboard elements so a dashboard fills in location, user, or custom-value data when it is viewed. Only dashboard editors can insert these values.
Where dynamic custom values work
You can insert a dynamic value anywhere a text value is entered on a dashboard:
Widget Conditions — wherever a text value is entered, such as an Address or Source field condition.
Dashboard elements — the Embed (URL), Title, and Text box elements.
Insert a dynamic custom value
Insert values from edit mode using the {} picker next to a text input.
Open the dashboard and switch to Edit mode.
For a widget, open or edit the widget and select the Conditions tab. For a dashboard element, add an Embed, Title, or Text box.
Click the {} button next to the text input.
Browse or search among Location, User, or Custom values.
Select a field to insert the token, for example
{{ location.name }}.Save, then switch to View mode to resolve the token against the current sub-account.
Location and User system fields are available by default. Everything created under Settings > Custom values is available in the picker, organized by folder.
Available Location fields
The picker offers these system Location fields: Location Id, Location Name, Email, Phone, Website, Address, City, State, Country, Postal Code, and Timezone.
Available User fields
The picker offers these system User fields: User Id, Email, Phone, Role, Type, First Name, Last Name, Name, and Full Name.
How tokens resolve
Tokens resolve automatically for each sub-account when the dashboard is viewed, so a shared dashboard shows the viewing location's or viewer's data. If a token has no value for a location, it resolves as blank in View mode. Inserting custom values is available to dashboard editors only.