Using Dynamic Fields to Automatically Insert Information

Dynamic Fields is a great way to quickly create dynamic components across all your projects, visible to all users in your workspace. Using this feature, you will be able to automatically insert your personal and your company information and also personalize the fields and assign any value needed. Best of all: From the Dynamic Fields menu, you will be able to manage all the standard values and update all the projects in your workspace that contain that value.

Note: Make sure you and all of your team members have updated their contact information so the dynamic fields pull in their profile information.

Enterprise plan users enjoy unlimited custom fields, while Pro plan users are limited to only 8 custom fields.

Profile Fields

Open your project and select the text object where you want to add a Dynamic Field. The Edit Text menu will appear on the left. If it doesn’t, click the More button in the menu at the bottom of the text box.

In the Edit Text menu on the left sidebar, click the Dynamic Fields button at the bottom.

Note: You can also open the Dynamic Fields menu from the Data Tab in the left-hand sidebar.

The Dynamic Fields menu will open on the left. Under the Profile tab, hover over the field you want and click Insert. The field will then appear in your project, highlighted in yellow.

Note: You can also add Dynamic Fields by copying and pasting, or by typing the keyword inside square brackets.

To preview your Dynamic Fields, click the Present button in the top-right corner. The placeholder brackets will be replaced with the actual information stored in your user profile.

Custom Fields

In the Dynamic Fields menu, go to the Custom tab.

Enter the custom keyword you want to create, then click the plus (+) button to add it.

After it’s added, click the Edit icon to define the custom field value. When you’re done, click the Check Mark to save your changes.

Tips & Rules

1. When changing dynamic field value it will change it in all projects that contain that field and when Dynamic Field title is renamed it will change it across all projects.

2. When Dynamic Field is deleted from, it will be deleted from all projects.

3. Business plans can get up to 8 fields under the custom variables. They will be visible to all users across workspace and they all can create, edit the values, and insert them into a project.

4. Enterprise plans have no limit of fields under the custom variables. Only Admins can create and edit the variables but they will be visible to all users in the workspace and any of them can insert them into their projects

Note: You can add in Dynamic Fields into any of your Branded Templates that you have in the Brand Area for your team to use in your Workspace. This allows your team to create a project and rely on the Dynamic Fields to automatically populate their information in the project without them having to manually type in the information and details. Visme does all of the work for them!

Using Dynamic Fields to Automatically Insert Information

Profile Fields

Custom Fields

Tips & Rules

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