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Dynamic Fields

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.

My Fields

1
Access your project and select the text object where you want to add the Dynamic Fields. Then, navigate to the “Edit” tab at the top left corner and click on the thunder icon to move forward.

Note: You can also access the “Dynamic Fields” menu from the Data Tab located in the sidebar along the left of the platform.

2
The “Dynamic Fields” menu will appear on the left. From “My fields”, hover over the Dynamic Field you want to create and click on the “Insert” button to add it. On your project, the field will be highlighted in yellow.

Note: Dynamics fields can also be added by using Copy-Paste or typing the keyword in square brackets.

3
Click on the “Present” button located on the top right corner to preview the dynamic fields in your Project. You’ll notice that the information in brackets have now been replaced by the information stored in your user profile!

 

Create Custom Fields

1
From the “Dynamics Fields” menu, click on the “Custom Fields” button and type the custom keyword you want to add. Click on the plus button to move forward.

2
Once that is done, edit the custom field value by clicking on the pencil button. Click on the “Check Mark” to finish.

3
You’re done. Your custom field was successfully created.

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!

 

 

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