What changed
- You can now insert dynamic custom values into dashboard/report widget conditions and elements using the new {} picker.
- Supported in widget conditions - wherever you enter a text value (e.g. Address, Source field).
- Supported in dashboard elements - Embed (URL), Title, or Text box.
- Location fields available: Location Id • Location Name • Email • Phone • Website • Address • City • State • Country • Postal Code • Timezone
- User fields available: User Id • Email • Phone • Role • Type • First Name • Last Name • Name • Full Name.
- Custom values - everything you've created under Settings → Custom values is available in the picker, organised by folder.
- Tokens resolve automatically per account when the dashboard is viewed.
How it works
- Open a dashboard and switch to Edit mode.
- Add or edit a widget - go to the Conditions tab. Or add an Element (Embed, Title, or Text box).
- Click the {} button next to any text input field.
- Browse or search across Location, User, or Custom values.
- Select a field - the token is inserted (e.g. {{ location.name }} ).
- Save. Switch to View mode - the token resolves to the real value for that location automatically.
Why it matters
- One dashboard for every location - build a single dashboard template and every account sees their own name, address, and data - no duplication needed.
- Dynamic embed URLs - insert a location ID or custom value into an embed URL so each location loads their own external report automatically.
- Personalised dashboard experience - titles, text boxes adapt per location, making dashboards feel purpose-built for each client.
- Faster agency setup - what used to take multiple manual setups now takes one.
What's Next?
NA
Notes
- Custom value insertion is available to dashboard editors only.
- If a token has no value set for a location, it resolves as blank in view mode.
- Location and User system fields are available by default - no setup needed. Custom values require prior setup under Settings → Custom values.
