👀

What's New?

• You can now insert 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. 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 sub-account when the dashboard is viewed.

👷 How It Works:

1. Open a dashboard and switch toEdit mode.

2. Add or edit a widget — go to the Conditions tab. Or add an Element (Embed, Title, or Text box).

3. Click the {} button next to any text input field.

4. Browse or search across Location, User, or Custom values.

5. Select a field — the token is inserted (e.g. {{ location.name }}).

6. Save. Switch to View mode — the token resolves to the real value for that location automatically.

🌟Why It Matters:

1. One dashboard for every location — build a single dashboard template and every sub-account sees their own name, address, and data — no duplication needed.

2. Dynamic embed URLs — insert a location ID or custom value into an embed URL so each location loads their own external report automatically.

3. Personalised dashboard experience — titles, text boxes adapt per location, making dashboards feel purpose-built for each client.

4. Faster agency setup — what used to take multiple manual setups now takes one.

Notes:

1. Custom value insertion is available to dashboard editors only.

2. If a token has no value set for a location, it resolves as blank in view mode.

3. Location and User system fields are available by default — no setup needed. Custom values require prior setup under Settings → Custom values.