Custom Fields

In Motion.io, you can set custom fields that will update dynamically in tasks, portal pages, and iframe embeds.

This article will explain how to create custom fields in Motion.io and options for using them in your projects and templates.

👋 Tip: If you regularly use Google Drive with clients, you can use custom fields to dynamically populate a specific folder in tasks and portal pages. Click here for instructions on creating a Zap that automates the process for each new project you create.

Creating & Using Custom Fields

To use custom fields in your Motion.io projects, you must first create them at the account level before you can specify a unique value for each custom field at the individual project level.

Creating New Custom Fields

To create a new custom field, navigate to your account’s “Settings” page and select the “Fields” tab.

On the "Fields" tab of your account's "Settings" page, click "Add New Field." When creating a new custom field, there are two areas you must enter information for:

Label - used only for internal reference, the label of a custom field describes to your team what a custom field should be used for,
Slug - the slug (referenced by double brackets) for a custom field is the text you will copy & paste into your Motion.io projects to populate the custom field's value in projects.

Specifying Values for Custom Fields

After creating custom fields in your Motion.io account, you must specify a value for each field you'll use in that project. The values you enter for custom fields are unique to each project.

To specify the value for a custom field, open a project (or project template), navigate to the "Settings" page, and select the "Fields" tab. In the box labeled "Value," enter the embed code, link, or information you'd like to populate anytime the slug for that custom field is used and click "Save."

Using Custom Fields in Projects

After setting the value for a custom field, you can copy and paste the slug for that field wherever you'd like to have the embed code, link, or information you entered populate in the project.

The places where you can paste slugs for custom fields include:

📣 Note: When using a custom field to display an external website or software app in a client task and portal page of a Motion.io project, you must add the slug for that field to the "App Embed Code" section.

Examples of Ways You Can Use Custom Fields

While there are endless ways you can use custom fields can be used in Motion.io projects, some examples include:

Reporting Dashboards - to display reporting dashboards from a tool like Google Looker Studio or Agency Analytics, you could create a custom field and use the slug {{ DASHBOARD }} to embed those reports in tasks or portal pages where you'd like to give clients access to them.
Spreadsheets - if you regularly assign your clients a task to add data to the same spreadsheet created on a tool like Google Docs, you could create a custom field with the slug {{ SPREADSHEET }} to dynamically embed the spreadsheet in new tasks you assign each week or month.
Links - if there are external websites your clients need regular access to — for example, an affiliate landing page or product link they frequently must copy & paste — you could create a custom field with the slug {{ CLIENTLINK }} to automatically populate each client's specific link in the description area of a client task.