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Custom Values allow your company to add a variety of data values to Clients and Budgets that are unique to your teams, clients, business, and more. Learn more about Custom Values.
Learn how to create custom Values at the Client and Budget level.
Custom Values can be added to Clients and Budgets in two ways: Settings forms and quick edits. Learn more about how to add Custom Values to each.
It may be necessary to delete Custom Values from time to time. Learn how to permanently delete Client and Budget Custom Values.
There are two types of Shape Custom Values: Static and Dynamic. Learn more about each type and how to implement each type on Clients and Budgets.
Shape's Dynamic Custom Values allow you to use formulas and case statements. Learn more about how to utilize each to create the dynamic metrics you need.
We know our customers will find infinite use cases for Custom Values. Below we've outlined the most common ones we see along with code examples (where relevant). We'll continue expanding this as the list of use cases grows.
Having trouble creating dynamic Custom Values? Find common troubleshooting techniques in this help article. We'll continue expanding this list as new questions/concerns arise.