CDF Documentation
Get the App

Installation Guide

This guide will walk you through installing Dynamic Metafields and creating your first form. The entire process takes less than 10 minutes.

1

Install the App from Shopify App Store

  1. In your Shopify admin, go to Apps
  2. Search for “Dynamic Metafields” in the Shopify App Store
  3. Click “Add app” on the app listing
  4. Review the app permissions and click “Install app” to confirm
  5. You’ll automatically be taken to the Dynamic Metafields dashboard

Required Permissions

The app requires permissions to access your store’s theme and metafields to function properly. These permissions are standard and your data remains secure.
2

Understanding the Dashboard

After installation, you’ll see your Dynamic Metafields dashboard with:

  • Total forms - Number of forms you’ve created
  • Submissions today - Form submissions received today
  • All-time submissions - Total submissions across all forms
  • Forms list - All your created forms with management options

From here, you can create new forms, view submissions, and manage existing forms.

3

Create Your First Form

  1. Click the “New Form” button in your dashboard
  2. Enter a form title (e.g., “Customer Information Form”)
  3. Navigate to the “Form elements” tab
  4. Click “+ Add Element” to add your first field
  5. Configure the field (Element Type, Label, Metafield Type, Required)
  6. Click “Add Element” to save
  7. Add more fields as needed
  8. Configure your Submit Button text and success message
  9. Click “Save” to create your form
  10. Toggle the form on to activate it

Automatic Metafield Creation

When you save your form, Dynamic Metafields automatically creates the corresponding metafield definitions in Shopify to store the data.
4

Add Form to Your Store

Display your form using Shopify’s theme editor:

  1. Copy the Form ID from your dashboard
  2. Go to Online Store > Themes in Shopify admin
  3. Click “Customize” on your active theme
  4. Navigate to the page where you want the form
  5. Click “Add section” or “Add block”
  6. Search for “Navegaid Custom Field” and select it
  7. Paste the Form ID in the form ID field
  8. Click “Save”
5

Test Your Form

Always test your form before launching:

  • Visit your store and navigate to where you added the form
  • Fill out all fields and submit the form
  • Verify the success message appears
  • Check your dashboard to see the submission
  • For Customer forms: Go to Customers in Shopify, find the customer, check Metafields
  • For Order forms: Complete a test order and check the order’s Metafields

What's Next?

Congratulations! You now have a working form collecting custom data. Here’s what you can explore next:

  • Create order-specific forms to capture custom requirements for each purchase
  • Use conditional logic to show/hide fields based on customer responses (Starter plan and above)
  • Export your data to analyze customer information in spreadsheets
  • Add file upload fields for customers to submit images, documents, or designs

Need Help?

If you run into any issues during setup, visit our FAQ section or contact support at dev@navegaid.com