How to: Automatically add a default set of Custom Fields to each post in WordPress

PrincipiaPilot.org screenshot showing Custom Fields being used in a template

One of the neat things about WordPress is how easy it is to add custom metadata to a given page or post that you can then use in a template to display structured information. I’ve been using this technique for a while now to extend the basic WordPress elements of title, body, excerpt, etc and allow the creation of easily editable information-rich content.

Before now I’ve used the built-in WordPress Custom Field functionality in the Add New screen where you select previously created custom fields from a drop-down list that is limited to only showing 30 items. This is quite cumbersome as you have select each field you want to add to the entry and enter the value, click the Add Custom Field button, then repeat for however many custom fields you want to use. Needless to say, this can be frustrating to have to remember to do every time, especially for non-technical clients.

The Old Way:

Selecting a Custom Field (the old way)

During a recent site conversion to WordPress that involves 4-6 custom fields for each post, we finally decided that there must be a better way, and ended up finding a WordPress plugin that is so good that it should probably be added to WordPress core, it is so highly useful. The plugin is called Custom Field Template and is developed by Hiroaki Miyashita.

The New Way:

Custom Field Template WordPress plugin screenshot

Using a simple set of options to define the template you want to use is easy. After downloading and activating the plugin, go to Settings > Custom Field Template to define your template. One is provided for you to show you the possible template values. You can set up two separate custom field template designs.

This is the code used to generate the Custom Field Template form shown in the screenshot above:

Template Instruction

<strong>Story Template Metadata Instructions <em>(All fields are optional)</em></strong><br /><br />
1. Use this form to enter metadata about this story.<br />
2. Each item will get assigned to the correct Custom Field for use in the display template.<br />
3. Click the <strong>Save</strong> button to save the values.<br />
<br />

Template Content

[summary_deck]
type = textarea
rows = 3
cols = 50
label = Summary Deck:

[byline_writer_name]
type = text
size = 35
label = Byline Writer Name:

[byline_writer_title]
type = text
size = 35
label = Byline Writer Title:

[byline_writer_picture_url]
type = text
size = 54
label = Byline Writer Picture URL:

[lead_photo_caption]
type = textarea
rows = 3
cols = 50
label = Lead Photo Caption:

[lead_photo_credit]
type = text
size = 35
label = Lead Photo Credit:

[lead_photo_url]
type = text
size = 54
label = Lead Photo URL:

Then set this setting to true by checking the box to make the form look prettier:
Custom Field Template WordPress plugin setting

Next, I tweaked the Admin CSS settings to right-justify the labels:

#cft dl { clear:both; margin:0; padding:0; width:100%; }
#cft dt { float:left; font-weight:bold; margin:0; padding: 0 8px 0 0; text-align:right; width: 20%; }
#cft dt .hideKey { visibility:hidden; }
#cft dd { float:left; margin:0; text-align:left; width:70%; }
#cft dd p.label { font-weight:bold; margin:0; }
#cft_instruction { margin:10px; }

Click Update Options to save the settings and then go to Posts > Add New to see the form in action. You may need to go back and forth a couple of times to get your text field sizes just right and to put them in the right order you want them in.

Using the Custom Fields in a template

So how do these values get displayed on your page?

Simply edit your template PHP file to look for custom field values and then display them where you want them if they’re present.

This is how I do it for the Principia Pilot site. This code goes at the top of the template for single.php

<?php
// Retrieve custom meta values from post if they're present
$byline_writer_name = htmlspecialchars(get_post_meta($post->ID, "byline_writer_name", true));
$byline_writer_title = htmlspecialchars(get_post_meta($post->ID, "byline_writer_title", true));
$byline_writer_picture_url = htmlspecialchars(get_post_meta($post->ID, "byline_writer_picture_url", true));
$lead_photo_url = htmlspecialchars(get_post_meta($post->ID, "lead_photo_url", true));
$lead_photo_credit = htmlspecialchars(get_post_meta($post->ID, "lead_photo_credit", true));
$lead_photo_caption = htmlspecialchars(get_post_meta($post->ID, "lead_photo_caption", true));
$summary_deck = wptexturize(get_post_meta($post->ID, "summary_deck", true));
?>

Now each of the possible Custom Fields are available as PHP variables that can be checked for content.

This code example shows the “summary deck” being displayed on the page if it has been entered on the create content screen:

<?php
// Show summary deck if we have one
if ($summary_deck != "") {
    echo '<h3 class="summary-deck">' . $summary_deck . '</h3>';
}
?>

Using this excellent plugin, you can set up select lists, radio buttons, check boxes and more to help you populate your Custom Fields more easily if you prefer that to using simple text fields. You can also specify default values to use for the custom fields so you don’t have to type them in every time.

Plugin Default Template Options

These are the default options included by the plugin:
[Plan]
type = text
size = 35
label = Where are you going to go?

[Plan]
type = textfield
size = 35
hideKey = true

[Favorite Fruits]
type = checkbox
value = apple # orange # banana # grape
default = orange # grape

[Miles Walked]
type = radio
value = 0-9 # 10-19 # 20+
default = 10-19
clearButton = true

[Temper Level]
type = select
value = High # Medium # Low
default = Low

[Hidden Thought]
type = textarea
rows = 4
cols = 40
tinyMCE = true
mediaButton = true

Which displays a form that looks like this:
Custom Field Template WordPress plugin screenshot - Default form options

Summary

This plugin addresses a key need when using Custom Meta Fields in a WordPress custom template design — making it as easy as possible to enter values time after time on multiple pages or posts. There are a bunch of other neat options this plugin offers to make the authoring experience even easier. This is now on my “must install” list of essential WordPress plugins.

Please support Open Source by donating to the plugin author

If you use this and like it, I highly recommend sending a nice donation to the plugin author to help support ongoing development and to say thanks. This plugin will save you and your clients a lot of time and frustration. Thanks Hiroaki!

Requirements

Requires WordPress 2.1 or higher.

Click here to download Custom Field Template plugin from WordPress.org

Popularity: 8% [?]

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12 Responses to “How to: Automatically add a default set of Custom Fields to each post in WordPress”

  1. Jim Says:

    Thanks for the great information. Out of the box, CFT seems a little confusing to me. Your article should really help clear things up.

  2. Mihnea Says:

    Hey,

    I didn’t understand how to insert the custom fields in a post. I need a custom field template to be inserted at the bottom of a post, but I don’t know how to do that.

    I added you to my MSN list. Thanks.

  3. Gabriel Says:

    Mihnea,

    Look at the “Using the Custom Fields in a template” section above. To actually display the custom fields, you have to retrieve them and then add them to your template.

    I don’t think this plugin supports adding a Custom Field Template to the public view of a site (it’s a backend admin view only I believe).


    Gabriel

  4. Mihnea Says:

    Oh, no! I don’t to display the CFT. I want to create a box that would appear at the bottom of the post (ex: TechCrunch has such a box).

    The values from the box should be inserted by the admin using the CFT. I understood what this plugin does, but I didn’t figure out how to put that box in the single post page.

    I’ve tried the WordPress indications for Custom Fields usage with the_meta() function, but it displays all the templates:(

    Thanks for the quick reply,
    Mihnea

  5. MorseFire Says:

    hey gabriel,

    thanks for helping us out with this nice plugin. unfortunately i can’t get it to work for me. i left all the default data intact after i installed it. then i tried to use the code you provided above to pull the custom field data into my blog, but nothing happens. what works though is the regular <>ID, ‘fill me with the key’, true); >> but that one also dosen’t work properly. for example it doesn’t list the checkboxes, only the first active checkbox is being displayed. do you have any advice?

    thanks
    marc

  6. Vinny Troia Says:

    Bro, you’re a lifesaver.

  7. Francois Arbour Says:

    Thank you very much for this excellent post, I can’t believe this is not a standard wordpress feature, so useful.

    thanks

    francois

  8. eugene gordin » Blog Archive » [WP Tip] Custom Fields inside Posts with Formatting using Shortcodes Says:

    [...] it cleaner to do it with a plugin. I want to say a big thanks to Gabriel Serafini for his help and original CFT post which inspired this work [...]

  9. Coco Says:

    Excellent post :) I have a question, though: is there a way to make all posts have a certain custom field by default without the need of adding it one by one? TIA

  10. Sandy Says:

    I am very new to wordpress and I wanted to say thank you so much for your instructions and clarifications on the use of the Custom Field Template plugin. Wasn’t really sure how to use this plugin or IF this plugin would even solve the problem I was having. Tried to use it once before but got flustered and deactiviated it. Then I found your site. Thank you so much for clarifying how to use this plugin.

  11. Kai Says:

    Hey,
    to everyone who has problems with get_post_meta, it didnt’t work for me, but get_post_custom_values(‘key’, $post->ID) does work.
    It returns an array, to access the value use key[0].

  12. Daniel Chatfield Says:

    Hi Can I have the input boxes a default value (I need a custom input called security level so if I forget to set it it defaults to highest level)

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