Custom inputs are one of the most dynamic and efficient tools available in the autotrading platform. Custom inputs can be created, edited, and added to any automation in your portfolio to give you added flexibility when building a bot.
The left side of the automation editor lists available inputs. There are no custom inputs displayed if none have been created, and you must enter all decision recipe’s variable fields manually in the automation editor.
If no inputs have been added, the dropdown box provides information about custom inputs.
You do not have to use custom inputs. If custom inputs are not used in an automation, the decision recipes will reference the manually inputted variable fields, such as the ticker symbol or numerical values. You can change the fields at any time.
Creating custom inputs (1:33)
Instead of manually entering an input for a recipe’s field, you can use a custom input. Custom inputs are nothing more than a variable field you set later on, and using a custom input enables you to extend an automation’s functionality throughout multiple bots.
Select the blue icon next to any field that allows custom inputs.
You can label the variable field and assign a default value. For example, if it is a symbol field, you can select a ticker symbol. You can also add a description that appears whenever you edit the custom input.
Select “Save,” and the input is added to your list of inputs. The new input is displayed in the automation editor and the decision recipe, where you can fill it in later. It is now a dynamic field that is interchangeable anytime the automation is used in the future.
You can select the box to view your list of inputs, the input type, and how many times it is used in the automation.
Linking custom inputs inside an automation (3:28)
The power of custom inputs is their ability to link fields together within an automation.
In this example, the Open Position action can link the symbol field to the previous decision recipe using a custom input. Simply select the blue icon next to the variable symbol field.
The same custom input created for Ticker Symbol in the first recipe can be used in the bot action. The input automatically links the designated symbol across two separate places in the automation, which is incredibly efficient if you change the variable field in the future.
The symbol field displays the custom input. Select “Save” and the custom input is added to the Open Position action.
The automation editor displays custom input that has been added.
Again, the box shows you that the custom input is used twice in the automation for the symbol field and will flow through the automation anywhere the input is used.
To view the custom input, select the automation in the Automations tab.
The input defaults to the setting when it was created, but you can change it anytime. If it is changed, the edit automatically flows through to all the recipes or actions using the custom input and replaces the field.
Multiple automations using the same custom input (5:11)
A notable benefit of using custom inputs is the ability to add multiple automations without having to modify settings in the automation editor.
For example, if you want a bot to run the same automation for three different ticker symbols, you can add an automation and simply change the ticker symbol using the custom input.
Multiple bots can use the same automation with different values assigned to the custom inputs.
To see what inputs an automation is using, hover the mouse over the “i” icon.
Editing custom inputs (6:02)
To edit a custom input or change the default value, select the edit icon on an automation.
In the automation editor, select the gear icon to access the custom input settings.
All available inputs are listed. Select the input you want to edit.
You can change the label, default value, and description. When you are finished, select “Save” and the changes will be applied throughout the automation.
You can also delete the custom input.
Custom inputs can be used across multiple fields and multiple bots to customize each automation and provide added flexibility. When an automation is added, all custom inputs are included. The inputs can be edited when the automation is added.
Variable fields changed in one automation do not transfer to other automations or bots, which enables you to reuse the framework of an automation and simply modify the custom inputs without having to recreate or copy an automation.
Beginning at 6:58, the video provides an in-depth example using multiple custom inputs inside a bot.