Dynamic blocks
Dynamic blocks are special blocks in task descriptions with variables and formulas that are calculated each time a task is opened. You can use dynamic blocks to display values of:
- variables;
- formulas using time;
- formulas that refer to long chains of Planfix objects that frequently change;
- counterparty or project fields.
Dynamic blocks can be added to task descriptions when editing or creating a task:
A dynamic block can also be added to the task template and the custom field of type "Text":
To do this, the "Use text editor" option must be enabled for the field.
Dynamic block settings
- Click the three dots in curly brackets to add a variable or formula to the block:
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- Here you can also select the type of result you'd like to see and the background color it will be displayed on.
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- Generate a variable:
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- Or create a formula using variables:
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Here's how a dynamic block would be displayed in a table when editing a task description:
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To edit a dynamic block, click the three dots.
When you open a task, the data in any dynamic blocks in it are recalculated, and the result is shown:
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Important
- Only variables and formulas without text can be added to dynamic blocks.
- Dynamic blocks help in cases where calculated fields can't get the job done.