Types of custom fields: Difference between revisions
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* [[Contact]] - stores a reference to a specific contact | * [[Contact]] - stores a reference to a specific contact | ||
* [[Employee]] - stores a reference to a specific employee | * [[Employee]] - stores a reference to a specific employee | ||
* [[Counterparty]] - stores a reference to a specific counterparty | * [[Counterparty (custom field)]] - stores a reference to a specific counterparty | ||
* [[Group, employees or contact]] - stores specific groups of employees or contacts | * [[Group, employees or contact]] - stores specific groups of employees or contacts | ||
* [[List of users]] - stores several users (contacts or employees) in one field | * [[List of users]] - stores several users (contacts or employees) in one field |
Latest revision as of 08:17, 18 November 2020
Planfix has the following types of custom fields:
- Line - designed to store individual short text values (usually individual words or short phrases)
- Number - stores number values
- Text - stores large text values
- Date - stores specific calendar dates
- Time - stores specific times during the day (but not amounts of time, which require the Number type
- Date and time - refers to a combined date and time in one field
- Time period - stores time intervals: the start and end of a specific period of time
- Checkbox - stores logical True/False data
- List - stores lists of values that can later be selected from a drop-down list
- Directory entry - stores links to specific entries of the selected directory
- Contact - stores a reference to a specific contact
- Employee - stores a reference to a specific employee
- Counterparty (custom field) - stores a reference to a specific counterparty
- Group, employees or contact - stores specific groups of employees or contacts
- List of users - stores several users (contacts or employees) in one field
- Set of values - designed for entering and storing sets of data with the intended ability to select more than one value at a time
- Files - stores links to files uploaded to Planfix
- Task - stores links to a task
- Task set - stores links to several tasks
- Set of directory values - stores several links to entries of the selected directory
- Data tag summary - stores summarized data for a specific data tag
- Project - stores links to projects
- Calculated fields - calculates values based on formulas, using data from other fields, directories, system variables, etc.
- Location - converts addresses to geodata and stores them
- Subtask total - used to calculate and store total data for the selected subtask field