{"id":14274,"date":"2024-02-02T10:00:00","date_gmt":"2024-02-02T09:00:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14274"},"modified":"2026-10-07T02:50:32","modified_gmt":"2026-10-07T00:50:32","slug":"configure-object-in-planfix","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/configure-object-in-planfix\/","title":{"rendered":"How to Configure an Object in Planfix, Step by Step"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Configuring an object in Planfix means describing one real process once \u2014 an order, a contract, a meeting \u2014 so every task of that type arrives with the right form, the right lifecycle and the right automation. <a href=\"https:\/\/planfix.com\/features\/objects\/\">Objects in Planfix<\/a> are digital twins of real-world entities and processes, and each one holds its own fields, statuses, scripts and buttons. This video walks through a complete object setup on the example of furniture production, from an empty form to a button that emails the customer.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Configuring an object in Planfix\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/bqvLtfDeEyg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you&#8217;ll learn: how to configure an object in Planfix<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a new object and control how tasks made from it are named (0:24).<\/li>\n\n\n\n<li>Build the form: a products directory, a price field and a list of cancellation reasons (0:47).<\/li>\n\n\n\n<li>Describe the lifecycle in the object&#8217;s status set and add your own statuses (1:25).<\/li>\n\n\n\n<li>Turn those statuses into a kanban board for each department (1:55).<\/li>\n\n\n\n<li>Write an object script that reassigns a task when the status changes (2:15).<\/li>\n\n\n\n<li>Add a button that emails the customer about the order status (3:24).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to configure an object in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Create the object<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Account management<\/strong> \u2192 <strong>Types of objects<\/strong> and click <strong>New object<\/strong>. Give it a clear, simple name, then fill in the field for the name of the task created: text and variables there keep every task from this object named the same way. Each account already has at least one object \u2014 the standard task form and life cycle \u2014 as the <a href=\"https:\/\/planfix.com\/help\/Objects\">Help Center article on objects<\/a> explains.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Build the object form<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Add a field<\/strong> at the top of the form, then <strong>Create a new field<\/strong>. In the video, the list of products is a <strong>Directory entry<\/strong> field: name it, pick the directory and select which extra directory fields to show. Price uses the <strong>Number<\/strong> type with <strong>Split into digits<\/strong> enabled, and cancellation reasons become a list field, because orders do get cancelled. Remove the fields you don&#8217;t need, drag the rest into a convenient order and save the form.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Define the status set<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>Status set<\/strong> tab. Standard Planfix statuses are added automatically, so remove the irrelevant ones first. Click <strong>Add status to set<\/strong> to take a status that already exists in the account, or the plus icon to create one: enter a name, choose a color, configure the settings and save. Then decide which statuses can move into the new one and which it can move to \u2014 those rules are the <a href=\"https:\/\/planfix.com\/help\/Set_of_object_statuses\">object&#8217;s set of statuses<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Create a kanban from the statuses<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When the statuses match the real process, click <strong>Create a kanban<\/strong> to build a board on them. The planner can be duplicated and tailored by status for different departments \u2014 sales, assembly, delivery \u2014 so each team works on <a href=\"https:\/\/planfix.com\/features\/kanban-scrum\/\">its own agile board<\/a> instead of one shared list.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5. Automate the handover with a script<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Scripts<\/strong> and select <strong>New script<\/strong>. Name it and set the triggering action \u2014 here, a change of the status field \u2014 then the conditions, such as the status becoming Paid, assembly started. In the next block, choose when the script runs (<strong>Now<\/strong> for immediate execution) and run it on behalf of a bot. For the action, pick <strong>Modify this task<\/strong> and <strong>Add participant from another task or field<\/strong>, remove all assignees and assign the Fabricators group. The same pattern hands the order to delivery once assembly is complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6. Add a button that sends the email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Buttons<\/strong> and click <strong>New button<\/strong>. Name it, set which objects it works in and the conditions for showing it, choose who may click it and customize its appearance. For the action, choose <strong>Send email<\/strong> with a ready template or a new one: fill in the name and subject, compose the body and use variables to insert data from the customer&#8217;s order. Set the recipient to <strong>Counterparty<\/strong>, the sender to <strong>Modified by<\/strong> and tick <strong>Add comment about sent email<\/strong>. More settings for <a href=\"https:\/\/planfix.com\/help\/Object_buttons\">object buttons<\/a> are in the Help Center.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example: an order object for furniture production<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The video builds its object around furniture production. The form carries the products directory, the price and the cancellation reasons the business actually records, and the status set follows the shop floor, from payment to assembly to delivery.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One script sends each paid order to the fabricators as soon as the status changes, so nobody distributes work by hand. One button tells the customer where the order stands, and the comment it leaves shows the assignee that the email went out.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it&#8217;s for<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Production and operations:<\/strong> orders moving from payment to assembly to delivery, each stage on its own board.<\/li>\n\n\n\n<li><strong>Sales:<\/strong> deals with the products, prices and cancellation reasons the team records anyway.<\/li>\n\n\n\n<li><strong>Service teams:<\/strong> visits and repairs with their own statuses and a one-click email to the client.<\/li>\n\n\n\n<li><strong>Process owners:<\/strong> one place to change a form, a status rule or a script for every future task.<\/li>\n\n\n\n<li><strong>Teams without a developer:<\/strong> fields, statuses, scripts and buttons are settings, not code.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-where-do-i-configure-an-object-in-planfix\"><h3 class=\"aioseo-faq-block-question\"><strong>Where do I configure an object in Planfix?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">In <strong>Account management<\/strong> \u2192 <strong>Types of objects<\/strong>. Open an existing object or click <strong>New object<\/strong>; the form, the status set, the scripts and the buttons all live inside that object.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-do-object-scripts-require-code\"><h3 class=\"aioseo-faq-block-question\"><strong>Do object scripts require code?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">No. A script is a name, a triggering action, conditions and a list of actions, all chosen from lists, and you can check it in test mode. The free version of Planfix allows one automatic script.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-a-button-send-an-email-to-the-customer\"><h3 class=\"aioseo-faq-block-question\"><strong>Can a button send an email to the customer?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Yes. Give the button a <strong>Send email<\/strong> action with an email template, set the recipient to the counterparty and the sender to the employee who clicked, and add a comment about the sent email so the task history keeps a record.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Start with one process<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pick the process your team explains over and over, and give it an object: the form first, then the statuses, then one script and one button. That is where <a href=\"https:\/\/planfix.com\/features\/automation\/\">business process automation in Planfix<\/a> begins. For a closer look at forms and lifecycles, see <a href=\"https:\/\/planfix.com\/blog\/video\/how-custom-objects-and-statuses-work-in-planfix\/\">custom objects and statuses in Planfix<\/a>. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up<\/a> to try it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A short video and steps: configure an object in Planfix end to end, from fields and statuses to a kanban board, an object script and a button.<\/p>\n","protected":false},"author":146,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[230,506,510,430],"class_list":["post-14274","post","type-post","status-publish","format-standard","hentry","category-video","tag-automated-script","tag-custom-fields","tag-kanban","tag-objects"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com 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