Calculated data tag fields

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There is a type of Calculated field available in data tags. These calculated fields use fields from the data tags where they're added. To use this type of calculated field, add the following field type to the data tag.

Sample field settings

In this example we add a calculated field Sum to the data tag, which is calculated using a formula that operates on the Amount and Price fields from the same data tag:

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Any standard Planfix function can be used in a calculated field formula. The value of the calculated field is automatically recalculated when you enter data in fields that are part of the formula.

Here's how a data tag added to a task looks:

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If you change the value of any of the fields that are part of the formula, the calculated field is automatically recalculated.

Important

  • Calculated field values in previously entered data tags can be manually recalculated. To do this, select the necessary tasks or contacts (or all tasks or contacts) with this data tag and apply the bulk action Recalculate data tag field:

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