Subtask total: Difference between revisions

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{{#seo:
|title=Subtask total
|titlemode=append
|keywords=planfix, total, sum, subtask total, custom field
|description=Subtask total field type
}}
[[Custom task fields | Fields of this type]] are used to calculate and store total data for the selected [[Subtasks | subtask field]]. When a subtask field is modified and the field is part of a calculation, this causes the recalculation of the Subtask total fields in all of the parent tasks.
[[Custom task fields | Fields of this type]] are used to calculate and store total data for the selected [[Subtasks | subtask field]]. When a subtask field is modified and the field is part of a calculation, this causes the recalculation of the Subtask total fields in all of the parent tasks.
==Configuration==
==Configuration==
*The simplest option when configuring a '''Subtask total field''' is to choose a subtask field to use for the summation:
*The simplest option when configuring a '''Subtask total field''' is to choose a subtask field to use for the summation:
   
   
https://s.pfx.so/pf/cB/vua222.jpg


https://pic.planfix.ru/pf/gn/awYbCM.png
You can also limit the subtasks where summation will happen by using a set of conditions. To do this, select the '''Subtasks meeting condition''':
You can also limit the subtasks where summation will happen by using a set of conditions. To do this, select the '''Subtasks meeting condition''':


https://s.pfx.so/pf/RB/fRYO2t.jpg
https://pic.planfix.ru/pf/uw/qR5vtk.png


For example, if you specify the condition in the screenshot below, the field will calculate the sum using only data from active tasks; data from completed, canceled, and other task statuses won't be counted:
For example, if you specify the condition in the screenshot below, the field will calculate the sum using only data from active tasks; data from completed, canceled, and other task statuses won't be counted:


https://s.pfx.so/pf/eH/VxWMVe.jpg
https://pic.planfix.ru/pf/fV/vnQgab.png
==Field parameters==
 
'''Only immediate subtasks''' — only data from the immediate subtasks of the parent task will be summed.





Latest revision as of 13:17, 15 November 2024

Fields of this type are used to calculate and store total data for the selected subtask field. When a subtask field is modified and the field is part of a calculation, this causes the recalculation of the Subtask total fields in all of the parent tasks.

Configuration

  • The simplest option when configuring a Subtask total field is to choose a subtask field to use for the summation:

vua222.jpg

You can also limit the subtasks where summation will happen by using a set of conditions. To do this, select the Subtasks meeting condition:

fRYO2t.jpg

For example, if you specify the condition in the screenshot below, the field will calculate the sum using only data from active tasks; data from completed, canceled, and other task statuses won't be counted:

VxWMVe.jpg

Field parameters

Only immediate subtasks — only data from the immediate subtasks of the parent task will be summed.


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