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|title=Dynamic blocks
|title=Dynamic blocks
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|keywords=Planfix, solution, Dynamic blocks, Ready-made Solutions, Solution
|keywords=Planfix, solution, Dynamic blocks, dynamic, block, Ready-made Solutions, Solution
|description=Dynamic blocks
|description=Dynamic blocks
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'''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:
'''Dynamic blocks''' are special blocks in [[Main task information |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.


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:
Dynamic blocks can be added to task descriptions when editing or creating a task:


<screenshot>
https://s.pfx.so/pf/jb/qYi6VR.png


A dynamic block can also be added to the [[Task templates | task template]] and the custom field of type "[[Text]]":


Dynamic blocks can also be added to task templates.
https://s.pfx.so/pf/k6/haLqmA.png


To do this, the "Use text editor" option must be enabled for the field.


Dynamic block settings
== Dynamic block settings ==
*Click the three dots in curly brackets to add a variable or formula to the block:


Click the three dots in curly brackets to add a variable or formula to the block:
https://s.pfx.so/pf/XE/CApRaB.png
<screenshot>


Here you can also select the type of result you'd like to see and the background color it will be displayed on.
*Here you can also select [[Calculated task fields| the type of result]] you'd like to see and the background color it will be displayed on^


https://s.pfx.so/pf/FP/mbjGH9.png
   
   
*Generate a variable:


Generate a variable:
https://s.pfx.so/pf/I6/khQ5UI.png
<screenshot>
 
   
   
*Or create a formula using variables:


Or create a formula using variables:
https://s.pfx.so/pf/jA/v6Z5FR.png
<screenshot>


*Here's how a dynamic block would be displayed in a table when editing a task description:


Here's how a dynamic block would be displayed in a table when editing a task description:
https://s.pfx.so/pf/dW/2y1tB8.png


<screenshot>
*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:


To edit a dynamic block, click the three dots.
https://s.pfx.so/pf/dd/RiTRE7.png


When you open a task, the data in any dynamic blocks in it are recalculated, and the result is shown:
== Work features ==
If you choose the "Text with variables" result type, you can use all constructions and format the text with the built-in editor:


<screenshot>
https://s.pfx.so/pf/Jm/2B8gYn.png


Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:


Important
https://s.pfx.so/pf/Cn/KHEs8v.png


Only variables and formulas without text can be added to dynamic blocks.
== Important ==
Dynamic blocks help in cases where calculated fields can't get the job done.
*Dynamic blocks work in the task card description or in the "Text" field when the editor is enabled.
*Dynamic blocks help in cases where [[Calculated fields |calculated fields]] can't get the job done.


More


Planfix blog: Dynamic blocks in task descriptions
== Go To ==
*[[Main task information]]
*[[Tasks]]
*[[Feature Description]]

Latest revision as of 14:57, 14 July 2023

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:

qYi6VR.png

A dynamic block can also be added to the task template and the custom field of type "Text":

haLqmA.png

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:

CApRaB.png

  • Here you can also select the type of result you'd like to see and the background color it will be displayed on^

mbjGH9.png

  • Generate a variable:

khQ5UI.png

  • Or create a formula using variables:

v6Z5FR.png

  • Here's how a dynamic block would be displayed in a table when editing a task description:

2y1tB8.png

  • 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:

RiTRE7.png

Work features

If you choose the "Text with variables" result type, you can use all constructions and format the text with the built-in editor:

2B8gYn.png

Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:

KHEs8v.png

Important

  • Dynamic blocks work in the task card description or in the "Text" field when the editor is enabled.
  • Dynamic blocks help in cases where calculated fields can't get the job done.


Go To