Dynamic blocks: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
(14 intermediate revisions by the same user not shown) | |||
Line 15: | Line 15: | ||
https://s.pfx.so/pf/jb/qYi6VR.png | 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]]": | |||
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: | ||
*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/XE/CApRaB.png | ||
*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 | |||
*Or create a formula using variables: | *Or create a formula using variables: | ||
https://s.pfx.so/pf/jA/v6Z5FR.png | |||
*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 | |||
*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: | |||
https://s.pfx.so/pf/dd/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: | |||
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: | |||
https://s.pfx.so/pf/Cn/KHEs8v.png | |||
== Important == | == 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. | *Dynamic blocks help in cases where [[Calculated fields |calculated fields]] can't get the job done. | ||
== Go To == | == Go To == |
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:
A dynamic block can also be added to the task template and the custom field of type "Text":
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:
- Here you can also select the type of result you'd like to see and the background color it will be displayed on^
- Generate a variable:
- Or create a formula using variables:
- Here's how a dynamic block would be displayed in a table when editing a task description:
- 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:
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:
Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:
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.