Dynamic blocks: Difference between revisions

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A dynamic block can also be added to the [[Task templates | task template]] and the custom field of type "[[Text]]":
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/pW/cANoW7.png  
https://s.pfx.so/pf/k6/haLqmA.png


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


*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
<screenshot>
 
*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:
<screenshot>


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


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


<screenshot>
https://s.pfx.so/pf/dW/2y1tB8.png


To edit a dynamic block, click the three dots.
*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:
*When you open a task, the data in any dynamic blocks in it are recalculated, and the result is shown:


<screenshot>
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 ==  
*Only variables and formulas without text can be added to dynamic blocks.
*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:

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