Set of directory values: Difference between revisions
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A '''set of directory values''' is a custom field in Planfix that stores links to [[Directories|directory]] entries. A distinctive feature of this field type is the ability to store multiple values simultaneously. A '''Set of directory values''' field can be created as a [[Custom fields|custom field]], as a [[Directories|directory]] field, or as a [[Data Tags|data tag field]]. | A '''set of directory values''' is a custom field in Planfix that stores links to [[Directories|directory]] entries. A distinctive feature of this field type is the ability to store multiple values simultaneously. A '''Set of directory values''' field can be created as a [[Custom fields|custom field]], as a [[Directories|directory]] field, or as a [[Data Tags|data tag field]]. | ||
Example of a '''Set of directory values''' custom field type : | Example of a '''Set of directory values''' custom field type: | ||
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== Field parameters == | == Field parameters == | ||
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== Important == | == Important == | ||
*When used in document templates, a set of directory values becomes a [[Automatically adding rows to a document|multiplier field]]. | *When used in document templates, a set of directory values becomes a [[Automatically adding rows to a document|multiplier field]]. | ||
*In some cases, it's necessary to display a set of directory values in a single line in documents, such as a list of services provided. Use the [[Concatenate|concatenate]] function in the document template variable for this purpose. | *In some cases, it's necessary to display a set of directory values in a single line in documents, such as a list of services provided. Use the [[Concatenate|concatenate]] function in the document template variable for this purpose. | ||
Latest revision as of 10:46, 28 March 2024
A set of directory values is a custom field in Planfix that stores links to directory entries. A distinctive feature of this field type is the ability to store multiple values simultaneously. A Set of directory values field can be created as a custom field, as a directory field, or as a data tag field.
Example of a Set of directory values custom field type:
Field parameters
- No duplication — prevents a field value from being saved if the same value for this field already exists in another task or contact.
Additional parameters for this field type in directories:
- Mandatory field — prevents a directory entry from being saved until this field contains a value.
Additional parameters for this field type in data tags:
- Move header — allows long titles to be moved into a new line.
Important
- When used in document templates, a set of directory values becomes a multiplier field.
- In some cases, it's necessary to display a set of directory values in a single line in documents, such as a list of services provided. Use the concatenate function in the document template variable for this purpose.