Task and contact filter testing mode: Difference between revisions
No edit summary |
No edit summary |
||
(2 intermediate revisions by the same user not shown) | |||
Line 9: | Line 9: | ||
*Click on the name of the task or contact filter and select '''Edit''' in the menu that appears: | *Click on the name of the task or contact filter and select '''Edit''' in the menu that appears: | ||
https://s.pfx.so/pf/YG/EtoErF.jpg | |||
*Click on the flask icon to activate the testing mode: | *Click on the flask icon to activate the testing mode: | ||
https://s.pfx.so/pf/cp/GITiGJ.jpg | |||
After you have activated the [[Testing mode|testing mode]], you will be able to select an object to test at the top of the script settings window: | After you have activated the [[Testing mode|testing mode]], you will be able to select an object to test at the top of the script settings window: | ||
https://s.pfx.so/pf/K0/KRtjSD.jpg | |||
Once you select an object and start testing, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met: | Once you select an object and start testing, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met: | ||
https://s.pfx.so/pf/rz/SlVgn2.jpg | |||
The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered: | The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered: | ||
https://s.pfx.so/pf/Rf/M7KK0Y.jpg | |||
If a field that is used to group filter entries is missing in a task or contact, the grouping block will also have a red outline: | If a field that is used to group filter entries is missing in a task or contact, the grouping block will also have a red outline: | ||
https://s.pfx.so/pf/dt/0nKZah.jpg | |||
== How testing mode is used== | == How testing mode is used== | ||
*Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met. | *Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met. | ||
Line 27: | Line 39: | ||
== Go To== | == Go To== | ||
*[[Testing mode]] | *[[Testing mode]] | ||
*[[ | *[[The Planfix interface]] | ||
*[[Feature Description]] | *[[Feature Description]] |
Latest revision as of 14:10, 5 July 2024
Testing Mode for task and contact filters lets you test whether a specific task or contact meets the filter selection parameters and, if not, why.
- Click on the name of the task or contact filter and select Edit in the menu that appears:
- Click on the flask icon to activate the testing mode:
After you have activated the testing mode, you will be able to select an object to test at the top of the script settings window:
Once you select an object and start testing, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:
The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered:
If a field that is used to group filter entries is missing in a task or contact, the grouping block will also have a red outline:
How testing mode is used
- Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
- Repeat the test.
- Continue these processes until only the conditions outlined in green are still present in the testing mode.