Counterparty (custom field): Difference between revisions

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This type of field stores counterparty information.  
{{#seo:
|title=Counterparty (custom field)
|titlemode=append
|keywords=planfix, custom field, Counterparty
|description=Counterparty field type
}}
This type of field stores counterparty information.You can create a '''Counterparty''' field as a [[Custom fields|custom field]], a [[Directories|directory field]], or a [[Data Tags|data tag]] field.


Example of a Counterparty:
Example of a '''Counterparty''' field:


https://s.pfx.so/pf/xR/lDx5iH.jpg
https://s.pfx.so/pf/xR/lDx5iH.jpg
==Parameters for this type of field in directories:==
*'''Mandatory field''' — prevents saving the directory entry until this field has a value.
*'''Show in entry list''' — allows selecting additional directory field for display.
==Parameters for this type of field in data tags:==
*'''Wrap the heading''' — allows long headers to be wrapped onto a new line.
==Helpful:==
*You can use [[Filters in custom fields|filters in custom fields]] to display only tasks that meet specified conditions in the selection list for the field.


== Go To ==
== Go To ==
* [[Types of custom fields]]
*[[Types of custom fields]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 13:11, 23 September 2024

This type of field stores counterparty information.You can create a Counterparty field as a custom field, a directory field, or a data tag field.

Example of a Counterparty field:

lDx5iH.jpg

Parameters for this type of field in directories:

  • Mandatory field — prevents saving the directory entry until this field has a value.
  • Show in entry list — allows selecting additional directory field for display.

Parameters for this type of field in data tags:

  • Wrap the heading — allows long headers to be wrapped onto a new line.

Helpful:

  • You can use filters in custom fields to display only tasks that meet specified conditions in the selection list for the field.


Go To