Directory entry: Difference between revisions

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When selecting directory entries, they are displayed as follows:
When selecting directory entries, they are displayed as follows:


https://s.pfx.so/pf/aj/MKdg8Y.jpg
https://s.pfx.so/pf/KP/AI5k2Q.jpg


If the option is not activated, the selection of directory entries looks like this:
If the option is not activated, the selection of directory entries looks like this:


https://s.pfx.so/pf/rk/1iYKT9.jpg
https://s.pfx.so/pf/rN/E0vZ9e.jpg
==Important==
==Important==
*Planfix has a custom field type, [[Directory entry - Field type|"Directory entry,"]] that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
*Planfix has a custom field type, [[Directory entry - Field type|"Directory entry,"]] that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
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https://s.pfx.so/pf/Sw/Qrk3dE.jpg
https://s.pfx.so/pf/Sw/Qrk3dE.jpg
==Go To==
*[[How to create a directory?]]
*[[Directories]]
*[[Types of custom fields]]

Latest revision as of 11:08, 4 October 2024

In Planfix, Directories are used to store and use various information. A directory consists of entries. A Directory entry consists of a set of fields of various types:

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The fields of each entry in the directory have the following parameters:

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  • Mandatory field — prevents the directory entry from being saved until this field has a value.
  • No duplication — you can't save a directory entry if there is already a field with the same value in the directory
  • Display as link — Allows fields of type "Text" to be displayed as hyperlinks in the directory.
  • Show in entry list — Allows additional directory fields to be selected for display. When this option is activated, the following fields are displayed:

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When selecting directory entries, they are displayed as follows:

AI5k2Q.jpg

If the option is not activated, the selection of directory entries looks like this:

E0vZ9e.jpg

Important

  • Planfix has a custom field type, "Directory entry," that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
  • A directory entry can also contain fields of the "directory entry" type, which can be used to link directories. An example:

In the "Company branches" directory, the "City" is a field of the "Directory entry" type that contains a link to an entry in another directory:

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This is another directory "Cities":

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This is what it looks like when a new entry with "Directory entry" is added to the directory:

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The result:

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Go To