Directory entry: Difference between revisions

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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 of custom fields|types]]:
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 of custom fields|types]]:


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https://s.pfx.so/pf/FY/HLkYOt.png


The fields of each entry in the directory have the following parameters:
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.
*'''Mandatory field''' — prevents the directory entry from being saved until this field has a value.
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*'''Show in entry list''' — Allows additional directory fields to be selected for display. When this option is activated, the following fields are displayed:
*'''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:
When selecting directory entries, they are displayed as follows:


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https://s.pfx.so/pf/XF/MuqZpU.png


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:


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


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The result:
The result:


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==Go To==
== Go To ==
*[[How to create a directory?]]
*[[How to create a directory?]]
*[[Directories]]
*[[Directories]]
*[[Types of custom fields]]
*[[Types of custom fields]]

Latest revision as of 13:31, 24 December 2025

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:

HLkYOt.png

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

CfhRXB.png

  • 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:

52oRph.png

When selecting directory entries, they are displayed as follows:

MuqZpU.png

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

UqRwTc.png

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:

5aY7dn.png

This is another directory "Cities":

JJ2YHE.png

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

sv1daJ.png

The result:

RYKFIy.png


Go To