Set of directory values: Difference between revisions

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|title=Set of directory values
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|keywords=planfix, custom fields, Set of directory values
|description=Set of directory values type field
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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]].


"'Note:"' this reference article describes the '''field type Directory value set''', used in Planfix Directories. General description of Planfix Directories is [[Directories| here]].
Example of a '''Set of directory values''' custom field type:


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Fields of this type are used to store references to other reference Planfix.
== Field parameters ==


A distinctive feature of this type of field is that it also can be specified multiple values.
*'''No duplication''' — prevents a field value from being saved if the same value for this field already exists in another task or contact.


Example of a field of reference type is a Set of directory records:
== Additional parameters for this field type in directories: ==


*'''Mandatory field''' — prevents a directory entry from being saved until this field contains a value.


https://pic.planfix.ru/pf/42/rjkELr.jpg
== 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 [[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.




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

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:

0EHbIh.jpg

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.


Go To