Variables in task templates: Difference between revisions
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{{#seo: | |||
|title=Variables in task templates | |||
|titlemode=append | |||
|keywords=planfix, variables, templates, tasks | |||
|description=Variables in task templates | |||
}} | |||
You can use '''variables''' in the names and descriptions of [[tasks]]. A variable takes the form of a field from a task or other object, contained in double curly brackets. | |||
Example: the variable that stores the current date: | |||
<pre>{{System.Today}}</pre> | |||
Variables are added to [[objects]] and [[task templates]] when creating or editing templates. When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable. | |||
==Adding variables== | |||
In the interface for creating a template, there is a special icon. Click on it to display a list of available variables: | |||
== | https://s.pfx.so/pf/qu/dm8MCr.jpg | ||
===Among the variables available are=== | |||
*about 30 system variables that let you display time, date, day of the week, month, and year, in various formats; | |||
*all variables having to do with the tasks, including variables for each [[Custom fields | custom field]]; | |||
*variables for each field of any [[Directories | directory]] that is used in [[Directory entry | task fields]]; | |||
*all variables having to do with the [[Projects | project]] each task is created in, including [[custom project fields]]; | |||
*all variables having to do with task [[Counterparty | counterparties]], including any data from client cards; | |||
*all variables having to do with the parent task of the current task, including data from its counterparty or directories used in it. | |||
When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable. | |||
==Examples of using variables== | |||
Variables can be used for: | |||
*'''numbering incoming requests''': | |||
https://s.pfx.so/pf/HK/I3Nenv.jpg | |||
And for getting requests with numbers in their name, regardless of how they were created: | |||
https://s.pfx.so/pf/59/sAJe4n.jpg | |||
*'''For distinguishing between typical tasks in various projects''' | |||
Using a custom '''Project code''' field: | |||
https:// | https://s.pfx.so/pf/O1/DWbTe3.jpg | ||
Getting tasks with project code in names: | |||
https://s.pfx.so/pf/1s/lRGIxp.jpg | |||
*'''For naming [[Recurring tasks|recurring tasks]]:''' | |||
https://s.pfx.so/pf/Wv/VKrOwc.jpg | |||
Get intuitive names for recurring tasks: | |||
https://s.pfx.so/pf/gM/W7SPUG.jpg | |||
* | ==Please note== | ||
*Variables are replaced with specific values one time when a task is created from a template. | |||
*If a task made based on a template is created as a [[Draft]], the variables in the task will be replaced with values when the task is switched to working [[Task statuses | status]]. | |||
*You can [[Formatting_dates|format dates]] in variables. | |||
*Variables in tasks are available only in paid and premium accounts. | |||
== Additional information == | |||
*[[Variables in Text|Using variables in text]] | |||
== | |||
| Line 89: | Line 66: | ||
*[[Task templates]] | *[[Task templates]] | ||
*[[Tasks]] | *[[Tasks]] | ||
*[[Feature Description]] | |||
Latest revision as of 13:11, 11 December 2024
You can use variables in the names and descriptions of tasks. A variable takes the form of a field from a task or other object, contained in double curly brackets.
Example: the variable that stores the current date:
{{System.Today}}
Variables are added to objects and task templates when creating or editing templates. When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable.
Adding variables
In the interface for creating a template, there is a special icon. Click on it to display a list of available variables:
Among the variables available are
- about 30 system variables that let you display time, date, day of the week, month, and year, in various formats;
- all variables having to do with the tasks, including variables for each custom field;
- variables for each field of any directory that is used in task fields;
- all variables having to do with the project each task is created in, including custom project fields;
- all variables having to do with task counterparties, including any data from client cards;
- all variables having to do with the parent task of the current task, including data from its counterparty or directories used in it.
When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable.
Examples of using variables
Variables can be used for:
- numbering incoming requests:
And for getting requests with numbers in their name, regardless of how they were created:
- For distinguishing between typical tasks in various projects
Using a custom Project code field:
Getting tasks with project code in names:
- For naming recurring tasks:
Get intuitive names for recurring tasks:
Please note
- Variables are replaced with specific values one time when a task is created from a template.
- If a task made based on a template is created as a Draft, the variables in the task will be replaced with values when the task is switched to working status.
- You can format dates in variables.
- Variables in tasks are available only in paid and premium accounts.
Additional information