Planner list testing mode: Difference between revisions

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With the '''Testing Mode for [[Planner]] lists''', you can check whether a task or contact will be displayed in the list and, if not, determine the reason for this.


To open the testing mode, go to the editing window of the desired task list:
https://s.pfx.so/pf/5B/thvj0v.jpg
Click on the flask icon to activate testing mode:
https://s.pfx.so/pf/o5/NfCH0Y.jpg
As with testing [[Task filters|filters]] and [[Scripts|scripts]], you can select a specific item for [[Testing mode|testing]] at the top of the list settings window after activating test mode:
https://s.pfx.so/pf/c8/aejFv6.jpg
Once you have selected an object and started the test, planfix will outline each condition in green or red.  A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:
== Parameters for object selection ==
The testing mode in the '''Selection parameters''' block works the same way as the [[Task and contact filter testing mode|test mode of the task and contact filters]].
== Testing data tags ==
In [[Hourly calendar|hourly calendar]] lists, the selected employee's specific data tag is also tested in the tested object. The following example shows that the tested task contains the '''Planned working time''' data tag (green frame), but the '''Actual working time''' data tag (red frame) is missing for the selected employee:
https://s.pfx.so/pf/XK/KyWzVe.jpg
==How testing mode is used==
*To test how objects are selected for a list, use the same steps as for [[Task and contact script testing mode | testing mode for task and contact filters]].
*For [[Hourly calendar]] lists, the testing mode also lets you ensure that the data tags displayed in the hourly calendar exist in the object you're testing.




== Go To==
== Go To==
*[[Scripts]]
*[[Testing mode]]
*[[Account Management]]
*[[The Planfix interface]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 13:36, 8 July 2024

With the Testing Mode for Planner lists, you can check whether a task or contact will be displayed in the list and, if not, determine the reason for this.

To open the testing mode, go to the editing window of the desired task list:

thvj0v.jpg

Click on the flask icon to activate testing mode:

NfCH0Y.jpg

As with testing filters and scripts, you can select a specific item for testing at the top of the list settings window after activating test mode:

aejFv6.jpg

Once you have selected an object and started the test, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:

Parameters for object selection

The testing mode in the Selection parameters block works the same way as the test mode of the task and contact filters.

Testing data tags

In hourly calendar lists, the selected employee's specific data tag is also tested in the tested object. The following example shows that the tested task contains the Planned working time data tag (green frame), but the Actual working time data tag (red frame) is missing for the selected employee:

KyWzVe.jpg

How testing mode is used


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