Calculated contact fields: Difference between revisions

Latest revision as of 12:59, 19 November 2024

A calculated field is a custom contact field that lets you calculate a value you need, using data from other Planfix contact fields and standard Planfix functions.

Calculated field settings

The key component of a calculated field is the formula used to calculate its value:

You can also choose the format in which the value of your calculated field will be stored:

Important

Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the Contact modified event. You must keep this in mind when you use fields from other system objects.
Your plan determines the maximum number of calculated fields you can add.
If a formula refers to the current time or date, no automatic scripts are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load.

@@ Line 1: / Line 1: @@
-A calculated field is a custom (user) contact field that lets you calculate a value you need, using data from other Planfix contact fields and standard Planfix functions.
+{{#seo:
+|title=Calculated contact fields
+|titlemode=append
+|keywords=planfix, Calculated contact fields, custom fields
+|description=Calculated contact fields
+}}
+A calculated field is a [[Custom contact fields | custom contact field]] that lets you calculate a value you need, using data from other Planfix contact fields and [[Standard functions | standard Planfix functions]].
 ==Calculated field settings==
 The key component of a calculated field is the formula used to calculate its value:
+https://s.pfx.so/pf/l7/tSVLcd.jpg
-<screenshot>
 You can also choose the format in which the value of your calculated field will be stored:
-<screenshot>
-===Important===
-Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the Contact modified event. You must keep this in mind when you use fields from other system objects.
-Your plan determines the maximum number of calculated fields you can add.
+https://s.pfx.so/pf/nf/kEWDBM.jpg
+==Important==
+*Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the '''Contact modified event'''. You must keep this in mind when you use fields from other system objects.
+*[https://planfix.com/prices/ Your plan] determines the maximum number of calculated fields you can add.
+*If a formula refers to the current time or date, no automatic [[Scripts|scripts]] are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load.
 ==Go To==
 *[[Calculated fields]]
 *[[Types of custom fields]]
+*[[Custom fields]]
 *[[Feature Description]]