Calculated contact fields: Difference between revisions
From Planfix
No edit summary |
|||
| (10 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
A calculated field is a custom | {{#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== | ==Calculated field settings== | ||
The key component of a calculated field is the formula used to calculate its value: | The key component of a calculated field is the formula used to calculate its value: | ||
https://s.pfx.so/pf/l7/tSVLcd.jpg | |||
https:// | |||
You can also choose the format in which the value of your calculated field will be stored: | You can also choose the format in which the value of your calculated field will be stored: | ||
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. | *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. | *[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== | ==Go To== | ||
*[[Calculated fields]] | *[[Calculated fields]] | ||
*[[Types of custom fields]] | *[[Types of custom fields]] | ||
*[[Custom fields]] | |||
*[[Feature Description]] | *[[Feature Description]] | ||
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.