Planner list testing mode: Difference between revisions

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[[Planner]] list testing mode lets you test whether or not a task or contact will be displayed in a list. If it isn't displayed, you can figure out why. Like with testing [[Task and contact filter testing mode | filters]] and [[Task and contact script testing mode | scripts]], once you have activated [[testing mode]], you will be able to select a specific object to test at the top of the list settings window:
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://pic.planfix.ru/pf/Sh/EStQ7y.png
https://s.pfx.so/pf/5B/thvj0v.jpg


Click on the flask icon to activate testing mode:


Once you have selected an object and started testing, you will see a flask with a green or red background associated with each condition. The green background means that the condition is met for the object you selected; red means it's not.
https://s.pfx.so/pf/o5/NfCH0Y.jpg


==Selection parameters==
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:
Testing in '''the Selection parameters block''' works just like [[Task and contact filter testing mode | testing mode for task and contact filters]].


==Testing data tag data==
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In [[Hourly calendar]] lists, you can also test whether or not a certain type of data tag exists for a selected employee in a selected object. The example below shows that in the task selected for testing, the Planned working time data tag (the flask with the green background) exists for the selected employee, but the Actual working time data tag is missing (the flask with the red background):


https://pic.planfix.ru/pf/eC/xiAjGw.png
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==
==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]].
*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]].
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== Go To==
== Go To==
*[[Testing mode]]
*[[Testing mode]]
*[[Scripts]]
*[[The Planfix interface]]
*[[Planner]]
*[[Account Management]]
*[[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


Go To