Dynamic blocks: Difference between revisions
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'''Dynamic blocks''' are special blocks in task descriptions with variables and formulas that are calculated each time a task is opened. You can use dynamic blocks to display values of: | '''Dynamic blocks''' are special blocks in [[Main task information |task descriptions]] with variables and formulas that are calculated each time a task is opened. You can use dynamic blocks to display values of: | ||
*variables; | |||
*formulas using time; | |||
*formulas that refer to long chains of Planfix objects that frequently change; | |||
*counterparty or project fields. | |||
Dynamic blocks can be added to task descriptions when editing or creating a task: | Dynamic blocks can be added to task descriptions when editing or creating a task: | ||
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Dynamic block settings | == Dynamic block settings == | ||
*Click the three dots in curly brackets to add a variable or formula to the block: | |||
<screenshot> | |||
*Here you can also select [[Calculated task fields| the type of result]] you'd like to see and the background color it will be displayed on. | |||
<screenshot> | <screenshot> | ||
*Generate a variable: | |||
Generate a variable: | |||
<screenshot> | <screenshot> | ||
*Or create a formula using variables: | |||
Or create a formula using variables: | |||
<screenshot> | <screenshot> | ||
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<screenshot> | <screenshot> | ||
To edit a dynamic block, click the three dots. | To edit a dynamic block, click the three dots. | ||
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<screenshot> | <screenshot> | ||
Only variables and formulas without text can be added to dynamic blocks. | == Important == | ||
Dynamic blocks help in cases where calculated fields can't get the job done. | *Only variables and formulas without text can be added to dynamic blocks. | ||
*Dynamic blocks help in cases where calculated fields can't get the job done. | |||
== Go To == | |||
*[[Main task information]] | |||
*[[Tasks]] | |||
*[[Feature Description]] |
Revision as of 07:44, 13 July 2023
Dynamic blocks are special blocks in task descriptions with variables and formulas that are calculated each time a task is opened. You can use dynamic blocks to display values of:
- variables;
- formulas using time;
- formulas that refer to long chains of Planfix objects that frequently change;
- counterparty or project fields.
Dynamic blocks can be added to task descriptions when editing or creating a task:
<screenshot>
Dynamic blocks can also be added to task templates.
Dynamic block settings
- Click the three dots in curly brackets to add a variable or formula to the block:
<screenshot>
- Here you can also select the type of result you'd like to see and the background color it will be displayed on.
<screenshot>
- Generate a variable:
<screenshot>
- Or create a formula using variables:
<screenshot>
Here's how a dynamic block would be displayed in a table when editing a task description:
<screenshot>
To edit a dynamic block, click the three dots.
When you open a task, the data in any dynamic blocks in it are recalculated, and the result is shown:
<screenshot>
Important
- Only variables and formulas without text can be added to dynamic blocks.
- Dynamic blocks help in cases where calculated fields can't get the job done.