Dynamic blocks: Difference between revisions

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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:  
*Click the three dots in curly brackets to add a variable or formula to the block:  

Revision as of 11:50, 14 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:

qYi6VR.png

A dynamic block can also be added to the task template and the custom field of type "Text":

cANoW7.png

To do this, the "Use text editor" option must be enabled for the field.


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.


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