Dynamic blocks: Difference between revisions

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A dynamic block can also be added to the [[Task templates | task template]] and the custom field of type "[[Text]]":
A dynamic block can also be added to the [[Task templates | task template]] and the custom field of type "[[Text]]":


https://s.pfx.so/pf/pW/cANoW7.png  
https://s.pfx.so/pf/k6/haLqmA.png


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

Revision as of 12:06, 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":

haLqmA.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:

CApRaB.png

  • Here you can also select the type of result you'd like to see and the background color it will be displayed on^

mbjGH9.png

  • 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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