Directories

Directories are versatile tools for storing and utilizing a wide range of information. You determine what reference information needs to be stored in your Planfix account and configure its storage using reference books.

The account and technical administrators can create, edit, and delete directories. Other employees can view reference books and add or edit individual entries if they have the necessary access.

• How to create a directory?
• Access to directories
• Deleting directory entries
• Archive entries

Using directories

Directories are usually used in Data tags or Planfix user fields.

You can also insert a link to a directory entry or a value from an entry directly in the body of a task, action, or text field:

Read more about that here: How to I add information from a directory to a comment?

In addition to directories created by account administrators, there are also Planfix-specific directories, which cannot be deleted. They are located in the section Account management / System directories.

Filters in directories

All entries in directories can be filtered. The button for adding a new filter is located here:

In the filter settings, specify the selection parameters for directory entries:

You can also sort entries here and configure access rules for this filter for any employee.

Important

• The directory structure must begin with a field of type "String" or "Number" so that it appears in the variable constructor.

Training Materials

The operation of the Directories section is covered in the following courses of the Planfix Academy:

• Basic course

Go To

• Import of directory entries
• Feature Description