Calculated contact fields: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 16: | Line 16: | ||
===Important=== | ===Important=== | ||
*Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the Contact modified event. You must keep this in mind when you use fields from other system objects. | *Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the '''Contact modified event'''. You must keep this in mind when you use fields from other system objects. | ||
*[https://planfix.com/prices/ Your plan] determines the maximum number of calculated fields you can add. | *[https://planfix.com/prices/ Your plan] determines the maximum number of calculated fields you can add. | ||
Revision as of 03:12, 16 April 2020
A calculated field is a custom (user) contact field that lets you calculate a value you need, using data from other Planfix contact fields and standard Planfix functions.
Calculated field settings
The key component of a calculated field is the formula used to calculate its value:
<screenshot>
You can also choose the format in which the value of your calculated field will be stored:
<screenshot>
Important
- Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the Contact modified event. You must keep this in mind when you use fields from other system objects.
- Your plan determines the maximum number of calculated fields you can add.