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Calculated contact fields

A calculated field is a custom 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:

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You can also choose the format in which the value of your calculated field will be stored:

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Important

  • Calculated fields are calculated when a contact is created or modified. Recalculation of a contact's calculated field occurs only when values of the fields of that contact that are included in the formula are changed.
  • Your plan determines the maximum number of calculated fields you can add.
  • If a formula refers to the current time or date, no scripts are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load.


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