Variables in task templates: Difference between revisions
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* about 30 system variables that allow displaying in different formats time, date, day of the week, month and year; | * about 30 system variables that allow displaying in different formats time, date, day of the week, month and year; | ||
* all variables related to the task, including variables for each [[Custom (configurable) fields | * all variables related to the task, including variables for each [[Custom (configurable) task fields| custom field]]; | ||
* Variables for each props of any [[Directories | directory]], which is used in [[Directory record | task fields]]; | * Variables for each props of any [[Directories | directory]], which is used in [[Directory record | task fields]]; | ||
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* all variables related to [[Projects | project]] in which the task is created - including [[Custom (configurable) fields of the project | custom fields of the project]]; | * all variables related to [[Projects | project]] in which the task is created - including [[Custom (configurable) fields of the project | custom fields of the project]]; | ||
* all variables related to [[Contractor| | * all variables related to [[Contractor| contractor's]] tasks, including any data from [[Contact card | customer card]]; | ||
* all variables related to the task of the current task, including data from the card of its counterparty or the directories used in it. | * all variables related to the task of the current task, including data from the card of its counterparty or the directories used in it. | ||
Revision as of 07:32, 17 October 2017
The translation of this page is done using machine translation technology. We apologize for any inaccuracies and errors.
In the title and description of tasks, you can use different variables.
Adding variables
Variables are added to Task templates when they are created or edited.
When a task is created using a template, the current value is substituted for the variable.
Above the task name there is a link to the list of available variables:
Among the variables available are:
- about 30 system variables that allow displaying in different formats time, date, day of the week, month and year;
- all variables related to the task, including variables for each custom field;
- Variables for each props of any directory, which is used in task fields;
- all variables related to project in which the task is created - including custom fields of the project;
- all variables related to contractor's tasks, including any data from customer card;
- all variables related to the task of the current task, including data from the card of its counterparty or the directories used in it.
When a task is created using a template, the current value is substituted for the variable.
Examples of using variables
You can use variables to number incoming applications:
And get applications with numbers in the title, regardless of the way they are created:
'To distinguish between typical tasks that are in different projects' :
Using the custom field Project cipher:
Get tasks with the project cipher in the title:
'For the title periodic tasks: '
to get the visual names of periodic tasks:
Note:
- Replacing a variable with a specific value occurs once, at the time the task is created from the template.
- If a task is created from the template in the status Draft, the change of variables to the values in it will occur at the time the task is transferred to one of the workers. What is the meaning in the task statuses? statuses.
- Variables in tasks are available only in paid and premium accounts.