Dynamic blocks: Difference between revisions

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If you choose the "Text with variables" result type, you can use all constructions and format the text with the built-in editor:
If you choose the "Text with variables" result type, you can use all constructions and format the text with the built-in editor:


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https://s.pfx.so/pf/Jm/2B8gYn.png


Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:
Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:

Revision as of 14:57, 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:

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A dynamic block can also be added to the task template and the custom field of type "Text":

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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:

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

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  • Generate a variable:

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  • Or create a formula using variables:

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  • Here's how a dynamic block would be displayed in a table when editing a task description:

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  • 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:

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Work features

If you choose the "Text with variables" result type, you can use all constructions and format the text with the built-in editor:

2B8gYn.png

Use auto-fill to add constructs. To access the selection window, type "%%" (two percent signs) and select what you need:

KHEs8v.png

Important

  • Dynamic blocks work in the task card description or in the "Text" field when the editor is enabled.
  • Dynamic blocks help in cases where calculated fields can't get the job done.


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