Calculated task fields: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 5: | Line 5: | ||
|description=Calculated task fields | |description=Calculated task fields | ||
}} | }} | ||
A calculated field is a [[Custom task fields |custom task fields]] that lets you calculate a value | A calculated field is a [[Custom task fields |custom task fields]] that lets you calculate a value, using data from various Planfix objects and [[Standard functions| standard Planfix functions]]. | ||
*[[#Formula Calculation — "Number" Result|Formula Calculation — "Number" Result]] | *[[#Formula Calculation — "Number" Result|Formula Calculation — "Number" Result]] | ||
| Line 15: | Line 15: | ||
The fundamental aspect of the calculated field is determined by the formula used to calculate its value: | The fundamental aspect of the calculated field is determined by the formula used to calculate its value: | ||
https://p.pfx.so/pf/WR/XbIBzG.png">https://p.pfx.so/pf/WR/XbIBzG.png</a>; | |||
You can also choose the format in which the value of the calculated field will be stored: | You can also choose the format in which the value of the calculated field will be stored: | ||
https://p.pfx.so/pf/IV/y6GxCi.png">https://p.pfx.so/pf/IV/y6GxCi.png</a>; | |||
== Formula Calculation — "String" Result == | |||
==Formula Calculation — "String" Result == | |||
*Output '''data from variables''' to the field: | *Output '''data from variables''' to the field: | ||
<pre>+</pre> | <pre>{{variable_1}}+{{variable_2}}</pre> | ||
https://p.pfx.so/pf/dk/VEd9ov.png">https://p.pfx.so/pf/dk/VEd9ov.png</a> | |||
*Output '''text and data from variable''' to the field: | *Output '''text and data from variable''' to the field: | ||
<pre>"Task Name:"+" "+{{Task.Parent task.Name}}</pre> | <pre>"Task Name:"+" "+{{Task.Parent task.Name}}</pre> | ||
https://p.pfx.so/pf/0H/nBsqWn.png">https://p.pfx.so/pf/0H/nBsqWn.png</a> | |||
| Line 40: | Line 39: | ||
string + number + number = string | string + number + number = string | ||
https://p.pfx.so/pf/Fz/uEXIGa.png">https://p.pfx.so/pf/Fz/uEXIGa.png</a> | |||
As the result, we get the concatenation of "Sum: ", "50" and "70": | As the result, we get the concatenation of "Sum: ", "50" and "70": | ||
https://p.pfx.so/pf/MC/uFIwZ4.png">https://p.pfx.so/pf/MC/uFIwZ4.png</a> | |||
And if you add brackets — the numbers are summed: | And if you add brackets — the numbers are summed: | ||
string + (number + number) = string + sum of numbers = string | string + (number + number) = string + sum of numbers = string | ||
https://p.pfx.so/pf/3J/IfPMWO.png">https://p.pfx.so/pf/3J/IfPMWO.png</a> | |||
https://p.pfx.so/pf/Sl/DXTP5v.png">https://p.pfx.so/pf/Sl/DXTP5v.png</a> | |||
== Calculated field with a "Text with variables" result type. == | == Calculated field with a "Text with variables" result type. == | ||
| Line 67: | Line 64: | ||
=== Example № 1 === | === Example № 1 === | ||
"https://p.pfx.so/pf/oj/kZW041.png">https://p.pfx.so/pf/oj/kZW041.png</a>; | |||
<a href="https://p.pfx.so/pf/uI/3CAtvK.png">https://p.pfx.so/pf/uI/3CAtvK.png</a>; | <a href="https://p.pfx.so/pf/uI/3CAtvK.png">https://p.pfx.so/pf/uI/3CAtvK.png</a>; | ||
| Line 73: | Line 70: | ||
=== Example № 2 === | === Example № 2 === | ||
https://p.pfx.so/pf/VK/gpj3tC.png">https://p.pfx.so/pf/VK/gpj3tC.png</a> | |||
https://p.pfx.so/pf/57/HCQwD2.png">https://p.pfx.so/pf/57/HCQwD2.png</a> | |||
== Important == | == Important == | ||
* | *The value of the calculated field is calculated when a task is created. The value of the calculated task field is only recalculated if the values of the fields of this task, which are contained in the formula by which the field is calculated, are changed. | ||
* | *In tasks with a draft status, calculated fields are not calculated. The values are calculated when the task is changed to one of the working statuses. | ||
*Formulas for calculated fields can contain values from other calculated fields. | *Formulas for calculated fields can contain values from other calculated fields. | ||
*If a reference to the current time or date is used in the formula, changing the field containing the formula does not trigger the execution of [[Scripts| | *If a reference to the current time or date is used in the formula, changing the field containing the formula does not trigger the execution of [[Scripts| scripts]]. This limitation is part of the mechanism to protect against looping and unlimited load. | ||
*The maximum number of calculated fields that can be added to the account is limited by the [https://planfix. | *The maximum number of calculated fields that can be added to the account is limited by the [https://planfix.com/prices|plan] you are using. | ||
*If you are using HTML markup, remember: | *If you are using HTML markup, remember: | ||
**If you need double quotes — use the [[CHAR function|SYMBOL]] function." = SYMBOL(34). | **If you need double quotes — use the [[CHAR function|SYMBOL]] function." = SYMBOL(34). | ||
**Using line breaks within quote strings is not supported — enter the data in | **Using line breaks within quote strings is not supported — enter the data in one string. | ||
== Useful links == | == Useful links == | ||
*[[Text with Variables|Text with Variables]] | *[[Text with Variables|Text with Variables]] | ||
Revision as of 14:03, 5 January 2024
A calculated field is a custom task fields that lets you calculate a value, using data from various Planfix objects and standard Planfix functions.
Formula Calculation — "Number" Result
The fundamental aspect of the calculated field is determined by the formula used to calculate its value:
"></a>;
You can also choose the format in which the value of the calculated field will be stored:
"></a>;
Formula Calculation — "String" Result
- Output data from variables to the field:
{{variable_1}}+{{variable_2}}
"></a>
- Output text and data from variable to the field:
"Task Name:"+" "+{{Task.Parent task.Name}}
"></a>
Please note that text and spaces must be enclosed in double quotes.
- Round brackets in calculates field with "String" result type:
A simple rule applies:
string + number + number = string
"></a>
As the result, we get the concatenation of "Sum: ", "50" and "70":
"></a>
And if you add brackets — the numbers are summed:
string + (number + number) = string + sum of numbers = string
"></a>
"></a>
Calculated field with a "Text with variables" result type.
Text with variables has the following capabilities:
- You can immediately get an idea of how the field will roughly look.
- The values will replace the variables.
- You can apply formatting from the built-in editor:
- Change appearance
- Display on a new line.
- Add a table, link or Planfix object using the corresponding editor buttons.
Example № 1
"
"></a>;
<a href="
"></a>;
Example № 2
"></a>
"></a>
Important
- The value of the calculated field is calculated when a task is created. The value of the calculated task field is only recalculated if the values of the fields of this task, which are contained in the formula by which the field is calculated, are changed.
- In tasks with a draft status, calculated fields are not calculated. The values are calculated when the task is changed to one of the working statuses.
- Formulas for calculated fields can contain values from other calculated fields.
- If a reference to the current time or date is used in the formula, changing the field containing the formula does not trigger the execution of scripts. This limitation is part of the mechanism to protect against looping and unlimited load.
- The maximum number of calculated fields that can be added to the account is limited by the [1] you are using.
- If you are using HTML markup, remember:
- If you need double quotes — use the SYMBOL function." = SYMBOL(34).
- Using line breaks within quote strings is not supported — enter the data in one string.
Useful links