Task and contact filter testing mode

Testing Mode for task and contact filters lets you test whether a specific task or contact meets the filter selection parameters and, if not, why.

• Click on the name of the task or contact filter and select Edit in the menu that appears:

• Click on the flask icon to activate the testing mode:

After you have activated the testing mode, you will be able to select an object to test at the top of the script settings window:

Once you select an object and start testing, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:

The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered:

If a field that is used to group filter entries is missing in a task or contact, the grouping block will also have a red outline:

How testing mode is used

• Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
• Repeat the test.
• Continue these processes until only the conditions outlined in green are still present in the testing mode.

Go To

• Testing mode
• The Planfix interface
• Feature Description