Directory entry: Difference between revisions

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In Planfix, [[Directories]] are used to store and use various information. A directory consists of entries. A '''Directory entry''' consists of a set of fields of various [[Types of custom fields|types]]:
In Planfix, [[Directories]] are used to store and use various information. A directory consists of entries. A '''Directory entry''' consists of a set of fields of various [[Types of custom fields|types]]:
https://s.pfx.so/pf/3H/zS9H9j.jpg


The fields of each entry in the directory have the following parameters:
The fields of each entry in the directory have the following parameters:
https://s.pfx.so/pf/X4/B13A5f.jpg


*'''Mandatory field''' — prevents the directory entry from being saved until this field has a value.
*'''Mandatory field''' — prevents the directory entry from being saved until this field has a value.
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*'''Display as Hyperlink''' — Allows fields of type "Text" to be displayed as hyperlinks in the directory.
*'''Display as Hyperlink''' — Allows fields of type "Text" to be displayed as hyperlinks in the directory.
*'''Show in entry list''' — Allows additional directory fields to be selected for display. When this option is activated, the following fields are displayed:
*'''Show in entry list''' — Allows additional directory fields to be selected for display. When this option is activated, the following fields are displayed:
https://s.pfx.so/pf/aj/MKdg8Y.jpg


When selecting directory entries, they are displayed as follows:
When selecting directory entries, they are displayed as follows:
https://s.pfx.so/pf/aj/MKdg8Y.jpg


If the option is not activated, the selection of directory entries looks like this:
If the option is not activated, the selection of directory entries looks like this:
https://s.pfx.so/pf/rk/1iYKT9.jpg
==Important==
==Important==
*Planfix has a custom field type, "Directory entry," that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
*Planfix has a custom field type, [[Directory entry - field type|"Directory entry,"]] that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
*A directory entry can also contain fields of the "directory entry" type, which can be used to link directories. An example:
*A directory entry can also contain fields of the "directory entry" type, which can be used to link directories. An example:


In the "Company branches" directory, the "City" is a field of the "Directory entry" type that contains a link to an entry in another directory:
In the "Company branches" directory, the "City" is a field of the "Directory entry" type that contains a link to an entry in another directory:


This is the directory of other cities:
https://s.pfx.so/pf/1z/UVy3V1.jpg


This is what it looks like when a new entry with a field of type "Directory entry" is added to the directory:
This is another directory "Cities":
 
https://s.pfx.so/pf/8f/PcXtMq.jpg
 
This is what it looks like when a new entry with "Directory entry" is added to the directory:
 
https://s.pfx.so/pf/PB/g0iLLP.jpg


The result:
The result:
https://s.pfx.so/pf/Sw/Qrk3dE.jpg

Revision as of 08:59, 4 October 2024

In Planfix, Directories are used to store and use various information. A directory consists of entries. A Directory entry consists of a set of fields of various types:

zS9H9j.jpg

The fields of each entry in the directory have the following parameters:

B13A5f.jpg

  • Mandatory field — prevents the directory entry from being saved until this field has a value.
  • No duplication — you can't save a directory entry if there is already a field with the same value in the directory
  • Display as Hyperlink — Allows fields of type "Text" to be displayed as hyperlinks in the directory.
  • Show in entry list — Allows additional directory fields to be selected for display. When this option is activated, the following fields are displayed:

MKdg8Y.jpg

When selecting directory entries, they are displayed as follows:

MKdg8Y.jpg

If the option is not activated, the selection of directory entries looks like this:

1iYKT9.jpg

Important

  • Planfix has a custom field type, "Directory entry," that stores links to Planfix directory entries. This field type is commonly used in tasks, contacts, projects, and directories.
  • A directory entry can also contain fields of the "directory entry" type, which can be used to link directories. An example:

In the "Company branches" directory, the "City" is a field of the "Directory entry" type that contains a link to an entry in another directory:

UVy3V1.jpg

This is another directory "Cities":

PcXtMq.jpg

This is what it looks like when a new entry with "Directory entry" is added to the directory:

g0iLLP.jpg

The result:

Qrk3dE.jpg