Calculated contact fields: Difference between revisions
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The key component of a calculated field is the formula used to calculate its value: | The key component of a calculated field is the formula used to calculate its value: | ||
https:// | https://s.pfx.so/pf/l7/tSVLcd.jpg | ||
You can also choose the format in which the value of your calculated field will be stored: | You can also choose the format in which the value of your calculated field will be stored: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/nf/kEWDBM.jpg | ||
==Important== | ==Important== | ||
*Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the '''Contact modified event'''. You must keep this in mind when you use fields from other system objects. | *Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the '''Contact modified event'''. You must keep this in mind when you use fields from other system objects. | ||
Revision as of 12:52, 19 November 2024
A calculated field is a custom contact field that lets you calculate a value you need, using data from other Planfix contact fields and standard Planfix functions.
Calculated field settings
The key component of a calculated field is the formula used to calculate its value:
You can also choose the format in which the value of your calculated field will be stored:
Important
- Calculated fields are calculated when a contact is created or modified. If the formula uses a value from a field in a different object (such as system date) and the field in the other object changes, the value in the calculated field will not change. It will only be recalculated when a contact parameter is changed that calls the Contact modified event. You must keep this in mind when you use fields from other system objects.
- Your plan determines the maximum number of calculated fields you can add.