Calculated contact fields: Difference between revisions
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*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. | ||
*[https://planfix.com/prices/ Your plan] determines the maximum number of calculated fields you can add. | *[https://planfix.com/prices/ Your plan] determines the maximum number of calculated fields you can add. | ||
*If a formula refers to the current time or date, no automatic scripts are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load. | *If a formula refers to the current time or date, no automatic [[|Scripts|scripts]] are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load. | ||
==Go To== | ==Go To== |
Revision as of 12:59, 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.
- If a formula refers to the current time or date, no automatic [[|Scripts|scripts]] are triggered when the field containing the formula is updated. This limitation is part of a protection mechanism to prevent loops and excessive system load.