Calculated contact fields: Difference between revisions
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A calculated field is a custom (user) 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: | |||
<screenshot> | |||
You can also choose the format in which the value of your calculated field will be stored: | |||
<screenshot> | |||
===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. | |||
==Go To== | ==Go To== | ||
*[[Calculated fields]] | *[[Calculated fields]] | ||
*[[Types of custom fields]] | *[[Types of custom fields]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 03:10, 16 April 2020
A calculated field is a custom (user) 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:
<screenshot>
You can also choose the format in which the value of your calculated field will be stored:
<screenshot>
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.