Linked fields
From Planfix
Linked fields are a feature of custom fields that links task fields or contact fields. These linked fields always work in pairs: When one field is filled in, the other is automatically updated.
The setting for linked fields can be activated in the settings of the custom fields:
Types of linked fields
Links can be established for the following field types:
Field type | Fields in selection control | |
Task fields | Task | From task fields:
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Task set | From task fields:
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List of users | From contact fields:
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Contact | From contact fields:
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Counterparty | From contact fields:
| |
Group, employee, or contact | From contact fields:
| |
Contact fields | Task | From task fields:
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Task set | From task fields:
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List of users | From contact fields:
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Contact | From contact fields:
| |
Counterparty | From contact fields:
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Group, employee, or contact | From contact fields:
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How to link fields
Linking fields involves two steps:
- Add the required fields to objects or contact templates.
- Link the fields by editing their settings directly in objects or contact templates.