Accessing contact data in scripts: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
Line 1: Line 1:
[[Operations in scripts]] allow for fairly flexible use of data stored in associated objects. For example, you can set the task assignee to be the contact in the "Carrier" custom field of the task being modified:
[[Operations in scripts]] allow for fairly flexible use of data stored in associated objects. For example, you can set the task assignee to be the contact in the "Carrier" [[Custom fields | custom field]] of the task being modified:


   
   

Latest revision as of 04:58, 27 February 2021

Operations in scripts allow for fairly flexible use of data stored in associated objects. For example, you can set the task assignee to be the contact in the "Carrier" custom field of the task being modified:


cgDfh7.png


You can also use contact data that is "nested" at a deeper level. Use the triangle icon to go a level deeper:


QDBwDv.png


Clicking this icon opens a list of contacts and the fields available at the next level:


JfZfQa.png


You may also see an icon for going another level deeper. If you don't see another icon, that means there is no additional "nesting" for the given object.


Example

This example allows you to add as a task assignee the employee who is the supervisor at the company added in the "Carrier" custom field for the current task:


T0qtxK.png


Go To