Set of directory values: Difference between revisions

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'''Note:''' this help article describes the '''Directory Value Set field type''', which is used in Planfix Directories.  
{{#seo:
|title=Set of directory values
|titlemode=append
|keywords=planfix, custom fields, Set of directory values
|description=Set of directory values type field
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A '''set of directory values''' is a custom field in Planfix that stores links to [[Directories|directory]] entries. A distinctive feature of this field type is the ability to store multiple values simultaneously. A '''Set of directory values''' field can be created as a [[Custom fields|custom field]], as a [[Directories|directory]] field, or as a [[Data Tags|data tag field]].


This type of field is used to store links to other Planfix directories.
Example of a '''Set of directory values''' custom field type:


A distinctive feature of this type of field is that it can hold several values specified at once.
https://s.pfx.so/pf/sZ/0EHbIh.jpg


Example of a Directory Value Set field type in a directory:
== Field parameters ==


*'''No duplication''' — prevents a field value from being saved if the same value for this field already exists in another task or contact.


https://pic.planfix.ru/pf/4W/7QA07C.png
== Additional parameters for this field type in directories: ==
 
*'''Mandatory field''' — prevents a directory entry from being saved until this field contains a value.
 
== Additional parameters for this field type in data tags: ==
 
*'''Move header''' — allows long titles to be moved into a new line.
 
== Important ==
*When used in document templates, a set of directory values becomes a [[Automatically adding rows to a document|multiplier field]].
*In some cases, it's necessary to display a set of directory values in a single line in documents, such as a list of services provided. Use the [[Concatenate|concatenate]] function in the document template variable for this purpose.




== Go To ==
== Go To ==
* [[Types of custom fields]]
*[[How to create a directory?]]
*[[Feature Description]]
*[[Directories]]
*[[Types of custom fields]]

Latest revision as of 10:46, 28 March 2024

A set of directory values is a custom field in Planfix that stores links to directory entries. A distinctive feature of this field type is the ability to store multiple values simultaneously. A Set of directory values field can be created as a custom field, as a directory field, or as a data tag field.

Example of a Set of directory values custom field type:

0EHbIh.jpg

Field parameters

  • No duplication — prevents a field value from being saved if the same value for this field already exists in another task or contact.

Additional parameters for this field type in directories:

  • Mandatory field — prevents a directory entry from being saved until this field contains a value.

Additional parameters for this field type in data tags:

  • Move header — allows long titles to be moved into a new line.

Important

  • When used in document templates, a set of directory values becomes a multiplier field.
  • In some cases, it's necessary to display a set of directory values in a single line in documents, such as a list of services provided. Use the concatenate function in the document template variable for this purpose.


Go To