Tuesday, December 13, 2011

Customize Form View

Let us understand the ERPNext architecture before we venture to learn form customization tool.

ERPNext is built over WNframework. In this framework, each form is created as a table in the backend. Each table has field and properties are assigned to each field.

Like Sales order is a table, in which sales order fields are defined in rows as "Sales order series" and "customer name". Each of these field has properties like "label", "mandatory", "print hide" etc.

Sales order table:

Field label Mandatory Print Hide In Filter
Sales order Series Series (Check box) (Check box) (Check box)
Customer Name Customer (Check box) (Check box) (Check box)

To store more details of sales order like item detail, we have separate table called "sales order item" table. Likewise, taxes are the separate table in sales order. So, for sales order form, sales order table becomes parent and sales order item, taxes and sales person becomes child table.

Please find below the table structure of each form type.
Transaction Table Table Name
Quotation Quotation Quotation

Quotation item table Quotation Item
Sales Order Sales order Sales Order

Sales order item table Sales Order Item
Delivery Note Delivery note Delivery Note

Delivery note item table Delivery Note Item
Sales Invoice sales invoice Sales Invoice

Sales invoice item table
Sales Invoice Item

Sales invoice tax table Sales Taxes and Charges
Purchase Order Purchase order Purchase Order

Purchase order item table
Purchase Order Item
Purchase Receipt Purchase receipt Purchase Receipt

Purchase receipt item table Purchase Receipt Item
Purchase Invoice Purchase invoice Purchase Invoice

Purchase invoice item table
Purchase Invoice Item

Purchase invoice tax table Purchase Taxes and Charges
Journal Voucher Journal voucher Journal Voucher

Journal voucher item table Journal Voucher Detail

With this, lets dive into the form customization tool. "Customize form view" is the tool which allows us to select a table and modify fields property as per your requirement.
You can find customize form view by going to:
Modules --> Setup --> Customize form view

Lets' say I want to make item code field mandatory in sales invoice - item table. What will I select in form type?

1. Form type - RV detail (refer to above table for clarification)
2. Selecting form will pull columns of invoice item table (as row here)
3. To make item code mandatory, select check req. for item code and update.
You will need to do clear cache (from tools --> clear cache) and browser refresh to see the effect in the form.

Please refer to table below to learn about field property.

Field property Purpose Field Type
Allow on submit Lets user update value in field even after submission. Check box
Default Value defined in default will be pulled on new record creation Text box
Description Gives field description for user understanding Text box
Hidden Will hide field in form Check box
In Filter Will add this field in report Check box
Label Label is the name defined for field which appears in form Text box
Options Make field drop down selecting Text box
Print hide Will hide this field in print Check box
Reqd (Required) Will make that field mandatory Check box


  1. Hi Ruby,

    Thanks for your feedback.

    Look forward to your suggestions to make it even more helpful.

    Thanks and regards,
    Umair Sayyed

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