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:
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.
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 |
Hi Ruby,
ReplyDeleteThanks for your feedback.
Look forward to your suggestions to make it even more helpful.
Thanks and regards,
Umair Sayyed
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