[docs] Customize links added

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Priya
2013-10-17 11:44:31 +05:30
parent c9f7c36206
commit 93d2c7aebb
15 changed files with 387 additions and 254 deletions

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@@ -7,18 +7,20 @@ A very common customization is adding of custom fields. You can add Custom Field
> Setup > Custom Field > New Custom Field
![Custome Field](img/custom-field.png)
![Custom Field](img/custom-field.png)
In the form:
- Select the Document on which you want to add the Custom Field.
- Select the Type of field and the Options (see section on field types).
- Select the Type of field and the Options .
- Select where you want the field to appear in the Form (“after field” section).
and save the Custom Field. When you open a new / existing form of the type you selected in step 1, you will see it with the Custom Fields.
To understand Custom Fields in detail, visit [DocType-Fields](docs.user.knowledge.doctype_fields.html)
#### Naming
Many times you want your fields to be carried over from one form to another. For example, you may have added a Custom Field in Quotation that you want to include in Sales Order when a Sales Order is created from the Quotation. This is simple in ERPNext, just make sure the fields have the same “fieldname”

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@@ -3,12 +3,13 @@
"_label": "Customize Form"
}
---
Please read ERPNext Structure before you start customizing.
You can Customize Forms by changing its layout, making certain fields mandatory, hiding others and changing permission levels on fields by going to:
> Setup > Customize ERPNext > Customize Forms
#### Step 1: Select the required Form Type for Customization.
![Customize Forms](img/customize-form-1.png)
@@ -24,12 +25,14 @@ Select the Form you want to customize and the fields table will be updated with
You can also allow attachments, set max number of attachments and set the default Print Format.
#### Step 2: Replace Fields with required changes.
![Customize Forms](img/customize-form-2.png)
<br>
To understand field definitions, visit [Doctype-Fields](docs.user.knowledge.doctype_fields.html)
> Though we want you to do everything you can to customize your ERP based on your business needs, we recommend that you do not make “wild” changes to the forms. This is because, these changes may affect certain operations and may mess up your forms. Make small changes and see its effect before doing some more.