Customize Form Features
The Customize Form Doctype is a specialized tool in Frappe/ERPNext designed to simplify and streamline the customization of existing Doctypes without directly modifying their core definitions. Here are its key features:
Core Features
Field Management:
- Add new custom fields to an existing Doctype.
- Modify attributes (e.g., label, field type, options) of standard or custom fields.
- Highlight custom fields for easier identification.
Layout Customization:
- Reorder fields within a Doctype.
- Reset layouts to their default configurations.
- Adjust properties like collapsibility or display conditions.
Naming and Identification:
- Configure naming rules (e.g., naming series, autoname, custom expressions).
- Set a title field for the Doctype.
- Translate Doctype labels for multilingual environments.
Field Properties Customization:
- Enable or disable attributes like mandatory, unique, read-only, in-list view, and translatable.
- Set dependencies for visibility or editability of fields.
Behavior Customization:
- Enable/disable features like quick entry, editable grid, and tracking changes or views.
- Allow or restrict importing via the Data Import tool.
- Enable auto-repeat functionality for recurring documents.
Email and Notification Configuration:
- Set default email templates.
- Define fields for sender email, sender name, and subject.
- Enable document creation via email.
View Customization:
- Specify default views (List, Report, Dashboard).
- Set sorting preferences (fields, order).
Actions and States Management:
- Define custom document actions.
- Configure workflow states and transitions.
Security and Sharing:
- Allow copying of documents.
- Configure attachment settings (max attachments, public by default).
Database Maintenance:
- Identify and remove orphaned fields (database columns no longer associated with the Doctype definition).
- Trim the database table of unused fields.
Export and Developer Tools:
- Export customizations for use in other environments or deployments.
- Sync customizations during migrations.
Permissions and Access:
- Link to the Permission Manager for granular control.
- Easily navigate to the Doctype list or settings.
Child Table Customization:
- Quickly switch to customizing child tables associated with the parent Doctype.
Localization Support:
- Support for setting and saving translations for field labels and Doctype names.
Form Builder Integration:
- Use the integrated form builder for a graphical drag-and-drop interface to reorder fields and sections.
Reset and Defaults:
- Reset customizations for a Doctype to its default configuration.
- Reset layout only, preserving other customizations.
These features make the Customize Form Doctype a powerful tool for users to tailor their ERPNext/Frappe applications to specific business needs while maintaining upgrade compatibility.