---
title: "Customize Form Features"
space: "Frappe Framework"
url: "https://support.aakvatech.com/Frappe Framework/customize-form-features"
updated: "2026-07-22"
---

<p>The <code>Customize Form</code> 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:</p>
<h3 id="core-features">Core Features</h3>
<ol>
<li><p><strong>Field Management:</strong></p>
<ul>
<li>Add new custom fields to an existing Doctype.</li>
<li>Modify attributes (e.g., label, field type, options) of standard or custom fields.</li>
<li>Highlight custom fields for easier identification.</li>
</ul>
</li>
<li><p><strong>Layout Customization:</strong></p>
<ul>
<li>Reorder fields within a Doctype.</li>
<li>Reset layouts to their default configurations.</li>
<li>Adjust properties like collapsibility or display conditions.</li>
</ul>
</li>
<li><p><strong>Naming and Identification:</strong></p>
<ul>
<li>Configure naming rules (e.g., naming series, autoname, custom expressions).</li>
<li>Set a title field for the Doctype.</li>
<li>Translate Doctype labels for multilingual environments.</li>
</ul>
</li>
<li><p><strong>Field Properties Customization:</strong></p>
<ul>
<li>Enable or disable attributes like mandatory, unique, read-only, in-list view, and translatable.</li>
<li>Set dependencies for visibility or editability of fields.</li>
</ul>
</li>
<li><p><strong>Behavior Customization:</strong></p>
<ul>
<li>Enable/disable features like quick entry, editable grid, and tracking changes or views.</li>
<li>Allow or restrict importing via the Data Import tool.</li>
<li>Enable auto-repeat functionality for recurring documents.</li>
</ul>
</li>
<li><p><strong>Email and Notification Configuration:</strong></p>
<ul>
<li>Set default email templates.</li>
<li>Define fields for sender email, sender name, and subject.</li>
<li>Enable document creation via email.</li>
</ul>
</li>
<li><p><strong>View Customization:</strong></p>
<ul>
<li>Specify default views (List, Report, Dashboard).</li>
<li>Set sorting preferences (fields, order).</li>
</ul>
</li>
<li><p><strong>Actions and States Management:</strong></p>
<ul>
<li>Define custom document actions.</li>
<li>Configure workflow states and transitions.</li>
</ul>
</li>
<li><p><strong>Security and Sharing:</strong></p>
<ul>
<li>Allow copying of documents.</li>
<li>Configure attachment settings (max attachments, public by default).</li>
</ul>
</li>
<li><p><strong>Database Maintenance:</strong></p>
<ul>
<li>Identify and remove orphaned fields (database columns no longer associated with the Doctype definition).</li>
<li>Trim the database table of unused fields.</li>
</ul>
</li>
<li><p><strong>Export and Developer Tools:</strong></p>
<ul>
<li>Export customizations for use in other environments or deployments.</li>
<li>Sync customizations during migrations.</li>
</ul>
</li>
<li><p><strong>Permissions and Access:</strong></p>
<ul>
<li>Link to the Permission Manager for granular control.</li>
<li>Easily navigate to the Doctype list or settings.</li>
</ul>
</li>
<li><p><strong>Child Table Customization:</strong></p>
<ul>
<li>Quickly switch to customizing child tables associated with the parent Doctype.</li>
</ul>
</li>
<li><p><strong>Localization Support:</strong></p>
<ul>
<li>Support for setting and saving translations for field labels and Doctype names.</li>
</ul>
</li>
<li><p><strong>Form Builder Integration:</strong></p>
<ul>
<li>Use the integrated form builder for a graphical drag-and-drop interface to reorder fields and sections.</li>
</ul>
</li>
<li><p><strong>Reset and Defaults:</strong></p>
<ul>
<li>Reset customizations for a Doctype to its default configuration.</li>
<li>Reset layout only, preserving other customizations.</li>
</ul>
</li>
</ol>
<p>These features make the <code>Customize Form</code> Doctype a powerful tool for users to tailor their ERPNext/Frappe applications to specific business needs while maintaining upgrade compatibility.</p>
<p>
<p>
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