Customize Form Fields

Here is a detailed explanation of the use of each field in the Customize Form Doctype:

No1. Revisionsdoc_type

• Description: Specifies the Doctype you want to customize.
• Use: Acts as the base for all customizations. It fetches the metadata of the selected Doctype and allows changes.

2. fields (Table)

• Description: List of fields in the Doctype being customized.
• Use:
  • Add new custom fields.
  • Modify properties of existing fields (e.g., label, type, options).
  • Enable or disable field-level attributes like in_list_view, mandatory, or read_only.

3. naming_rule

• Description: Defines how document names are generated.
• Use:
  • Choose rules such as "By fieldname", "By Naming Series", or custom expressions for naming documents.

4. autoname

• Description: Custom expression for naming documents.
• Use:
  • Create dynamic names using formats like EXAMPLE-{MM}-{#####} for automatic naming.

5. title_field

• Description: Specifies the field to use as the document's title.
• Use:
  • Improves user navigation by displaying a human-readable title instead of the document name.

6. search_fields

• Description: List of fields used in search dialogs for this Doctype.
• Use:
  • Enhance searchability by including relevant fields.

7. image_field

• Description: Field that stores an image attachment.
• Use:
  • Display a thumbnail image in the list view.

8. default_print_format

• Description: The default print format used for this Doctype.
• Use:
  • Preselect a specific print layout for documents.

9. max_attachments

• Description: Maximum number of attachments allowed for the document.
• Use:
  • Restrict or allow multiple file uploads.

10. allow_copy

• Description: Prevents users from copying a document.
• Use:
  • Ensure critical documents are not duplicated unintentionally.

11. make_attachments_public

• Description: Automatically makes attachments public.
• Use:
  • Simplifies sharing of files, such as invoices or reports, without requiring user intervention.

12. track_changes

• Description: Enables tracking of field-level changes.
• Use:
  • Maintain an audit trail of modifications for accountability.

13. track_views

• Description: Tracks document views by users.
• Use:
  • Gain insights into document usage.

14. allow_auto_repeat

• Description: Enables auto-repeat functionality for recurring documents.
• Use:
  • Automate the creation of periodic invoices, subscriptions, or other documents.

15. allow_import

• Description: Allows data import via the Data Import Tool.
• Use:
  • Facilitate bulk data entry for the selected Doctype.

16. queue_in_background

• Description: Submits documents in the background.
• Use:
  • Improve performance by reducing immediate server load.

17. is_calendar_and_gantt

• Description: Enables Calendar and Gantt views.
• Use:
  • Visualize time-sensitive data (e.g., tasks, events) using interactive views.

18. show_preview_popup

• Description: Enables preview popups in the list view.
• Use:
  • Quickly view document details without opening the record.

19. translated_doctype

• Description: Translates link field values to the user’s preferred language.
• Use:
  • Support multilingual environments for global teams.

20. default_email_template

• Description: Default template for emails related to this Doctype.
• Use:
  • Standardize communication by preselecting email formats.

21. email_append_to

• Description: Enables document creation via email.
• Use:
  • Automatically create documents when emails are sent to a designated address.

22. subject_field, sender_field, sender_name_field

• Description: Define fields to store email-related metadata.
• Use:
  • Facilitate email-based workflows by mapping email details to fields.

23. editable_grid

• Description: Enables inline editing in child tables.
• Use:
  • Simplify data entry for child table fields.

24. quick_entry

• Description: Enables Quick Entry dialog for document creation.
• Use:
  • Speed up document creation with minimal fields.

25. sort_field

• Description: Default field used for sorting in the list view.
• Use:
  • Customize how documents are ordered by default.

26. sort_order

• Description: Sorting order (ASC/DESC).
• Use:
  • Choose whether documents are sorted in ascending or descending order.

27. links (Table)

• Description: Define related Doctypes linked to the current Doctype.
• Use:
  • Establish connections between documents (e.g., invoices linked to customers).

28. actions (Table)

• Description: Define custom actions for the Doctype.
• Use:
  • Automate or streamline workflows with buttons like "Approve" or "Send Email."

29. states (Table)

• Description: Define workflow states for the Doctype.
• Use:
  • Manage the document lifecycle (e.g., "Draft," "Approved," "Rejected").

30. form_builder (HTML)

• Description: Embedded graphical interface for form customization.
• Use:
  • Drag and drop fields or rearrange sections visually.

By combining these fields, the Customize Form Doctype allows extensive control over Doctype functionality, appearance, and behavior while maintaining simplicity for users.