diff --git a/foundation/www/docs/assets/img/articles/doctype-for-table-multi-select.png b/foundation/www/docs/assets/img/articles/doctype-for-table-multi-select.png new file mode 100644 index 00000000..76a22f80 Binary files /dev/null and b/foundation/www/docs/assets/img/articles/doctype-for-table-multi-select.png differ diff --git a/foundation/www/docs/assets/img/articles/multi-select-field.png b/foundation/www/docs/assets/img/articles/multi-select-field.png new file mode 100644 index 00000000..273a285f Binary files /dev/null and b/foundation/www/docs/assets/img/articles/multi-select-field.png differ diff --git a/foundation/www/docs/assets/img/articles/table-multiselect-field.png b/foundation/www/docs/assets/img/articles/table-multiselect-field.png new file mode 100644 index 00000000..6031b0e3 Binary files /dev/null and b/foundation/www/docs/assets/img/articles/table-multiselect-field.png differ diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md index cf15087f..b3961e4c 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md @@ -27,4 +27,6 @@ In the fields section, click on the Custom field and check the **Allow On Submit After updating Customize Form, you should reload your ERPNext account. Then check form, and field to confirm its editable in submitted form as well. +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md index b34812cb..9eb207f3 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md @@ -31,4 +31,6 @@ Once Editable Grid is disabled for the Quotation Item, the following is how valu To have specific field's value shown in the preview, ensure that for that field, in the Customize Form tool, "In List View" property is checked. -Role Desk Permission \ No newline at end of file +Role Desk Permission + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md index 48518d58..43a11b8c 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md @@ -27,4 +27,6 @@ To set field as Link, enter values as below. Enter Values +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md index ecd1b775..56920ac0 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md @@ -24,4 +24,6 @@ In the Customize Form, you will find these fields. 1. Sort Field: Select field based on which sorting will be done. It will be "Item_Code" field in scenario. 2. Sort Order: Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending. - \ No newline at end of file +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md index a72744e3..36efeb22 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md @@ -21,4 +21,6 @@ Or you can open that report, and delete it from File menu option. Report Delete - \ No newline at end of file +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md index a1773e53..8dfce8c3 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md @@ -1,7 +1,7 @@ #Disable Rounded Total -All the sales transactions like Sales Order, Sales Invoice has Rounded Total in it. It calculated based on the value of Grand Total. Also Rounded Total is also visible in the Standard Print Formats. +All the sales transactions like Sales Order, Sales Invoice has Rounded Total in it. It calculated based on the value of Grand Total. Also Rounded Total is also visible in the Standard Print Formats. Print Preview @@ -18,7 +18,9 @@ Check Disable Rounded Total, and Save Global Defaults. Print Preview For system to take effect of this setting, you should clear cache and refresh your ERPNext account. Then your print formats shall not render value for the Rounded Total in the print formats. - +
Note: This setting will only affect Standard print formats.
+{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md index d66c2fc0..3eaa9208 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md @@ -17,4 +17,6 @@ Sales Invoice (custom fields) Since names for the Customer's PO related fields are same in the Sales Order and Sales Invoice, when creating Sales Invoice from the Sales Order, values in these fields are auto-fetched. -Values fetching from Sales Order to Sales Invoice \ No newline at end of file +Values fetching from Sales Order to Sales Invoice + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/field-types.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/field-types.md index 1517fd72..92d31893 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/field-types.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/field-types.md @@ -3,21 +3,21 @@ Following are the types of fields you can define while creating new ones, or while amend standard ones. -- Attach: +- Attach: Attach field allows you browsing file from File Manager and attach in the transaction. -- Button: +- Button: -It will be a Button, on clicking which you can execute some functions like Save, Submit etc. +It will be a Button, on clicking which you can execute some functions like Save, Submit etc. - Check: -It will be a check box field. +It will be a check box field. - Column Break -Since ERPNext has multiple column layout, using Column Breaks, you can divide set of fields side-by-side. +Since ERPNext has multiple column layout, using Column Breaks, you can divide set of fields side-by-side. - Currency @@ -29,7 +29,7 @@ Data field will be simple text field. It allows entering value upto 255 characte - Date and Time -This field will give you date and time picker. Current date and time (as provided by your computer) is set by default. +This field will give you date and time picker. Current date and time (as provided by your computer) is set by default. - Dynamic Link @@ -38,14 +38,14 @@ Click [here](/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-li - Float Float field carries numeric value, upto six decimal place. Precision for the float field is set in - + `Setup > Settings > System` -Setting will be applicable on all the float field. +Setting will be applicable on all the float field. - Image -Image field will render an image file selected in another attach field. +Image field will render an image file selected in another attach field. For the Image field, under Option (in Doctype),field name should be provide where image file is attached. By referring to the value in that field, image will be reference in the Image field. @@ -78,7 +78,7 @@ Read Only field will carry data fetched from another form, but they themselves w - Section Break -Section Break is used to divide form into multiple sections. +Section Break is used to divide form into multiple sections. - Select @@ -92,8 +92,14 @@ Small Text field carries text content, has more character limit than the Data fi Table will be (sort of) Link field which renders another docytpe within the current form. For example, Item table in the Sales Order is a Table field, which is linked to Sales Order Item doctype. +- Table MultiSelect + +This is a combination of 'Link' type and 'Table' type fields. Instead of a child table with 'Add Row' button, in one field multiple values can be selected. + - Text Editor Text Editor is text field. It has text-formatting options. In ERPNext, this field is generally used for defining Terms and Conditions. +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/geolocation-field.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/geolocation-field.md index b5aee0ac..4a6ab6a1 100644 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/geolocation-field.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/geolocation-field.md @@ -4,4 +4,6 @@ Geolocation is a field type offered by Frappe Framework. This field allows you t This is a field type used in the Agriculture module, in the Land and Land Unit master. -Signature fields \ No newline at end of file +Signature field + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md index 6e0fe7ca..68c41e10 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md @@ -10,7 +10,7 @@ Let's assume we need to update Max Attachment for Quotation to five. `Setup > Customize > Customize Form` #### Step 2: Select Document Type - + Select Doctype #### Step 3: Set Limit @@ -23,4 +23,6 @@ After update Max Attachments, Update Customization Form. Reload your ERPNext acc
Note: Maximum limit/size of an attachment is 1MB.
- \ No newline at end of file +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/index.txt b/foundation/www/docs/user/manual/en/customize-erpnext/articles/index.txt index 2c81a2b3..9b9f4d68 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/index.txt +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/index.txt @@ -16,6 +16,7 @@ set-precision user-restriction maximum-numbers-of-fields-in-a-form child-table +table-multiselect fetching-data-from-a-document signature-field -geolocation-field \ No newline at end of file +geolocation-field diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md index ed6ebf9d..4d85c2f8 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md @@ -26,3 +26,5 @@ click to open field to be made visible in the Standard Print Format. Uncheck **P #### Step 4: Update Update Customize Form to save changed. Reload your ERPNext account, and then check Print Format for confirmation. + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md index b3b5ae91..0e53c871 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md @@ -9,7 +9,7 @@ Report Builder is an in-built report customization tool in ERPNext. This allows
+
### 2. Query Report @@ -20,8 +20,10 @@ Check Purchase Order Item to be Received report in Stock module for example of Q ### 3. Script Report -Script Reports are written in Python and stored on server side. These are complex reports which involves logic and calculation. Since these reports are written on server side, customizing it from hosted account is not possible. +Script Reports are written in Python and stored on server side. These are complex reports which involves logic and calculation. Since these reports are written on server side, customizing it from hosted account is not possible. Check Financial Analytics report in Accounts module for example of Script Report. Click [here](https://frappe.io/docs/user/en/guides/reports-and-printing/how-to-make-script-reports.html) to learn how to create Script Report. - +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md index 3f174515..4d4fa4ea 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md @@ -46,4 +46,6 @@ This field will allow selecting document id, based on value selected in the Doct By default, Docytpe link field will provide all the forms/doctypes for selection. If you wish this field to show certain specific doctypes in the search result, you will need to write Custom Script for it. +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/maximum-numbers-of-fields-in-a-form.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/maximum-numbers-of-fields-in-a-form.md index a11b30a0..bf4cad0c 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/maximum-numbers-of-fields-in-a-form.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/maximum-numbers-of-fields-in-a-form.md @@ -22,4 +22,6 @@ In Frappe frapework, `VARCHAR(140)` type columns are created based on "Data", "L To add more fields in the system, you can do some changes. 1. Convert some of the fields to "Text", "Small Text", "Text Editor" or "Code" type field. In MySQL, BLOB and TEXT columns count from one to four plus eight bytes each toward the row-size limit because their contents are stored separately from the rest of the row. So, converting to those fieldtypes will free up some spaces and will allow to add some more fields. -2. Set smaller value in the "Length" property while creating fields, default value is 140. System sets length of `VARCHAR` based on this property and allocates size for that columns. Hence, smaller Length leads to add more fields. \ No newline at end of file +2. Set smaller value in the "Length" property while creating fields, default value is 140. System sets length of `VARCHAR` based on this property and allocates size for that columns. Hence, smaller Length leads to add more fields. + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md index 55e8b12d..23a6b22e 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md @@ -17,4 +17,6 @@ Ensure Website module is checked. If you just enabled/activated it, update Show/ On the same lines, you can check for the visibility issue of other modules as well. - \ No newline at end of file +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager.md index c485f2c0..1cb9e2b3 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager.md @@ -17,4 +17,6 @@ Or After executing one of the above step, you should be able to successfully add new permissions rules in the Role Permission Manager. - \ No newline at end of file +{next} + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md index db442b5d..7caefd29 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md @@ -25,4 +25,6 @@ While creating transaction, to get filtered result for Customer, you should firs Search By in Customize Form +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md index 44eceb0b..077e80fe 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md @@ -40,4 +40,6 @@ Save System Settings, and refresh your EPRNext account. On refreshing, you shoul Select Language Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://translate.erpnext.com). - \ No newline at end of file + +{next} + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md index 69279a92..8e0d6ec5 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md @@ -15,5 +15,7 @@ You can also set field specific precision. To do that go to `Setup > Customize > Field-wise Precision +{next} - \ No newline at end of file + + diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/signature-field.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/signature-field.md index d51fb77d..cd164233 100644 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/signature-field.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/signature-field.md @@ -4,4 +4,6 @@ Signature is a field type offered by Frappe Framework. This field allows you to Signature field -This field can be used for taking a digital sign-off internally or with an external party, like customers and suppliers. \ No newline at end of file +This field can be used for taking a digital sign-off internally or with an external party, like customers and suppliers. + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/table-multiselect.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/table-multiselect.md new file mode 100644 index 00000000..24bde614 --- /dev/null +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/table-multiselect.md @@ -0,0 +1,29 @@ +# Table MultiSelect + +Table MultiSelect field is very similar to Link Field. The key difference is Table MultiSelect field allows you to select multiple values. + +You may like to assign a 'ToDo' to multiple users as shown below. + +Table MultiSelect Field + + +You can add a Table MultiSelect Field by following below steps. + +####Step 1: Create a child DocType. + +Create a new DocType, check 'Is Child Table' and 'Editable Grid' checkboxes and add a field with 'Link' type as shown below. + +DocType for Table MultiSelect + + + + +####Step 2: Add a field with type 'Table MultiSelect'. + +Create a field with type 'Table MultiSelect' and add the DocType created in first step in 'options'. + +Field with type Table MultiSelect + +You can remove any selected value by clicking on the cross sign next to selected value or by placing the cursor to pressing Backspace + +{next} diff --git a/foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md b/foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md index f9018853..f4867ad7 100755 --- a/foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md +++ b/foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md @@ -18,3 +18,5 @@ Select Document Type for which you want to set user permission. After permission For Role to be restricted (Sales User in this case), check "If Owner". S + +{next}