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[docs]
This commit is contained in:
Rushabh Mehta
@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Allow Fields To Be Changed After Submit
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#Editing Value in Submitted Document
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Once document is submitted, fields are frozen, and no editing is allowd. Still there are certain standard fields like Letter Head, Print Heading which can still be edited. For the custom field, if **Allow on Submit** property is checked, it will be editable even after document is submitted.
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@@ -13,17 +15,17 @@ Once document is submitted, fields are frozen, and no editing is allowd. Still t
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In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.)
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<img alt="select docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-1.png">
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<img alt="select docytpe" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-1.png">
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#### Step 3: Edit Field Property
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In the fields section, click on the Custom field and check the **Allow On Submit**.
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<img alt="Check Allow on Submit" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-2.png">
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<img alt="Check Allow on Submit" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-2.png">
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#### Step 3: Update Customize Form
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<img alt="Update" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-3.png">
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<img alt="Update" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-3.png">
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After updating Customize Form, you should reload your ERPNext account. Then check form, and field to confirm its editable in submitted form as well.
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Creating Custom Link Field
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#Creating Custom Link Fields
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Links field are the ones linked to another document type. For example, customer field is a link field in Sales Order. This field is linked to the Customer master.
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@@ -14,7 +16,7 @@ You can insert Custom Link Field by following steps below.
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In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once field are updated in table, open field before which you wish to insert Custom Field. Then click on "Insert Above" to insert new Custom Field.
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<img alt="Select Docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-1.gif">
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<img alt="Select Docytpe" class="screenshot" src="/docs/assets/img/articles/link-field-1.gif">
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####Step 4: Custom Field Values
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@@ -25,6 +27,6 @@ To set field as Link, enter values as below.
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1. Name: Desired name for the field
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1. Options: Enter the name of the Doctype to which the field is linked
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<img alt="Enter Values" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-2.png">
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<img alt="Enter Values" class="screenshot" src="/docs/assets/img/articles/link-field-2.png">
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<!-- markdown -->
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Customizing Sorting Order In The List View
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#Customizing Sorting Order in the List View
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**Question:** I want records in my Item List sorted based on Desc Order of Item Code.
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@@ -13,13 +15,13 @@
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Select document type for which Sort Order is to be customized.
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<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-2.png">
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<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-2.png">
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####Step 3: Update Sort Details
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In the Customize Form, you will find these fields.
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<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-1.png">
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<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-1.png">
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1. Sort Field: Select field based on which sorting will be done. It will be "Item_Code" field in scenario.
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2. Sort Order: Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending.
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@@ -1,7 +1,9 @@
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<!-- add-breadcrumbs -->
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# Deleting Custom Reports
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#Deleting Custom Reports
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ERPNext has several [types of reports]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext) which can be customize as per the companies/users requirement.
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ERPNext has several [types of reports](/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext) which can be customize as per the companies/users requirement.
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If there is a report custom report which needs to be deleted, it can be achieved by following steps. Please note that its applicable only for the Custom Reports, and not for the standard reports.
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@@ -9,16 +11,16 @@ If there is a report custom report which needs to be deleted, it can be achieved
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In the Awesome Bar, type and select "Report List" for an option.
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<img alt="Report Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-1.png">
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<img alt="Report Search" class="screenshot" src="/docs/assets/img/articles/delete-report-1.png">
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####Selecting and Deleting Report
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The Report List will have all the standard and custom reports of your account. You can select Custom Report to be deleted from the list itself, and click on Delete icon.
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<img alt="Report List" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-2.png">
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<img alt="Report List" class="screenshot" src="/docs/assets/img/articles/delete-report-2.png">
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Or you can open that report, and delete it from File menu option.
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<img alt="Report Delete" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-3.png">
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<img alt="Report Delete" class="screenshot" src="/docs/assets/img/articles/delete-report-3.png">
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<!-- markdown -->
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@@ -1,9 +1,11 @@
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<!-- add-breadcrumbs -->
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# Disable Rounded Total
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#Disable Rounded Total
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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.
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<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-1.png">
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<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-1.png">
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Follow steps given below to hide rounded total from Standard Print Formats, for all the sales transactions.
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@@ -15,7 +17,7 @@ Follow steps given below to hide rounded total from Standard Print Formats, for
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Check Disable Rounded Total, and Save Global Defaults.
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<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-2.png">
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<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-2.png">
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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.
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<!-- add-breadcrumbs -->
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# Field Types
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#Field Types
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Following are the types of fields you can define while creating new ones, or while amend standard ones.
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@@ -33,7 +35,7 @@ This field will give you date and time picker. Current date and time (as provide
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- Dynamic Link
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Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.html) to learn how Dynamic Link Field function.
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Click [here](/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.html) to learn how Dynamic Link Field function.
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- Float
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Increase Max Attachments
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#Increase Max Attachments
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In ERPNext, you can limit how many files can be attached to specific Document. Using Custmize Form, you can set **Max(imum) Attachments** which can be added to a particular documents.
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@@ -11,13 +13,13 @@ Let's assume we need to update Max Attachment for Quotation to five.
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#### Step 2: Select Document Type
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<img alt="Select Doctype" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-1.png">
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<img alt="Select Doctype" class="screenshot" src="/docs/assets/img/articles/max-attachment-1.png">
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#### Step 3: Set Limit
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Set Maximum Attachments as five.
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<img alt="Set Max Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-2.png">
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<img alt="Set Max Attachment" class="screenshot" src="/docs/assets/img/articles/max-attachment-2.png">
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After update Max Attachments, Update Customization Form. Reload your ERPNext account and then check specific Quotation to confirm if Max Attachment limit is applied.
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<!-- add-breadcrumbs -->
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# Articles
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{index}
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<!-- add-breadcrumbs -->
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# Make Field Visible In Print Format
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#Make Fields Visible In Print Format
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Each transaction has Standard Print Format. In the Standard format, only certain fields are displayed by default. If user needs field in the Standard format to be visible, it can be customized by using Customize Form tool.
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@@ -15,13 +17,13 @@ Go to:
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As per our scenario, Sales Order will be selected as Document Type.
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field-visible-2.gif
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<img alt="Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-1.png">
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<img alt="Document Type" class="screenshot" src="/docs/assets/img/articles/print-visible-1.png">
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#### Step 3: Uncheck Print Hide
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click to open field to be made visible in the Standard Print Format. Uncheck **Print Hide** field.
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<img alt="Uncheck Print Hide " class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-2.gif">
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<img alt="Uncheck Print Hide " class="screenshot" src="/docs/assets/img/articles/print-visible-2.gif">
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#### Step 4: Update
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Making Custom Reports In Erpnext
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#Reports in ERPNext
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There are three kind of reports in ERPNext.
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Managing Dynamic Link Fields
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#Managing Dynamic Link Fields
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Dynamic Link field is one which can search and hold value of any document/doctype. Let's consider an example to learn how Dynamic Link field works.
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@@ -13,7 +15,7 @@ Below are the steps to insert Custom Dynamic Field. For an instance, we will ins
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Firstly we will create a link field which will be linked to the Doctype.
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<img alt="Custom Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-1.gif">
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<img alt="Custom Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-1.gif">
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By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order, Purchase Order and other doctypes created as Doctype records.
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@@ -28,17 +30,17 @@ By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just l
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So linking this field with parent Doctype will list all the Doctype records.
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<img alt="journal Voucher Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-2.png">
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<img alt="journal Voucher Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-2.png">
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#### Step 2: Insert Dynamic Link Field
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This custom field's type will be "Dynamic Link". In the Option field, name of Doctype link field will be mentioned.
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<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-3.gif">
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<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-3.gif">
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This field will allow selecting document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, Dynamic Link field will list all the Sales Orders ids.
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<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-4.gif">
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<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-4.gif">
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<div class="well">
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**Customizing options in the Doctype Link field**
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Maximum Numbers Of Fields In A Form
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Sometimes while creating custom fields, you might experienced an error message like below:
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> Row size too large. The maximum row size for the used table type, not counting BLOBs, is 65535. This includes storage overhead, check the manual. You have to change some columns to TEXT or BLOBs
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@@ -13,7 +15,7 @@ Every table (regardless of storage engine) has a maximum row size of 65,535 byte
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The maximum row size constrains the number (and possibly size) of columns because the total length of all columns cannot exceed this size (65,535 bytes). For example, `utf8mb3` characters require up to 3 bytes per character, so for a `VARCHAR(140)` column, the server must allocate `140 × 3 = 420` bytes per value. Consequently, a table cannot contain more than `65,535 / 420 = 156` such columns.
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In Frappe frapework, `VARCHAR(140)` type columns are created based on "Data", "Link", "Select", "Dynamic Link", "Password" and "Read Only" fieldtypes. Hence, you can create approximately 156 such columns in the system.
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In Frappé frapework, `VARCHAR(140)` type columns are created based on "Data", "Link", "Select", "Dynamic Link", "Password" and "Read Only" fieldtypes. Hence, you can create approximately 156 such columns in the system.
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### Solutions:
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Module Visibility
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#Module Visibility
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If you have permission on specific module, but it is still not visible, following are the possibilities of issues you should look at. Let's consider a scenario that user is permission of Website module, but not able to access it.
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@@ -7,7 +9,7 @@ As step zero, ensure that you have "Website Manager" role assigned. It is a stan
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If module is hidden in-spite of assignment of required Role, then you should check if Website is not disabled from All Application.
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<img alt="All Applications" class="screenshot" src="{{docs_base_url}}/assets/img/articles/module-visibility-1.gif">
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<img alt="All Applications" class="screenshot" src="/docs/assets/img/articles/module-visibility-1.gif">
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If Website is checked in All Application, but still not visible for the User, check if is hidden by System Manager. In the Setup module, feature called Show/Hide Modules allows System Manager to hide specific module from all the Users.
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@@ -1,7 +1,9 @@
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<!-- add-breadcrumbs -->
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# Perm Level Error In Permission Manager
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#Perm Level Error in Permission Manager
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While customizing rules in the [Permission Manager]({{docs_base_url}}/user/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions), you might receive an error message saying:
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While customizing rules in the [Permission Manager](/docs/user/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions), you might receive an error message saying:
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`For System Manager _(or other role)_ at level 2 _(or other level)_ in Customer _(or other document)_ in row 8: Permission at level 0 must be set before higher levels are set.`
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Search Record By Specific Field
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#Search Record by Specific Field
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While creating any document (say Sales Invoice), you have to select other document id in it (say Serial No). For ease in selection, you can also make value of other field of that visible in the search result. Search By functionality enables to define field whos value will be visible in the search result.
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@@ -17,12 +19,12 @@ Let's assume that while creating Sales Invoice, you wish to see Serial No result
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Update Warehouse field name in the Search By field.
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<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-1.png">
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<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-1.png">
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#### Searching in Another Record.
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While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.
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<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-2.png">
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||||
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-2.png">
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<!-- markdown -->
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@@ -1,4 +1,6 @@
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<!-- add-breadcrumbs -->
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# Set Language
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#Change the Language
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||||
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||||
ERPNext is an multi-lingual application. It allows each user to select preferred lannguage. Following is how User can customize language in one's account.
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||||
@@ -9,13 +11,13 @@ Following are the steps to set language in your ERPNext account.
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||||
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||||
#### 1.1 Go to My Setting
|
||||
|
||||
<img alt="My Setting" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-1.png">
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||||
<img alt="My Setting" class="screenshot" src="/docs/assets/img/articles/change-language-1.png">
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||||
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#### 1.2 Select Language
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||||
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||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-2.png">
|
||||
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/change-language-2.png">
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||||
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||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-1.gif">
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||||
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-1.gif">
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#### 1.3 Save User
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||||
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||||
@@ -31,13 +33,13 @@ Being a System Manager, you can set language in other user's master as well.
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||||
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||||
#### Set Language
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||||
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||||
<img alt="Global Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-3.png">
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||||
<img alt="Global Language" class="screenshot" src="/docs/assets/img/articles/change-language-3.png">
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||||
#### Save
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||||
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||||
Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference.
|
||||
|
||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-2.gif">
|
||||
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-2.gif">
|
||||
|
||||
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).
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||||
<!-- markdown -->
|
||||
@@ -1,4 +1,6 @@
|
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<!-- add-breadcrumbs -->
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||||
# Set Precision
|
||||
|
||||
#Set Precision
|
||||
|
||||
In ERPNext, default precision for `Float`, `Currency` and `Percent` field is three. It allows you to enter value having value upto three decimal places.
|
||||
@@ -9,11 +11,11 @@ To change the precision globally, go to:
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||||
|
||||
`Setup > Settings > System Settings`.
|
||||
|
||||
<img alt="Global Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-1.png">
|
||||
<img alt="Global Precision" class="screenshot" src="/docs/assets/img/articles/precision-1.png">
|
||||
|
||||
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
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||||
|
||||
<img alt="Field-wise Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-2.png">
|
||||
<img alt="Field-wise Precision" class="screenshot" src="/docs/assets/img/articles/precision-2.png">
|
||||
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -11,10 +11,10 @@ Following are the steps to restrict User to a document based on Owner/creator.
|
||||
|
||||
Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
|
||||
|
||||
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
|
||||
<img alt="Sales Order" class="screenshot" src="/docs/assets/img/articles/owner-restriction-1.png">
|
||||
|
||||
#### Step 3: Apply User Permission
|
||||
|
||||
For Role to be restricted (Sales User in this case), check "If Owner".
|
||||
|
||||
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">
|
||||
<img alt="S" class="screenshot" src="/docs/assets/img/articles/owner-restriction-2.png">
|
||||
|
||||
Reference in New Issue
Block a user