Customize Form

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Customize Form

With the help of the tool "Customize Form," you may modify a Form Type or a Document Type (DocType) on the front end.

You can use it to create custom fields or change the properties of existing fields to suit your needs.

Go here to learn more about the architecture of forms in ERPNext before continuing to learn about the Form Customization tool. You can use the Customize Form tool more effectively as a result.

Go to: to access Customize Form.

Home > Customization > Form Customization > Customize Form

Moreover, you can access any DocType's list view and choose Customize from the menu options.

1. How to Customize a Form

Choose Customize Form in Step 1. 2. You will be taken to a page where you must enter the form type after being redirected. 3. The screen will further expand so you can see more features once you enter the Form Type in this box.

1.1. Options While Customizing a Form

  1. Change Label: This field gets fetched using Custom Translation. You can modify the field's name to fit your industry or language. For instance, changing the label from "Customer" to "Consumer" in a services business can be done using custom translation, and the change will be reflected here.
  2. While browsing the lists, the title can be generated using the Title field. While viewing the forms in list view, any "Data" type field can be specified as the Title Field. The same can be adjusted here, for instance, if you want to display a list of all of your employees using the Title column as the "Employee Code" rather than the Employee Name. For more details, see our page on Document title.
  3. There may be several Print Formats for a single DocType, which is the default print format. The default Print Format for the chosen DocType can be chosen here. For instance, a business might have various Letter Heads for various uses that can be specified through Print Formats. But, if you're printing a sales order or an appointment letter, you can choose between two different default print formats. For further details, see Bespoke Print Formats.
  4. Image Field: You can choose to have a "Attach Image" Field. This turns becomes the Picture for that specific DocType. For instance, the "Image Field" for an Employee may be configured to represent either their photo or a photo of their ID cards.
  5. Max Attachments: You can specify how many attachments can be added to this DocType in total.
  6. Search Fields: You could want to link a specific field to another DocType while constructing any DocType. You can also make sure that the value of a different field from the latter DocType is visible in the search result to make selecting easier. Click here for additional details.
  7. Sort Field: The Field that you specify at the Sort Field over here will be used to generate records in any DocType List. For instance, for Items, you can arrange this so that the list is generated according to the item name.
  8. Choose whether you want the sorting to be done in ascending or descending order when choosing the sort order. See Customized Sorting Order in the List View for more information on Sort Field and Sort Order.
  9. There may be several Email Templates for a single DocType, which is the default email template. The default Email Template for the chosen DocType can be set here. For a sales order and an appointment letter, for instance, you can set separate default email templates.

1.3. More Properties

  • Hide Copy: Ticking this box prevents users from making "Copies" of specific forms.
  • Is Table: This option is only accessible when customizing table forms that are already present in the system. You can enable this option, for instance, if you're constructing an item table to be included in a custom form. Visit Child Table for further details.
  • When this option is checked, you can use a specific form to generate a "Quick Entry" in the database. As a result, whenever a user creates this Form from another Form that already exists, a popup will pop up and allow the user to construct the DocType by providing only the bare minimum of information. Check Journal Entry's Quick Entry, for instance.
  • Track Changes: Ticking this box will make sure that any alterations made to this DocType by any users are recorded and shown.

  • Track Views: This option will show you a history of all views directed at this specific DocType.

  • Enable Auto-Repeat: If selected, this option will let you occasionally enable Auto Repeating of a DocType. For instance, you can enable this option and then Set Up Auto Repeat for any specific Sales Order if it needs to be created more than once.

  • Enable Import: Using this option will enable data import from any file. For further details, see Data Import Tool.

  • Display Preview Popup: Version 12 included this choice. While hovering over links for this document type, a tiny popup will appear if the box is checked (in list view and other link fields). The document's necessary fields and fields for which in preview is selected will be listed in this popup. Link Preview has more details that you can find there.

Your Customizations will be applied to the Form once you click Update.

1.2. Customizing the Fields

In ERPNext, a standard set of fields is present on every form. You can add a custom field to a form as needed if you need to collect information but there isn't a standard field available for it. Fields can also be added, edited, or deleted here. You can also arrange the fields in the form so that they are below or above any other fields that are already there, depending on your needs. For additional details on Custom Fields, click here.

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