DocType

DocType

The fundamental building component of any application built using the Frappe Framework is a DocType.

It describes the Model and the View of your data. It details the fields that are used to store your data as well as how they interact with one another. It includes details on the naming conventions used for your data. In the backend, DocTypes for forms like Sales Orders, Sales Invoices, and Work Orders are added.

You can incorporate customized forms using DocType in ERPNext based on your needs.

Go to: to create a new DocType.

Setup > Customize > Doctype > New

1. How to create a New DocType:

1. Name: Type the new DocType's name here.

2. Specify the module to which you would like the new DocType to be added.

3. Save.

1.1. Additional Details

1. Fields

The number of fields you add is entirely up to you. You can also add the Label, Field Type, Required Fields, and other related Settings here. Go here for further information on field kinds.

2. Naming

If you wish the forms contained within this DocType to automatically be named, you can select that option here. You can choose the naming scheme for the forms according to the description. A Field within a DocType, a Naming Series, a Prompt, a predefined Naming Series, or a Format-based Name can all be used in the same way. To make things easier for you, you can also provide a Description and the Name Case (as a Title Case or UPPER CASE).

3. Form Settings

Further Options for the Form, Picture Fields, Attachments, Timeline etc. can be specified here. To know more about Form, visit Customize Form.

4. View Settings

Here, you can specify the DocType's view options, such as the default sort order, default sort field, and search fields.

5. Permission Rules

Here, you may provide the DocType's permission rules and specify which users are permitted to use or modify it. Click here to read more about Users and Permissions.

6. Web View

You can decide whether or not you want this DocType's Web View. Users of your website will be able to access the Forms if a DocType has a Web View. Discover more about website visitors at your leisure.

1.2. More Properties

1. Is Submittable: You can pick if you want this DocType to only be 'Saved' or to also be 'Submitted' by checking and un-checking this box.
2. Is Child Table: This option allows you to specify if the New DocType should be a child table of another DocType. Visit Child Table for further details.
3. Is Single: If selected, this Doctype will become a single form similar to a sales order that a user cannot duplicate. Selling Settings, for instance, is a single doctype in the sales module. 4.Is Tree: A small number of DocTypes in ERPNext have a tree-like structure, with some DocTypes acting as Parents and others as Children. For instance, the Doctype Company is organized like a tree, with both Parent Companies and Child Companies, which we refer to as Subsidiaries. You can select this option if you want your DocTypes to be organized similarly.
4. Quick Entry: You can decide if you wish to create a Quick Entry for this DocType. This will enable you to save the DocType with just a few necessary details and make a Fast Entry. Check Journal Entry's Quick Entry, for instance.
5. Track Changes: If you want to keep a record of the modifications made to each Form, choose this option. To learn more about this, see Document Versioning.

6. Track Seen: If you wish to keep track of every User who has viewed this Form, choose this option. Track Views: If you wish to keep track of all the times each User has viewed this form, choose this option.

7. Custom?: When adding a Custom Doctype, this box will automatically be checked. Similarly, this field would by default be unchecked if you were altering an existing DocType in the system.