Document Title

Document Title

Based on attributes, you can alter a document's title to provide useful information for list views.

For instance, the customer name appears as the default title on a quotation, but if you are working with a small number of clients and sending numerous quotations to each, you may want to customize.

Setting Title Fields

Beginning with ERPNext Version 6.0, every transaction has a "Title" property. You can add a Custom Field as the title and set the Title Field using Customize Form if there isn't a title property already.

By using string formatting in Default or Options in the Python language, you can change the default value of that property.

1. Click Customize Form to change a default title.
2. Decide the form you want to modify the Title Field for.
3. Modify the form's Title Field.

Defining Titles

Document properties can be specified within braces to specify the title. For example, if your document has fields customer name, you may provide that as the Title of the Form.

As an alternative, you can designate a certain field in Customize Form as the "Title Field".

Fixed or Editable Titles By clicking on the document's header, the user can change your title if it is generated as the default title.

You can specify the rule in the Options property if you prefer a fixed title. In this manner, each time the document is modified, the title will also be updated automatically.