Fetching data from a linked master

Fetching data from a linked master

Question: How to add terms and conditions in driver form?

Steps:

  1. Go to the doctype and add the terms and conditions there.

  2. Click on Menu > Personalize.

  3. A table with a list of fields will be visible. The fields on your driver page are as follows.

  4. Choose the section or field after which you wish to add terms and conditions by scrolling down.
  5. Choose the tiny icon to the right. The chosen field will enlarge as a result.
  6. By selecting Insert Above/Below, you can add a new field above or below.
  7. As shown below, add a new field:
  8. Below this, add a second field:

How does that function? We are adding the following information to Fetch from: doctype.field. The field we use to enter the terms is called terms and has the type: Text Editor in the Terms and Conditions doctype. The data must be in the format linkfieldname.fieldtofetch for fetch from to function.

  1. After finishing, click Update and return to your list. To reload, use Ctrl + Shift + R.
  2. The system will pull the criteria from the chosen template when you choose the terms template in the driver: