Autoselect Customer and Project while creating timesheet

ERPNext Project Management
1

Hi,

I created a new project and selected a customer.
When I open the project and create a timesheet, the customer and project is not automatically selected. User has to do the selection manually which is prone to errors.

How can I ensure that the customer and project is automatically selected?

Satish Gupta

2

Hi @sguptajpr

In ERPNext does not automatically select the customer and project in a timesheet based on the project selection.

3

Thanks for replying.
But it does everywhere else. Why not projects?
Is there any way we can customize form to do so?

4

If you are trying to use the + icon to create a timesheet from a project, and the project and customer details are not set, then you have to apply the client script in the project doctype.

frappe.ui.form.on('Project', {
	setup: function(frm) {
	    frm.custom_make_buttons = {
			"Timesheet Link": "Timesheet",
		};
		frm.make_methods = {
            "Timesheet Link": () =>
			frappe.model.with_doctype("Timesheet", function () {
				var ts = frappe.model.get_new_doc("Timesheet");
				ts.project = frm.doc.name;
				ts.customer = frm.doc.customer;
				frappe.set_route("Form", "Timesheet", ts.name);
			}),
		};
	}
});

Then reload Ctrl+Shift+R and check it.

1 Like
5

Amazing. It worked.
Thanks for such a quick and ‘to the point’ answer