Hi,
I created a custom doctype which shows as a table in my other doctypes. I’ve been using it for a few weeks and have been able to customize by going on the table list, then Menu > Customize. The Customze button is no longer accessible, so I don’t know how to modify my custom doctypes anymore.
If I go through Customize Form, my custom forms do not appear. Apart from that, they are working fine and the report for them too.
Any idea on how I can solve this?
Thanks for your help!
Maybe you could check to see if you are logged in with “Administrator” user ID.
Hi @ecollot, so the changes that you are talking about was put in place by me. The strict measure was put in place because one needs to understand the structure of data.
A custom doctype is as the name suggests - “custom”. Customize Form was designed to incorporate customisation to the standard doctype because standard doctypes are designed to be generic in nature and the framework allows you to modify it according to your need.
But adding customisation through Customize Form to a custom doctype is actually creating a 2-level customisation which could cause many hinderance as your form starts to grow. Besides Customize Form has its own limitation, so adding customisation to a custom doctype through here means you are limiting the amount of flexibility there is.
What my suggestion would be for you to use the DocType > Your_Custom_Doctype to add any amount of tweaks you need because it will have the same impact.
Hi @Zlash65,
Thanks for getting back to me.
I completely understand what you’re saying. It’s really great to have customize form to adapt each form to our needs! But that’s exactly what I’m trying to do: I want to add a table to a current doctype. I’ve done it in several places, but I’ll show just 1 example.
In the same way that Items are added in a Sales Order in the shape of a very practical table, I have added Communications to an Opportunity in the shape of a very practical table (cf. pictures below). I want to trace what kind of exchange I’m having with someone (email, phone, etc.) and whether it’s linked to an opportunity, a customer, a lead, an issue, etc. (which is why I have several tables), I also need to have a report depending on these types of exchanges.
My Opportunity Communications Table works great! (and all the others) I’ve been able, in a very simple way, to get exactly what I needed. BUT I no longer have access to it. I can use it, but I can’t modify it. Is there no way to access this anymore?
Being able to put this in place is one of the reasons for which I’m very satisfied with ERPnext. I’d be quite frustrated to suddenly having this taken away from me.
Thanks for your help!
Yes you can - https://your_domain/desk#List/DocType/Opportunity Communications Table - something like this. Basically in the search bar search for ‘DocType’. Once in the DocType list look for your table and edit it from there.
There is a high chance you won’t exactly see the the fields that you get in the table in actual use. This is because you must have edited an already custom doctype and over-layed number of custom fields on it.
Now comes the hard part - open a new tab and search Custom Field. In the list view, add a filter Document=Opportunity Communication Table. One by one, port those field to your custom doctype (opened in the previous tab) and make sure you order the fields right. Once all the fields are ported, you can go ahead and delete the Custom Fields.
So yeah, this would be a right way to do things and much simpler too, once you get acquainted. Right now what you have sort of works like this - Standard DocType is loaded first, it then loads the custom fields for this doctype hence you get your custom table in the view. This custom doctype in turn loads additional custom fields that were added through Customize Form. You get the gist right?
Yes, thanks! That’s exactly the access I was missing to get back into the form. Great! I was confused since I used to be able to access it from the Table list directly, but that’s fine by me.
I hadn’t realised that there were 2 ways to manage the doctypes. Great to know how this works =)
Thanks for your help, everything is solved and properly implemented now!
