Creating a Custom Form

1

Hello All,

I have a query and I have been suggested by Umair to post it on this Forum.

How can I create two customer Forms? What I mean is in Erpnext we have only one possibility to create one type of customer: Selling -> Customer -> New Customer

What I am looking for is the possibility to create two types of customers (each type with its own form).

For example you can have: Selling -> Customer -> and then under the customer you can have New Business Customer or New Individual Customer.

Is something like this feasible? Anything that could help will be appreciated.

 Thanks,

Kat

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2
  1. Choose a field that will differentiate the Business vs Individual. I recommend using standard field Customer Group, but if this is not workable, you can create your own field of type SELECT
  2. Have fields hide and show depending on the value of the field chosen in step 1. E.g. add the code in "Depends On" in customize form ...  eval:doc.customer_group=="Business"
  3. You would still have "one" customer form, but you can make it look different for different groups.
When it comes to hiding / showing fields, the main issue will be having fields that you'd like to be mandatory.  When hidden, mandatory fields need to have a default (dummy?) value.

On Monday, December 2, 2013 4:06:13 PM UTC+8, Kat wrote:

Hello All,

I have a query and I have been suggested by Umair to post it on this Forum.

How can I create two customer Forms? What I mean is in Erpnext we have only one possibility to create one type of customer: Selling -> Customer -> New Customer

What I am looking for is the possibility to create two types of customers (each type with its own form).

For example you can have: Selling -> Customer -> and then under the customer you can have New Business Customer or New Individual Customer.

Is something like this feasible? Anything that could help will be appreciated.

 Thanks,

Kat

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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3
Thank you Ixnow. I will do that and see if it resolves my problem.

Thanks, regards.

On Monday, December 2, 2013 10:50:12 AM UTC+2, lxnow wrote:
  1. Choose a field that will differentiate the Business vs Individual. I recommend using standard field Customer Group, but if this is not workable, you can create your own field of type SELECT
  2. Have fields hide and show depending on the value of the field chosen in step 1. E.g. add the code in "Depends On" in customize form ...  eval:doc.customer_group=="Business"
  3. You would still have "one" customer form, but you can make it look different for different groups.
When it comes to hiding / showing fields, the main issue will be having fields that you'd like to be mandatory.  When hidden, mandatory fields need to have a default (dummy?) value.

On Monday, December 2, 2013 4:06:13 PM UTC+8, Kat wrote:

Hello All,

I have a query and I have been suggested by Umair to post it on this Forum.

How can I create two customer Forms? What I mean is in Erpnext we have only one possibility to create one type of customer: Selling -> Customer -> New Customer

What I am looking for is the possibility to create two types of customers (each type with its own form).

For example you can have: Selling -> Customer -> and then under the customer you can have New Business Customer or New Individual Customer.

Is something like this feasible? Anything that could help will be appreciated.

 Thanks,

Kat

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note

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    You received this message because you are subscribed to the Google Groups "ERPNext Developer Forum" group.

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