Custom doctype to be displayed under CRM module

Sunil_Govind · October 15, 2019, 7:01am

Hi,

I need to display custom doctype name with link under CRM module without modifying crm.py file from the server-side, which is any other way to achieve this.

Thanks in advance.

sanjay · October 15, 2019, 8:54am

This can be done using custom application where you can add custom doctype in crm.py.

Sunil_Govind · October 16, 2019, 8:53am

Custom Application means , I have create a new custom doctype right ?

joelios · October 16, 2019, 8:55am

No, it means you have to make your own app

Sunil_Govind · October 16, 2019, 9:34am

we already created App but i want to display those custom doctype under CRM module which i have created in custom app.

joelios · October 16, 2019, 9:57am

look at this

github.com

frappe/frappe/blob/4c03fe62222269b6c83dfa7b35b95cca9ce3069e/frappe/desk/moduleview.py#L146


      
          def add_section(data, label, icon, items):
          	"""Adds a section to the module data."""
          	if not items: return
          	data.append({
          		"label": label,
          		"icon": icon,
          		"items": items
          	})
          
          

          
def add_custom_doctypes(data, doctype_info):
          	"""Adds Custom DocTypes to modules setup via `config/desktop.py`."""
          	add_section(data, _("Documents"), "fa fa-star",
          		[d for d in doctype_info if (d.custom and d.document_type in ("Document", "Transaction"))])
          
          
	add_section(data, _("Setup"), "fa fa-cog",
          		[d for d in doctype_info if (d.custom and d.document_type in ("Setup", "Master", ""))])
          
          
def get_doctype_info(module):
          	"""Returns list of non child DocTypes for given module."""
          	active_domains = frappe.get_active_domains()

sanjay · October 17, 2019, 10:20am

Create a config folder and put crm.py over there.
(Refer erpnext config folder )