Customize Connections links

Hi guys,

I have been trying to modify these links under Connections. Where can i edit these links?

1 Like

https://docs.erpnext.com/docs/v13/user/manual/en/customize-erpnext/customize-form

In there you find “link documents”.

i want to remove the default ones. these are not defined there

1 Like

Hi Erik,

The only way I know is modifying the related Python code.

This is the path to the file for Patient Appointments:

../apps/erpnext/erpnext/healthcare/doctype/patient_appointment/patient_appointment_dashboard.py
from __future__ import unicode_literals
from frappe import _

def get_data():
	return {
		'fieldname': 'appointment',
		'non_standard_fieldnames': {
			'Patient Medical Record': 'reference_name'
		},
		'transactions': [
			{
				'label': _('Consultations'),
				'items': ['Patient Encounter', 'Vital Signs', 'Patient Medical Record']
			}
		]
	}

i found this also. so i removed the links but they aren’t going away :slight_smile: i’m doing something wrong.

in a custom script

    frappe.ui.form.on('Sales Order', {
	refresh(frm) {
		setTimeout(() => {
			$("[data-doctype='Auto Repeat']").hide();
			$("[data-doctype='Work Order']").hide();
			$("[data-doctype='Pick List']").hide();
			$("[data-doctype='Material Request']").hide();
			$("[data-doctype='Payment Entry']").hide();
			$("[data-doctype='Payment Request']").hide();
			$("[data-doctype='Journal Entry']").hide();
		}, 10);
	}
})

if you do changes directly in the python code, dont forget to:
bench build
bench clear-cache
bench restart

1 Like

@Erik_Jeurissen, there’s also a “Linked Documents” section on the DocType itself. This may do teh trick for you.

3 Likes

A generic function to add links in the Connections area (Transactions section). Use like below.
e.g. to add a link to Wallpaper doctype with some counts and add new button hidden.

  frappe.add_dashboard_connection(cur_frm, "Wallpaper", "Related", 10, 5, [ 'WAL-1','WAL-2' ],null,1);

Can be used when add_transactions of frappe dashboard.js cannot be used, for instance when the logic for open count, count or filter for list view is not obvious.

frappe.add_dashboard_connection = function (
    frm,
    doctype,
    group,
    open_count,
    count,
    names,
    onclick,
    hidden
  ) {
    if (
      frm.dashboard.transactions_area.find(
        `.document-link[data-doctype="${doctype}"]`
      ).length > 0
    ) {
      frm.dashboard.set_badge_count(doctype, open_count, count, names);
      return;
    }
  
    let $group = frm.dashboard.transactions_area
      .find(`.form-link-title:contains('${group}')`)
      .get(0);
  
    let $link_template = $(`
    <div class="document-link" data-doctype="${doctype}">
      <div class="document-link-badge" data-doctype="${doctype}">
        <span class="count hidden"></span> <a class="badge-link">${doctype}</a>
      </div>
      <span class="open-notification" title="Open ${doctype}">0</span>
      <button ${
        hidden ? "hidden" : ""
      } class="btn btn-new btn-secondary btn-xs icon-btn" data-doctype="${doctype}">
        <svg class="icon icon-sm"><use href="#icon-add"></use></svg>
      </button>
    </div>
    `);
  
    let _to_list_view = function () {
      frappe.route_options = {
        name: ["in", names],
      };
      frappe.set_route("List", doctype, "List");
    };
  
    $link_template.on("click", onclick || _to_list_view);
  
    frm.dashboard.transactions_area
      .find(`.form-link-title:contains('${group}')`)
      .after($link_template);
    frm.dashboard.set_badge_count(doctype, open_count, count, names);
  };
2 Likes

This looks very helpful, but quite difficult.

Would you help me decide if I need to use it in my case?

I am trying, without success, to customise the “Fulfilment” group of the “Connections” section of “Sales Order” to include a reference to a child table field in my app.

The app I am developing is for delivery route planning. It allows back office staff to coordinate contacting dozens of repeat customers on one of many delivery routes. For each address on a route a user can quickly record the results of a phone call. When the customer’s requests have been confirmed, the user can generate a Sales Order at the click of a button.

I have a parent DocType “Route Planner” and a child DocType “Route Stop”.

“Route Planner” has a table field “stop_addr” to contain the table of “Route Stop” rows.

Each “Route Stop” item has a button field “Generate Sales Order” and a read only LInk field “Sales Order Name” (sales_order_name).

I have tried to customise the Sales Order DocType like this :

Route Planner does appear in the correct place in the “Connections” section of “Sales Order”, but Sales Orders generated from my app do not add a number to the tag as a connection back to a Quotation would, for example.

It is also the case that attempting to delete the Sales Order will fail with a warning about an existing reference to it from a “Route Planner”, so the connection is understood to exist.


Questions:

  1. Does that look correct?
  2. Is there something more I need to do when generating the Sales Order from the Route Planner?
  3. Any suggestion as to why it doesn’t show a connection count?
  4. Will I need to implement the code you show above?

Is it possible to make sales_order_name a Link field? at least to check if that fixes the count issue…

Oh yes! It is indeed a Link field.

I should have mentioned that, sorry.

Guys i have the Customer ERPNEXT doctype i have added the connections i want in linked documents below but still i cant see the connections in the doctypes.

i could not find the employee_dashboard.py??