Customize Form View

clarkej · January 9, 2018, 8:18am

Here are notes from my search -

This sets the Quotation listview

frappe/erpnext/blob/develop/erpnext/selling/doctype/quotation/quotation_list.js

frappe.listview_settings['Quotation'] = {
	add_fields: ["customer_name", "base_grand_total", "status",
		"company", "currency", 'valid_till'],

	onload: function(listview) {
		if (listview.page.fields_dict.quotation_to) {
			listview.page.fields_dict.quotation_to.get_query = function() {
				return {
					"filters": {
						"name": ["in", ["Customer", "Lead"]],
					}
				};
			};
		}

		listview.page.add_action_item(__("Sales Order"), ()=>{
			erpnext.bulk_transaction_processing.create(listview, "Quotation", "Sales Order");
		});

		listview.page.add_action_item(__("Sales Invoice"), ()=>{

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Here are more similar queries and requests
Date of document creation
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List in "Invoices" or "Sales Order"
Showing date created in the list view - #4 by SwitsolAG

[Enhancement Request] Document Date or Posting Date in List View
[Enhancement Request] Document Date or Posting Date in List View · Issue #8283 · frappe/erpnext · GitHub

Bounty discussion last October
https://erpnext.org/bounties/ability-to-set-default-list-view

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