The Framework Docs talk about “Document Templates”:
Document Template (frappeframework.com)
The text (see below) sounds useful.
But do these still exist?
I can’t find the clickable items it describes in the sidebar of forms, not even the sidebar.
This is my current question.
A somewhat similar feature would be somewhat between no templating and full templates, which we call “schleppende Felder” (“draggable fields”) in german speaking countries.
This means that you can designate fields in an input form which “drag” their values on to the next entry via the form of a “document” of the same type. This means that any “draggable field” is prefilled with the value entered just before in the preceding document. This is useful for rapidly filling in a bunch of documents which have some similar fields, which you can then leave as is because they are identical, or change a detail if similar.
So this is a suggestion for a new feature.
Document Template
Create documents from saved templates. Users can save custom templates based on existing forms and use them anytime to autofill new documents.
You can save a template from the Form Sidebar. Entering the name of your template followed by the Enter key will save the template.
Clicking Show Saved Templates will list all templates saved for the current DocType.
You can also delete the saved template if no longer useful.
- On selection of a template from an existing form, it will create a new document.
- On a selection of a template in a new form, it will update the form’s
doc.