Getting Values of Fields to Text Editor Field when saving

misltechnical · February 22, 2022, 10:15am

We decided to create HR Letters through ERPNext. As in Job Offer doctype, We have created doctypes for Increment Letter, Warning Letters, Confirmation Letters, etc. and defined fields for the variables data. And created templates for letters in Terms and Conditions section according to information on Terms and Conditions section.

On Job Offer Doctype, when selecting the letter template, all the variable fields are filling automatically from the entered values and letter is automatically generated. After all, we can edit the letter contents in that text editor field.

But for the doctypes that I created, those values not fetching. How to fetch field values to text editor as similar to Job Offer doctype?

bahaou · February 22, 2022, 11:26am

@misltechnical that’s a custom script you need to create .
the scripts you may use are here

your event goes like this. when you change the name of the letter execute some code : get the letter from the database with its values , then insert the to the fields you want

misltechnical · February 22, 2022, 11:29am

@bahaou Thanks for your suggestion. Can you please provide the script, because i’m new to erpnext scripts. Just used the customizations from Interface level.

bahaou · February 22, 2022, 11:34am

@misltechnical are using the same doctype letter template ?

misltechnical · February 22, 2022, 11:36am

@bahaou No. Letter Templates are in ‘Terms and Conditions’ DocType.

bahaou · February 22, 2022, 11:42am

@misltechnical I will provide you a code later , I m really busy at work .

misltechnical · February 22, 2022, 11:45am

Thanks alot. It will be a great help because we are stuck in the middle of process due to this.

bahaou · February 22, 2022, 2:29pm

@misltechnical hello sir

misltechnical · February 23, 2022, 2:57am

Hello

bahaou · February 23, 2022, 7:48am

@misltechnical did you came out to a solution ?

misltechnical · February 23, 2022, 7:49am

@bahaou Not Yet

bahaou · February 23, 2022, 7:51am

@misltechnical ok give the exact scenario , and the name of doctypes (which ones you created).

misltechnical · February 23, 2022, 9:25am

I created a Doctype Named : Salary Increment Letter, In that doctype I have three fields named : employee_name, effective_date, basic_salary. I manually enter the values to those fields.
Then I have created a Link Field named “select_terms” to select the predefined letter template. When selecting the template, I need to load the letter to Text Editor field named “terms” with automatically filling the above field values.

Letter Formats are created in “Terms and Conditions” doctype.

Letter format example :

Date: {{ effective_date}}

From:
HR Manager,
TSH (Pvt) Ltd.

To:
{{ employee_name }},

Confirmation of Salary Increment

Dear {{employee_name}},

We are pleased to inform you that, the management has decided to bring your salary up to with effective date from {{effective_date}} considering your performance throughout the period from your confirmation.

Yours Faithfully,
HR Team

bahaou · February 23, 2022, 10:38am

@misltechnical
create a custom script on the doctype Salary Increment Letter . enable it and try this code :

 frappe.ui.form.on('Salary Increment Letter', {
  	select_terms : function (frm) {
	if (frm.doc.select_terms){
	    
	    frappe.call({
    method: "frappe.client.get",
    args: {
        doctype: "Terms and Conditions",
        name: frm.doc.select_terms,
    },
    callback(r) {
        if(r.message) {
            var terms = r.message.terms;
            frm.set_value("terms",terms);
            
        }
    }
});
	    
	    
	
	}
	else {frm.set_value("terms","");}
}
})

note that if you write the code inside the doctype folder in the js file , the execution will be a little bit faster . but this will works as well .