How to add a custom form in "Authorization Rule" list

deepak19 · February 2, 2024, 8:59am

Hello everyone,

I’ve created a custom form which requires authorization to submit. I checked the " Authorization Rule list" but couldn’t find any option to add custom form in it.
Is the list editable?

Thanks,
Deepak

NCP · February 2, 2024, 9:04am

Hi @deepak19,

You can’t easily edit it, but if you want to add an option, use Properly Setter. However, there are many problems, like having to set up custom document type code in the Authorization Rule, which can be tricky to implement. And It’s linked with lots of code.

I hope this helps.

Thank You!

deepak19 · February 2, 2024, 9:57am

Thank you for the information @NCP ! I guess i wont be able to edit the form either as it’s hosted in frappe cloud and I dont have access.

deepak19 · February 5, 2024, 4:43am

Hello @NCP

Is there any other way to submit a “custom form” to a user for approval?

Thanks,
Deepak

NCP · February 5, 2024, 4:54am

We don’t understand what you say.

If you want, then apply the workflow for the custom form.

Thank You!

deepak19 · February 12, 2024, 11:00am

Hello @NCP ,

The erpnext documentation for workflow helped me to figure out the solution here. The use-case scenario was to built a submittable custom form which will be filled by an employee (having rights to submit for approval). And store manager approving the form. So I created a workflow with “approve” and “reject” states.

Thanks,
Deepak