How to custom doctype in Link Cards of core Modules

Sameer_Shaikh · July 30, 2020, 6:18am

I need to add new item in Link cards of CRM in Settings Cards. rsz_screenshot_from_2020-07-30_11-26-39

Like we have CRM > Settings > LinkedIn Settings
I want to add new item just below Linkedin Setting

Thanks in advance

rahy · July 30, 2020, 7:15am

In your custom app, add crm.py in config folder with the code for your link

from __future__ import unicode_literals
from frappe import _

    def get_data():
    	return [
    		{
    			"label": _("Settings"),
    			"items": [
    				{
    					"type": "doctype",
    					"name": "Your doctype",
    					"label": "the text you want to display",
    				},
                            ]}]

You can only add, not replace.

Sameer_Shaikh · August 4, 2020, 10:29am

Tried as you specified, still no result

Here is the screenshot of the same

rahy · August 4, 2020, 10:49am

Can you get to the doctype from search box on the navbar?
Have you reload the page (from Setting menu on navbar)?
Is there any typo?

Sameer_Shaikh · August 4, 2020, 11:45am

Yes , I can find the doctype from search box
Yes , I have reload the page and even restarted the bench again and loged in again.
Nope there is no typo

rahy · August 4, 2020, 12:06pm

The "type": "doctype", has underline, what is it?

Try to copy the crm.py from erpnext, delete everything except 1 item, change the doctype name to your doctype and see if it showed up.

Sameer_Shaikh · August 4, 2020, 12:30pm

Its pycharm typo, which give green underline at doctype everywhere in app.

Do we need to update the hooks.py of custom app, so that it can over-write the eprNext crm.py with custom app crm.py

rahy · August 4, 2020, 1:59pm

No hooks is needed.
And it will not replace or overwrite, it only add. So if you have:

Settings:

Abc
Def

then your code (Ghi) will add below the default:

Settings:

Abc
Def
Ghi

Have you tried this?

Sameer_Shaikh · August 5, 2020, 7:21am

Yes bro,
I tried as you said. Restarted the bench, and logged in again, still no results.

rahy · August 5, 2020, 11:20am

It seems everything is correct. I don’t know why it doesnt showed up.

Try to copy the whole crm.py from erpnext’s config and put it in your custom app’s config and, if I remember correctly, there will be doubled links in the card.

Sameer_Shaikh · August 10, 2020, 12:06pm

Yes, I tried that to I copy past whole crm.py to my custom app crm.py and just added one more item(my doctype) like the previous items available in it.
But still no changes every this sill remains same.

rahy · August 10, 2020, 12:42pm

May be a bench build or bench migrate can fix it?

I’m sorry I don’t think I can of any further help.

Sameer_Shaikh · August 10, 2020, 1:17pm

Thanks for the support.
Will update this thread as I find the solution for this.
Thank You

rahy · August 10, 2020, 2:02pm

O ya… just fyi.
If the config can’t find the doctype (wrong name, doctype not exist, etc) then the link will also not be shown on the page.

Sameer_Shaikh · August 11, 2020, 7:12am

I rechecked everything .
And also preformed bench migrate still no changes appear.
Thanks

njoolfoo · October 1, 2020, 6:30pm

been stuck with this issue for like months now. No clear tutorial on how to do this

jtarun4625 · March 4, 2021, 9:58am

Working for me !!

himanshu_013 · July 30, 2021, 11:06am

How ? can you tell me i am facing same issue

lekhnath · October 11, 2021, 1:11am

What is the version-13 way of doing the same?

rahy · October 11, 2021, 4:32pm

Sorry I don’t use version-13.
But I guess it is the same?