My requirement is to build a report or page that lists records from these DocTypes (mainly leads that require follow-up), and for each record, I want to display a “Pick” button (for example, to log a new follow-up). Important: I do not want to store any records in this report page itself—just display the data dynamically from the existing DocTypes. The Pick button should trigger an action for that lead, but the report itself should not have its own DocType or table in the database.
What is the best approach to achieve this in ERPNext/Frappe?
Should I create a custom DocType for the report page?
Or should I use a custom app with a custom page, script report, or something else?
What is the recommended method to build a dynamic report page with actions but without storing any extra data?
If possible, please share any examples, documentation links, or code samples for this scenario.
Or is i want to use custom page.
Thanks in advance!
You can make a query report or script report for your needs. Definitely don’t need to store data in DB and no need for a custom page. Refer these links
All you need is an sql query with a union all and select from both doctype tables
Query report
easy/instant can be done without custom app, directly in UI (stored in DB)
complex js may be harder, button in row may be more complicated… refer above links
just go to your-site/app/report and “Add Report”
Script report
total control, can do more stuff, esp getting data in py controller
need custom app, and the baggage that comes with that