Hi
I installed ERPNext v14, and started with its basic setup tutorial
I am going through the customizing erpnext
part of Introduction to ERPNext, and got stuck at Dashboard section.
At 4:12, the author tries to add a Link Fieldname as Task
, customer_feedback
.
I could not find a valid link fieldname like that anywhere. She has not created one also in earlier videos. So I assume it is created when Customer Feedback
DocType was created, and derived from its name automatically
Similar to Customer Feedback
DocType, I created Test DocType
so I assumed, the link field name should be test_doctype
, but that also did not work.
My attempt:
Error:

I also tried to go to app/custom-field
to create a new custom field under Task
DocType, (to insert my test customer feedback as field there), there too I did not know what to populate for options. There also test_doctype
did not work out.
My attempt:
Error:

Additional attempt:
Here, I tried adding customer feedback as field in Customize Form
option of Task, but there too, Name
field is disabled, where I wanted to try test_doctype
.
- What am I doing wrong here?
- Where can I see list of valid values for
Options
,Fetch From
? That could have been super helpful instead of guessing that like this every time. Since I self host this, I could access via ssh the server hosting this app as well., if I have to search there as well.
Kindly help.
PS: It looks like some one told, these tutorial video shoudl be ~10 min, so some steps are super fast, without giving proper explanation, how those values being populated were obtained. All this in Introduction to ERPNext
series itself. Needs heavy improvement here.