I want to add a custom doctype in Contact Links table

piyushsawhney · December 30, 2024, 4:49pm

I am creating a Doctype an Investor. I want to link the investor doctype for contact links table. How do I add my custom doctype in the filters?

Abdeali · December 31, 2024, 7:43am

Add Html/Text Editor field to your Investor doctype.

You can refer Bank Account Doctype.

Address and Contact Fields:

Client Side Changes(js):

in refresh event add below code:

github.com

frappe/erpnext/blob/f25d65ecc40cfdedab4c6f7428dc7ae92d86944d/erpnext/accounts/doctype/bank_account/bank_account.js#L23C1-L31C1


      
          
          		frm.toggle_display(["address_html", "contact_html"], !frm.doc.__islocal);
          
          		if (frm.doc.__islocal) {
          			frappe.contacts.clear_address_and_contact(frm);
          		} else {
          			frappe.contacts.render_address_and_contact(frm);
          		}

Server Side Changes(py):

Add this 2 method:

github.com

frappe/erpnext/blob/f25d65ecc40cfdedab4c6f7428dc7ae92d86944d/erpnext/accounts/doctype/bank_account/bank_account.py#L50


      
          		party_type: DF.Link | None
          	# end: auto-generated types
          
          	def onload(self):
          		"""Load address and contacts in `__onload`"""
          		load_address_and_contact(self)
          
          	def autoname(self):
          		self.name = self.account_name + " - " + self.bank
          
          	def on_trash(self):
          		delete_contact_and_address("Bank Account", self.name)
          
          	def validate(self):
          		self.validate_company()
          		self.validate_iban()
          		self.validate_account()
          		self.update_default_bank_account()
          
          	def validate_account(self):
          		if self.account:

github.com

frappe/erpnext/blob/f25d65ecc40cfdedab4c6f7428dc7ae92d86944d/erpnext/accounts/doctype/bank_account/bank_account.py#L43


      
          		iban: DF.Data | None
          		integration_id: DF.Data | None
          		is_company_account: DF.Check
          		is_default: DF.Check
          		last_integration_date: DF.Date | None
          		mask: DF.Data | None
          		party: DF.DynamicLink | None
          		party_type: DF.Link | None
          	# end: auto-generated types
          
          	def onload(self):
          		"""Load address and contacts in `__onload`"""
          		load_address_and_contact(self)
          
          	def autoname(self):
          		self.name = self.account_name + " - " + self.bank
          
          	def on_trash(self):
          		delete_contact_and_address("Bank Account", self.name)
          
          	def validate(self):