[Need validation] showing prerequisite for each doctype

[sharma_nakul]

Problem
When a new user starts his journey on the ERPNext, identifying pre-requisites and configuration can be a daunting and overwhelming task.

Consider:

• a user initiates the expense claim but it is not submittable as the default account for expense type is not set. And now he is left wondering what to do next.
• a user initiates the leave application but can’t submit it because the leave approver is not assigned yet.

I hope you get the idea.

Possible Solution
So I was thinking maybe we can have some sort of visualization for each doctype which shows the prerequisites for the doctype and the successive actions that can be generated from that doctype.

This could probably be on the list view. We can also think of showing the difference between the mandatory and the optional prerequisites.

Please feel free to provide your suggestions on the idea/design/anything and everything.

[shashank_shirke]

It’s a great idea indeed! Most new users find it difficult to understand the workflow.

Zoho Books is an excellent example of having such workflow diagrams displayed across the UI to facilitate easier understanding by the end user.

Here’s an example of the “Delivery Challan” workflow from Zoho Books