Hello community members,
I’m having trouble locating the “document template” feature referenced in the Frappe documentation here: Document Template .
Has Frappe changed this feature, or is the documentation out of date?
I am using the latest version - Frappe Framework: v15.x.x-develop () (develop)
Any assistance would be greatly appreciated.
A few weeks ago, a similar question was raised here, but no answer was provided.
The Framework Docs talk about “Document Templates”:
Document Template (frappeframework.com)
The text (see below) sounds useful.
But do these still exist?
I can’t find the clickable items it describes in the sidebar of forms, not even the sidebar.
This is my current question.
A somewhat similar feature would be somewhat between no templating and full templates, which we call “schleppende Felder” (“draggable fields”) in german speaking countries.
This means that you can designate fields in …
avc
July 28, 2024, 7:56pm
2
Hi @thinkdigital @Peer :
Seems actually never existed
This PR never got merged but some way docs was there …
frappe:develop
← resilient-tech:document-template-feature
opened 09:50AM - 05 Apr 22 UTC
Based on proposal #16024
Create documents from saved templates. Users can sav… e custom templates based on existing forms and use them anytime to autofill new documents.
**Steps**
You can save a template from the Form Sidebar. Entering the name of your template followed by the `Enter` key will save the template.
![image](https://user-images.githubusercontent.com/54097382/162137189-91d5bba2-099a-425d-a068-dc6fda0d4739.png)
Clicking **Show Saved Templates** will list all templates saved for the current DocType.
![image](https://user-images.githubusercontent.com/54097382/161723875-10099240-0b79-4354-9192-951af8a9c818.png)
You can also delete the saved template if no longer useful.
- On selection of a template from an existing form, it will create a new document.
- On a selection of a template in a new form, it will update the form's `doc`.
![Document Template](https://user-images.githubusercontent.com/54097382/162145543-d2b3be2b-7f6a-48ce-803c-a7c3fc7a566b.gif)
**Docs**
https://frappeframework.com/docs/v13/user/en/document_template/edit?wiki_page_patch=2eda289ae1
Closes: #16024
It would be a good feature. In some cases Autorepeat and duplicate could fill the gap.
1 Like
Thank you @avc .
@Peer
I completely agree that tagging the records and duplicating them as needed is an effective solution.