Trying to add a Password confirmation field to Sales Invoice

[root13F]

@Jonathan_Lee

Not sure what to put under “options”

As far as Link type is concerned, the options should contain a valid DocType name such as Customer or Supplier. Once you do it, and if you try it on the form, it shows you the dropdown list with the names of current documents made.

@Jonathan_Lee

I also noticed that the form’s standard link fields have a “NAME” text box which is uneditable and non-existent when I create my custom link fields , I’m not sure why, can someone explain to me regarding this?

this name is the exact name of the attribute in the DB for the doctype which is stored as a table. Let me explain with an example.

This is from Customize Form on Customer Doctype

Now, the same in Database

MariaDB [627c579cf3496713]> desc `tabCustomer`
    -> ;
+------------------------------------------+---------------+------+-----+----------+-------+
| Field                                    | Type          | Null | Key | Default  | Extra |
+------------------------------------------+---------------+------+-----+----------+-------+
| territory                                | varchar(140)  | YES  |     | NULL     |       |

Hence, name is the label of the field in the table stored in DB.

If you change name, then you are changing the schema of the database, and in case you already have a lot of data, many things could break unless you manually fix them.

But, if you are in developer mode and also if you have all the correct roles, Edit Doctype will let you change the fieldname too but again that is on you adjust other doctypes or reports that may be using this field.

For the non-existent case,

If you are trying to create a new custom field via Customize Form, then this name is not available to you for editing. When you update, you will find that this will be a lowercase version of what you write in Label with spaces replaced by underscores.

---

You don’t need a password for protecting documents. You can restrict them on the basis of Roles and User Permissions.

@Jonathan_Lee

Permission, what should I be writing here if I just wanted this field to appear to “Sales Agent” but not any other user such as “Sales Manager” or “System Manager”?

You can set permission levels on different fields. These will help you understand this better.

https://erpnext.org/docs/user/manual/en/setting-up/users-and-permissions

---

Also, since you are into customizing you should have a look into Custom apps and Fixtures. These will help you preserve your customizations in cases of updates to ERPNext.

Create a new field with an App - how-to wanted

@vrms, do you need manage the custom fields as fixtures, it’s very simple! Create a new-app with bench new-app Edit the hooks.py in the app folder, and add a new entry: fixtures = ["Custom Field"] To export the fields use bench export-fixtures

If you are on developer mode, don’t use edit doctype on the default documents, but customize form only and export them to your own app.