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Methods to create Doctypes in ERPNext

admin by admin
September 15, 2023
in Services & Software
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How to create Doctypes in ERPNext
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On this weblog, we are going to discover ways to create new doctypes in ERPNext.

DocType is much like a Mannequin in different frameworks (like odoo).

Once we create doctypes in ERPNext, then database desk with the identical identify will get created (with tab prefix)

e.g – If the doctype identify is Library -> the db desk identify will likely be tabLibrary

The listing construction for doctypes:-

library_management/library_management/doctype/__init__.py

    library_management/library_management/doctype/library/__init__.py

    library_management/library_management/doctype/library/library.js

    library_management/library_management/doctype/library/library.json

    library_management/library_management/doctype/library/library.py

    library_management/library_management/doctype/library/test_library.py

library.json:- JSON file that defines the doctype attributes and fields(desk columns)

library.js:- Shopper-side controller for the Kind view

library.py:- Python controller (server facet) for library doctype

test_library.py:- Python Unit Check boilerplate for writing exams

library.json

** (This file creates the doctype) **

{
  "autoname": "format: PS-{####}",
  "doctype": "DocType",
  "fields": [
    {
      "fieldname": "section1",
      "fieldtype": "Section Break",
      "label": "Section 1"
  },
  {
   "fieldname": "field_1",
   "fieldtype": "Data",
   "in_list_view": 1,
   "label": "Field 1 Label",
   "reqd": 1
  },
  {
   "fieldname": "column_break1",
   "fieldtype": "Column Break",
   "label": ""
  },
  {
   "fieldname": "field_2",
   "fieldtype": "Select",
   "in_list_view": 1,
   "label": "Field 2 Label",
   "options": "option1option2",
   "reqd": 1
  }
 ],
 "module": "library_management",
 "identify": "Doctype Identify",
 "proprietor": "Administrator",
 "permissions": [
  {
   "amend": 0,
   "cancel": 0,
   "create": 1,
   "delete": 1,
   "email": 1,
   "export": 1,
   "if_owner": 0,
   "import": 0,
   "permlevel": 0,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "System Manager",
   "set_user_permissions": 0,
   "share": 1,
   "submit": 0,
   "write": 1
  },
  {
    "amend": 0,
    "cancel": 0,
    "create": 1,
    "delete": 0,
    "email": 0,
    "export": 0,
    "if_owner": 0,
    "import": 0,
    "permlevel": 0,
    "print": 0,
    "read": 1,
    "report": 0,
    "role": "All",
    "set_user_permissions": 0,
    "share": 0,
    "submit": 0,
    "write": 1
   }
 ],
 "quick_entry": 1,
 "show_name_in_global_search": 1,
 "sort_field": "field1",
 "sort_order": "DESC",
 "title_field": "field1",
 "track_changes": 1,
 "track_seen": 1,
 "track_views": 1
}

library.py

** (This file incorporates enterprise logic for specific doctype) **

import frappe

from frappe.mannequin.doc import Doc

class Library(Doc):

    def before_save(self):

        # code to execute earlier than saving a library report #

library.js

** (This file incorporates the js code for the shape view) **

frappe.ui.kind.on('Library', {

    refresh: operate(frm) {                 

        // refresh technique will run each time a kind is refreshed

        // frm if the shape object

    }

});

Learn easy methods to create a brand new app in ERPNext- App Creation and App set up course of in ERPNext

Single doctypes in ERPNext

When a DocType has Is Single enabled, it turns into a Single DocType.

It doesn’t create a brand new database desk. All single values saved within the tabSingles desk. You need to use it for storing world settings.

We are going to use `frappe.db.get_single_value(doctype_name, field_name)` technique to get the worth of a discipline from the one doctype.

NEED HELP?

Hope you discover the information useful! Please be happy to share your suggestions within the feedback under.

When you nonetheless have any points/queries concerning the identical, please increase a ticket at https://webkul.uvdesk.com/en/buyer/create-ticket/.

Additionally, please discover our Odoo improvement providers & an in depth vary of high quality Odoo Apps.

For any doubt, contact us at [email protected].

Thanks for paying consideration!!

author-thumb


Sachin Chaudhary
0 Badges

15 September 2023

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On this weblog, we are going to discover ways to create new doctypes in ERPNext.

DocType is much like a Mannequin in different frameworks (like odoo).

Once we create doctypes in ERPNext, then database desk with the identical identify will get created (with tab prefix)

e.g – If the doctype identify is Library -> the db desk identify will likely be tabLibrary

The listing construction for doctypes:-

library_management/library_management/doctype/__init__.py

    library_management/library_management/doctype/library/__init__.py

    library_management/library_management/doctype/library/library.js

    library_management/library_management/doctype/library/library.json

    library_management/library_management/doctype/library/library.py

    library_management/library_management/doctype/library/test_library.py

library.json:- JSON file that defines the doctype attributes and fields(desk columns)

library.js:- Shopper-side controller for the Kind view

library.py:- Python controller (server facet) for library doctype

test_library.py:- Python Unit Check boilerplate for writing exams

library.json

** (This file creates the doctype) **

{
  "autoname": "format: PS-{####}",
  "doctype": "DocType",
  "fields": [
    {
      "fieldname": "section1",
      "fieldtype": "Section Break",
      "label": "Section 1"
  },
  {
   "fieldname": "field_1",
   "fieldtype": "Data",
   "in_list_view": 1,
   "label": "Field 1 Label",
   "reqd": 1
  },
  {
   "fieldname": "column_break1",
   "fieldtype": "Column Break",
   "label": ""
  },
  {
   "fieldname": "field_2",
   "fieldtype": "Select",
   "in_list_view": 1,
   "label": "Field 2 Label",
   "options": "option1option2",
   "reqd": 1
  }
 ],
 "module": "library_management",
 "identify": "Doctype Identify",
 "proprietor": "Administrator",
 "permissions": [
  {
   "amend": 0,
   "cancel": 0,
   "create": 1,
   "delete": 1,
   "email": 1,
   "export": 1,
   "if_owner": 0,
   "import": 0,
   "permlevel": 0,
   "print": 1,
   "read": 1,
   "report": 1,
   "role": "System Manager",
   "set_user_permissions": 0,
   "share": 1,
   "submit": 0,
   "write": 1
  },
  {
    "amend": 0,
    "cancel": 0,
    "create": 1,
    "delete": 0,
    "email": 0,
    "export": 0,
    "if_owner": 0,
    "import": 0,
    "permlevel": 0,
    "print": 0,
    "read": 1,
    "report": 0,
    "role": "All",
    "set_user_permissions": 0,
    "share": 0,
    "submit": 0,
    "write": 1
   }
 ],
 "quick_entry": 1,
 "show_name_in_global_search": 1,
 "sort_field": "field1",
 "sort_order": "DESC",
 "title_field": "field1",
 "track_changes": 1,
 "track_seen": 1,
 "track_views": 1
}

library.py

** (This file incorporates enterprise logic for specific doctype) **

import frappe

from frappe.mannequin.doc import Doc

class Library(Doc):

    def before_save(self):

        # code to execute earlier than saving a library report #

library.js

** (This file incorporates the js code for the shape view) **

frappe.ui.kind.on('Library', {

    refresh: operate(frm) {                 

        // refresh technique will run each time a kind is refreshed

        // frm if the shape object

    }

});

Learn easy methods to create a brand new app in ERPNext- App Creation and App set up course of in ERPNext

Single doctypes in ERPNext

When a DocType has Is Single enabled, it turns into a Single DocType.

It doesn’t create a brand new database desk. All single values saved within the tabSingles desk. You need to use it for storing world settings.

We are going to use `frappe.db.get_single_value(doctype_name, field_name)` technique to get the worth of a discipline from the one doctype.

NEED HELP?

Hope you discover the information useful! Please be happy to share your suggestions within the feedback under.

When you nonetheless have any points/queries concerning the identical, please increase a ticket at https://webkul.uvdesk.com/en/buyer/create-ticket/.

Additionally, please discover our Odoo improvement providers & an in depth vary of high quality Odoo Apps.

For any doubt, contact us at [email protected].

Thanks for paying consideration!!

author-thumb


Sachin Chaudhary
0 Badges

15 September 2023
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