DocType

A DocType is a fundamental element of any Frappe Framework-based application.

A DocType is a fundamental unit in Frappe Framework applications that defines the structure and presentation of data. It outlines the fields that are used to store data, their relationships, and naming conventions. In the backend, forms like Sales Order, Sales Invoices, and Work Order are added as DocTypes.

Using DocType, you can create personalized forms that can be added to StrideERP based on your needs.

1. Pre-requisite

Module Def

2. How to create a New DocType

To Create a new DocType go to

Admin > Build > DocType

2.1 Additional Details

  1. Fields: Add fields to your DocType, including the label, field type, mandatory fields, and other options.
  2. Naming: Choose how you want to name your forms within the DocType. You can select a pattern for naming, including using a field within the DocType, a naming series, a prompt, a defined naming series, or a format-based name. You can also add a description and specify the name case.
  3. Form Settings: Configure additional settings for the form, such as image fields, attachments, and the timeline.
  4. View Settings:Define the view settings for the DocType, such as search fields, default sort field, and default sort order.
  5. Permission Rules: Define permission rules for the DocType to specify which users can use or make changes to it.
  6. Web View:Select whether you want a web view of the DocType. A web view allows website users to access the forms.

2.2 More Properties

  1. Submittable: You can choose if the form can only be saved or submitted.
  2. Child Table: You can choose if the form will be a child table within another form.
  3. Single:If checked, this form will become a single form which users cannot reproduce.
  4. Tree: You can choose if the form will be structured as a tree with parent and child forms.
  5. Quick Entry:You can choose if a quick entry can be made for this form with only a few mandatory details.
  6. Track Changes:You can choose to maintain a log of changes made to each form
  7. Track Seen:You can choose to maintain a log of users who have seen the form.
  8. Track Views:You can choose to maintain a log of each user's views of the form.
  9. Custom: This field will be checked by default when adding a custom form. If customizing an existing form, this field will be unchecked by default.