Link fields are those associated with another document type. For instance, in a Sales Order, the Customer field is a Link Field linked to the Customer master.

You can insert Custom Link Field by following the steps below.

Step 1: Go to Customize Form

> Home > Customization > Form Customize > Customize Form

Step 2: Select Form

In the Customize Form interface, choose the Document Type (such as Quotation, Sales Order, Purchase Invoice Item, etc.). After updating the fields in the corresponding table below, navigate to a position above where you want to insert your Custom Field. Then, select “Insert Above” to add the new Custom Field.

Step 4: Custom Field Values

To set field as Link, enter values as below.

1. Label: Desired label that user wishes to display in the form.
2. Type: Set as ‘Link’
3. Name: Desired name for the field
4. Options: Enter the name of the DocType to which the field is linked

Adding Filters to Link Field