You have the option to personalize document titles using properties, ensuring that the information displayed in list views is meaningful.

For instance, while the default title for a Quotation typically shows the customer’s name, if you frequently send numerous quotations to a limited number of customers, you might prefer to customize this.

Setting Title Fields

In BizCentric , all transactions have a ‘Title’ property. If there is not a title property, you can add a Custom Field as title and set the Title Field via Customize Form.

You can set the default value of that property by using Python style string formatting in Default or Options

1. To edit a default title, go to Customize Form
2. Select the Form for which you would like to change the Title Field.
3. Edit the Title Field in the form.

Defining Titles

You can designate the title by specifying document properties within braces {}. For instance, if your document contains the field customer_name, you can set it as the Title of the Form.

Alternatively, you can also designate a specific field as the ‘Title Field’ in Customize Form.

Fixed or Editable Titles

If your title is generated as a default title, it can be edited by the user by clicking on the heading of the document.

If you want a fixed title, you can set the rule in the Options property. In this way, the title will be automatically updated every time the document is updated.