Document Title with multiple fields
Have you ever considered crafting a document title that incorporates multiple fields? For instance, imagine your Sales Invoice requiring both the customer’s name (which is already provided by default) and their tax ID.
So, how can you achieve this? Here’s an intriguing customization feature within the BizCentric that accomplishes this without requiring any scripting.
Here are the steps,
- Make sure you have a field that is going to be referred to for creating the title of the document.
- The basic setup ends by adding this field name in the view settings of the doctype for the title.
- If you want to add more to it,
- Add the field links in the default of the field in this format {field_name}
b. This will result in a multifield title for the selected doctype.
This capability can be expanded to create a custom field that consolidates values from various fields and merges them into a completely new field. A prime example of this is effortlessly generating addresses for custom document types without the need for any custom scripting.
Note: We utilize options for inputting values as it updates the field by modifying its source fields. (Does not function with defaults)
Also, the field type should not be data. (Could be read-only or HTML)