38 lines
1.6 KiB
Markdown
Raw Normal View History

2017-07-31 16:20:43 +05:30
# Document Title
2015-11-05 16:55:10 +05:30
You can customize the title of documents based on properties so that you have meaningful information for the list views.
For example the default title on **Quotation** is the customer name, but if you are dealing a few customers and sending lots of quotes to the same customer, you may want to customize.
#### Setting Title Fields
From ERPNext Version 6.0 onwards, 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**
To edit a default title, go to
1. Setup > Customize > Customize Form
2. Select your transaction
2016-03-14 19:28:06 +05:30
3. Edit the **Default** field in your forms
2015-11-05 16:55:10 +05:30
#### Defining Titles
You can define the title by setting document properties in braces `{}`. For example if your document has properties `customer_name` and `project` here is how you can set the default title:
{customer_name} for {project}
<img class="screenshot" alt = "Customize Title"
2017-07-31 16:41:35 +05:30
src="/docs/assets/img/customize/customize-title.gif">
2015-11-05 16:55:10 +05:30
#### 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.
<img class="screenshot" alt = "Editable Title"
2017-07-31 16:41:35 +05:30
src="/docs/assets/img/customize/editable-title.gif">
2015-11-05 16:55:10 +05:30
If you want a fixed title, you can set the rule in the **Options** property. In this way, the title will be automatically updated everytime the document is updated.
2016-03-14 19:28:06 +05:30
{next}