1.6 KiB
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
- Setup > Customize > Customize Form
- Select your transaction
- Edit the Default field in your forms
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}
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 everytime the document is updated.
{next}