34 lines
1.6 KiB
Markdown
34 lines
1.6 KiB
Markdown
You can customize the title of documents based on properties so that you have meaningful information for the list views.
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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.
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#### Setting Title Fields
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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**.
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You can set the default value of that property by using Python style string formatting in **Default** or **Options**
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To edit a default title, go to
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1. Setup > Customize > Customize Form
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2. Select your transaction
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3. Edit the **Default** field in your form
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#### Defining Titles
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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:
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{customer_name} for {project}
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<img class="screenshot" alt = "Customize Title"
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src="{{docs_base_url}}/assets/img/customize/customize-title.gif">
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#### Fixed or Editable Titles
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If your title is generated as a default title, it can be edited by the user by clicking on the heading of the document.
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<img class="screenshot" alt = "Editable Title"
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src="{{docs_base_url}}/assets/img/customize/editable-title.gif">
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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.
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