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Add instructions for printing basic directory and hide unecessary fields when printing person documents

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meichthys 2025-11-10 06:02:55 +00:00
parent 41b4b34d4f
commit e9fd98a9c5
2 changed files with 19 additions and 10 deletions
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25
church/church_people/doctype/church_person/church_person.json
View File

@ -68,6 +68,7 @@
"fieldtype": "Data",
"in_preview": 1,
"label": "Full Name",
"print_hide": 1,
"read_only": 1
},
{
@ -144,6 +145,7 @@
"in_preview": 1,
"label": "Family",
"options": "Church Family",
"print_hide": 1,
"search_index": 1
},
{
@ -154,7 +156,8 @@
"fieldname": "is_head_of_household",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Is Head of Household"
"label": "Is Head of Household",
"print_hide": 1
},
{
"fieldname": "photo",
@ -169,7 +172,8 @@
{
"fieldname": "alergies",
"fieldtype": "Data",
"label": "Alergies"
"label": "Alergies",
"print_hide": 1
},
{
"fieldname": "church_records_section",
@ -226,7 +230,8 @@
"default": "0",
"fieldname": "is_married",
"fieldtype": "Check",
"label": "Is Married"
"label": "Is Married",
"print_hide": 1
},
{
"depends_on": "eval:doc.is_married;",
@ -256,7 +261,8 @@
{
"fieldname": "notes",
"fieldtype": "Text Editor",
"label": "Notes"
"label": "Notes",
"print_hide": 1
},
{
"allow_in_quick_entry": 1,
@ -264,7 +270,8 @@
"fieldname": "relationships",
"fieldtype": "Table",
"label": "Notable Relationships",
"options": "Church Person Relation"
"options": "Church Person Relation",
"print_hide": 1
},
{
"allow_in_quick_entry": 1,
@ -272,7 +279,8 @@
"fieldname": "gender",
"fieldtype": "Select",
"label": "Gender",
"options": "Female\nMale\nUnknown"
"options": "Female\nMale\nUnknown",
"print_hide": 1
},
{
"fieldname": "section_break_eqre",
@ -282,7 +290,8 @@
"fieldname": "letters",
"fieldtype": "Table",
"label": "Letters to the Church",
"options": "Church Letter"
"options": "Church Letter",
"print_hide": 1
}
],
"grid_page_length": 50,
@ -306,7 +315,7 @@
"link_fieldname": "person"
}
],
"modified": "2025-11-07 00:11:42.775879",
"modified": "2025-11-10 01:00:18.921799",
"modified_by": "Administrator",
"module": "Church People",
"name": "Church Person",

4
church/church_people/workspace/manual:_people/manual:_people.json
View File

@ -1,6 +1,6 @@
{
"charts": [],
"content": "[{\"id\":\"nnvMTG5Sl5\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h1\\\" style=\\\"font-weight: normal;\\\">\ud83d\udc65People&nbsp;Manual</span>\",\"col\":12}},{\"id\":\"B-CtTCmVDX\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">The people module contains features relating to the people of the church (i.e. Members, Families, Leadership. etc).</span>\",\"col\":12}},{\"id\":\"Htx875Wd1w\",\"type\":\"paragraph\",\"data\":{\"text\":\"The <a href=\\\"http://development.localhost/app/people\\\">People workspace</a> contains number cards and graphs indicating the current count of people/families/members. there are also links to various reports (Birthdays, Roles, Letters, etc).\",\"col\":12}},{\"id\":\"qI9ZNpJJX4\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h2\\\">\ud83d\udc64Person</span>\",\"col\":12}},{\"id\":\"RZThk3_x4O\",\"type\":\"paragraph\",\"data\":{\"text\":\"<a href=\\\"http://app/church-person\\\">Church people</a> include guests, members, leadership, and other people who interact or are associated with the church.\",\"col\":12}},{\"id\":\"UJEDTpYJIM\",\"type\":\"paragraph\",\"data\":{\"text\":\"When <a href=\\\"/app/church-person/new-church-person\\\">adding a person</a>, note the following:<br>- Church membership and baptism status can be indicated.<br>&nbsp; &nbsp; - If needed, additional <a href=\\\"/app/church-member-status\\\">member status types</a> can be created.<br>- If the person has any roles in the church, they should be indicated in the 'Church Roles' section.&nbsp;<br>&nbsp; &nbsp;- If a <a href=\\\"/app/church-role-type\\\">role type</a> does not exist, you can <a href=\\\"/app/church-role-type/new-church-role-type\\\">create new role types</a> as needed.<br>- Photos should be added for members. The photos will be used in a member directory in a future versions.<br>- Letters from this person can be added in the 'Contact' tab<br>- Family relationships can be defined in the 'Family' tab.<br>&nbsp; &nbsp; - When a spouse is added, the spouse's document will also be updated accordingly.<br>&nbsp; &nbsp; - Additional relationships can be defined in the 'Notable Relationships' section - these relationships are not auto-updated on the other person's document.<br>&nbsp; &nbsp; - A Family can be automatically created from a person by clicking the 'New Family From Person' button. This requires a 'Last Name' to be set, and will set the person as the Family's head-of-household.\",\"col\":12}},{\"id\":\"A37CU_rUFj\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h2\\\">\ud83d\udc68\u200d\ud83d\udc69\u200d\ud83d\udc67\u200d\ud83d\udc66Family</span>\",\"col\":12}},{\"id\":\"_wxytNqTX4\",\"type\":\"paragraph\",\"data\":{\"text\":\"<a href=\\\"/app/church-family\\\">Families</a> are groups of <a href=\\\"/app/church-person\\\">people</a> who are related.\",\"col\":12}},{\"id\":\"qQr_8PsoeH\",\"type\":\"paragraph\",\"data\":{\"text\":\"When <a href=\\\"/app/church-family/new-church-family\\\">adding a family</a>, note the following:<br>- After adding a family, you may want to link people to the family.<br>- Only one <a href=\\\"/app/church-person\\\">person</a> can be set as the head of household. To set the head-of-household, go to the person's document and check 'Is Head of Household' on the 'Family' tab.<br>\",\"col\":12}}]",
"content": "[{\"id\":\"nnvMTG5Sl5\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h1\\\" style=\\\"font-weight: normal;\\\">\ud83d\udc65People&nbsp;Manual</span>\",\"col\":12}},{\"id\":\"B-CtTCmVDX\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">The people module contains features relating to the people of the church (i.e. Members, Families, Leadership. etc).</span>\",\"col\":12}},{\"id\":\"Htx875Wd1w\",\"type\":\"paragraph\",\"data\":{\"text\":\"The <a href=\\\"http://development.localhost/app/people\\\">People workspace</a> contains number cards and graphs indicating the current count of people/families/members. there are also links to various reports (Birthdays, Roles, Letters, etc).\",\"col\":12}},{\"id\":\"qI9ZNpJJX4\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h2\\\">\ud83d\udc64Person</span>\",\"col\":12}},{\"id\":\"RZThk3_x4O\",\"type\":\"paragraph\",\"data\":{\"text\":\"<a href=\\\"http://app/church-person\\\">Church people</a> include guests, members, leadership, and other people who interact or are associated with the church.\",\"col\":12}},{\"id\":\"UJEDTpYJIM\",\"type\":\"paragraph\",\"data\":{\"text\":\"When <a href=\\\"/app/church-person/new-church-person\\\">adding a person</a>, note the following:<br>- Church membership and baptism status can be indicated.<br>&nbsp; &nbsp; - If needed, additional <a href=\\\"/app/church-member-status\\\">member status types</a> can be created.<br>- If the person has any roles in the church, they should be indicated in the 'Church Roles' section.&nbsp;<br>&nbsp; &nbsp;- If a <a href=\\\"/app/church-role-type\\\">role type</a> does not exist, you can <a href=\\\"/app/church-role-type/new-church-role-type\\\">create new role types</a> as needed.<br>- Photos should be added for members. The photos will be used in a member directory in a future versions.<br>- Letters from this person can be added in the 'Contact' tab<br>- Family relationships can be defined in the 'Family' tab.<br>&nbsp; &nbsp; - When a spouse is added, the spouse's document will also be updated accordingly.<br>&nbsp; &nbsp; - Additional relationships can be defined in the 'Notable Relationships' section - these relationships are not auto-updated on the other person's document.<br>&nbsp; &nbsp; - A Family can be automatically created from a person by clicking the 'New Family From Person' button. This requires a 'Last Name' to be set, and will set the person as the Family's head-of-household.\",\"col\":12}},{\"id\":\"0a0Yfbfao3\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h4\\\">Person Directory</span>\",\"col\":12}},{\"id\":\"aIL5EgTGiJ\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">To generate a Church Directory:<br>1. Navigate to the <a href=\\\"/app/church-person\\\">church person list</a>.<br>2. (Optionally) Check the <i>Is Member </i>filter to only show members.<br>3. Select all the people by checking the top left checkbox in the list.<br>4. Click the <i>Actions </i>button and choose <i>Print</i>.<br>5. Select your print options and click <i>Print</i> to generate a member directory pdf file.<br>&nbsp; &nbsp; - Tip: To make each person page smaller when printing the pdf, you can use the <i>print multiple pages per sheet</i> option in your system print dialog (if your system supports this feature).</span>\",\"col\":12}},{\"id\":\"A37CU_rUFj\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h2\\\">\ud83d\udc68\u200d\ud83d\udc69\u200d\ud83d\udc67\u200d\ud83d\udc66Family</span>\",\"col\":12}},{\"id\":\"_wxytNqTX4\",\"type\":\"paragraph\",\"data\":{\"text\":\"<a href=\\\"/app/church-family\\\">Families</a> are groups of <a href=\\\"/app/church-person\\\">people</a> who are related.\",\"col\":12}},{\"id\":\"qQr_8PsoeH\",\"type\":\"paragraph\",\"data\":{\"text\":\"When <a href=\\\"/app/church-family/new-church-family\\\">adding a family</a>, note the following:<br>- After adding a family, you may want to link people to the family.<br>- Only one <a href=\\\"/app/church-person\\\">person</a> can be set as the head of household. To set the head-of-household, go to the person's document and check 'Is Head of Household' on the 'Family' tab.<br>\",\"col\":12}}]",
"creation": "2025-10-26 22:59:15.251142",
"custom_blocks": [],
"docstatus": 0,
@ -13,7 +13,7 @@
"is_hidden": 0,
"label": "Manual: People",
"links": [],
"modified": "2025-11-02 01:56:16.602782",
"modified": "2025-11-10 00:37:02.650282",
"modified_by": "Administrator",
"module": "Church People",
"name": "Manual: People",