Document Title
The Document Title feature allows you to display meaningful names for records in list views and document headers instead of relying only on document IDs. This makes it easier to identify records, especially when multiple documents belong to the same customer, supplier, or project.
For example, instead of displaying only a Quotation number, you can display the customer name or a combination of multiple fields as the document title.
1. Setting a Title Field
Most DocTypes in ERPNext support a Title Field. If a suitable field does not exist, you can create a Custom Field and use it as the document title.
To configure a Title Field:
- Go to Home > Customization > Form Customization > Customize Form.
- Select the required DocType.
- Locate the Title Field property.
- Select the field that should be displayed as the document title.
- Click Update.
The selected field will now be displayed as the title in document views and list views.
2. Defining Dynamic Titles
Instead of using a single field, you can generate document titles dynamically by referencing document fields using Python-style placeholders.
Syntax
{field_name}For example, if your DocType contains a field named customer_name, you can define the title as:
{customer_name}You can also combine multiple fields to create more descriptive titles.
Example:
{customer_name} - {transaction_date}This could generate a title like:
ABC Corporation - 2026-07-023. Using Default or Options
Dynamic title expressions can be configured in either the Default or Options property of the Title Field.
When a document is created or updated, ERPNext evaluates the placeholders and replaces them with the corresponding field values.
Example:
Project - {project_name}Result:
Project - Website Redesign4. Editable vs Fixed Titles
Editable Titles
If the title is generated using the Default property, users can manually edit the title after the document is created.
This is useful when document titles may need to be customized for better clarity.
Fixed Titles
If the title format is defined using the Options property, ERPNext automatically regenerates the title whenever the document is updated.
This ensures that the title always reflects the latest field values and remains consistent with the configured format.
5. Benefits of Document Titles
- Displays meaningful names instead of only document IDs.
- Makes list views easier to read and navigate.
- Supports dynamic titles using document field values.
- Allows both editable and automatically maintained titles.
- Improves document identification throughout ERPNext.
