DocType
DocType is the core building block of applications developed using the Frappe Framework. It defines both the data structure (Model) and the user interface (View) for storing and managing information.
Every document in ERPNext, such as a Sales Order, Sales Invoice, or Work Order, is based on a DocType. You can also create your own custom DocTypes to build forms and business processes tailored to your organization’s requirements.
How to Access DocType
Go to:
Setup > Customize > DocType > New
1. How to Create a New DocType
- Click New from the DocType list.
- Enter the Name of the new DocType.
- Select the Module where the DocType should be created.
- Click Save.
2. DocType Configuration
2.1 Fields
The Fields section defines the information that will be stored in the DocType.
You can add any number of fields and configure properties such as:
- Field Label
- Field Type
- Mandatory Fields
- Default Values
- Field Options
Fields determine what information users can enter and how that information behaves within the document.
2.2 Naming
The Naming section controls how new documents are identified.
You can configure document names using:
- Field Value
- Naming Series
- User Prompt
- Defined Naming Series
- Format-based Naming
Additional options such as descriptions and name casing (Title Case or UPPER CASE) can also be configured.
2.3 Form Settings
Form Settings allow you to configure the appearance and behavior of the document form.
Examples include:
- Image Fields
- Attachments
- Timeline
- Other form-related settings
2.4 View Settings
View Settings determine how records are displayed in list views.
You can configure:
- Search Fields
- Default Sort Field
- Default Sort Order
2.5 Permission Rules
Permission Rules define which users or roles can create, read, edit, submit, or delete documents belonging to the DocType.
2.6 Web View
Enable Web View if the DocType should be accessible to website users through the ERPNext web portal.
Web View allows forms to be published outside the Desk interface for website users.
3. Additional Properties
3.1 Is Submittable
Enables the document submission workflow. Documents can be both Saved and Submitted.
3.2 Is Child Table
Marks the DocType as a Child Table that can be embedded inside another parent DocType.
3.3 Is Single
Creates only one instance of the DocType in the system, similar to settings documents such as Selling Settings.
3.4 Is Tree
Organizes records into a hierarchical parent-child structure.
This is useful for structures such as companies, departments, or product categories.
3.5 Quick Entry
Enables a simplified data entry form containing only essential fields for creating new records quickly.
3.6 Track Changes
Maintains a version history of all modifications made to the document.
3.7 Track Seen
Records which users have viewed the document.
3.8 Track Views
Maintains a count of document views by users.
3.9 Custom
This option is enabled automatically for newly created custom DocTypes. Standard ERPNext DocTypes do not have this option enabled by default.
