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Erpnext v13 user manual en

Erpnext v13 user manual en

Fetching data from a linked master

Question: How to add terms and conditions in driver form?
Steps:

  1. Go to the doctype where you want the to add the terms and conditions.
  2. Go to Menu > Customize

  1. You will see a table with a list of fields. These are the fields in your driver page.
  2. Scroll down to the section/field after which you want to add terms and conditions.
  3. Click on the small icon on the right side. This will expand the selected field.
  4. You can add a new field above on below by clicking on Insert Above/Below.
  5. Add a new field as show below:For more details on adding a custom link field, refer this link.
  6. Add a second field below this:How does this work? In Fetch from, we are adding the following details: doctype.field. In the Terms and Conditions doctype, the field where we add the terms is named terms and it is of type: Text Editor. For fetch fromto work, the data must be in the following format: link_field_name.field_to_fetch
  7. Once this is done, click on Update, and go back to your list. Click on Ctrl + Shift + R to reload.
  8. When you select the terms template in the driver, the system will fetch the conditions from the selected template:
Last updated 3 hours ago

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