Articles on: OneHash CRM | Customize OneHash

Custom Scripts

Custom Scripts



If you wish to change any OneHash form formats, you can do so by using Custom Scripts. For example, if you wish to add a submit button after saving, to a Lead form, you can do so by creating your own script. Custom Scripts are small code snippets that are executed in the browser to extend or customize the standard functionality of OneHash.

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1. How to Create a Custom Script

Create a Custom Script (you must have System Manager role for this):

Go to Custom Script List and click on New.
You will be redirected to a page wherein you will be asked to enter the DocType for which you wish to create a Custom Script.
Type your Custom Script.
Save.

2. Notes

Server Custom Scripts are only available for the Administrator.
Client Custom Scripts are in JavaScript and Server Custom Scripts are in Python.
For testing, make sure to go to Tools > Clear Cache and refresh after updating a Custom Script.


Custom Script Examples


Here are some custom script examples:

Fetch Values From Master
Date Validation
Generate Item Code Based On Custom Logic
Make Read Only After Saving
Restrict Cancel Rights
Restrict Purpose Of Stock Entry
Restrict User Based On Child Record
Sales Invoice Id Based On Sales Order Id
Update Date Field Based On Value In Other Date Field
Custom Button
Filter Options In Select Field
Fetch Value In Child Table Field
Hide Buttons In Form View
Rename Buttons In Form View
Lock Timesheets Based On Date

Updated on: 31/03/2023

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