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OneCRM | Customize OneHash
Learn how to customize OneHash with custom fields, print formats, custom scripts etc.
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. ++Home > Customization > Form Customization > Custom Script++ . Set the document type an
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Documents and Reports : Document Title
You can customize the title of documents based on properties so that you have meaningful information for the list views. For example, the default title on a Quotation is the customer name, but if you are dealing with only a few customers and sending lots of quotations to each customer, you may want to customize. Setting Title Fields From OneHash, all transactions have a 'Ti
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Customization : DocType
DocType A DocType is the core building block of any application based on the Frappe Framework. It describes the Model and the View of your data. It contains what fields are stored for your data, and how they behave with each other. It contains information about how your data is named. The forms like Sales Order, Sales Invoices, Work Order are added as DocTypes in the backend. DocType allows you to insert custom forms in OneHash as per your requirement. For more understanding on DocTyp
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Authorization Rule
Authorization Rule allows configuring a custom authorization / approval on a documents, based on conditions defined. Example: If a Sales Order's Grand Total exceeds $1,000, then it should be verified/Submitted by the Sales Manager only, even if Sales User has submit permission. On the same lines, you can define authorization rule based on the fields like Net Total, Grand Total, Discount % and specify who would be document approver if authorization condition is matched.
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Customize Form
Customize Form Customize Form is a tool which enables you to make changes to a Form Type or a Document Type (DocType) on the front-end. It allows you to insert Custom Fields as per your requirement or customize the properties of standard fields. Before we venture to learn the Form Customization tool, click here to understand the architecture of forms in OneHash. I
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Custom Field
Custom Field Every form in OneHash has a standard set of fields. If you need to capture some information, but there is no standard Field available for it, you can insert Custom Field in a form as per your requirement. You can go to Customize Form and add the Field in a particular Form or a Document type (hereafter referred to as DocType) . To access Custom Field, go to: ++Home > Customization > Form Customization > Custom Field
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Allow Fields to be changed after Submission
Allow Fields to be Changed After Submission Once a document is submitted, fields are frozen, and no editing is allowed. However, there are certain standard fields like Letter Head, Print Heading which can still be edited. Under Custom Field, if Allow on Submit property is checked, this custom field will be editable even after the document is submitted. To set this property, Go to Customize Form. Select the Form in which you
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Customizing Data Visibility in Child Tables
Customizing Data Visibility in Child Tables In OneHash, there is a feature called the editable grid. This allows the user to add values in the child table without opening a dialog box/form for each row. This is how the Quotation Item table renders value when the Editable Grid is enabled. It will have a maximum of four columns in the table. As per the default setting, only four columns are listed in
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Customizing sorting order in the List View
Customizing Sorting Order in the List View Question: I want records in my Item List sorted based on Descending Order of Item Code. Answers: Following are the steps to customize Sort Order for the Item master. These steps will be applicable for customizing Sort Order for the other documents as well. **Step 1: Go to Customize Form ** ++ Home > Customization > Form Customization > Customize Form ++ **Step 2: Select DocType ** Select document type for which Sort Order is to be customized.
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Field types
Field Types The following are the types of fields you can define while creating new ones, or while amending standard ones. Link Link field is connected to another master from where it fetches data. For example, in the Quotation master, the Customer is a Link field. Dynamic Link Dynamic Link field is one which can search and hold value of any document/doctype. Check This will enable you to have a checkbox here.  doctype Step 2: Script as below & Save
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Restrict Purpose Of Stock Entry
Restrict Purpose Of Stock Entry
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Rename Buttons in Form View
Rename Buttons in Form View In a submitted Sales Order, you can see multiple options under the 'Create' option: You can use this custom script to rename the buttons: Using this script, we have removed/hidden the unwanted buttons, and then renamed one:  in Customer and Sales Invoice and want to make sure that this value gets updated every time you select a Customer in a Sales Invoice. To configure this, in the Sales Invoice Custom Script, you can add thi
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Translations
Translations OneHash is available in more than 80 languages most of which has been contributed by OneHash community. Open Translations Tool from the awesome bar Select the language of your choice Click any source message from left sidebar for which you want to add translation. In the Translated Text field enter your suggested translation and click on Suggest. You can click on another source text from left sidebar and add another transla
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Custom Translations
With Custom Translations, user can print the customer's and supplier's document in their local language. For example, if you have customers from Germany and France who want quotations in German and French, it's possible using Custom Translations. In the Customer master, select the default Language. Say, the default language for the Customer is Spanish. Same way, you can also set default language in the Supplier master.
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