Customizing Multi-Field Document Titles in Empress

Guides & Tutorials
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Introduction

Creating comprehensive document titles is crucial in any business setting as it ensures that necessary information is easily accessible and identifiable. In Empress, you can easily customize your document titles with multiple fields to include all the important details that your business requires. This guide will guide you through the process of adding multiple fields to your document titles in Empress.

Introduction

The Customizing Document Titles with Multiple Fields feature in Empress allows you to create multifield document titles without any custom scripting. This feature is particularly useful when your business needs to include more than just a customer’s name in a document title, such as a sales invoice that also requires a tax ID.

How to Customize Document Titles with Multiple Fields

Follow these simple steps to customize your document titles:

  1. Identify the Field: Identify the field that you want to include in the document title. This field could be anything that is relevant to your business operations, like a customer’s tax ID or an order number.

  2. Add the Field to View Settings: After identifying the field, add this field name in the view settings of the document type for the title. This will ensure that the field is included in the document title.

  3. Add More Fields: If you want to include more fields in the document title, you can do so by adding the field links in the default of the field in this format: {field_name}. This will result in a multifield title for the selected document type.

Advanced Customization

For even more customization, Empress allows you to create a custom field with consolidated values of different fields. You can merge these values into a completely new field. This feature is useful when creating addresses for custom document types, again without any custom scripting.

Note:

  • Use options for adding values as it updates the field by changing its source fields. This doesn’t work with defaults.
  • The field type should not be data. It could be read-only or HTML.

Conclusion

The ability to customize document titles with multiple fields in Empress enhances your business processes by allowing you to display all necessary information in the document title. This not only improves efficiency but also readability. By following this guide, you can adapt Empress to better suit your unique business needs. For further assistance, please refer to Empress’s additional non-technical resources or contact our support team.