Personalizing Workflow with Empress DocType Creation

Guides & Tutorials
1

Introduction

Welcome to this user-friendly guide designed to assist you in creating and customizing DocTypes in Empress. A DocType is a critical element that helps you to define and manage your data. In essence, DocTypes can be seen as custom forms like Sales Orders, Sales Invoices, or Work Orders that you might use in your business operations.

From a business perspective, the ability to create and customize DocTypes according to your unique needs significantly improves data management, workflow efficiency, and overall productivity. Now, let’s dive into the details of creating a new DocType.

Step-By-Step Guide to Creating a New DocType

To create a new DocType, follow these simple steps:

  1. Navigate to: Setup > Customize > Doctype > New
  2. Name: Enter the name of your new DocType.
  3. Module: Decide which module you want the new DocType to be a part of.
  4. Click Save.

Adding More Details to Your DocType

After creating a new DocType, you can further customize it by adding more details:

  1. Fields: Add as many fields as you need. You can set the Label, Field Type, Mandatory Fields, and other options.
  2. Naming: Decide how you want your forms to be named within this DocType. You can choose the naming pattern, add a description, and set the name case (either Title Case or UPPER CASE).
  3. Form Settings: Configure additional form settings like Image Fields, Attachments, Timeline, and more.
  4. View Settings: Customize the view settings for the DocType - like Search Fields, Default Sort Field, Default Sort Order, etc.
  5. Permission Rules: Set up user permissions for this DocType. Determine which users can access or modify this DocType.

Advanced Customization Options

For more refined customization, Empress offers several advanced options:

  1. Is Submittable: Decide if this DocType can only be ‘Saved’ or also ‘Submitted.’
  2. Is Child Table: Specify if this new DocType should be a Child Table within another DocType.
  3. Is Single: If checked, this DocType will become a single form that user cannot reproduce.
  4. Is Tree: Enable this if you want your DocTypes to be structured like a tree, with parent and child DocTypes.
  5. Quick Entry: Enable this for users to enter only a few necessary details and save the DocType quickly.
  6. Track Changes: Enable this to keep a log of all changes made to each form.
  7. Track Seen: Enable this to keep a log of all users who have viewed this form.
  8. Track Views: Enable this to keep a log of all the times each user has viewed this form.
  9. Custom?: This field will be checked by default when adding a custom DocType.

In summary, creating and customizing DocTypes in Empress enables you to tailor your data management processes to suit your business needs perfectly. This feature enhances efficiency, productivity, and overall user experience. For further assistance, please refer to the Empress support resources or get in touch with the Empress Support Team.