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 ERP Enigma Version 6.0 onwards, all transactions have a 'Title' property. If there is not a title property, you can add a Custom Field as title and set the Title Field via Customize Form .
You can set the default value of that property by using Python style string formatting in Default or Options
- To edit a default title, go to Customize Form
- Select the Form for which you would like to change the Title Field.
- Edit the Title Field in the form.
Defining Titles
You can define the title by setting document properties in braces {} . For example, if your document has fields customer_name , you can specify that as the Title of the Form.
Alternatively, you can also define a particular field as the 'Title Field' in Customize Form.
Fixed or Editable Titles
If your title is generated as a default title, it can be edited by the user by clicking on the heading of the document.
If you want a fixed title, you can set the rule in the Options property. In this way, the title will be automatically updated every time the document is updated.