Introduction
Setting Up
Using OOERP
Automation
Accounts
Asset
Buying
CRM
Human Resources
E-Commerce
Loan Management
Projects
Quality Management
Selling
Stock
Support
Website
Agriculture
Education
Healthcare
Hospitality
Manufacturing
Non Profit
Customization
Integration
Regional
OneOffice Logo

Fetching data from a linked master

Question:

How to add terms and conditions in driver form?

Steps:

  1. Go to the doctype where you want the to add the terms and conditions.
  2. Go to Menu > Customize

  1. You will see a table with a list of fields. These are the fields in your driver page.
  2. Scroll down to the section/field after which you want to add terms and conditions.
  3. Click on the small icon on the right side. This will expand the selected field.
  4. You can add a new field above on below by clicking on Insert Above/Below.

5. Add a new field as show below: For more details on adding a custom link field, refer this link. 6. Add a second field below this: How does this work? In Fetch from, we are adding the following details: doctype.field. In the Terms and Conditions doctype, the field where we add the terms is named terms and it is of type: Text Editor. For _fetch from_to work, the data must be in the following format: link_field_name.field_to_fetch 7. Once this is done, click on Update, and go back to your list. Click on Ctrl + Shift + R to reload. 8. When you select the terms template in the driver, the system will fetch the conditions from the selected template: