Task: Create a Custom Doctype
- Objective: Apply your understanding by creating a new Doctype from scratch.
- Steps:
- Navigate to the Doctype Creation Screen:
- Go to the LENS Desk and search for 'Doctype.'
- Click on 'New Doctype' to start creating a new one.
- Define Basic Information:
- Name: Give your Doctype a name, such as 'Library Management.'
- Module: Select the appropriate module where this Doctype should reside (e.g., 'Library').
- Naming: Choose a naming rule (e.g., 'Autoname' or a custom naming series).
- Add Fields:
- Add fields to capture relevant information:
- Book Title (Data)
- Author (Data)
- Publication Date (Date)
- ISBN Number (Data)
- Category (Select)
- Availability (Check)
- Adjust field properties (e.g., set 'Book Title' as mandatory).
- Set Permissions:
- Define basic permissions for the Doctype.
- Allow roles like 'Librarian' to create, edit, and delete records.
- Save and Test:
- Save your new Doctype.
- Go back to the main screen and search for 'Library Book.'
- Create a few entries to test your custom Doctype.
Next Steps:
- Try creating another DocType with different fields and test how it interacts with other parts of the system.