Framework
LENS Hands-On

Task: Create a Custom Doctype

  • Objective: Apply your understanding by creating a new Doctype from scratch.
  • Steps:
    1. 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.
    2. 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).
    3. 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).
    4. Set Permissions:
      • Define basic permissions for the Doctype.
      • Allow roles like 'Librarian' to create, edit, and delete records.
    5. 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.

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