Creating Custom Link Field

Link fields are the ones linked to another document type. For example, Customer field is a Link Field in Sales Order. This field is linked to the Customer master.

You can insert Custom Link Field by following the steps below.

Step 1: Go to Customize Form

Home > Customization > Form Customize > Customize Form

Step 2: Select Form

In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once fields are updated in the accompanying table below, open a field above the one you wish to insert your Custom Field. Then click on "Insert Above" to insert the new Custom Field.

Select Docytpe

Step 4: Custom Field Values

To set field as Link, enter values as below.

  1. Label: Desired label that user wishes to display in the form.
  2. Type: Set as 'Link'
  3. Name: Desired name for the field
  4. Options: Enter the name of the DocType to which the field is linked

Enter Values

Next: Customizing Data Visibility In Child Table