Overview

Efficient data entry and clear document identification are critical for productivity in iVendNext. This guide covers two powerful features:

1. Setting default values to automate repetitive inputs.

2. Creating multi-field document titles for better readability and searchability.

Part 1: Setting Default Values

1.1 Why Use Default Values?

• Saves time: Auto-fills frequently used data (e.g., default country, tax codes).

• Reduces errors: Ensures consistency for mandatory fields.

• Supports conditional logic: Dynamic defaults based on other fields.

1.2 How to Configure Default Values

Step 1: Access Field Properties

1. Go to Customize Form → Select the target DocType (e.g., "Sales Invoice").

2. Locate the field → Expand its properties.

Step 2: Define the Default

• Static Value: Enter directly in Default Value (e.g., "USD" for Currency).

• Dynamic Reference: Use {field_name} syntax (e.g., {today} for current date).

Example:

• Field: Posting Date

• Default Value: {today}

Advanced: Conditional Defaults

Use Custom Scripts to set defaults based on dependencies:

# Set "Territory" to "North" if "Region" is "EMEA"

if doc.region == "EMEA":

    doc.territory = "North"

Part 2: Multi-Field Document Titles

2.1 Benefits of Multi-Field Titles

• Clarity: Combines key details (e.g., {customer_name} - {invoice_date}).

• Searchability: Simplifies filtering in list views.

2.2 How to Configure

Step 1: Identify Title Fields

Ensure referenced fields exist (e.g., customer_name, invoice_date).

Step 2: Create a Consolidated Field

1. Add a Read Only or HTML field (e.g., "Consolidated Title").

2. In Options, enter the template:

{customer_name} - Invoice #{name} ({posting_date})  

Note:

• Avoid Data field types (they don’t support dynamic updates).

• Use {name} for the document’s auto-generated ID.

Step 3: Set as Document Title

1. In Customize Form, go to View Settings.

2. Under Title Field, select the consolidated field.

Output Example:

"Acme Corp - Invoice #INV-2024-001 (2024-06-20)"

3. Best Practices & Troubleshooting

Here’s a quick look at some of the best practices for setting Default Values and Multi-Field document titles.

3.1 For Default Values

3.2 For Multi-Field Titles

• Test Formatting: Ensure long fields don’t break layouts.

• Avoid Circular References: E.g., {title} in a title field.

• Use HTML for Rich Text: Add icons/colors via <span> tags.