Introduction

iVendNext offers powerful tools to track document changes and automate repetitive workflows, reducing manual effort while improving accountability. This guide explores advanced features like change tracking, auto-repeating documents, and quick-entry forms—helping you optimize complex business processes.

Key Features Overview

Step-by-Step Configuration

1. Enabling Document Change Tracking

Scenario: Track all modifications to Purchase Orders.

1. Go to Customize Form > Select Purchase Order.

2. Under More Properties, check Track Changes.

3. Save and reload the form.

Result:

• All edits (fields modified, old/new values) are logged in the View Change Log section.

• Users with permissions can see who made changes and when.

2. Setting Up Auto-Repeat for Recurring Documents

Scenario: Auto-generate a monthly Rent Invoice.

1. Open the document (e.g., Invoice) and click Menu (…) > Auto Repeat.

2. Configure:

• Frequency: Monthly.

• Start/End Dates.

• Notify Users: Email alerts upon generation.

3. Save.

Note: Ensure Allow Auto-Repeat is enabled in Customize Form for the DocType.

3. Simplifying Data Entry with Quick Entry

Scenario: Create a pop-up form for fast Journal Entry creation.

1. In Customize Form > Journal Entry, check Quick Entry.

2. Update the form.

3. Now, when creating a Journal Entry from another document, a compact form pops up with only essential fields.

Tip: Combine this with Default Values (e.g., auto-fill "Posting Date" = today).

Advanced Automation Techniques

Conditional Field Updates

Use Client Scripts to auto-populate fields based on triggers. Example: Set "Due Date" to 30 days after "Posting Date":

ivendnext.ui.form.on("Invoice", {

    posting_date: function(frm) {

        if (frm.doc.posting_date) {

            const due_date = frappe.datetime.add_days(frm.doc.posting_date, 30);

            frm.set_value("due_date", due_date);

        }

    }

});

Workflow Integration

Pair these features with iVendNext Workflows to:

• Auto-assign tasks when documents are created.

• Send approval requests after specific field changes.

Troubleshooting

Best Practices

1. Test in Sandbox: Verify automations with sample data before production.

2. Document Rules: Maintain a guide for team members on how automations function.

3. Monitor Logs: Review Auto-Repeat and Track Changes logs periodically for discrepancies.

Conclusion

Advanced form behaviors transform iVendNext from a static database to a dynamic, self-regulating system. By implementing tracking and automation, businesses save time, reduce errors, and gain actionable insights.