Property setters and layout

The idea

A property setter changes one setting of a field or form that already exists: hide it, make it required, rename its label, set its default or its order. For a brand new field, see Lesson 1 (custom fields).

Step by step

Step 1. Open the Property Setter list

1. In the Build area, under Customization, choose Property Setter. Each name joins the form, the field and the property.
2. Type a form name in the DocType box to narrow the list.

Step 2. Read one setter

1. Open Customer-naming_series-hidden: DocType Customer, field naming_series, property hidden, value 1 (hide). A value of 0 means show.
2. The warning says not to edit it by hand; use Customize Form.

Step 3. Make the same change in Customize Form

1. On any list open the menu and choose Customize. In Enter Form Type choose the form.
2. Open a field row and tick Mandatory, Hidden or Read Only; change Label; drag a row to change order. Saving writes the property setter.

Step 4. Know the cautions

1. A property setter changes the form for everyone.
2. An upgrade can reset a standard form: recheck afterward.
3. Write down the form, the field and why.

What you may see on your own site

• Your own setters and counts. Many are system generated; leave those alone.

Common mistakes

1. Editing a system-generated setter by hand. Use Customize Form.
2. Forgetting to document a change. Nobody remembers later.