Erpnext: [new feature] If this then that

[Olawale1]

Please add a feature to set the value of a field based on another field's value

Example Use Cases:

-Setting the naming series of a doc based on the value in the company field
-Automatically setting the appropriate series (i.e. SINV-RET-) based on the value of the 'Is return' field
-etc

Reference:
https://discuss.erpnext.com/t/set-value-of-a-field-based-on-other-fields-value/7762/1

Mockup:

[mhbu50]

+1

[cosimot]

+1

[rmehta]

Is this only for naming series or any other usecase?

[cosimot]

In our case for normal fields, in example when we sell to customers outside the EU we need to add specific texts in invoices for customs. In the EU other texts and so on.
I think to be able to set a field value based on another would give us incredible opportunities to simplify user's daily work and reduce the possibility to make mistakes.

[Olawale1]

Hi @rmehta

Great to hear from you. This is not only for naming series; I only used that as an example. It is required for other fields too as rightly pointed out by @somicoito
Many times, we want to set Terms and Conditions based on Company or Currency. Currently, this has to be done manually and is prone to errors (user forgets to set the T&C or selects the wrong one)

I'm sure there are so many other situations and scenarios where users need this functionality; it would make a significant impact in terms of simplifying data entry and improving accuracy

Thanks

[MaxMorais]

I have this solution already coded, over Custom Scripts, like you can see there

https://www.youtube.com/watch?v=z1OP5uyRJVM

If do you need a patch for this, I can contribute!

[jk2081]

Can you add this to core and send a PR?

[cosimot]

A PR would be amazing for all of us!

[mhbu50]

@MaxMorais It will be great contribution

[Olawale1]

Hi @nabinhait

Trust you're doing great. Any good news on this? I noticed you removed it from the April milestone

Cheers

[Olawale1]

Hi @MaxMorais

Trust you're doing great. Have you been able to make the contribution yet?

Kind regards,

[Olawale1]

Any update on this feature pls?

Kind regards,

[MaxMorais]

@Olawale1 it's kinda complex to be developed!

I had success to develop the UI, but when I try to make it work, I discovered that now I need to develop around other problems, to have a list of actions, and have an way to trigger that actions.

Because that, I'm working in a parellel project, called Studio, that allow me to develop my functions into the backend of Frappe, using JavaScript, trought the UI, and these functions can be called by this UI.

I'm showing a bit about that functionality here https://www.useloom.com/share/da23a0d1eaab4c27914ca77b405f2407

Due it's an party time project, it's moving really slow.

[Olawale1]

@MaxMorais

Thanks a lot for the update. Studio looks like a really great project! Hope you get to finish it soon...

Cheers!

[Olawale1]

Hi @nabinhait

Any progress here?

Thanks

[MaxMorais]

@Olawale1, my plan is to finish it in September/2019 to get it ready for a presentation in the ERPNext Conference.

I'm already using this on production, and It's stable, but lacks, documentation and the most important thing is the Business Process Layer., that will come with the If then that widget.

[rmehta]

https://github.com/frappe/frappe/pull/8550