Creating Custom Link Fields
Links field 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 steps below.
Step 1: Go to Customize Form
Setup > Customize > Customize Form
Step 2: Select Form
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once field are updated in table, open field before which you wish to insert Custom Field. Then click on "Insert Above" to insert new Custom Field.
Step 4: Custom Field Values
To set field as Link, enter values as below.
- Label: Desired label that user wishes to display in the form.
- Type: Set as 'Link'
- Name: Desired name for the field
- Options: Enter the name of the Doctype to which the field is linked