Manage create and duplicate functionalities

This action requires the "update documents" permission. 

On the document's page, it is possible to define "rules", that determine what values are written into what fields. (eg. a date field is, by default, set to today's date on the 'create' form).

 

Create

Defined in the "Create rules" field.

• Here, you can define what values fields are given, when the "create" form is loaded
• eg. the date fields (date_vat, date_paid...) can be set to have the default value of "new_date" when the form loads.

At current, the rules need to be defined in the JSON format: { "field_name": "field_value" }.

 

Update

Defined in the "Duplicate rules" field.

• The duplicate rules are used, when duplicating a row (eg. products, serials...).
• These rules define which values are copied from the "original" into the "duplicate" form.

At current, the rules need to be defined in the JSON format: { "fields": [ {"field_name": "field_value"},...  ]}