How to export/import new DocType

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Bernard Lefebvre

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Sep 18, 2014, 1:34:18 PM9/18/14
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Hi, 

I would like to add some DocType to ERPNext in order to fulfill some specific needs.  For example, I need to add a DocType that would be integrated into a new section under the HR/employee DocType.  I have setup a development environment on a dedicated VM and I would like to know the procedure to export my newly made Doctype from my development environment and import it into a production ERPNext environment.

Aslo, will these modifications be carried over when applying an upgrade to ERPNext?

Thank you

Pratik Vyas

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Sep 19, 2014, 12:45:51 AM9/19/14
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Hi Bernard,

You can push your changes to the erpnext repository into your fork,
change the production git repo to point to your fork and then bench
update should work for you. In this case, you'll have to manage
pulling from upstream yourself.

A more maintainable way would be to try to achieve this via another
app that would not require you to fork erpnext.

My suggestion is to make the new doctype in a new custom app and make
a link field/ table in HR/Employee via "customize form" feature.

Thanks,
--
Pratik
erpnext
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