How to export/import new DocType

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



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On Thu, Sep 18, 2014 at 11:04 PM, Bernard Lefebvre
le...@gmail.com wrote:

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


Note:

If you are posting an issue,

  1. ERPNext is a free and open source software and support is given on this
    forum by a team (https://frappe.io/webnotes). So please consider donating if
    you find this forum useful (https://frappe.io/buy). Even a small amount
    would be helpful.
  2. We should be able to replicate it at our end. So please give us as much
    information as you can. Please see it from the point of view of the person
    receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send
    only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do
    not send images as attachments. Links are good. Same goes for any file you
    are going to send.

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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