Frappe Doctype Development

Frappe DocType Development

Build and modify DocTypes—the core data model abstraction in Frappe Framework.

When to use

• Creating new DocTypes (standard, single, child table, submittable, tree)
• Adding or modifying fields on existing DocTypes
• Implementing controller logic (validate, beforesave, onsubmit, etc.)
• Setting up naming series and auto-naming
• Configuring permissions and workflows
• Building child tables and parent-child relationships

Inputs required

• Target app and module path
• DocType name and type (standard/single/child/submittable/tree)
• Field definitions (name, type, options)
• Permission requirements by role
• Whether workflow is needed

Procedure

0) Verify environment

# Ensure developer mode is enabled
bench --site  console
>>> frappe.conf.developer_mode  # Must be True

1) Choose DocType type

| Type | Use Case | Key Setting | |------|----------|-------------| | Standard | Multiple records | Default | | Single | Config/settings (one record) | issingle: 1 | | Child Table | Rows in parent table | istable: 1 | | Submittable | Draft→Submit→Cancel workflow | is_submittable: 1 | | Tree | Hierarchical data | is_tree: 1 | | Virtual | External data source | is_virtual: 1 |

2) Create DocType

Option A: Via UI (recommended for new DocTypes)

1. Navigate to DocType List → New
2. Define fields, permissions, settings
3. Save (exports to app in developer mode)

Option B: Via code

# Create DocType JSON in: 
# //doctype//.json

3) Define fields

Common field patterns:

{
  "fieldname": "customer",
  "fieldtype": "Link",
  "label": "Customer",
  "options": "Customer",
  "reqd": 1
}

See [references/field-types.md](references/field-types.md) for all field types.

4) Implement controller

Create .py alongside the JSON:

import frappe
from frappe.model.document import Document

class MyDocType(Document):
    def validate(self):
        # Lightweight validation
        if not self.customer:
            frappe.throw("Customer is required")
    
    def before_save(self):
        # Pre-save normalization
        self.full_name = f"{self.first_name} {self.last_name}"
    
    def after_insert(self):
        # Post-create side effects
        frappe.publish_realtime("new_doc", {"name": self.name})

5) Set up naming

{
  "autoname": "naming_series:",
  "fields": [
    {
      "fieldname": "naming_series",
      "fieldtype": "Select",
      "options": "PRJ-.YYYY.-\nPRJ-.YYYY.-.###"
    }
  ]
}

Options: field:fieldname, naming_series:, hash, format:PREFIX-{####}

6) Configure permissions

Set in DocType → Permissions tab:

• Role + Read/Write/Create/Delete/Submit/Cancel
• User permissions for row-level filtering

7) Add workflow (if needed)

Create Workflow DocType linking to your DocType with states and transitions.

Verification

• [ ] DocType appears in list and can create new records
• [ ] All fields save correctly
• [ ] Controller hooks fire (check logs)
• [ ] Permissions enforced for each role
• [ ] Naming series generates correctly
• [ ] Run: bench --site migrate succeeds

Failure modes / debugging

• DocType not found: Check module path and app installation
• Controller not loading: Verify class name matches DocType name (PascalCase)
• Fields not saving: Check fieldtype and options compatibility
• Permission denied: Verify role permissions and User Permissions

Escalation

• For complex permission logic, see [references/permissions.md](references/permissions.md)
• For child table patterns, see [references/child-tables.md](references/child-tables.md)
• For Virtual DocTypes, see [references/virtual-doctypes.md](references/virtual-doctypes.md)

References

• [references/field-types.md](references/field-types.md) - All field types and options
• [references/controllers.md](references/controllers.md) - Controller lifecycle hooks
• [references/child-tables.md](references/child-tables.md) - Parent-child patterns
• [references/naming.md](references/naming.md) - Naming patterns

Guardrails

• Check developer_mode before schema changes: DocType modifications only export to files when developer_mode = 1 in site config
• Verify naming series uniqueness: Ensure naming series prefixes don't conflict with existing DocTypes
• Test child tables separately: Child tables have their own lifecycle; test them in isolation before parent integration
• Always run migrate after changes: Schema changes require bench --site migrate to apply
• Validate fieldname conventions: Use snake_case, max 140 chars, no reserved SQL keywords

Common Mistakes

| Mistake | Why It Fails | Fix | |---------|--------------|-----| | Missing reqd on mandatory fields | Users can save incomplete data | Set reqd: 1 on fields that must have values | | Wrong fieldtype for data | Data truncation or validation errors | Match fieldtype to data (e.g., Currency for money, not Float) | | Not running bench migrate | Schema changes not applied to database | Always run bench --site migrate after DocType changes | | Circular Link dependencies | DocType creation fails | Use Dynamic Link or restructure relationships | | Controller class name mismatch | Controller methods not called | Class name must be PascalCase of DocType name (e.g., SalesOrder for "Sales Order") | | Missing in_list_view on key fields | Fields not visible in list | Set in_list_view: 1 on important fields |

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: lubusIN
• Source: lubusIN/frappe-skills
• License: MIT

Install and usage instructions live in the source repository linked above.