DocType Layout
Overview
DocType Layout – Business Overview
DocType Layout is used in Dafater to control how business documents appear to users during daily operations. It defines the visual structure and arrangement of information on a document, ensuring that teams see data in a clear, logical, and role‑appropriate way. This helps organizations standardize how information is presented, improving efficiency, accuracy, and user adoption.
Purpose in Business Operations
DocType Layout allows businesses to: - Present information in a clear and consistent format - Highlight the most important data for decision-making - Reduce confusion caused by cluttered or poorly organized documents - Align document presentation with internal processes and responsibilities
Instead of changing the underlying business rules, DocType Layout focuses on how information is shown, not what the information is.
Prerequisites and Setup Requirements
Before using DocType Layout effectively, the following should be in place: - The relevant business document (such as a form used in operations) must already exist in Dafater - Business processes and user roles should be clearly defined - Stakeholders should agree on what information is most important for each role or department
This ensures that the layout supports real business needs rather than personal preferences.
Typical Workflow and Business Fit
A common business workflow using DocType Layout looks like this: 1. The business identifies a document that users find confusing or inefficient 2. Key users or process owners decide how information should be grouped and ordered 3. A DocType Layout is created to reflect this preferred structure 4. Users work with the redesigned document in their daily activities 5. Feedback is gathered and the layout is adjusted as processes evolve
DocType Layout fits naturally into continuous improvement efforts, helping businesses refine how information is consumed without disrupting operations.
Key Business Scenarios Where DocType Layout Is Essential
DocType Layout is especially valuable when: - Different departments use the same document but focus on different information - New employees need simpler, clearer document views - Management wants critical data to be immediately visible - The business wants consistent document presentation across teams - Processes grow more complex and documents need better organization
In these situations, DocType Layout improves productivity and reduces errors.
Important Considerations for Users
When working with DocType Layout, users should keep in mind: - Layouts should reflect actual business workflows, not individual habits - Simplicity is key—too much information on one screen can reduce effectiveness - Layout changes may impact how quickly users can complete their tasks - Regular reviews ensure layouts remain aligned with changing business needs
Used thoughtfully, DocType Layout becomes a powerful tool for making Dafater easier to use and more aligned with how the business really works.
Basic Information
- Module: Custom
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| document_type | Document Type | Link | ✓ | DocType | Target Dafater document being customized by this layout |
| route | Route | Data | ✓ | - | Application route used to load this document layout |
| fields | Fields | Table | ✓ | DocType Layout Field | List of fields and display order for the document |
| client_script | Client Script | Code | - | Client-side script controlling layout behavior and interactions |
Child Tables
Fields (DocType Layout Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| label | Label | Data | - | Display label shown for field in Dafater layouts | |
| fieldname | Fieldname | Select | ✓ | - | Select underlying Dafater field identifier used for layout |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ |