Recipes

Recipes

Exact clicks for the tasks people ask about most.

Getting around

I want to open Sales Invoice without touching the mouse. Ctrl+K, type sal inv, Enter. For a new one, type new sal inv.

I want more rows on my screen. Theme Studio → Density → Compact. Or Ctrl+K, type compact, Enter.

I want the whole width for a big report. Ctrl+Shift+B folds the sidebar to a rail. Press it again to bring it back. See Mini Rail.

I want a coloured sidebar. Theme Studio → pick a theme → Customize → Sidebar → Sidebar Style Gradient → Apply. See Sidebar Skins.

I want everyone to land on a home page. Theme Settings → Use the Nexus Home Page → Save. See Home Page.

I want the whole site to start out Compact. Theme Settings → Default Density → Compact. Anyone who has chosen their own density keeps it.

Looks

I want dark mode at night and light in the day. Theme Studio → Auto Light/Dark → pick one of each → Mode: Automatic → Save.

I want the whole team on our brand colour. Theme Studio → Customize → Generate → enter the brand colour → choose a variant → Save as Custom with Share with other users ticked. Then, as an administrator, set it as the Site Default Theme in Theme Settings.

I made a theme on staging and want it in production. Export on staging, Import on production, then set it as default or share it.

I want plain Frappe back. Theme Studio → Reset to Default. Or pick Frappe Light or Timeless Night in Frappe's own Switch Theme dialog.

I want our logo in the navbar and on the browser tab. Theme Settings → Navbar Logo and Favicon. Add a Login Background there too if you like.

Sounds

Everything went silent. Sound Settings → check the Enable sounds switch. If it is on, ask an administrator whether Allow User Sounds is off in Theme Settings. Then refresh and click anywhere on the page once; browsers block audio before the first interaction.

I want my own sound when a document is submitted. Sound Settings → Submit row → Upload → choose a .mp3 or .wav → drag the volume where you want it. Done; it saved as you went.

Back to the standard sounds. Sound Settings → Reset All to Default → confirm.

Permissions

Why can Abbas delete invoices? Permission Inspector → A person → Abbas → search Sales Invoice → the Delete cell says Yes and the Because of column names the role. Click the row for the full reasons.

Stop the Sales User role from cancelling invoices. Permission Inspector → A role → Sales User → Change permissions → search Sales Invoice → click Cancel to make it No → Save changes → confirm.

Give a new role access to one record type. Permission Inspector → A role → the role → Change permissions → find the record type → click View to make it Yes (add Edit, Create and so on as needed) → Save changes.

Which companies can this person see? Permission Inspector → A person → the person → Which records can they see?

Undo a permission change. Change it back in the inspector, or open the record type in Frappe's Role Permission Manager and press Restore Original Permissions to return to the standard rules.