The requirement is to create a page where the customers can fill in the details online and once they save it, the information populates in the NS system as a lead with the information attached. After submitting the form, the user has to take a print of the form.
This requirement can be achieved by creating a form on the website and upon the form submission, sending the details to Netsuite to create the Lead record.
- Create a custom page in wordpress.
- Develop a template page according to Customer needs. (make sure that you have added the top comment for template page.)
- Add it to theme template folder.
- Create a new page in Admin site (Dashboard).
- Select the Template from the Right Dropdown Option.
- You can see the outer Frontend using Permalink or preview.
- Using an API we can post the data filled in the frontend form page, to the netsuite team.
- A lead record can be created using this.
- From the Netsuite site, they will return a leading result, about whether it is Success or Failure.
- And also, along with the result, NS system will pass a pdf form to print the output form, if it is created successfully.
- If the passed result is a failure, we can notify the user about it.
- If the passed result is a Success, we can notify and direct them to the pdf file which passed from NS.
- User can take the print of the form.