Scenario The Online Customer Form in NetSuite captures lead, customer, or contact data from a website, integrating with CRM and ERP modules to automate data entry. Solution The form collects website visitor data, creating or updating Leads, Customers, or Contacts. Enable via Setup > Company > Enable Features > CRM > Online Forms and embed… Continue reading Use of Online Customer Form in NetSuite
Category: Online Forms
Online forms that allow entering details of customer, contact etc to websites and store these data to NetSuite.
Preventing Duplicate Record Creation on Form Resubmission
Scenario : Identified that when the Submit button is clicked, and the user subsequently navigates back to the form using the browser’s Back/Forward button, the previously entered content is still present. If the Submit button is clicked again, a duplicate record is created. Solution: To resolve this issue, we have implemented a solution that clears… Continue reading Preventing Duplicate Record Creation on Form Resubmission
To publish an online case or customer form
Go to Commerce > Site Builder > Content Management > Publish Forms. Select the type of online form you want to publish: For case records, click Case Form. For online customer forms, click Customer Form. Enter a value in the Name field to create the link displayed on your site. When site visitors click this name, they are directed to… Continue reading To publish an online case or customer form
Creating an Online Form Template Record
After you upload your template to your file cabinet, create an online form template record. To create an online form template record: Go to Documents > Templates > Marketing Templates > New. On the Select Type page, click Online Form. On the Online Form Template page, enter a name for the template. In the Title field, enter the text… Continue reading Creating an Online Form Template Record
Uploading an Online Form Template
NetSuite saves online form templates in the Marketing Templates folder of your file cabinet, by default. An administrator or sales administrator can change the folder you use to store your templates. Go to Setup > Sales Force Automation > Preferences > Set Up SFA. To upload an online form template: Click the Documents tab. In the Documents Links… Continue reading Uploading an Online Form Template
Online Form Template
To create an online form with an HTML online template: Create the HTML file that will be used. Upload your template to the file cabinet. Click new on the template record, or place it in the Marketing Templates folder in your file cabinet. Create a template record at Documents > Templates > Marketing Templates > New >… Continue reading Online Form Template
Google captcha double validation issue on online form submission
Problem statement Google captcha double validation issue on online form submission its supposed to route to the “Thanks for contacting us! We will get in touch with you shortly.” page Like this Resolution for the Issue: We have identified the issue causing the page redirect to another page instead of the “Thank You” page; This… Continue reading Google captcha double validation issue on online form submission
Context to Trigger a Workflow After Submitting an Online Customer Form
Scenario There is a requirement to create a workflow that will be triggered when an Online Customer Form is created. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Online Customer Form WF Record Type: Select Customer Sub Types: Select Lead Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Initiation: Select Event Based Event Definition: On Create: Enter Checkmark Trigger Type: Select – All… Continue reading Context to Trigger a Workflow After Submitting an Online Customer Form
Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Scenario Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX Solution Online prefix is added if auto-numbering is disabled and if there already exists an entity with the same name. The ONLINEXXX is a feature that tells user in NetSuite that a duplicate lead has been created from an online customer form.… Continue reading Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Setting Up an Online Customer Form and Online Custom Record Form
How to Set Up an Online Customer Form Navigate to Online Forms: Go to Customization > Forms > Online Forms in NetSuite. Create New Form: Select New Online Form and choose the Customer record type. Configure Fields: Add standard or custom fields as necessary. You can also specify required fields or hidden fields. Define Access… Continue reading Setting Up an Online Customer Form and Online Custom Record Form