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:

1. Go to Documents > Templates > Marketing Templates > New.
2. On the Select Type page, click Online Form.
3. On the Online Form Template page, enter a name for the template.
4. In the Title field, enter the text you want to appear at the top of the browser window when someone navigates to your form.
5. Enter any additional information in the Description field.
6. If you created this file outside of NetSuite,
7. Select File.
8. Select the template in the Template File field.
9. Click Preview to see your template in a new window.
10. If you are creating the template on the record,
11. Select Text Editor.
12. Enter the text in the Template field.
13. To insert a field in the template text, choose the type of record you want to insert the field from, and select the field in the Insert Field list.
14. NetSuite places the field tag at your cursor in the text.
15. If you want to be the only one to use this template, check the Private box.
16. If you want this template to only be used by members of a group, select that group in the Restrict to Group field.
17. Click Save.

Now, you can select this template when you create an online form.