Creating and Editing Custom Centers

You can create custom centers that you apply to custom roles. You can then edit the center, for example, to create tabs and links for the custom center, define the order of tabs, and translate labels.

You can customize centers only if the Custom Records feature is enabled.

Creating a Custom Center

To create a custom center:

  1. Go to Customization > Centers and Tabs > Centers > New.
  2. In the Label field, enter a name for the center.
  3. In the ID field, enter an internal ID for the center, if required.
  4. Click Save.

Entering Translation Labels for a Custom Center

After you create and save a custom center, you can edit the center to define translated labels.

To translate labels in a custom center:

  1. On the Centers list page, click Edit next to the center for which you want to define translations.
  2. On the Translation subtab, enter the translated labels.
  3. Click Save.

After you create a custom center, you can create the tabs and links to appear in the center. You can create a custom tab from the following locations:

Administrators and users with the Custom Center Tabs permission can create center tabs.

You use center tabs to add custom tabs to roles. Center tabs can include categories of links to NetSuite pages, custom records, Suitelets, or external web pages. You can also designate which portlets you want to appear on the dashboard when users click the tab. You can customize center tabs only if the Custom Records feature is enabled.

In the following screenshot, the tabs are Documents, Setup, Customization, and Support. Off the Documents tab, the categories are Files, Templates, and Mail Merge. Off the Files category, the links to the File Cabinet are the SuiteScripts, Attachments Received, and so on.

If you want to create a tab that displays internal information in your account, you should create your own custom intranet tab.

To create a center tab:

  1. Go to Customization > Centers and Tabs > Center Tabs > New.

  2. In the Label field, enter a name for the tab. Users click the name to view the contents of the tab.
  3. From the Center list, select the center for which you want to add the tab. If you want to show the tab in all centers, select -All-.

    Note If you create a custom center tab and specify that it be shown in all centers, it will not appear in a dashboard that is already published.
  4. Click the Content subtab. Then, on the Categories subtab, in the Name column, enter a name for a category of links. After creating the categories, you will later follow the steps in Creating Center Links to assign specific links to each category.
  5. Click Add.
  6. Add all the category links that should appear on the tab.
  7. Click the Portlets subtab.
  8. In the Type column, add Links.
  9. In the Column column, enter left, right, or center to define the location where the portlet appears on the tab.
  10. To have the link show, check the Show box.
  11. Click Add.
  12. Add all the required portlets to the tab.
  13. Click the Audience subtab.

  2. Specify who can access the custom center. You can make the custom center available to all for each area by checking the Select All box. Indicate the areas that have access. You can specify:
    • roles
    • employees – giving permission to specific employees could create extra maintenance requirements when employees change roles or leave the company. The best practice is to assign a custom center to a role instead of directly to an employee.
    • departments
    • groups
    • customers
    • vendors
    • partners
  3. On the Translation subtab, enter translated labels for the custom center tab. The Translation subtab is available only if the Multi-Languages feature is enabled in your account.
  4. Click Save.
  5. Next, add links to the categories.

Use the following steps to add custom categories to standard, built-in NetSuite tabs. After creating custom categories for standard tabs, you can then add links to each category. The links can go to NetSuite pages, custom records, Suitelets, or external websites. You can customize center categories only if the Custom Records feature is enabled.

To add custom categories to standard tabs:

  1. Go to Customization > Centers and Tabs > Center Categories > New.

  2. On the Center Category page, complete the following steps:
    1. In the Label field, enter a name for the category.
    2. In the ID field, enter an ID for the category, if required.
    3. From the Center Type list, select an existing center.
    4. From the Center Tab list, select one of the standard, built-in NetSuite tabs (also referred to as sections).
    5. From the Insert Before list, select where you want to insert the custom category.
  3. On the Values subtab, in the Link list, select the appropriate link. The links that appear in the lists are links to other NetSuite pages, custom records, Suitelets, and external web pages. Links to NetSuite pages, custom records, and Suitelets appear by default. To select a link to an external website, you must have already created that link by going to Customization > Centers and Tabs > Center Links.
  4. In the Label field, enter a UI label for the link.
  5. The short list setting is applicable to some center types. In the Short List column, to indicate that the link should appear in a portlet when the link is in a narrow column of the dashboard, check the box.
  6. Click Add.
  7. Click Save.
  8. On the Translation subtab, enter translated labels to use for the category. The Translation subtab is available only if the Multi–Languages feature is enabled in your account.

Changing the Order of Tabs in a Custom Center

From the Centers page, you can change the order of the tabs in a custom center. The definition page for the center lists the tabs in the order in which they are displayed. To change the order, select a tab listing and drag it to another place in the order. Or select a tab listing and click Move to Top or Move to Bottom.

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