Creating custom categories for standard tabs

Scenario: Steps to add custom categories to standard, built-in NetSuite tabs.

Solution: To add custom categories to standard tabs:

  • Go to Customization > Centers and Tabs > Center Categories > New.
Custom Center Category Values subtab
  • 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.
  • 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. After the link is created, the link appears in the Link list.
  • In the Label field, enter a UI label for the link.
  • 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.
  • Click Add.
  • Click Save.
  • 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.

Note: Administrators and users with the Custom Center Categories permission can create center categories.

Leave a comment

Your email address will not be published. Required fields are marked *