Folders in the file cabinet are helpful to keep files regarding specific customers or transactions in NetSuite. We can create these folders through the suite script as well.
Folders in the file cabinet are a type of NetSuite records and can be created using the ‘record.create()’ function like any other records. Use the ‘N/record’ module for this
The folders can be created when a new customer is added or a transaction is completed using a user event script.
The most useful fields for creating a folder record are: ‘Folder Name'(required), ‘Sub-Folder of'(optional but if not provided folder will generate at default location),
‘Type'(optional, e.g: Documents and Files), ‘Description'(optional).
Required fields for folder creation are:
- ‘Folder Name'(required)
Optional fields for folder creation are:
- ‘Restrict by Class’
- ‘Restrict by Department’
- ‘Description’
- ‘ExternalId’
- ‘Type’
- ‘Restrict by Group’
- ‘Inactive’
- ‘Private’
- ‘Restrict by Location’
- ‘Folder Name’
- ‘Owner’
- ‘Sub-Folder of’
- ‘Restrict by Subsidiary’.