We can use the standard ‘User Notes’ feature in a custom record by enabling the ‘Show Notes’ checkbox in the custom record.
Once the check box is enabled, notes can be created through UI similar to all the standard NetSuite records. Since the user notes are a different record, notes can be even added when the related record is ‘locked’ through a workflow. This makes it a better method for communication between users that view the record.
For adding notes through UI to a custom record, go to the ‘Notes’ subtab, under ‘User Notes’ click the ‘New Note’ button. Notes can also be removed using the ‘Remove’ button next to the note.
The user notes have the time and author fields associated with them. If you want to trigger a notification on adding a user note, we can do that by using a saved search for the custom record with ‘user note fields’ time(and author) as a filter and necessary data(title, memo, etc.) in the result tab. Also specify the necessary recipients, templates, and schedule time in the email subatab.