How to Set Up an Online Customer Form

1. Navigate to Online Forms: Go to Customization > Forms > Online Forms in NetSuite.
2. Create New Form: Select New Online Form and choose the Customer record type.
3. Configure Fields: Add standard or custom fields as necessary. You can also specify required fields or hidden fields.
4. Define Access and Permissions: Specify which roles can access this form. For customer-facing forms, select roles like Customer Center.
5. Deploy the Form: Save and publish the form. NetSuite provides a unique URL that you can share with customers for access.

How to Set Up an Online Custom Record Form

1. Create a Custom Record Type: Go to Customization > Lists, Records, & Fields > Record Types and create a custom record type with the fields and subfields you need.
2. Enable for External Access: Make sure the custom record is accessible online by checking Available for Web Services and Available as List View.
3. Create the Online Form: Go to Customization > Forms > Online Forms and select the custom record as the record type.
4. Customize the Form Layout: Configure field settings, add sub lists, and adjust layout preferences.
5. Set Permissions and Access: Define which roles can access the form. For example, you might allow employee, partner, or even customer access depending on the data type.
6. Deploy the Form: Once configured, save the form, and distribute the provided external URL.

Choosing Between Online Customer Forms and Online Custom Record Forms

• Choose Online Customer Forms when you need a streamlined way for customers to enter or update their information directly, such as during account registration or profile management.
• Choose Online Custom Record Forms for scenarios requiring data beyond customer details, particularly when working with custom processes or non-standard records like feedback forms, task submissions, or event tracking.