steps to create a summary box in a custom record in netsuite

Creating a summary box in a custom record in NetSuite involves several steps, including creating the custom record, defining fields, and adding the summary box with appropriate scripting. Here’s a step-by-step guide:

Step 1: Create a Custom Record

Navigate to Custom Record Types:

Go to Customization > Lists, Records, & Fields > Record Types > New.

Define the Custom Record:

Enter a name for your custom record.
Set the ID, description, and other settings as needed.
Click Save.

Step 2: Define Fields for the Custom Record

Add Fields to the Custom Record:

Go to the Fields subtab on the custom record setup page.
lick New Field to add fields to your custom record.
Define the field type, ID, label, and other properties.
Click Save for each field.

Step 3: Add the Summary Box

Create a Summary Field:

Go to the Fields subtab.
Create a new field that will act as the summary (e.g., a calculated field or a text field to hold summary information).

Set Up Client Script for the Summary Box:

Go to Customization > Scripting > Scripts > New.
Select Client Script and click Create.
Enter the name and ID for the script.
In the Script File subtab, upload your JavaScript file containing the client script logic

Deploy the Script:

Go to the Deployments subtab of the script record.
Click New Deployment.
Select the custom record type you created earlier.
Set the status to Released.
Click Save.

Step 4: Test the Custom Record

Create a New Custom Record Instance:

Go to Lists > Custom > [Your Custom Record] > New.
Fill in the fields and save the record.

Verify the Summary Box:

Check if the summary box displays the expected values based on your logic.

Step 5: Customize the Summary Box Display (Optional)

Modify the Form Layout:

Go to Customization > Forms > Transaction Forms (or Entry Forms for non-transaction records).
Edit the form used for your custom record.
Drag and drop the summary field to the desired location on the form.

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