Custom forms in NetSuite are essential for tailoring the user interface to meet specific business requirements. They allow organizations to streamline data entry processes and enhance user experience by presenting only relevant fields to users. To create a custom form, navigate to Customization > Forms > Transaction Forms or Entity Forms, depending on your needs. When designing custom forms, consider the following best practices: 1. Limit the Number of Fields: Only include fields that are necessary for the user’s task to avoid overwhelming them. 2. Group Related Fields: Use tabs or sections to organize fields logically, making it easier for users to find what they need. 3. Utilize Help Tips: Provide help tips for complex fields to guide users during data entry. 4. Test Your Form: Before rolling out a new custom form, test it with actual users to gather feedback and make necessary adjustments. By following these best practices, businesses can create effective custom forms that improve data accuracy and enhance user productivity in NetSuite.
Tag: custom form
Set a specific Custom Form for New Transaction Triggered via Make Copy
Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps: 1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction… Continue reading Set a specific Custom Form for New Transaction Triggered via Make Copy
Restricting Forms for Custom Roles in NetSuite
Restricting a form for a custom role in NetSuite ensures that users assigned to that specific role can only create or edit records using the designated form. This restriction prevents users with that custom role from accessing or using any other forms associated with the same record type. By doing this, the restricted form becomes… Continue reading Restricting Forms for Custom Roles in NetSuite
Custom form id in before load
In NetSuite, the beforeLoad user event script is used to perform actions before a record is loaded. The custom form id in view mode using the entry point beforeLoad may not be able to retrive. But it is available in beforeLoad in the edit mode. It wont be available from scriptContext. form. So, to get the… Continue reading Custom form id in before load
Move elements between subtabs in custom form record.
To move elements between subtabs in custom form record, First select the subtab as Main in the custom field. Open the custom form and add a new field group. Below the Fields subtab, select the new field group in the corresponding field. Save the record
Custom Field missing in CSV Field Mapping
Follow the steps below to ensure the custom field is visible on the CSV Import Field Mapping: Navigate to Customization > Lists, Records, & Fields > Entity Fields or Transaction Body Fields Edit Custom Field Under Display subtab make sure that the Display Type = Normal Click Save Navigate to Customization > Forms > Entry… Continue reading Custom Field missing in CSV Field Mapping
Utilize two distinct expense report templates within the Employee Center role.
Setting:A.Create the custom field checkbox1. Navigate toCustomization > Lists, Records, & Fields > Transaction Body Fields > New.2. Provide the Label (e.g.) Expense Checkbox.3. Set Type to Checkbox and Store Value is True.4. Select Expense Report under Applies To tab.5. Set Subtab to Main under Display.6. Click Save. B. Create custom employee center role.1. Navigate to Setup > Users/Roles > Manage Roles.2. Customize Employee Center role.3. Provide the Name (e.g.) Employee TEST> then Save.B.Create two expense report forms:1. Navigate to Customization > Lists,… Continue reading Utilize two distinct expense report templates within the Employee Center role.
Editing Causes Used Custom Form to Revert to Preferred Custom Form
Scenario A user created a Purchase Requisition by using a custom form and saved it. However, when editing the same Purchase Requisition the used custom form is automatically changed to the Preferred Custom Form. The Purchase Requisition record is a Custom record Solution Navigate to Customization> Forms> Entry Forms Select the custom form and edit… Continue reading Editing Causes Used Custom Form to Revert to Preferred Custom Form
Set a Custom form for the sales order on a Specific Customer
ScenarioThe client is creating a sales order from the customer record > Quick action> Sales order. while creating sales order like this client want to set a specific custom form for this particular customer. SolutionGo to customization> Workflows > Workflow> NewRecord Type: TransactionSub Type: Sales OrderEvent Defenition On createClick save(No need to give conditions in… Continue reading Set a Custom form for the sales order on a Specific Customer
Fetch the Custom Form Used even when the Record is in View Mode
Jira Code : CLTG-177 Description Usually, we couldn’t fetch the internal id of the custom form using the getValue() and using the search() in the beforeLoad entry point of the record. So, in order to fetch the custom form, we need to load the record.