How to Add Custom Fields in NetSuite

Customising certain areas of NetSuite can be a fairly simple process for the end user (ensuring that you have the correct role permissions to do so). Custom fields are fields that you can add to forms to record business specific information. Meaning you are not stuck with the out of the box fields that NetSuite provides you.

There are multiple types of custom fields that you can create, so ahead of creating a field be sure to know which type of record you wish to add it to.

To create a custom field, go to ‘Customization’ > ‘Lists, Records, & Fields’ > [Type of Custom Field] I.e. ‘Entity Field’ > ‘New’

The following form will appear.

Main Body Fields

Below is a list of the main body fields that will show up on this form, including a description against each one.

Label

Enter the name for the custom field.

ID

You use the ID value when scripting to instances of the field (best practice recommends starting the value with an underscore). If you do not enter a value, the system generates one.

Owner

Only the owner can edit this record.

Description

Enter a description of this field.

Type

The of field is determined by the kind of information collected in this field. If you want to use sourcing with this field, the field type must match the field being sourced from.

List/Record

If you chose List/Record in the Type field, select a custom list or list of records to use within this field.

Store Value

The field is checked by default, meaning that information entered is stored in the custom field. Clear this box to indicated that any changes entered not be stored in the custom field. This enables you to look at data that is stored elsewhere. If you do not store the value, changes will be discarded.

Show in List

Check this box to have your custom entity field appear in the entity lists to which it is applied.

Use Encrypted Format

Check this box to encrypt stored values for this field in the database (values are still displayed in the UI.) Once this field is saved, this option cannot be changed.

Global Search

Check this box to index this custom field for global search, so that this field's values are searched for matches to global search keywords, and records with matches are returned as global search results.

Record is Parent

This field is used to create a parent-child relationship between two record types. This box can only be checked if you are creating a List/Record custom field.

Available to SuiteSignOn

Check this box to make this field's values available as context data for SuiteSignOn integrations.

Inactive

Check to inactivate this custom entity field. Inactive custom fields do not appear on any forms or in global searches, just like a deleted field.

 

Subtabs

On the ‘Applies To’ subtab, select the records that you want the custom field to apply to. For example, if you want the custom field to apply to the Client record only, check the ‘Client’ box, and leave the rest blank.

On the ‘Display’ subtab, you can decide where on the form you would like your field to be displayed. Text entered in the ‘Help’ field will display when the name of this field is clicked.

On the ‘Validation & Defaulting’ subtab, you can select options such as, if you would like the field to be mandatory (the form cannot be saved unless the field is populated), if you want the field to be populated with a default value.

On the ‘Sourcing & Filtering’ subtab, you can select lists you want to copy information from. Please note, you must choose a source list before you can choose your source field.

On the ‘Access’ subtab, you can select default access level for the field, for example edit, view or none. You can set the access level for specific roles, departments and subsidiaries.

Once the form is complete, you can save the field. If you wish to immediately apply this field to forms, ahead of saving click the ‘Apply to Forms’ button.

3EN always advise to first create and apply any custom work in a sandbox first, this eliminates any risk to your live system.

Custom fields are a small part of what makes NetSuite so flexible, to allow the system to best benefit the processes of your business. On a form, fields can be removed, and custom fields can be added.

 

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