There are many ways to customize NetSuite, for example companies can publish dashboards, create saved searches, and use workflows to help employees stay efficient and manage their time. The trick comes in knowing when and what to customize. Some of your pain points can be solved with simple fixes like editing the layout of a form or by creating a new field. By editing the layout of your forms, you can save your employees time by cutting through the baggage and presenting them with a clean, easy-to-use form.
- Select the appropriate form:
- Navigate to the record that you wish to customize > click edit > hover over Customize in the upper right corner of the form > click Customize Form
- Customization > Forms > click Entry or Transaction Forms > click edit or customize next to the form you want to edit
- Re-name, re-arrange, and show subtabs, field groups, and fields
- Re-name: in the label column on each subtab you can enter a new name
- Re-arrange: click on the item you wish to move and drag it up or down to the desired location
- Show: in the show column check if you want the item to be shown and un-check if you don’t
- Click Move Elements Between Subtabs to move fields between subtabs
After customizing your forms you may find gaps in your records (i.e. there is important information that isn’t being collected or information isn’t being tracked appropriately). This is where custom fields come in handy. With a wide variety of types, custom fields allow you to choose how you gather and store information on your records in NetSuite. Common field types include date, checkbox, document, free-form text, and list/record.
- Add a new field
- Navigate to the record where the new field will live > click edit > hover over Customize in the upper right corner of the form > click New Field
- Customization > Lists, Records, & Fields > type of field you wish to create > New
- Provide information for the new field:
- Name, Id (ex. _productcategory), store value, global search, inactive, etc.
- Applies To tab: select the records where this field will appear
- Display tab: select subtab (choose main if you wish for it to appear in the header), display type (hidden, disabled, inline text, normal), and provide help text
- Validation & Defaulting tab: check for field to be mandatory, set maximum character length, and provide default value for field
- Sourcing & filtering tab: if sourcing contents of field…select the record and name of field where the information is being sourced from
- Access tab: set default, role, department, subsidiary access levels (allows you to control who sees and uses the field)
- Additional customization may be done by customizing the form (see above):
- Show: check if you want the field to appear on the form, un-check if you don’t
- Mandatory: check if you want a field to be required before record can be saved, un-check if you don’t
- Display type: hidden, disabled, inline text, normal
- Label: change the display name of fields
- Field group: change where a field is displayed on the form (you can also click a field and drag it up or down on the list)
If your business is interested in cutting through the clutter and saving time for your employees using NetSuite, don’t hesitate to explore your options and seek out the knowledge of RSM’s NetSuite professionals by contacting us at [email protected] or calling 855.437.7202.
By: Alexis Wong – Minnesota NetSuite Solution Provider