Scenario
NetSuite allows us to upload a file to our records and transactions. We can also attach existing files from the File Cabinet to records and transactions. If you plan on using SuiteAnalytics Connect to create a report that shows your transactions together with the files attached to them, you will need to implement some customizations on your account because there is currently no table in SuiteAnalytics Connect that contains information on a record and the files attached to it.
Solution
The known workaround to this is by creating a custom field and a script.
- Create a custom text area field for the record. Depending on the amount of information that you require, you may have to create more than one custom field.
- Deploy a scheduled script that will update the custom field with the internal IDs of all the attached files on the record. You can also choose to store any information related on a file on the custom field instead of just its internal ID.
Since it is possible to extract data from custom fields in SuiteAnalytics Connect, any data that are in the custom field will be available to you. That includes any information on the attached files of a transaction.
Hope you learned something new today! Let us know in the comment section if you want more customization ideas like this!
