A Custom Record is a NetSuite feature that collect information specific to the needs of your business. You can attach information from custom records to entities, items, or transactions using custom fields.
In this user interface, you have the capability to fashion unique record classifications and manage individual cases falling under those classifications. It's important to note that using SuiteScript for generating new custom record classifications or altering pre-existing ones is not supported. Nevertheless, SuiteScript proves valuable for engaging with instances connected to established custom record classifications.
To enable the Custom Records feature, go to Setup > Company > Enable Features > SuiteCloud. Then, on the SuiteCloud subtab, check the Custom Records box.
To modify Custom Records, go to Customization > Lists, Records, & Fields > Record Types. Then, modify the created Custom Record and Hit Save.
You may also add Custom Fields and Subtabs on the Custom Record. In addition, you may use different Custom Form depending on your preferred one.
Here are some definitions we must consider before saving the record :
- Subtabs – Create and arrange subtabs on your custom record type
- Sublists – Add search results as sublists on your custom record type.
- Icon – Select the PNG sprite you want to use to represent this record type in the New Bar, Create New menu, Recent Records menu, Recent Records portlet, and QuickViews. You can choose from built-in icons or create your own custom icon.
- Numbering – Specify the numbering format for the custom record types.
- Permissions – Select the roles you want to access custom record entry forms, choose a default form, and restrict the forms available here
- Links – Generate hyperlinks that direct users to the roster of record entries within this customized record type, and determine the optimal placement for these links.
- Managers – designate particular employees as managers of the current record type grants them authority to edit the custom record type. This designation also automatically bestows custom record viewing privileges upon employees, allowing them to see the list of custom record types without the ability to delve into the details.
- Translation – (when Multi-Language feature is enabled) Define translations for the custom record type name to be used when users change the language preference.
After you save a custom record type, the following subtabs are added:
- Fields – Create and arrange the fields for your custom record type. For more information, see Adding Fields to Custom Record Types.
- Forms – Customize and select a preferred entry form for your custom record type. For more information, see Adding Custom Forms for a Record.
- Online Forms – Create and manage online forms for your custom record types. For more information, see Adding Custom Online Forms for a Record.
- Child Records – If this record type is a parent record, its child records are listed here.
- Parent Records – If this record type is a child record, its parent records are listed here.
Every Custom Field has a different ID. This unique ID is essential when generating or engaging with instances of a custom record type.
All custom record IDs begin with "customrecord." If the ID was entirely generated by the system, it concludes with a numerical value (e.g., customrecord100). Conversely, if the ID was personalized during the record's creation, it might be more descriptive in nature.
You may check and refer to SuiteAnswers ID 10144 Custom Records for more information.
--------------------------------
To be updated whenever a new article is posted, follow New to NetSuite - SuiteBuilder & SuiteBundler.
