Creating a Subtab from the Custom Subtabs Page
You can add new subtabs directly from the Custom Subtabs page, as well as provide translation details for the subtab. This method of creating custom subtabs enables you to quickly create multiple subtabs for a specific record type. You cannot, however, specify your own script ID from this location. NetSuite automatically generates the ID for you. You can later edit this system-generated ID using the Change ID button available on the Custom Subtab page for the subtab. For more information, see Changing the ID of a Custom Object.
To create a custom subtab from the Custom Subtabs page:
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Go to Customization > Forms > Subtabs.
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Click the tab for the type of record for which you want to create a new subtab.
The following options are available:
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Transaction — subtabs for cash refund, cash sale, credit memo, estimate, invoice, opportunity, purchase order, return authorization, sales order, and other transaction records.
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Entity — subtabs for customer, project, vendor, employee, other name, contact, partner, and group records.
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Item — subtabs for inventory, noninventory, group, other charge, assembly/bill of materials, kit/package, service item and other item records.
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CRM — subtabs for task, phone call, event, case, campaign, solution, and other CRM records.
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In the Title field, enter a name for the sublist.
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If required, in the Translation field, enter translations for this subtab.
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Before you can add translations, you need to select translation languages at Setup > Company > General Preferences, on the Languages subtab. This subtab lists both system-supported languages that can be used for the NetSuite user interface (and are available at Home > Set Preferences), and additional languages that can used for website translations only (and are not available at Home > Set Preferences). You should enter translations only for system-supported languages, because these are the only languages that can be displayed in the user interface. For details, see Configuring Multiple Languages.
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The maximum length for a custom subtab's translation is 50 characters.
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If required, make the subtab a child of an existing parent subtab. From the Parent list, select a parent subtab.
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The parent list includes any standard subtabs associated to the selected record type as well as any custom subtabs that you have defined for that record type.
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After you have defined a child subtab, you cannot select it as a parent for another custom subtab. In other words, you cannot create a child-grandchild relationship.
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Click Add.
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If necessary, rearrange your custom subtabs by using the Move Up, Move Down, Move to Top, and Move to Bottom buttons. Insert new subtabs using the Insert button.
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Click Save.
Now, when you create a custom field, you can select your new subtab in the Subtab field. After assigning the custom field to the subtab, the subtab then displays on the record.
Managing Custom Subtabs
You can move an existing field or list from one subtab to another. You can also move a field from a subtab to the main section of a form. For more information, see Moving Fields and Lists Between Subtabs and Configuring Fields or Screens.
You can rename a custom subtab at any time in one of the following ways:
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From the Custom Subtab list, click Edit beside the applicable subtab. In the Title field, enter the new subtab name, and click Save.
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On the Custom Subtabs page, click the appropriate subtab (Transaction, Entity, Item, CRM). Select the applicable subtab and in the Title field, enter the new subtab name. Then click Save.
You can rename a custom subtab at any time by going to the appropriate tab on the Custom Subtabs page (Transaction, Entity, Item, CRM), selecting the subtab name and editing it, clicking Done, and saving the Custom Subtabs page.
You can use SuiteCloud Development Framework (SDF) to manage custom subtabs as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework. You can use the Copy to Account feature to copy an individual custom subtab to another of your accounts. Each custom subtab page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account.