Forms
All business-related company data in NetSuite is entered through forms and NetSuite provides several standard forms that you can use. There are forms for every record you can store in your NetSuite account, including transactions, entities (for example, Customers and Vendors), Items, and CRM activities. For a complete list of supported record types, see NetSuite Record Types.
With customization options, you can customize standard forms to ensure that you are capturing the information that your business needs.
Forms are composed of the following components:
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Fields - Fields are used to display and enter data. If you need information that is not included on a form, you can create your own custom fields and add them to the form. When the form is filled out and submitted, the information in the custom field is stored in the same way as any standard field. For more information, see Custom Fields.
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Subtabs - Most forms are divided into subtabs. Subtabs group fields with similar information in one place. For example, the Schedule subtab contains project tasks and milestones. You can create custom subtabs to organize custom fields on records. Note that the field area displayed at the top of a form by default is considered to be on the Main subtab. For more information, see Creating Custom Subtabs
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Sublists - You can also add custom sublists to your forms. Sublists can display either saved search results relating to the record on which they are shown, or can display child record instances related to parent record using the relationship field. For example, you can add a custom sublist to track specific milestone details. For more information, see Custom Sublists.
For more information, see Custom Forms.
Related Topics
Use Case
On the following custom sales order form, you can see that a custom field has been added to show the approval status for the sales order.
Most forms are divided into subtabs. Subtabs group fields with similar information in one place. For example, the Address subtab is where shipping and billing addresses are entered. You can create subtabs for custom fields.
On the following sales order form, a custom Warranty subtab has been added to track warranty information through the Warranty Number and Warranty Term custom fields.
You can also add custom sublists to your forms. Sublists display saved search results relating to the record on which they are shown. For example, you can add a custom sublist to a custom vendor form that shows all of the items that most often purchased from the vendor.
First, you create an item saved search. On the Results subtab of the search, you add the columns you want to show on the sublist. On the Available Filters subtab, you select Vendor: Name/ID. The filter is used by the sublist to show only the items purchased from a vendor. For more information about saved search filters, see Selecting Available Filters for Saved Searches.
You can also create a sublist that displays child record instances using the Parent is Child relationship field. For example, you can create a custom field and assign the parent record and child record so that the parent record pulls in the child record information through the custom field. The following example shows a list of customers associated with case records. In this example, the parent record is Case, the child record is Customer, and the parent subtab where the sublist appears is Related Records.
First, you create an entity custom field called Customer Records. For Type, select List/Record. For List/Record, select Case. Check the Record is Parent box. On the Applies to subtab, check Customer. On the Display subtab, for Parent Subtab, select Related Records.
Now, when you view a Case record, a Customers sublist appears with a Customer field that displays a list of customers associated with the case.
