Configuring QuickViews for Upgraded Forms
This topic describes how to configure QuickViews on upgraded entry and transaction forms. For more information about QuickViews or instructions for custom records, see Configuring QuickViews.
QuickView customization works best if you've upgraded the custom forms in your account to include field groups and all other look-and-feel enhancements introduced in NetSuite in a previous release. After a form has been upgraded, a QuickView configuration subtab appears on the form customization page. You use this subtab to add, remove, and rearrange the fields in a QuickView.
To configure QuickViews:
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Open the Custom Form or Custom Transaction form you want to edit. For more information, see Creating Custom Entry and Transaction Forms.
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On the Edit Custom Entry [or Transaction] Form page, click the QuickView subtab.
If the page doesn't have a QuickView subtab, this means that the form hasn't been upgraded/deployed yet. For more information, see Deploying Upgraded Forms
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In the Field Description column, add the fields you want to appear in the QuickView for records that use this form. After you select the field, click Add. To remove a field, click the X icon on the right side of the field.
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Click Save.
Note these additional guidelines when customizing your QuickViews:
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If you customize a form's QuickView and select Store Form with Record, these customizations supersede any customization made to a form set to Form is Preferred.
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During form customization, if you make field updates on the Fields subtab, you must save the form customization page before those updates appear on the QuickView subtab.
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On the Fields subtab, if a field isn't set to Show, the field doesn't appear in the QuickView, even if you add the field on the QuickView subtab.
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The fields that appear on the QuickView subtab match the fields listed in the Description column on the Fields subtab. However, on the QuickView subtab the custom label for the field displays.
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The list of fields available on the QuickView subtab includes all of the fields that are on a record. The list includes fields that appear on a record when it's in View mode and Edit mode. Fields that appear on a record only when the record is in Edit mode don't appear in QuickViews. If you add a field to a QuickView, yet the field does not appear when the QuickView displays, you may have added a field that's visible only when the record is in Edit mode.
See also: Configuring QuickViews for Nonupgraded Forms.