Configuring QuickViews for Nonupgraded Forms
If you have not upgraded the custom forms in your account to include the look-and-feel changes introduced in a previous version, you cannot directly edit or customize the default QuickView fields assigned by NetSuite. Nonupgraded forms do not include the QuickViews configuration tab on entry and transaction form customization pages.
You can, however, indirectly affect which fields appear in a QuickView by creating an equivalent upgraded form. You can then use the QuickViews tab on the newly upgraded form to make QuickView customizations. You must then set this form to Form is Preferred. By doing so, even the records in your account that use the nonupgraded version of the form show the QuickView customizations of the upgraded form.
Also note the following when attempting to customize QuickViews for nonupgraded forms:
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A nonupgraded stored form shows the customizations of an upgraded preferred form or standard form if there is no preferred form.
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Even if you click Store Form with Record on a nonupgraded form, the QuickViews that appear for records using this form show the QuickView customizations (if any) on the upgraded form.
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If a standard form is marked as preferred, then all QuickViews for both nonupgraded and upgraded forms show the NetSuite default QuickView fields for that record type.
See also: Configuring QuickViews for Upgraded Forms.
How to Tell if the Custom Forms in Your Account are Upgraded
Records that use upgraded forms have all fields organized into field groups. For an example of what a field group looks like, see Configuring Field Groups.
If you have noticed any records in your account with a field group layout, then at least the form associated with that record type has been upgraded.
If you are still not sure if any of the forms in your account have been upgraded, go to Customization > Forms > Entry Forms [or Transaction Forms]. Click Upgrade Checklist in the far-right corner. The page shows specifically which forms have been upgraded and that their upgrades have been Deployed into NetSuite. Forms that have not been upgraded or deployed have Skip Upgrade | Deploy Form links
If forms in your account have been upgraded and you want to see specifically which forms, click Return to Upgrade Checklist.
The page shows specifically which forms have been upgraded and that their upgrades have been Deployed into NetSuite. Forms that have not been upgraded/deployed have Skip Upgrade | Deploy Form links.
To customize a QuickView for any form, the form must be Deployed.