How to Tell if the Custom Forms in Your Account are Upgraded

This topic describes how to determine whether your entry or transaction forms have been upgraded in NetSuite. Knowing the upgrade status is important if you want to use advanced customization features such as QuickViews. For information about QuickView behavior and options for nonupgraded forms, see Configuring QuickViews and Configuring QuickViews for Nonupgraded Forms.

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've 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're still unsure if any of the forms in your account have been upgraded, go to Customization > Forms > Entry Forms (Administrator) [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 haven't 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 haven't been upgraded/deployed have Skip Upgrade | Deploy Form links.

To customize a QuickView for any form, the form must be Deployed.

Related Topics

General Notices