Creating an HTML Form Template

HTML form templates can be created by selecting an existing template and setting additional properties for it or by designing a new HTML template in NetSuite.

To create an HTML form template record:

1. Go to Lists > Marketing > Marketing Templates > New.

2. On the Select Type page, click Online Form.

3. In the Name field, enter a name for the template.

4. In the Description field, enter any additional information for this template.

   The information should describe the template — it is not a component of the displayed form. Useful information includes details about where and how this template should be used or descriptions of any unusual fields or field relationships.

5. Click the Template subtab.

6. If needed, enter a title for the template in the Title field. If you do not provide a title, the title is sourced from the Name field.

7. Choose a Create Template From option:

   • To base the current template record on an existing record, select File. This option enables you to choose a file from the file cabinet or upload a new template file.

   • To create a new template using your own layout, select Text Editor. This option enables you to enter text and fields for the new template in the text editor.

8. If you chose the File option, select an existing template to use as the base for the current template. Otherwise, proceed to the next step.

   You can select a template in the following ways:

   • Enter the first few letters of the template name in the file selection field and then press the Tab key to automatically select a matching template. If multiple templates match the text, a list displays, enabling you to select the required template.

   • To select from a list of templates, click the down arrow in the file selection field to display a list from which you can select the required template.

   • To upload an HTML template from your system, click the New icon, and upload the appropriate file. For information about creating your own HTML templates, see Creating an HTML Template Locally.

   After a template is selected, you can view detailed information about the template by clicking the Open icon.

9. If you chose the Text Editor option, enter text, as needed, in the text editor. To include fields in the template, do the following:

   1. To select the type of record the field appears on, select a field type from the Field Type list.

   2. To add a NetSuite field into the HTML template, select a field from the Insert Field list.sourcing

   Note:

   If you previously selected the File option instead of the Text Editor option, you do not need to enter template tags because the file selected in the create template from file steps contains the tag information.

10. If required, you can limit access to this template to yourself or to a specific group. To do so.

    1. Click the Restrict Access subtab.

    2. To make yourself the only person in your company who can use this template, check the Private box

    3. To restrict the template to members of a specific group, in the Restrict to a Group field, enter the name of the group.

11. Click Save. Now, when you create an HTML online form, you can select this template.

Related Topics

Creating HTML Templates for Online Custom Record Forms

Creating an HTML Template Locally

Using NetSuite Tags

Uploading an HTML Template

General Notices