Custom Records

In NetSuite, you track all the information in your account using records. Administrators and users with the Custom Record Entries permission can create custom records that collect information specific to the needs of your business. You can attach information from custom records to entities, items, or transactions using custom fields.

For example, you may want to keep track of training courses your employees have taken. Because a record type specific for this purpose does not exist in NetSuite, create a custom record type titled Employee Courses. In the custom record type, create custom fields to store information that you want to be included on the record. You could have fields for the course names, class start date, class end date, course level, certificate achieved, certification expiry date, and so on.

You can also set up the custom record so that it appears as a subtab on another record. So, you could have an Employee Courses subtab on the employee record.

Another example of a custom record type you can create is one that is used to store customer survey results. For instructions about how to create this custom record type, see Creating a Custom Record Type for a Customer Survey.

To enable the Custom Records feature, go to Setup > Company > Enable Features > SuiteCloud. Then, on the SuiteCloud subtab, check the Custom Records box.

To modify Custom Records, go to Customization > Lists, Records, & Fields > Record Types. You can do the following:

Create a new custom record type
Edit an existing custom record type
View a list of record instances that have been created using each custom record type
Create a new record instance for a selected custom record type, by clicking New Record
Create a new search record for a selected custom record type

For information about adding a new record instance using the Lists menu, see NetSuite Record Types.

To make adding new records quicker, add shortcuts from the new instance page using the shortcuts menu (the star icon on the navigation menu). Or, add a shortcut to your shortcut portal. For more information, see Shortcuts Portlet.

For more information, see the following:

Important:

SuiteScript does not support direct access to the NetSuite UI through the Document Object Model (DOM). You should access the NetSuite UI only by using SuiteScript APIs. For information about using SuiteScript APIs to customize the UI, see SuiteScript 2.x Custom Pages.

Custom records are supported in SuiteCloud Development Framework (SDF). SDF is a development framework that you can use to create SDF SuiteApps, or to customize NetSuite accounts, using an integrated development environment (IDE) on your local computer. SuiteCloud projects are file-based and use XML definitions of custom NetSuite objects. For more information, see SDF Custom Object and File Development in SuiteCloud Projects.

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