Configuring File and Child Record Settings

After you have specified permission and UI settings, you enter file and child record settings.

To enter file and child record settings:

  1. On the Custom Record Type page, to use a File Cabinet subtab to attach documents and images to your record entries, check the Allow Attachments box.

  2. To add a Notes subtab to your child record entries, check the Show Notes box.

    Notes are added to this subtab automatically when any change is made to individual records.

  3. To enable mail merge capabilities for records of this type, check the Enable Mail Merge box.

    For information about using mail merge, see Working with Mail Merge.

  4. To be able to edit the order in which your child records appear on each parent record, check the Records are Ordered box.

    • If you do not check this box, child records display in alphabetical order in both View and Edit modes.

    • If you check this box, in View mode, child records continue to display in alphabetical order. In Edit mode, child records initially display in the order in which they were entered and later, in the order in which you have set them through editing.

  5. To hide child record sublist Remove links and prevent users from separating child records from the parent record, clear the Show Remove Link box.

    By default, each child record in a sublist on a parent custom record includes a Remove link for users with Edit permission. Clicking this link results in the removal of the child record from the sublist but not from the system. This removal separates the child record from the parent record, in effect deleting the relationship between records, but this removal does not delete the child record from the system.

    If Remove links are available, users can separate child records even if child record editing is not permitted.

  6. To permit records of this type to be edited directly when they display as child records in a sublist on a parent record, check the Allow Child Record Editing box. Note the following:

    • When the Show Remove Link option is disabled, the Allow Child Record Editing box is not available.

    • Checking the box does not supersede users' role-based permissions. Only users who have permission to edit the record type can edit child records when this option is enabled.

    • The box was formerly labeled Allow Inline Editing. Its label was changed because it is not related to the Inline Editing feature or to the Inline Editing toggle that displays on list pages when that feature is enabled. The name change also was intended to avoid confusion with the Enable Inline Editing option.

    Warning:

    Child records are never editable in parent records that have more than 10,000 child record lines, even when the Allow Child Record Editing box is checked for the record type.

  7. To permit users to delete records of this type when they are child records in a sublist on a parent record, check the Allow Delete box. The box is available only if you have checked the Allow Child Record Editing box. When the box is checked, the following occurs:

    • When the parent record is in Edit mode and users click the Remove button on the child record in the sublist, the entire child record type is deleted from NetSuite.

    • When the parent record is in View mode and users click the Remove button on the child record in the sublist, the child record is removed from the sublist and the child record type remains in the system.

    Warning:

    Child records cannot be deleted in parent records that have more than 10,000 child record lines, even when the Allow Delete box is checked for the record type.

  8. Enter search and edit settings for the custom record type. See Defining Search and Edit Settings.

Related Topics

Creating Custom Record Types
Creating a New Custom Record Type
Entering Name and Display Settings
Specifying Permission and UI Settings
Defining Search and Edit Settings
Adding Fields to Custom Record Types
Limiting Search Access to Custom Records
Applying Role-Based Restrictions to Custom Records
Adding Subtabs to a Custom Record
Choosing an Icon for a Custom Record
Numbering Custom Record Types
Adding Custom Forms for a Record
Online Custom Record Forms
Setting Up a Permissions List for a Custom Record Type
Creating Links to Custom Records
Adding Translations for Custom Records

General Notices