Creating Custom Child Record Sublists

The following high-level steps are provided for users who are already familiar with NetSuite customization. This procedure provides a general frame of reference for building a custom child record sublist. For more information, see the following.

To create a custom child record sublist:

  1. Define a custom record type (such as the fixed assets record mentioned earlier).

    Important:

    On the Custom Record Type page, check the Allow Child Record Editing box. If this preference is not enabled, your records are not scriptable when they appear as sublist line items on the parent record.

    Sample Fixed Assets custom record type highlighting the Allow Child Record Editing box.
    Note:

    If Allow Child Record Editing is checked, then Allow Delete becomes enabled. You can check the Allow Delete box to enable users to delete records of this type when they appear as child records in a sublist on a parent record.

  2. Establish the parent–child relationship between your new custom record type (fixed assets) and another record type. Parent–child relationships are established through custom fields.

    1. Add a custom field to your new custom record type.

    2. On the field definition page for the new field, set the field Type to List/Record (see the following screenshot).

    3. Specify the record type that is the parent of your custom record type. In the following screenshot, the customer record type is the parent.

    4. Check the Record is Parent box to attach your custom record type (fixed assets) to a parent record type (customer).

      In this case, the New Customer field ties the fixed assets record type to the customer record type.

    Fixed Assets Field page highlighting fields related to establishing the parent-child relationship.

    Your custom child record sublist can appear on a standard or custom subtab of the parent record.

  3. If you want the custom child record sublist to appear on its own subtab on the parent record, create a subtab with a name that reflects the sublist type. The preceding screenshot shows that a sublist of child fixed assets records appears on a custom Fixed Assets subtab. This subtab appears on all customer (parent) records.

    Note:

    See Adding Subtabs to a Custom Record for steps on creating custom subtabs and adding subtabs to specific record types.

  4. After defining the customer–fixed assets (parent–child) relationship (through the New Customer field), go to a customer record in NetSuite and notice the Fixed Assets sublist (see the following screenshot).

    Note:

    If you have not specified a parent subtab for this sublist, the custom record child sublist appears on a system-generated subtab called Custom.

Sample Customer record highlighting the Fixed Assets sublist on the Fixed Assets subtab.

The preceding screenshot shows the fixed assets sublist. When the New Fixed Assets button is clicked, a custom (child) fixed assets record opens. After adding data to the fixed assets record and saving it, the record appears as a sublist line item.

The following screenshot shows that three fixed assets (child) records have been added as sublist line items to the (parent) customer record for Abe Simpson.

Sample Customer record showing fixed assets (child) records added as sublist line items on the parent record.

Related Topics

Custom Child Record Sublist Creation with SuiteScript
Custom Child Record Sublists
Custom Child Record Sublist IDs Overview
Scripting with Custom Child Record Sublists

General Notices