1. Account Administration
  2. CSV Imports
  3. Importing CSV Files with the Import Assistant
  4. Step Two Import Options
  5. Set Advanced CSV Import Options
  6. Custom Form

Custom Form

When you import data for a record type, by default, the Field Mapping page includes the NetSuite fields available on your role's preferred form for the record type. You can map fields for the import if they’re visible and not disabled on this form.

Your preferred form might not have all the fields you need. For record types that support custom forms, you can choose a different form in the Import Assistant. You can use an existing custom form for your role or create a new one only for this purpose. The Custom Form dropdown in Advanced Options lists all available custom forms for that record type.

If a custom form used in a saved import gets deleted, you’ll see an error when you load the import saying the form can’t be found. You can pick a different form, or by default, your preferred form will be used to decide which fields you can map.

The following table outlines how a selected custom form impacts a CSV import:

Action

Transaction Forms

Entry Forms

Add

  • Fields on selected form are mappable.

  • Values for form's included fields can be added to transactions.

  • Form is saved with added transactions.

  • Fields on selected form are mappable.

  • Values for form's included fields can be added to records.

  • If a form has the Store Form with Record option enabled, it is saved with added records. If a form has this option disabled, it is not saved with added records.

Update

  • Fields on selected form are mappable.

  • For each updated transaction, import does not update fields that are not on the form stored with that transaction. If Ignore Read-Only Fields option is enabled, these fields are ignored; if this option is disabled, an error occurs.

  • Form is not saved with updated transactions.

  • Fields on selected form are mappable.

  • Values for form's included fields can be updated on records.

  • If a form has the Store Form with Record option enabled, it is saved with updated records. If a form has this option disabled, it is not saved with updated records, but any stored forms are reverted to null, meaning that no forms are stored with updated records.
Warning:

You can’t use Popup Only forms as custom forms for CSV import. If you try to import with a Popup Only form, the import will fail and you’ll get an invalid custom form reference error in the CSV response file. For more information about the Popup Only option, see Creating Custom Entry and Transaction Forms.

For information about working with custom forms, see Custom Forms.

Related Topics

General Notices