Creating a Custom Field

To record information specific to your business needs, you can create various types of custom record and custom transaction fields.

For an overview of the various types of custom fields, see Custom Field Types.

To create a custom field:

  1. Go to Customization > Lists, Records, & Fields > [Custom Field] > New, where [Custom Field] is the required field type. The Custom Field page is displayed for the selected type. Options available vary depending on the custom field type selected. The Custom Item Field page looks like the following.

    Custom Item Field create page.

    To display all settings for a custom field, click the Expand Tabs icon.

  2. In the Label field, enter a name or description for the field that is meaningful to your users. You can enter up to 200 characters for the label. However, you should consider how a long label will appear on pages and printed forms.

    The label is displayed by the field on the transactions you select. If you change the name of a custom field later, the name is not automatically updated on custom forms that contain the field. For information, see Renaming Custom Fields.

  3. In the ID field, enter a unique alphanumeric ID for the field. For information about best practices and naming conventions, see Conventions for Naming Custom Objects. For information about changing an existing ID, see Changing the ID of a Custom Object.

  4. Select the owner of the custom field.

    Only the owner can modify the record. Your name is selected by default.

  5. In the Description field, enter a description of the custom field.

  6. For custom item fields, to indicate that the field is an option for matrix items, check the Matrix Items box. Checking this box automatically sets the Type field to Multiple Select and the Subtab field on the Display subtab to Matrix. Changing any of these settings clears the Matrix Option box. For more information about matrix items, see Matrix Items.

  7. In the Type field, select the type of custom field you want to create.

    For more information on custom field types, see Field Type Descriptions for Custom Fields.

    The type of field you select determines the other options you can set on the page.

    Note:

    If you later edit a field and change it to a type that is not supported, any data stored for the field is deleted. If you change a field type or a list/record that is used for sourcing or filtering on other custom fields to a field type that is not supported, all sourcing and filtering based on the field is removed.

    Type conversion of the field takes a significant amount of time because many records are affected. A timeout can occur. For more information, see Converting the Field Type of a Custom Field.

  8. If you selected List/Record or Multiple Select in the Type field, select the list or record in the List/Record field that contains the items for the list field.

    Important:

    For List/Record or Multiple Select custom field types, standard security restrictions are not applied to the options in the related List/Record list. It is possible to select a record from the list even if you do not have permission to view the record. However, you cannot edit the record if you do not have edit permission.

  9. By default, the Store Value option is enabled so that custom field values are stored in your NetSuite account. If you do not want any changes entered stored in the custom field, clear the Store Value box. Not storing the value enables you to look at data that is stored elsewhere. If you do not store the value, changes will be discarded, so you may want to make the field read-only. If you clear the Store Value box, the field value is accessible in the current workflow instance only.

    You cannot clear the Store Value box if the value is used for criteria in duplicate detection. If you try to do so, you will receive an error message. For more information about duplicate detection, see Setting Up Duplicate Detection.

  10. Some custom field data types provide a Use Encrypted Format option. To encrypt the field values stored in the database, check the box.

    Warning:

    After a custom field has been saved, the Use Encrypted Format setting cannot be changed. Before you set the option, review Encrypted Custom Field Stored Values and ensure you fully understand the consequences of your selected setting.

    When you specify that a field be encrypted, any value in the encrypted field displays as ENCRYPTED in all accounts except the account where the value was first created.

  11. If you are creating a custom item field, to use this custom item as a merchandise hierarchy attribute, check the Merchandise Attribute box. When the box is checked, the custom item field is available to apply to items assigned to a merchandise hierarchy. The Merchandise Attribute box appears only on a custom item field and when the Merchandise Hierarchy feature is enabled.

    For more information about merchandise hierarchies, see Merchandise Hierarchy

  12. To have the field automatically show in the list of records the field is applied to, check the Show In List box.

  13. To index this custom field for global search, so that this field's values are searched for matches to global search keywords, check this box. You can index the field for global searches if Store Value is checked, and if you have selected any of the following in the Type field: Currency, Decimal Number, Email Address, Free-Form Text, Help, Hyperlink, Inline HTML, Integer Number, Percent, Phone Number, Text Area.

    You cannot index a custom field for global search if None is selected for any Level for Search/Reporting option on the Access subtab of the custom field record.

    After you check the Global Search box for a custom field, each global search compares keywords to that custom field's values, in addition to comparing with record name and ID field values. For more information, see Global Search.

  14. If you are creating a List/Record custom field, and the record type selected is a parent record, check the Record is Parent box.

    The field is used to create a parent-child relationship between two record types.

    For more information about parent-child relationships, see Parent-Child Record Relationships.

  15. If you want to inactivate the field after it is created, check the Inactive box. For more information, see Inactivating a Custom Field.

    You cannot clear the Inactive box if the custom field is used for criteria in duplicate detection. If you try to do so, you will receive an error message. For more information about duplicate detection, see Setting Up Duplicate Detection.

  16. After you have created a custom field, you should define which record types the field can be used in. See Assigning Custom Fields to Specific Record Types.

Note:

If you are creating an other record field, you do not assign the field to a specific record type. Continue with Setting Display Options for Custom Fields.

For an example of creating and adding a custom field to a record type, watch the following video.

You can hide a field on a form by setting the field to not display or by hiding the subtab on which the field appears. For more information, see Setting Display Options for Custom Fields and Configuring Subtabs for Custom Entry and Transaction Forms. Note that if the field is hidden on your preferred form, you cannot make inline edits to the field on saved search results.

You should use your account-specific domains for custom field types.

When you create a custom field, if you attempt to add a URL that includes a data center-specific domain, the URL is automatically modified to your account-specific domain for users in their current session. Your account-specific domain is in the format https://<accountID>.app.netsuite.com, where <accountID> represents your account ID. The modification happens for the following custom field types

Configuration remains unchanged. You should update all links in custom fields to use your account-specific domain. For more information, see Account-Specific Domains in Custom Fields.

See the following topics.

Related Topics

Custom Fields
Custom Fields Videos
Field Type Descriptions for Custom Fields
Custom Field Types
Available Standard Fields and Field Types
Inactivating a Custom Field
Editing a Custom Field
Advanced Features for Custom Fields
Custom Lists

General Notices