Assigning Custom Fields to Specific Record Types

You can assign custom fields to display on specific record types. When you assign the field to a record type, it is automatically available as a possible field when creating a custom form for that record type. The field will also be available on all standard forms.

For custom entity fields, you must select the record types where the field is available. If you select a record type, the field automatically displays on all forms of that record type, including any custom forms. You can then edit custom forms to not show the new custom field.

Conversely, all custom transaction fields are automatically available in form customization, regardless of what you select on the Applies To subtab. For example, if you apply a custom transaction field to sales transaction forms, the field is also available when you customize purchase transaction forms.

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

To apply a custom field to a record type:

On the custom field setup page, click the Applies To subtab.
Check the boxes to indicate the records you want the field to display on.

Note the following:
- When a new transaction is created from a transaction that has a custom field value, the field value is copied to the new transaction.
- You can add record custom fields to existing and custom subtabs on the entry forms you use to enter records in your NetSuite account.
- You can add transaction custom fields to the top (body) or the line items (columns) of transactions. When adding a custom field to the body of a transaction, you apply the field to the type of transaction.
- When adding a custom field to the line items of a transaction, you apply the field to the type of line item.
- To apply a custom item field to a portion of the item, check the Select Individual Items box. Then in the Items field, hold down the Ctrl key and click each item to which the custom field applies.
- To specify that the settings for a custom item field or custom transaction item option field also apply to its child items, check the Include Child Items box. Any child item fields added later will also have the parent settings applied.
- When you have the Advanced Employee Permissions feature enabled and you select Employee from the Applies To subtab, an Employee Access subtab appears. From this subtab you can select the custom advanced employee permission you want to associate the custom field with. For more information, see Advanced Employee Permissions Overview.
- You can configure the kit or assembly transaction line custom field to copy values from sales order items to fulfillment items. For more information, see Apply to Kit or Assembly Components Setting for Custom Segments and Transaction Line Custom Fields.
- For custom transaction body fields, if the Log System Notes on Update Only preference is not set, and you have the View access level to a field, the default value of your custom transaction body field is displayed in system notes fields when you create a transaction search. For more information, see Searching System Notes.
You cannot clear the Applies To 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.
After you have defined a custom field to display on specific record types, you should define the display properties for that field. See Setting Display Options for Custom Fields.

Warning:

If you assign a custom field to a record type that is a child of another record, that custom field may not always show on the parent record forms. A child record may not be available on a form for a parent record that was created through transformation from another record type. For example, if you define a custom record as a child record of sales order, the custom child record is not available on forms for sales orders transformed from quotes.

To apply a custom field to a record type:

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