Creating Online Custom Record Forms

You can create an online custom record form to receive information from customers on your website.

To create an online custom record form:

Go to Customization > Lists, Records, & Fields > Record Types.
In the Edit column, click the name of the record you want to create an online form for.
In the Online Forms subtab, click New Online Form or New Online HTML Form.

Selecting New Online Form enables you to create a form based on the NetSuite default template. Selecting New Online HTML Form lets you create a form based on a custom HTML template that you have created. You must first create the custom HTML template before you can use it for an online form.

The steps involved for creating an Online Form versus an Online HTML Form are the same with a couple of exceptions as noted in the following procedure.
Enter a title for this form.

This title is displayed at the top of the form.
If creating an HTML template (these options are not available for Default templates):
- In the Template field, select the HTML template you want to use for this form.
  
  You can create online HTML form templates at Lists > Marketing > Marketing Templates.
- To have NetSuite insert labels for your form fields, check the Include Field Labels box.
  
  If you leave this box unchecked, you must include field labels in your HTML template file.
If creating a Default template (these options not available for HTML templates):
- In the Message field, enter a message to display at the top of the form.
  
  This message can include up to 500 HTML characters.
  
  Note:
  The message can be formatted using built-in rich text formatting tools. If you prefer to edit the message directly with HTML tags, click Source.
- In the Detail Message field on the Detail Message subtab, enter a message to display at the bottom of the form.
  
  This message can include up to 4000 HTML characters. Again, you can use the built-in rich text formatting tools or view as HTML only.
If you want to link to this form from a website, check the Enable Online box.
If required, check the Inactive box. You can always reactivate it at a later date.
In the Select Fields subtab, edit any existing fields or add new fields as needed.
Rearrange the order of fields as needed. Click a line and drag it to the required position or click Move Up, Move Down, Move to Top or Move to Bottom.
In the Set Up Workflow subtab:
- To receive notification when this form is submitted, enter the addresses you want email messages to be sent to in the Notify by Email field.
- To specify a page for customers to be sent to after they submit the form, enter the URL for that page in the Redirect to URL field. By default, the user who submits the form is redirected the home page of your primary website.
- In the Handle Duplicate Records field, select how you want NetSuite to handle records that are duplicates of existing records.
In the Set Up Appearance subtab:

With the exception of the Font, the fields described in the following list apply only to default templates.
- In the Number of Columns Shown field, select the number of columns for the form.
- In the Color Theme field, select a color theme for the form.
- In the Font field, select a font for the form.
- To expand any subtabs on the form, check the Unlayered Sections box.
- In the Button Alignment field, select where to place the buttons on the form.
- In the Form Logo field, select a logo to place at the top of the form.
  
  You can upload new logos at Setup > Intranet > Images or Commerce > Site Builder > Content > Images.
  
  As you define the appearance options for your form, keep in mind that your end users use various sized browsers and types. For example, if you are designing on a high-resolution large monitor, several columns may display fine. However, for smaller low-resolution monitors it can be better to construct your layout with fewer columns. Also, if customers may need to print the form, ensure that the colors you select will properly display for both color and black and white printers.
In the Custom Code subtab:

The Custom Code subtab is available only if you have a SuiteScript feature enabled. For detailed information about using custom JavaScript files to perform functions, refer to SuiteScript.
- In the Script File field, select the JavaScript file that contains the required scripts for this form.
  
  Important:
  You must upload your file to the File Cabinet before you can select it.
- In the Page Init Function field, enter the script name to be called from your script file when this entry form is first loaded.
- In the Save Record Function field, enter the script name to be called from your script file when this record is saved.
- In the Validate Field Function field, enter the script name to be called from your script file when a field on this entry form is changed.
- In the Field Changed Function field, enter the script name to be called from your script file when a change made to a field is accepted.
Click Save.
If needed, preview your new form.

Select the form from the Online Form subtab and then click Preview.
Add links to your online form to your website.

For details on how link to your online form see Creating Links to Custom Records.

Now, customers can enter information about your website, and records are automatically created or updated in NetSuite.

To create an online custom record form:

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