Creating Center Categories

Administrators and users with the Custom Center Categories permission can create center categories.

Use the following steps to add custom categories to standard, built-in NetSuite tabs. After creating custom categories for standard tabs, you can then add links to each category. The links can go to NetSuite pages, custom records, Suitelets, or external websites. You can customize center categories only if the Custom Records feature is enabled.

Note:

To add custom categories to custom tabs, see Creating Center Tabs. On the Categories subtab, in the Label column, enter a name for a category of links. After creating the categories, you will later follow the steps in Creating Center Links to assign specific links to each category.

To add custom categories to standard tabs:

  1. Go to Customization > Center and Tabs > Center Categories > New.

    Custom Center Category Values subtab
  2. On the Center Category page, complete the following steps:

    1. In the Label field, enter a name for the category.

    2. In the ID field, enter an ID for the category, if required.

    3. From the Center Type list, select an existing center.

    4. From the Center Tab list, select one of the standard, built-in NetSuite tabs (also referred to as sections).

    5. From the Insert Before list, select where you want to insert the custom category.

  3. On the Values subtab, in the Link list, select the appropriate link.

    The links that appear in the lists are links to other NetSuite pages, custom records, Suitelets, and external web pages. Links to NetSuite pages, custom records, and Suitelets appear by default.

    To select a link to an external website, you must have already created that link by going to Customization > Centers and Tabs > Center Link. See Creating Center Links for details. After the link is created, the link appears in the Link list.

  4. In the Label field, enter a UI label for the link.

  5. The short list setting is applicable to some center types. In the Short List column, to indicate that the link should appear in a portlet when the link is in a narrow column of the dashboard, check the box.

  6. Click Add.

  7. Click Save.

  8. On the Translation subtab, enter translated labels to use for the category. The Translation subtab is available only if the Multiā€“Languages feature is enabled in your account. For more information, see Configuring Multiple Languages.

Note:

If you return to the tab and do not see the changes you have made, clear your browser cache.

You can use SuiteCloud Development Framework (SDF) to manage custom center categories as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework Overview. You can use the Copy to Account feature to copy an individual custom center category to another of your accounts. Each custom center category page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account Overview.

Related Topics

Custom Centers
Creating and Editing Custom Centers
Creating Center Tabs
Creating Center Links
Assigning a Custom Center to a Custom Role

General Notices