Custom Form Deployment Process (Summary)
The custom form deployment process involves previewing each custom form, further modifying the layout of each form (if necessary), testing each form in the context of a record, and then deploying the form to end users. Custom forms must be deployed individually.
The following diagram summarizes the form deployment process. Use the NetSuite Upgrade Checklist to manage this process. To access the Upgrade Checklist, go to Customization > Forms > Entry Forms [or Transaction Forms] [or Transaction Forms], and click the link in the message area at the top. If you have already upgraded forms in your account, the link in the message area is called Return to Upgrade Checklist.
As of 2012.2, the upgrade process has been simplified to remove the Skip Upgrade option.
For a more detailed diagram depicting the entire form deployment workflow, see Custom Form Deployment Process (In Detail).