Deploying Upgraded Custom Forms
Use the following steps to deploy custom forms that include Form Layout Enhancements. When you deploy upgraded custom forms to end users, NetSuite automatically applies the layout enhancements to the form. These enhancements include Field Groups and the standardization of form Sublists and Subtabs.
As of 2012.2, all standard forms have been automatically deployed to use form layout enhancements, so there is no need to deploy standard forms. Also, if your NetSuite account was established in 2010.2 or later, form layout enhancements are automatically applied to custom forms as well. The custom form deployment process described here is applicable only to NetSuite accounts established prior to 2010.2.
To deploy upgraded custom forms, see these sections in the following order:
Be aware of the following:
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You are NOT required to upgrade any of your custom forms if you prefer that they keep their existing layout. If you choose not to upgrade a custom form, you can take no action at all.
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As of 2012.2, the form upgrade process has been simplified to remove the Skip Upgrade option. If prior to that release you used this option, and later decide you want Form Layout Enhancements applied to the form, you can perform an Undo Skip operation. For more information, (see Deploying Skipped Custom Forms. However, if you have added custom field groups to a “skipped” form, you will lose all field group formatting when you deploy the upgraded custom form. The fields in the field groups will remain, however they will be reorganized into autogenerated field groups (which you can later customize).