Creating a Custom Subtab Connection Point

You can create custom subtabs to provide outbound single sign-on access within NetSuite records. The following types of custom subtabs are available:

• Transaction - Can appear on transaction records such as sales order, cash sale, opportunity

• Entity - Can appear on entity records such as customer, vendor, employee

• Item - Can appear on item records such as inventory, non-inventory, assembly/bill of materials

• CRM - Can appear on CRM records such as task, phone call, event

• Custom Record Subtab - Can appear on its associated custom record

Note:

For a complete list of transaction, entity, item, and CRM records that support custom subtabs, see Creating Custom Subtabs.

To create custom subtabs:

1. Go to Customization > Forms > Subtabs, and choose an option:

   • Click the subtab for the type of record where you want to create a new subtab: Transaction, Entity, Item, or CRM.

     OR:

   • Edit a custom record type record, either by going to Customization > Lists, Records, & Fields > Record Types and clicking Edit, or by going to Customization > Lists, Records, & Fields > Record Types > New , and click the Subtabs subtab.

2. Enter the name for your subtab in the Title field. You should use a name that is a meaningful reference to your application, because it serves as the subtab label in the NetSuite user interface.

3. (Optional), designate this subtab as a child of an existing subtab. In the Parent field, select an existing subtab from the list.

4. Click Add.

5. Repeat these steps for each subtab you want to create.

6. Click Save.

After you have created a custom subtab, you can define it as a connection point on the SuiteSignOn page. For each subtab connection point, you can specify a single record type to which it applies. The subtab appears on that record type's forms. When the record that includes the subtab is loaded, the SuiteSignOn connection is initiated, resulting in the display of an iFrame rendering your application.

Note:

Be aware of the following:

• Usually, you must add at least one custom field to a custom subtab for it to appear on forms. However, subtabs that are defined as SuiteSignOn connection points do not require any custom fields. You should not add any fields to these subtabs.

• You can control the records to which a subtab is applied when you set up subtab connection points on the SuiteSignOn page. See Creating SuiteSignOn Records.

• You can limit the users who have access to each record type subtab by customizing the record type form and setting up preferred forms for users.

• For a description of the differences between various types of connection points, see Comparing Subtab, Portlet, Suitelet and User Event Connection Points.

Related Topics

• Outbound Single Sign-on (SuiteSignOn)
• Setting Up SuiteSignOn Integration
• Creating SuiteSignOn Records
• Creating a Portlet Connection Point
• Creating a Suitelet Connection Point
• Creating a User Event Connection Point
• Custom Forms

General Notices