NetSuite does not return the field values for custom segments therefore they won't appear in the drop down list as fields in the CloudExtend template builder. No worries though, you can manually add the fields to your template and even share with other users.
Follow the instructions below and reference this short video for detailed process:
- Manually load a template into Excel and insert the column(s) that will contain the Custom Segment values.
- The field names in Row 2 can be changed to anything user friendly.
- Edit the cell in Row 1 of the new Column to associate it with the desired Custom Segment’s Field ID* as shown below. Get a head start by copying the value from another field in Row 1 and then edit it to map to the Custom Segment’s internal ID. Please keep the structure of the field mapping formula intact and replace only the field names as indicated below with the exception of the &4 (this denotes it is a picklist field).
To determine the proper format for the Field ID above first determine if your Custom Segment is at the header level or the line level (if you reference your custom segment as a custom column, ie one for every row of a transaction, it is line level).
To indicate it is a custom column field you must add the text custcol before your custom segment field name. For example, if your custom segment name was democustomsegm then the correct format would be =T(N("JournalEntry.lineList.line.custcol_cseg_democustomsegm"&4))
If at the header level then use this format in Row 1 =T(N("JournalEntry.custbody_yoursegmentname"&4))
TIP - to locate the Field ID of a header level field in NetSuite navigate to the record you are working with in NetSuite (Sales Order, Journal Entry, etc.) and click on the field name. The Field ID will be displayed at the bottom right.
If you don’t see Field ID’s you must enable ‘Show internaID’s in your NetSuite account.