There is a know NetSuite issue in that web services does not translate custom segments properly at the line level 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.
⚠️ - if you use dependent custom segments, ie the value of segment 2 is dependent on the value of segment 1 this IS supported but will require additional setup not documented here. Reach out to support using the chat icon at bottom right to get started with dependent segments.
For non dependent custom segments please follow the instructions below and reference this short video for detailed process:
- Manually load a template into Excel and manually insert the column(s) that will contain the Custom Segment values.
- The field labels 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).
An example of a custom segment named cseg_const_category at the header level is below.
An example the same custom segment at the line level is below.
TIP - to locate the Field ID navigate to the definition of the custom segment (Customization->Lists->Custom Segments) and locate the ID field per the screenshot below.