Custom NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. One step you can try is to switch to a different NetSuite role to see if the custom fields display. If none of your roles display the custom fields, then share this article with your NetSuite Admin and ask them to grant your role the required permissions.

For NetSuite Admin

Step 1: Ensure that View (lowest setting) permissions are set for the records and roles you are working with. Typically the following are added.

Under Setup Tab

Custom Body Fields

Custom Column Fields

Custom Entity Fields

Custom Fields
Custom Item fields

Custom Lists
Custom Record Types
Custom Sublist fields
Custom Sublists fields
Custom Transaction Fields

Custom Item Number (optional, only if you need it for Item number custom fields)

Under List Tab
Custom Record Entries

Step 2: Once the permissions have been added ask your user to do the following:

  • Sign out of NetSuite UI and back in

  • Sign out of our App (if they are still signed in) and sign back in

Note, the new permissions may take 15-20 minutes to propagate to your role. If the below steps do not immediately work please try again after 15-20 minutes (being sure to sign out of the app and back in).

When users reopen CloudExtend Excel they should refresh the template fields by clicking the 3 dots on the upper right-hand corner during edit mode for the template.  

If you are still having trouble please reach out to us via the messenger icon at the bottom right.

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