The CloudExtend Files tab is deployed to Customer and Contact records by default. Most users will want to deploy the tab to other NetSuite records as well. In addition, the CloudExtend Files tab can be removed from any or all records entirely.
Your NetSuite Admin typically would be the one to perform these actions.
Adding or Removing the CloudExtend Files tab to/from NetSuite records
Step 1: Navigate to Customization >Scripting > Scripts and click Edit.
Step 2: Look for Script celigo-ce-fs-tab-entrypoint and from Bundle 244864. Click on Edit and navigate to Deployments tab.
Step 3: Add/Remove all the record types on the Applies To tab one at a time.
Set the following:
Deployed = Yes
Status = Released
Step 4: Save the changes then click Back or Cancel. This will bring you back the list of scripts.
Step 5: Look for Script celigo-ce-fs-tab-entrypoint and from Bundle 244864. Click on View and navigate to Deployments tab. Select the newly added you need to select for all roles and all employees for the audience.
Step 6: Save the changes then go to a record to validate if the CloudExtend files tab is showing.
Deploying additional script to retain file links on Record Transformations:
If the record types you are deploying to can be transformed like Opportunity to SalesOrder and you don't want the file links to be lost then you need to deploy the script celigo-onedrive-record-transform to those record types by following same steps as in Step 2 - 5.
The CloudExtend Files Tab will appear on the record types that are seen in the deployment tab.
Need help?
Feel free to reach out to our support. Send us an email at cloudextend-support@celigo.com.