CloudExtend Outlook for NetSuite allows individual users to create and edit certain NetSuite records such as Contacts, Customers, Leads, Prospects, Tasks, and Opportunities (the list is growing).
❗️Be sure to check the troubleshooting tips at the bottom of this article if you need more help, especially if you are getting permission errors.
By default, only standard fields are displayed therefore validation will fail if the user tries to save a record that has required custom fields. To avoid this, users should configure the fields to be entered and include the appropriate required fields. Note that at present this requires each CloudExtend user to make their own modifications.
Below is an example of a custom field on an opportunity record.
Adding Custom Fields in CloudExtend
Having trouble? Refer to the troubleshooting section below.
❗️If this is your first time editing custom fields we recommend that you clear the app cache. Select the menu icon at the top right of the app (3 dots) and choose 'clear cache'. This will log you out of the app and will also clear the in app cache. Log back in and follow the steps below.
Locate the record you desire to expose custom fields
- Select the + button (create record)
- Select the desired record type
Configure your fields
- Select configure fields
Use the collapse and expand icons to expose more standard and custom fields. Select the desired fields and click update.
Using a custom form for validation
Custom forms are used in NetSuite to display specific sets of fields and enforce validation rules in the NetSuite UI. The NetSuite API does not allow CloudExtend users to simply select a form and then display the desired fields (users must follow the steps above to do this). Users can, however, select a custom form that will be used to enforce validation rules. If you have custom fields that are tied to specific forms you must either set that as your default form OR expose the custom form field in CloudExtend and then select it. Once the proper form is selected the field permissions will be respected and you will be able to add values.
- Add the 'Create using (Custom Form)' field from the list of standard fields to your form.
- While editing or creating the record choose your desired custom form for validation.
If you receive a permission error for the custom form field it generally means the field is not available on the default form assigned to you in NetSuite or that you have only one form, the standard form, in NetSuite. See the troubleshooting steps below.
If you receive permission errors it may be due to a caching issue which can happen when the app gets updated. To resolve this select the menu icon at the top right of the app (3 dots) and choose 'clear cache'. This will log you out of the app and will also clear the in app cache. Log back in and try again.
CloudExtend does not yet support dependent fields, ie if you have locations or classes that are dependent on the value of the subsidiary selected you will see a permission error when trying to view these fields when creating a new record. A future update will address this issue.
You may also receive permission issues because the fields you added are not visible on the form allocated for your role. Watch the video below to see how these permission issues may impact you and see how to solve them
If you still have issues contact support using the chat icon at the bottom right of this page.