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FAQ: How to Refresh Metadata via CloudExtend Data Management for NetSuite
FAQ: How to Refresh Metadata via CloudExtend Data Management for NetSuite

XLNS | This article will show you different ways to refresh your custom fields and picklist values

Updated over a week ago

CloudExtend is able to read and write NetSuite metadata, ie custom fields, picklist values, etc.

Below are the three ways to refresh NetSuite metadata via CloudExtend. The approach varies depending on the type of metadata you wish to retrieve.

How to Get Custom Fields

Step 1: Hover on the template name to be updated then click the Pencil icon.

Step 2: Click the three dots and press Refresh.

Step 3: Click the dropdown field. After the refresh, the custom fields will be added to the list.

How to Get CloudExtend Customizations Added in NetSuite

If your organization has leveraged the CloudExtend "Celigo CENS Metadata Setting Record" to account for instances where dependencies are not working or there's a need to add a workaround for account search etc.

To refresh the metadata for all the fields within the template

Step 1: Click Add a Template then select the record type for which configurations were added.

Step 2: It will direct to a loading screen where it will fetch all the custom fields. Once the loading screen stops, cancel the operation.

How to Refresh Picklist value

Step 1: Click on the field with picklist. There will be a blue ribbon on the CloudExtend panel that will show the line list for the field selected.

Step 2: Hover on the three dots then click refresh to bring in the latest data from NetSuite

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