Templates created in ExtendInsights Data Management can be easily managed and updated. Whether you need to add new fields, reorganize an existing layout, or remove unused templates, the process is quick and straightforward.
This guide covers everything you need to know about managing templates.
How to update templates (add/remove fields or rearrange layout)
💡 New to ExtendInsights for Data Management NetSuite?
Check out the Getting Started Guide to learn how to log in and get familiar with the app.
Where Are Templates Stored?
All ExtendInsights templates are stored in the Template Repository.
To view them:
Go to Menu → Templates → NetSuite Templates.
Locate the template you are looking for.
(1) Pre-built Templates | (2) Custom Templates |
ExtendInsights provides ready-to-use templates for some record types. These templates can be used as-is or customized; no need to start from scratch! | Organization Templates Templates shared within your organization will appear here. These are great for teams using a standard structure, helping ensure consistency across users.
My Templates If your NetSuite form has a custom structure, creating a template from scratch is ideal. This allows you to include all necessary fields tailored to your process. Once created, your custom templates will be stored in this section. |
⚠️ Before Loading a Template ⚠️
Always open a new workbook or add a new worksheet before loading a template.
Loading a template will clear all content on the active worksheet.
How to Load a Template
Option 1: Load from the Template List
Open a new workbook or add a worksheet.
Go to Menu → Templates → NetSuite Templates.
Click the template name to load it.
Option 2: Load from the Main Screen
Open a new workbook or add a worksheet.
Enable Start with a Template.
Choose how you want to work with NetSuite records (Create or Search & Download).
How to Update an Existing Template
Use this when:
New fields were added to your NetSuite form
Fields are missing from a template
You want to rearrange the template layout
Go to Menu → Templates → NetSuite Templates.
Locate the template, click the three-dot menu (⋯), then select Edit → Edit Template.
In the template builder:
Select additional fields by searching or scrolling
Click Add fields
Click Continue, then select Yes.
(This clears existing data on the worksheet.)
Click Save and Enter Data to load the updated template.
⚠️ Important:
Do not select Save As New Template if you want to overwrite the existing template.
Creating a Copy of an Existing Template
Use this option when you want to:
Create a variation of an existing template
Preserve the original template
Follow the steps 1 - 4 for updating an existing template.
Enable Save As New Template.
(Optional) Enable Share within the organization.
Click Save and Enter Data.
💡 Note:
Only the template owner can directly modify a shared template. Other users must create a copy.
How to Delete Unwanted Templates
You can remove templates you no longer need.
⚠️ Warning:
Template deletion is permanent and cannot be undone.
Go to Menu → Templates → NetSuite Templates.
Hover over the template name.
Click the three-dot menu (⋯) and select Delete.
What’s Next?
➡️ Learn how to build your first template
➡️ Review Template Best Practices
➡️ Explore Sharing Templates with your team
Need Help?
If you have questions about managing templates:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the template name and NetSuite environment when contacting Support.