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Manage NetSuite Records in Outlook
Manage Records: Add or remove fields when creating or editing records using CloudExtend Outlook NextGen
Manage Records: Add or remove fields when creating or editing records using CloudExtend Outlook NextGen

Outlook NextGen | Learn how to add navtive and custom fields for supported record types

Updated over a week ago

Hover over the name on the record list and click the pencil icon. Click the View in NetSuite button to open the record in NetSuite.

πŸ’‘ Tip! On clicking edit, CloudExtend will open the record for editing directly in the extension if it is a supported record types, otherwise, the record will open in NetSuite for editing.

Step 1: Hover over the record name in the Associate to section.

Step 2: Click the pencil icon to edit the record.

Step 3: Click the Configure record button.

This button will be available when creating or updating records via CloudExtend.

1 - Configure the fields you want to add/remove

2 - Clear data in the current form

3 - Save the record to NetSuite

4 - Update the form settings

Not seeing the fields you need?

Go to the next section to learn how to troubleshoot!

Add Custom Fields Permission

You are trying to edit your CloudExtend form but the fields are not displayed, this is due to your role in NetSuite not having permissions.

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)

Custom Event Fields (optional, only if you need it for support case 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, that 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).

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

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