All Collections
Excel for NetSuite Applications
CloudExtend Excel Data Management
Troubleshooting
Troubleshooting: Why aren't my custom fields displaying in CloudExtend Excel Data management for NetSuite when trying to build a template?
Troubleshooting: Why aren't my custom fields displaying in CloudExtend Excel Data management for NetSuite when trying to build a template?

XLNS | If you're unable to see custom fields as you create templates don't despair, here's the solution

Updated over a week ago

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: Edit the role assigned to you (Setup > Users/Roles > Manage Roles) then under Permissions > Setup. Ensure that EDIT (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)


​Under List Tab

Custom Record Entries

Under Custom Record Tab

This is only applicable if you are adding custom segments.

  • Look for the custom segment name.

  • Set the Level at the minimum VIEW.

  • If you cannot, see custom fields once the permissions are added follow the instructions here.

Step 2: Check if the custom field or custom segment definitions are set depending on the record type they are available for. Assign the field to forms as needed. Know how to determine the field type in Netsuite here.

Step 3: 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, 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).

When users reopen CloudExtend Excel they should refresh the template fields by clicking the 3 dots on the upper right-hand corner during edit mode for the template.


Assign fields to forms

After adding the permissions, ensure that the fields are allowed to be exposed to the form and used for web service calls. There are multiple types of custom fields that you can create in NetSuite, see the list of various types you can create here.

Custom Fields

πŸ’‘ Notes: Custom fields need to be assigned to specific record types for them to show in your NetSuite form as well as to your CloudExtend NetSuite template builder. Check this out for more information.

Transaction Custom Fields

These are some of the record types you can apply the custom fields to.

Transaction Header Custom Fields

ETD and ETA are custom fields in NetSuite at the header. The field Id will contain the custbody_ prefix.

Header Custom Transaction Field

NetSuite

Step 1: Go to Customization > Lists, Records, & Fields > Transaction Body Fields.

Step 2: Look for the field.

Step 3: In the Applies to Tab, set the form to where you want to apply the field to.

Transaction Line Custom Fields

JE Audit is a custom field at the NetSuite line level. The field Id will contain the custcol_ prefix.

Line Custom Transaction Field

NetSuite

Step 1: Go to Customization > Lists, Records, & Fields > Transaction Line Fields

Step 2: Look for the field.

Step 3: In the Applies to Tab, set the form to where you want to apply the field to.

Custom Entity

These are some of the record types you can apply the custom fields to.

Test Checkbox is a custom field at the NetSuite header. The field Id will contain the custentity prefix.

Custom Entity

NetSuite

Step 1: Customization > Lists, Records, & Fields > Entity Fields

Step 2: Look for the field.

Step 3: In the Applies to Tab, set the form to where you want to apply the field to.

Custom Item

Here are the selections where you can apply custom item fields.

Production Days is a custom field at the NetSuite. The field Id will contain the custitem prefix.

Custom Entity

NetSuite

Step 1: Customization > Lists, Records, & Fields > Item Fields

Step 2: Look for the field.

Step 3: In the Applies to Tab, set the form to where you want to apply the field to.

Custom Segments

These are some of the record types you can apply the custom fields to.

Physical Location is a custom segment at the header. The field Id will contain the xxxx_cseg prefix.

Header Custom Segment

NetSuite

Step 1: Go to In NetSuite, go to Customization > Lists > Custom Segments

Step 2: Look for the field.

Step 3: Go to Application & Sourcing> Choose the record to set the form to where you want to apply the field to.


Need Help?

Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.

πŸ”΅ In the app, go to your template screen and click the message icon!

πŸ”΅ We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
​

πŸ”΅ Send an email to cloudextend-support@celigo.com

Please provide as much detail as possible. Screenshots are welcome!
​

Did this answer your question?