When building an ExtendInsights template, open the NetSuite “Create” form for the same record type in a browser.
This makes it easier to confirm which fields you need and whether they are header-level or line-level.
How to identify header vs line-level fields
Header-level fields typically show only the field name (for example:
Memo).Line-level (sublist) fields often include a prefix with a colon
:to indicate the sublist context (for example:Line: List Memo, Item: Department,etc.).
Example: “Memo” exists in two places
Some fields appear both at the header and line level.
Header Memo: the memo field at the top of the transaction (applies to the whole record).
Line Memo (sublist): the memo field on each line (applies per line item).
In your example:
The blue line is the header Memo.
The teal line is the line-level Memo (
Line: List Memo).
