If you don’t see your custom fields when building an ExtendInsights template, the cause typically falls into one of two scenarios. Follow the section that matches what you’re experiencing.
Scenario 1: I See Some Custom Fields, But Not Recently Created Ones
Good news: this is not a permissions issue. You can fix it yourself by refreshing the field metadata.
How to Refresh Template Metadata (End-Users)
Open a new worksheet or tab in Excel.
In ExtendInsights, select Create New Records.
Search for and select the record type where the custom fields were added.
Click the three-dot menu (⋯) and choose Refresh.
ExtendInsights will reload all standard and custom fields. Your recently added custom fields should now appear.
Scenario 2: I Don’t See Any Custom Fields at All
This usually means your NetSuite role does not have permission to access custom fields.
Quick Check (End-Users)
Try switching to a different NetSuite role.
If custom fields appear under another role, permissions are the issue.
If custom fields don’t appear under any role, share this article with your NetSuite Administrator.
Fix for NetSuite Admins: Grant Required Permissions
A NetSuite Admin must update role permissions as outlined below.
Step 1: Update Role Permissions
Go to Setup → Users/Roles → Manage Roles, edit the role, then configure:
Permissions → Setup (minimum level: Edit)
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Fields
Custom Item Fields
Custom Lists
Custom Record Types
Custom Sublist Fields
Custom Transaction Fields
Optional (only if applicable):
Customer Status (for Lead/Prospect/Customer creation)
Custom Item Number (for Item number custom fields)
Custom Event Fields (or support case custom fields)
Permissions → Lists
Custom Record Entries
Permissions → Custom Record (Only if using custom segments)
Locate the custom segment name
Set access to at least View
Step 2: Confirm Field Definitions Are Applied Correctly
After adding the permissions, ensure each custom field or segment is assigned to the correct record type and form.
➡️ To learn more about this setting, see this article from NetSuite
Transactions Custom Fields
These are some of the record types you can apply the custom fields to.
Transaction Body Fields (Header) — custbody_
Path: Customization → Lists, Records, & Fields → Transaction Body Fields
Assign the field on the Applies To tab to the correct form
Header Custom Transaction Field |
ETD and ETA are custom fields in NetSuite at the header. The field Id will contain the  |
Transaction Line Fields — custcol_
Path: Customization → Lists, Records, & Fields → Transaction Line Fields
Assign the field on the Applies To tab
Line Custom Transaction Field |
JE Audit is a custom field at the NetSuite line level. The field Id will contain the  |
Custom Entity Fields — custentity_
These are some of the record types you can apply the custom fields to.
Path: Customization → Lists, Records, & Fields → Entity Fields
Assign the field to the correct entity type and form
Custom Entity |
Test Checkbox is a custom field at the NetSuite header. The field Id will contain the  |
Item Fields — custitem_
Here are the selections where you can apply custom item fields.
Path: Customization → Lists, Records, & Fields → Item Fields
Assign the field to the correct item type and form
Custom Item |
Production Days is a custom field at NetSuite. The field Id will contain the  |
Custom Segments — cseg_
These are some of the record types you can apply the custom fields to.
Path: Customization → Lists → Custom Segments
Application & Sourcing tab: assign to the appropriate record and form
Header Custom Segment |
Physical Location is a custom segment at the header. The field Id will contain the 
|
Step 3: Ask the User to Refresh Their Session
After permissions are updated:
Sign out of the NetSuite UI, then sign back in.
Sign out of ExtendInsights, then sign back in.
Wait 15–20 minutes for permission changes to propagate (this is normal).
Reopen ExtendInsights and refresh template fields using the three-dot menu (⋯) in template edit mode.
Important Notes
Custom fields must be assigned to forms to appear in ExtendInsights.
Permissions alone are not enough if fields aren’t applied to the record/form.
Refreshing metadata is required after adding new fields or permissions.
NetSuite Custom Field Type Cheat Sheet (Quick Reference)
Use the field ID prefix to identify where a custom field lives and how it should be configured so it appears in ExtendInsights templates.
Prefix | Field Type | Where It Appears | NetSuite Path |
| Transaction Body Field | Header-level fields on transactions | Customization → Lists, Records, & Fields → Transaction Body Fields |
| Transaction Line Field | Line-level fields on transactions | Customization → Lists, Records, & Fields → Transaction Line Fields |
| Entity Field | Customer, Vendor, Partner, Lead records | Customization → Lists, Records, & Fields → Entity Fields |
| Item Field | Item records (Inventory, Non-Inventory, etc.) | Customization → Lists, Records, & Fields → Item Fields |
| Custom Record Field | Custom record types | Customization → Lists, Records, & Fields → Custom Record Fields |
| Custom Segment | Header or line level (depends on config) | Customization → Lists → Custom Segments |
Summary
Missing new fields only? Refresh metadata.
Missing all custom fields? Fix role permissions and field assignments.
After changes? Sign out/in and refresh fields.
Need Help?
If you still don’t see custom fields after following the steps above:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat (from the template screen)
✉️ Email cloudextend-support@celigo.com
📎 Include the record type, field name(s), and screenshots of the NetSuite field setup if possible.