Working with Templates
ExtendInsights Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!
17 articles
- ExtendInsights Template Builder: Six Things Every Builder Should KnowA practical field guide to creating robust NetSuite record templates, from finding field IDs to avoiding the Excel cell format trap.
- Working with Templates: What are ExtendInsights Templates and how to build them?ExtendInsights Data Management | Learn what templates are and how to build them effectively
- Working with Templates: Managing your TemplatesExtendInsights Data Management | How to load, update, copy, share, and delete templates
- Working with Templates: Which NetSuite fields are required when building a ExtendInsights for Data Management template?ExtendInsights Data Management | How to determine required fields in NetSuite
- Working with Templates: How to identify header vs line-level fieldsExtendInsights Data Management | Confirm which fields you need when building a template
- Working with Templates: Finding NetSuite Field Names in the Template BuilderExtendInsights Data Management | How to correlate NetSuite display names with field IDs
- Working with Templates: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
- Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
- Working with Templates: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
- Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
- Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Add a new NetSuite schema field by using workflow and custom fields
- Working with Templates: How to Display NetSuite Field IDsExtendInsights Data Management | Enable NetSuite Field IDs to find the correct fields for the template builder
- Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
- Working with Templates: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
- Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached picklist values
- Working with Templates: Renaming Field Names in an ExtendInsights TableExtendInsights Data Management | How to rename column headers in Excel
- Working with Templates: Rearranging Fields in a TemplateExtendInsights Data Management | How to reorder fields in the template builder