Cell Operations Overview
ExtendInsights includes a redesigned Cell Operations panel for picklist (List/Record) fields. The panel is:
Draggable, so you can view more values while working in your sheet
Expandable/minimizable, so it stays out of the way when not needed
Designed to help you quickly select valid NetSuite values without manually looking up IDs
Video Walkthrough
To try it:
Load a template.
Click a cell mapped to a List/Record (picklist) field.
In the lower part of the ExtendInsights panel, expand Cell Operations to select a value from the list or clear the field.
Populate Picklist Fields
Option 1: Select from the picklist (Cell Operations panel)
Click the cell, expand Cell Operations, and choose a value from the list. This is the most reliable option when multiple matches exist.
Option 2: Type-ahead (Auto-complete)
You can type directly in the Excel cell. ExtendInsights will attempt to resolve what you entered:
If it finds an exact match, it resolves automatically.
If there are multiple matches, you may be prompted to select the correct one from the picklist panel.
Power-user option: Use Internal IDs directly
If you already know the NetSuite internal ID for a list value, you can enter it in this format:
[[1234]]
NetSuite will map the correct list value during upload.
How to Refresh Picklist Values
ExtendInsights caches picklist values for performance. If a new value was added in NetSuite but is not showing in the picklist:
Click the picklist cell.
Expand Cell Operations.
Click the three dots (⋯).
Select Refresh.
If the refresh still does not bring in the value, follow your Refresh Metadata guide (different methods may apply depending on whether it’s a picklist cache issue vs. a field/metadata issue).
Set Value to Empty
For header-level list-type fields, you can clear the field using Set value to empty in the Cell Operations panel.
🖐️ Note:
Important limitations:
Currently supported only for header-level fields
Requires Real-time upload
Clearing sublist (line-level) picklist fields is not supported using this toggle due to NetSuite SOAP limitations
Workarounds for Clearing Values (When “Set value to empty” is not available)
If you need to clear values that aren’t supported by the toggle (especially sublist fields), use Background Upload and the supported clearing syntax.
Step 1: Turn on Background Upload
Enable Background Upload in Settings (or use the Background Upload option on upload). Visit the article here.
Step 2: Use the correct clearing syntax
Header-level TEXT fields: enter
:empty:Sublist (line-level) DROPDOWN fields: enter
[[null]]
Step 3: Upload back to NetSuite
Run the upload using Background Upload so the clearing instructions are applied.
Cell Operations in Action
➡️ More details about the picklist feature are explained here
Need Help?
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