See answers for some of the frequently asked questions withthe ExtendDocs feature.
šµ Are Custom Records supported?
Yes.
ExtendDocs supports both native NetSuite records and custom records.
To use ExtendDocs with custom records:
Deploy the CloudExtend Files tab to the custom record
Deploy the Auto-Create Folder script to that record type
ā”ļø See: How to Deploy ExtendDocs Auto-Create feature to Custom Records
šµ What is the naming convention for auto-created folders? Is it configurable?
Folder naming is not configurable at this time.
ExtendDocs uses internal logic to determine the folder name by checking, in order:
nameentityIdtitletranIdtranNumber
The first available value found is used as the folder name.
This approach ensures consistent, meaningful names across different record types.
šµ What happens if a user renames a SharePoint folder?
ā The link remains intact
ā The renamed folder title does not update in NetSuite
This behavior is expected. NetSuite stores a reference to the folder, not a live name sync.
šµ What happens if an admin changes the SharePoint site in the portal?
Admins can change the SharePoint site, but it has important consequences:
Existing folder links in NetSuite are removed
Existing data in the old site is not migrated
New folders will be created in the new site going forward
Best practice
Treat this as a fresh configuration
Export or preserve old data manually if needed
Communicate the change clearly to users
šµ Can the CloudExtend Files tab be moved closer to the Communication tab?
No. The position of the CloudExtend Files subtab is controlled by NetSuite.
NetSuite places:
All standard subtabs first
All custom subtabs after
Because CloudExtend Files is a custom subtab, it will always appear to the right of standard tabs.