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Troubleshooting: Unable to save records or events in Outlook due to required custom fields

ExtendSync Outlook | Learn several workarounds to bypass custom field validation rules

Updated this week

If you’re unable to save records or calendar events in Outlook using ExtendSync, the issue is likely caused by required custom fields in your NetSuite form.

While custom fields are supported for nearly all record types in ExtendSync, calendar events are an exception due to field mapping limitations between Outlook and NetSuite.


Calendar Events Only

When creating or saving calendar events, ExtendSync mirrors NetSuite’s validation rules.
If your default event form in NetSuite contains required custom fields, the event creation will fail because those required fields don’t exist in Outlook.

Why This Happens

NetSuite enforces form-level validation rules during record creation.
If a required field is missing (such as a custom event type, category, or checkbox), ExtendSync cannot bypass that validation when sending data from Outlook.

Workaround

As a workaround ask your admin to create a new form without marking the custom fields as required. This form can be provisioned to a new role (your current role can be cloned).

Steps for Admins

  1. In NetSuite, go to:
    Customization → Forms → Entry Forms (or Event Forms, depending on setup).

  2. Locate your default Event Form.

  3. Clone the form.

  4. Uncheck the “Required” setting for any custom fields that are causing validation errors.

  5. Assign this new form to a new role (you can clone your current role to preserve permissions).

  6. Use this new role to log in to NetSuite via CloudExtend/ExtendSync.

Once you’re logged in with the new role, ExtendSync will be able to create and save calendar events without being blocked by required custom fields.

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