How to Create Customized Forms in NetSuite

Are you tired of the time-consuming and repetitive task of creating forms in NetSuite? Look no further! In this article, we will guide you through the process of creating customized forms in NetSuite, saving you valuable time and effort. Streamline your workflow and enhance your NetSuite experience with these simple tips and tricks.

What is NetSuite?

NetSuite is a cloud-based business management software that offers a comprehensive suite of applications to help organizations streamline their operations. With functionalities for financial management, customer relationship management, inventory and supply chain management, and more, NetSuite is a powerful tool for businesses looking to enhance efficiency and gain a competitive edge.

This cloud-based system allows businesses to centralize their data and processes, providing real-time visibility and collaboration across departments. Additionally, NetSuite offers customizable forms and workflows, allowing organizations to tailor the system to their specific needs and automate manual tasks. Overall, NetSuite is a highly beneficial solution for businesses seeking to optimize their operations.

What are Custom Forms in NetSuite?

Custom forms in NetSuite are specialized templates that enable businesses to customize their user interface and collect specific data fields. They offer flexibility in design, data entry, and functionality, enhancing the overall user experience and productivity.

Additionally, by utilizing custom forms, businesses can optimize their NetSuite environment to meet their specific needs, enhancing efficiency and streamlining operations.

• Design: Personalize the layout, colors, and fonts to align with your brand’s identity.
• Data Fields: Add, remove, or rearrange fields to capture the most relevant information for your business processes.
• Business Rules: Implement validation rules, calculations, and workflows to automate processes and ensure the accuracy of data.
• User Roles: Assign different forms to different user roles, ensuring that each user only sees the fields relevant to their responsibilities.

What are the Benefits of Using Custom Forms?

There are several benefits for businesses that utilize custom forms in NetSuite:

1. Personalization: Custom forms allow for a tailored layout and design that aligns with your specific business needs, improving user experience and efficiency.
2. Improved data collection: By incorporating custom fields and sublists, you can effectively capture and organize relevant information.
3. Streamlined workflows: Custom forms allow for the creation of a seamless process with fields and sublists tailored to your business operations, reducing errors and saving time.
4. Enhanced branding: You can apply themes and styles to customize the appearance of your forms, maintaining consistency in your brand image.

Pro-tip: It is important to regularly review and update your custom forms to ensure they continue to meet the evolving needs of your business.

How to Create Custom Forms in NetSuite?

In order to tailor your NetSuite experience to meet your specific business needs, it is essential to know how to create custom forms. This section will cover the step-by-step process of creating customized forms in NetSuite. We will begin by exploring how to access the customization page, followed by a tutorial on creating a brand new custom form. Lastly, we will discuss how to make edits to an existing custom form to further personalize your NetSuite experience. Let’s dive in!

1. Accessing the Customization Page

To access the customization page in NetSuite, follow these steps:

1. Sign in to your NetSuite account using your login credentials.
2. From the Dashboard, go to the top menu and select “Customization”.
3. In the drop-down menu, choose “Forms”.
4. Then, click on either “Entry Forms” or “Transaction Forms” depending on the type of form you wish to customize.
5. A list of existing custom forms will appear. To create a new form, click on the “New” button.

2. Creating a New Custom Form

To create a new custom form in NetSuite, follow these steps:

1. Access the Customization Page.
2. Select “Custom Forms” from the list of available customization options.
3. Click on the “New” button to create a new custom form.
4. Provide a name and select the appropriate form type for your custom form.
5. Configure the layout and design of your form by rearranging fields and sublists.
6. Add custom labels and fields to your form to capture specific information.
7. Apply themes and styles to customize the appearance of your form.
8. Save and publish your custom form to make it available for use.

By following these steps, you can create a new custom form in NetSuite to meet your specific business needs.

3. Editing an Existing Custom Form

To edit an existing custom form in NetSuite, follow these steps:

1. Access the Customization page in NetSuite.
2. Locate the custom form you want to edit.
3. Select the “Edit” option for the form.
4. Make the necessary changes to the form layout, fields, or sublists.
5. Click “Save” to save your changes.

Fun Fact: NetSuite allows users to customize forms to match their unique business needs, ensuring efficient and user-friendly data entry and management.

What are the Different Types of Custom Forms in NetSuite?

When it comes to creating customized forms in NetSuite, there are several options to choose from. Each type of form offers unique features and functionalities to meet your business needs. In this section, we will discuss the different types of custom forms available in NetSuite, including standard forms, advanced PDF/HTML forms, advanced PDF/HTML forms with BFO, and advanced PDF/HTML forms with FreeMarker. By understanding the differences between these forms, you can determine the best fit for your organization and create customized forms that enhance your NetSuite experience.

1. Standard Forms

To create standard forms in NetSuite, follow these steps:

1. Access the Customization page.
2. Create a new custom form or edit an existing one.
3. Rearrange fields and sublists to customize the layout.
4. Add custom labels and fields to the form.
5. Apply themes and styles to create a customized look.

Standard forms in NetSuite are the basic form types that can be used for various purposes, such as creating records or inputting data. They provide a standard layout and design that can be customized to meet specific requirements. By following these steps, users can easily create and personalize standard forms in NetSuite.

2. Advanced PDF/HTML Forms

Advanced PDF/HTML forms in NetSuite provide a customizable way to design and create professional-looking forms for various business needs. To create these forms, follow these steps:

1. Access the Customization Page in NetSuite.
2. Create a new custom form or edit an existing custom form.
3. Select the “Advanced PDF/HTML Forms” option for the form type.
4. Customize the layout by rearranging fields and sublists.
5. Add custom labels and fields to personalize the form.
6. Apply themes and styles to enhance the form’s appearance.

By following these steps, users can create visually appealing and functional custom forms tailored to their specific requirements. The flexibility of advanced PDF/HTML forms allows for a seamless integration of branding and design elements.

3. Advanced PDF/HTML Forms with BFO

Advanced PDF/HTML Forms with BFO in NetSuite offer enhanced customization options for creating professional-looking forms. Here are the steps to create such forms:

1. Access the Customization Page in NetSuite.
2. Create a new Custom Form.
3. Edit an existing Custom Form.

Different types of Custom Forms in NetSuite include:

• Standard Forms
• Advanced PDF/HTML Forms with BFO
• Advanced PDF/HTML Forms with BFO
• Advanced PDF/HTML Forms with FreeMarker

To add fields and sublists to Custom Forms:

1. Add fields to the form.
2. Add sublists to the form.

To customize the layout and design of Custom Forms:

1. Rearrange fields and sublists.
2. Add custom labels and fields.
3. Apply themes and styles to create a personalized look.

4. Advanced PDF/HTML Forms with FreeMarker

Advanced PDF/HTML forms with FreeMarker in NetSuite offer a wide range of customization options. Follow these steps to create them:

1. Access the Customization page in NetSuite.
2. Create a new custom form or edit an existing one.
3. Select the Advanced PDF/HTML form with FreeMarker option.
4. Choose a template or create a new one using FreeMarker syntax.
5. Add fields and sublists to the form as needed.

To further personalize the layout and design:

1. Rearrange fields and sublists to suit your desired layout.
2. Add custom labels and fields to enhance the form’s clarity.
3. Apply themes and styles for a visually appealing form.

With Advanced PDF/HTML forms with FreeMarker, you have the flexibility to create highly customized forms that cater to your specific business needs.

Consider exploring different templates and experimenting with various design elements to achieve your desired outcome.

How to Add Fields and Sublists to Custom Forms?

In order to tailor your NetSuite experience to your specific business needs, creating custom forms is essential. But how exactly do you add fields and sublists to these forms? In this section, we will walk through the process step by step, starting with adding fields to your custom forms. Then, we will discuss how to add sublists, providing you with all the necessary information to fully customize your NetSuite forms. Let’s get started!

1. Adding Fields

To add fields to custom forms in NetSuite, follow these steps:

1. Access the Customization Page in NetSuite.
2. Create a new custom form or edit an existing one.
3. Click on the “Fields & Sublists” tab.
4. Click on the “Add Field” button.
5. Select the desired field type from the available options.
6. Provide the necessary details for the field, such as label and ID.
7. Customize any additional settings for the field, such as visibility or validation.
8. Save the changes to the custom form.

Suggestions:

• When adding fields, consider the specific information you need to capture or display.
• Take advantage of the various field types and settings to customize the form to your requirements.

2. Adding Sublists

To add sublists to your custom forms in NetSuite, simply follow these steps:

1. Access the Customization page in NetSuite.
2. Create a new custom form or edit an existing one.
3. Locate the section where you want to add the sublist.
4. Click on the “Add Sublist” button.
5. Choose the type of sublist you want to add, such as “Inline HTML” or “List/Record.”
6. Configure the sublist settings, including the sublist name and any fields or columns you want to include.
7. Save your changes.

By following these steps, you can easily add sublists to your custom forms in NetSuite and customize them to meet your specific needs.

How to Customize the Layout and Design of Custom Forms?

When it comes to creating custom forms in NetSuite, the possibilities are endless. In this section, we will discuss how to customize the layout and design of your forms to better suit your business needs. This includes rearranging fields and sublists, adding custom labels and fields, and applying themes and styles. By the end, you will have a thorough understanding of how to create personalized and professional forms that align with your unique business processes.

1. Rearranging Fields and Sublists

To rearrange fields and sublists in NetSuite custom forms, follow these steps:

1. Access the customization page in NetSuite.
2. Create a new custom form or choose an existing one to edit.
3. Click on the “Rearrange Form” button to enter the layout editing mode.
4. Drag and drop fields and sublists to rearrange their order on the form.
5. Use the options in the layout editor to adjust the size and position of fields and sublists.
6. Save the changes to apply the rearranged fields and sublists to the custom form.

2. Adding Custom Labels and Fields

When personalizing forms in NetSuite, incorporating custom labels and fields can greatly enhance the user experience and improve data collection.

1. Begin by accessing the NetSuite customization page.
2. Create a new custom form or edit an existing one.
3. Navigate to the “Fields & Labels” tab.
4. Select “New Field” to add a custom field.
5. Choose the appropriate field type and configure its settings.
6. Click “Save” to add the custom field.
7. To add a custom label, select “New Label” under the “Fields & Labels” tab.
8. Enter the desired label name and select its appearance.
9. Click “Save” to add the custom label.

For example, a small e-commerce business utilized custom labels and fields in NetSuite to track customer preferences. By adding a custom field for “preferred product category,” they were able to segment their customers and tailor their marketing campaigns accordingly. This customization feature proved to be beneficial in boosting customer satisfaction and ultimately increasing sales.

3. Applying Themes and Styles

To apply themes and styles to custom forms in NetSuite, follow these steps:

1. Access the customization page in NetSuite.
2. Create a new custom form or edit an existing one.
3. Rearrange fields and sublists to customize the layout.
4. Add custom labels and fields to enhance the design.
5. Apply the Themes and Styles feature to give the form a customized look.