When creating a custom field, you select the type of field you want to create, depending on the kind of information you want to store in the field.
Field Type |
Description |
Example |
Character Limit |
---|---|---|---|
Check Box | This lets you record a true or false answer by placing a check mark in the custom field. | For example, you want to track orders by delivery. You create a check box custom field called Delivery that appears on sales transactions. Then, you check the Delivery box if orders are for delivery. | |
Currency | This lets you enter currency amounts in a custom field. | For example, you want to track the spending limit of each employee in your company. You create a currency custom field that appears on employee records and enter the spending limit for each employee. | |
Date | This lets you enter or pick dates. Note that changing Date fields to Date/Time fields will automatically convert Dates in existing records to Date/Times with the time value defaulting to midnight of you company’s time zone. All existing SuiteScript that referenced the Date field will need to be manually updated. | For example, you want to record projected start dates on estimates. You create a date custom field called Projected Start Date. Dates entered in this type of custom fieldmust follow the date format selected at Setup > Company > General Preferences.Note: The date and time for this type offield are based on the users NetSuite Time Zone preference set at Home > Set Preferences. | |
Date/Time | This field type lets you combine date and time values in one field.After a user enters a date/time value, the data is rendered in the user’s preferred date and time format, as well as the user’s time zone. | For example, you may want a single field to contain date and time “timestamp” data. | |
Decimal Number | This lets you enter a decimal number in a custom field. | For example, you want to record the distance your customers are from your nearest retail outlet. You create a decimal number custom field to store this information on your employee records. | |
Document | This lets you select a file cabinet document to preview or download. The field is searchable and can be added to search results.Note: The user of the document custom field must have file cabinet access in order to view, select or upload documents. | ||
Entity | You can create custom fields of type Entity. To create a custom entity field, set the field type to List/Record, and set the List/Record type to Entity. By doing so the new “generic” custom entity field will automatically include all records of type contact, customer, employee, group, other name, partner and vendor.If you choose, you can then use sourcing and filtering capabilities to limit the choices in the custom field’s dropdown to a subset of the supported entities. For example, on the custom field’s definition page, on the Filtering and Sourcing subtab, specify Type in the Filter Using column. In the Value Is column, specify customer, partner, and vendor.Then, when the custom field of type Entity appears on your record, only entities of type customer, partner, and vendor will appear as available options in the field’s dropdown. | ||
E-mail address | This lets you enter an e-mail address in a custom field. The e-mail address fieldcreates a link to open your default e-mail client. | For example, you create a custom record type for intern records. You can include a field for their e-mail addresses. Then, you can send e-mail to interns by clicking e-mail addresses on their records. | |
Free-Form Text | This lets you enter up to 300 characters of text in a custom field. | For example, you want to offer yourcustomers monogramming on certain items. You can create a Free-Form Textfield as an item option to record the monogram they want. | 300 |
Help | This lets you place helpful text on record pages where your employees enter information. The help that appears is for informational purposes only. It is not stored in your account. | When you create a Help custom field, choose Help in the Type field and enter your text in the Help field. | |
Hyperlink | This lets you enter a URL in a custom field that links to another Web page.Hyperlink fields should begin with: http://, https:// or ftp://. | For example, you want to link to a vendor’s Web site. You create a hyperlink custom field called Web Site that appears on vendor records. First, you enter the company’s URL. Then, when you return to the vendor’s record, you can click the URL to open the vendor’s site in a new window. You can enter up to 999 characters in this field. | |
Image | This lets you attach an image to a record. | For example, you can attach pictures of your employees to their records. | |
Inline HTML | This allows you to use HTML to define acustom field to be included on custom pages generated by Suitelets. | ||
Integer Number | This allows you to enter integers in acustom field. | For example, you can record a special ID number on your company records. | |
List/Record | This lets you attach lists and records tocustom fields. In the List/Record field, select the list or kind of record you want to attach. This also allows you to choose from a list of public saved searches. | For example, you want to track orders by the employee who works on the them. You create a custom body field for sales transactions. In the List/Record field, you attach your employee list. On sales transactions, you can then select the appropriate employee for the order. | |
Long Text | This is a text area that can hold up to 100,000 characters. Use Long Text Custom fields where you need greater than 4,000 characters of text for a text area, and where you do not want the field to contain rich text formatting. Note: A free form text or text area field can be converted to a long text field but once done, the field can NOT be converted back. | For example, use a Long Text custom field in a custom record to hold the text of a item Warranty, or add to an Online Form to hold the text of a End User License Agreement. | 100,000 |
Multiple Select | This lets you create a field where you can make multiple selections from a list or list of records. | For example, you want to track howcustomers heard about your business. You create a multiple select custom field that appears on customer records and contains a list of possible sources for howcustomers heard about your business. Then, sales reps use this field to select the different places customers heard about your business. | |
Password | This lets you create a field that is encrypted in the database. When you view the record it will always show a fixed number of characters regardless of how long the password is. When validating, you pull the encrypted password value into a hidden field and use custom code to encrypt the value the user typed and compare it with the actual encrypted value. | For more information about SuiteScript, contact your account representative. | |
Percent | This lets you create a field to store a percentage. The information entered in this field can only be an integer from 0 | 100. The percent sign (%) is automatically added to the information. | |
Phone Number | This lets you create a field for a telephone number on records and transactions. | For example, you can include a contact number on an event record using a CRM field. | |
Rich Text | This allows you to enter and format up to 100,000 characters of text in a custom field. | For example, you can include a small bio of your employees with information like marital status, family members and other special information. You can also format the text to create lists, make text bold, italic and underlined and change the font size and color. | 100,000 |
Text Area | This lets you enter up to 4,000 characters of text into a custom field. | For example, you want to record special information about how you closed acustomer. You could enter it into a text area custom field that appears oncustomer records. | |
Time of Day | This allows you to enter the time of day into a custom field. | For example, you create a Best Time To Callcustom field, and then your sales representatives could enter the best time of day to call a prospect. |