This topic contains 7 replies, has 0 voices, and was last updated by Olivier Gagnon NC 8 years, 5 months ago.

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  • #2732

    steven_stewart

    All,

    I am building out a new form/fields for one of my clients and I would like to keep all the fields specific to that client (e.g. cli_first_name, etc). However, when I attempt to do this, then build out the form, I get an “Unexpected Error” from NetSuite when I attempt to save a case using the new form. Could anyone shed some light on how to have ALL custom fields on a custom form?Thanks!
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  • #2733

    k_dunc

    Hi Steven,

    Are you doing this through a Custom Record?

  • #2734

    steven_stewart

    Hi k_dunc, no custom case form.

  • #2735

    Olivier Gagnon NC

    Well certain fields are fundamentally required, like say Customer and such. Basically, it is not possible to remove ALL fields.

  • #2736

    k_dunc

    So you’ve created a bunch of Custom CRM Fields and you want them displayed on your custom Case form? But when you add them, you are then getting an “Unexpected Error”? Have I got that right?

    So clearly they’re available for you to see / select / move etc. in your Custom Entry Form? In the “Fields” subtab, you can find your Custom CRM Fields right?

  • #2737

    steven_stewart

    Hi K_dunc, No, not when I add them. I have multiple companies under one NetSuite roof. Typically, I like ALL fields to be specific to that company. (e.g. Company ABC> abc_customer_first_name, abc_customer_last_name, etc) but it seems that some standard netsuite fields cannot be removed (like Name). When you remove these, it causes the form to crash.

  • #2738

    k_dunc

    Got it. So you want to remove fields. In your initial question you were talking about having “ALL custom fields on a custom form”, so I thought the issue was adding fields. Well, like Olivier said, you are not permitted “to remove ALL fields.” If you really want to edit it to such a level, I’d suggest creating a Custom Record to handle it. In essence, this Custom Record will mimic your Case record and form. In your Custom Record, you can create all the fields and field labels you need. You could even set a Workflow on the form, so depending on what Role the user has, or from what Subsidiary they are from, they only see the fields pertinent to that company – i.e., you hide all the other fields.

    Actually, just while I think of it, if it’s just a matter of renaming the field labels, then in theory you could possibly do that using a Client Script, and basically upon form load, you simply change the field labels based on the user’s Role / Subsidiary. That might work.

  • #2739

    Olivier Gagnon NC

    Originally posted by steven_stewart

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    Hi K_dunc, No, not when I add them. I have multiple companies under one NetSuite roof. Typically, I like ALL fields to be specific to that company. (e.g. Company ABC> abc_customer_first_name, abc_customer_last_name, etc) but it seems that some standard netsuite fields cannot be removed (like Name). When you remove these, it causes the form to crash.

    This fires off warning bells to me. Creating unique fields per subsidiary would prevent you in many case from taking advantage of NetSuite’s great strength in regards to consolidated reporting. Even if you’re not using subsidiaries, if you’re segregating by some other field (say, Department), that would still hold true.

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