Most ERPs need a lot of time and someone with a technical background for very simple tasks, such as adding a field to a form, especially in the most rigid ones such as SAP and Microsoft Dynamics AX.
One of the many advantages of NetSuite is the simplicity with which you can add fields, forms and reorganise the way in which the forms are displayed. In just a few minutes and without the need for technical knowledge or programming, a user – with the appropriate permissions – can create new fields / forms in NetSuite.
Creating fields with NetSuite
We will show you how to create a form in NetSuite from scratch, with totally new fields. For example, a form for the approval of travel requests.
For this we go to Customisation -> List, Record & Fields -> Record Types -> New
We create a Record type which we call “Travel Request Form”.
In the fields section, we will be adding those that we want to appear in the form.
Among the fields we see the name of the employee, in this case it will be a third party who completes the form on behalf of the worker, his department, start and end date of the trip, the reason for the trip…
Analysing the fields in a little more detail, we see that employee is a list-type field, which comes from a standard NetSuite field, in this case it comes from the master employee.
We have free text fields such as destination or date type, or date of departure and arrival. There are also longer text fields to write more (purpose of the trip) or check fields to mark if it has been approved or rejected.
The status field does not exist as standard in NetSuite, so we had to create it, for that we went to Customisation -> List, Records, & Fields -> Lists -> New
It is as simple as entering the name of the values that we want to have for future deployment, and even if we want it for translation.
Save and we have created the drop-down to use anywhere we want. We will define the necessary approval flows. This point will be the reason for another post so stay tuned. Let’s now try our form to see what it looks like.
When we add a new field to our form, we can define certain aspects of it, for example, for the status field that we just created, we have set it to be a deactivated field, so that no one can modify its value and that it is updated when the indicated person approves or rejects the proposal. We can also indicate default values, translations (of the label, since the values are reported in the list defined above).
If we wanted to divide the form into several tabs, we would indicate the different tabs in the sub-tab. We can also easily define the numbering with which we want to indicate the records that we generate. In this case it would be TRF -000001, TRF-000002…
You can also set permissions so that only people responsible for the role can access it.
We will define the menu item in which we want the form to be visible, in this case we have placed it below the employee menu.
We will define the necessary approval flows. This point will be the subject of another post so stay tuned.
Let’s now try our form to see what it looks like.