Custom Records

In NetSuite, you track all the information in your account using records. Users with the Administrator role or those with the Custom Record Types permission (with Create level access) can create new custom record types to collect information specific to your business needs. Custom record data can also be linked to entities, items, or transactions using custom fields. For more information about custom record type permissions, see Setting Permissions for a Custom Record Type.

For example, you may want to keep track of training courses your employees have taken. Because a record type specific for this purpose doesn't exist in NetSuite, create a custom record type titled Employee Courses. In the custom record type, create custom fields to store information that you want to be included on the record. You could have fields for the course names, class start date, class end date, course level, certificate achieved, certification expiry date, and so on.

You can also set up the custom record so that it appears as a subtab on another record. So, you could have an Employee Courses subtab on the employee record.

Another example of a custom record type you can create is one that's used to store customer survey results. For instructions about how to create this custom record type, see Creating a Custom Record Type for a Customer Survey.

To enable the Custom Records feature, go to Setup > Company > Enable Features > SuiteCloud. Then, on the SuiteCloud subtab, check the Custom Records box.

To modify Custom Records, go to Customization > Lists, Records, & Fields > Record Types.

For details about what you can do on the Record Types list page, see Working with Lists.

Additionally, for custom records you can:

• View a list of record instances that have been created using each custom record type

• Create a new record instance for a selected custom record type, by clicking New Record

• Create a new search record for a selected custom record type

For information about adding a new record instance using the Lists menu, see NetSuite Record Types.

To make adding new records quicker, add shortcuts from the new instance page using the shortcuts menu (the star icon on the navigation menu). Or, add a shortcut to your shortcut portal. For more information, see Shortcuts Portlet.

For more information, see the following:

• Creating Custom Record Types

• Online Custom Record Forms

• Parent-Child Record Relationships

• Sourcing with Custom Records

• Updating Custom Record Types

• Using Custom Record Entries

Custom records are supported in SuiteCloud Development Framework (SDF). SDF is a development framework that you can use to create SDF SuiteApps, or to customize NetSuite accounts, using an integrated development environment (IDE) on your local computer. SuiteCloud projects are file-based and use XML definitions of custom NetSuite objects. For more information, see SDF Custom Object and File Development in SuiteCloud Projects.

General Notices