Custom Form
When you import data for a record type, by default, the Field Mapping page includes the NetSuite fields available on your role's preferred form for the record type. Fields can be mapped for the import job if, on this form, they are displayed (not hidden) and not disabled.
Your preferred form may not include all the fields you need to import. For record types that allow custom forms, you have the option of selecting another form in the Import Assistant. You can specify an existing custom form that is available to your role, or you can create a custom form specifically for this purpose. The Custom Form dropdown in the Advanced Options section of the Import Assistant lists available custom forms for the record type to be imported.
If a custom form selected for a saved import is later deleted, an error displays when a user loads the saved import, indicating that the selected form cannot be found. The user can select a different form, or by default, their preferred form for the record type is used to determine mappable fields for the import.
The following table outlines how a selected custom form impacts a CSV import:
Action |
Transaction Forms |
Entry Forms |
---|---|---|
Add |
|
|
Update |
|
|
Popup Only forms are not supported as custom forms for CSV import. If you attempt an import with a Popup Only form as the custom form, the import fails with an invalid custom form reference error in the CSV response file. For more information about the Popup Only option, see Creating Custom Entry and Transaction Forms.
For information about working with custom forms, see Custom Forms.
Related Topics
- Step Two Import Options
- Log System Notes For Custom Fields
- Overwrite Missing Fields
- Validate Mandatory Custom Fields
- Overwrite Sublists
- Ignore Read Only Fields
- Prevent Duplicate Records
- Custom Multi-Select Value Delimiter
- CSV Decimal Delimiter
- Server Scripting and Workflow Execution
- Use Multi-Threading
- Queue Number