Online Form Templates
Online form templates let you to customize the look and layout of your NetSuite online forms. Online form templates are helpful if you don't use a NetSuite website but still use NetSuite online customer and case forms.
Online form templates are HTML documents that you create outside of NetSuite. You either upload them to your NetSuite file cabinet or paste on the template record. Experience with HTML can be helpful when creating an online form template.
To use custom HTML templates, an administrator must enable the Marketing Automation feature.
To create an online form with an HTML online template:
-
Create the HTML file you'll use. For more information, see HTML Files for Online Form Templates.
-
Upload your template to the file cabinet. Click New on the template record, or place it in the Marketing Templates folder in your file cabinet. For more information, see Uploading an Online Form Template.
-
Create a template record at Documents > Templates > Marketing Templates > New > Online Form > Online Form. For more information, see Creating an Online Form Template Record.
-
Create your online customer form at Setup > Marketing > Setup Tasks > Online Customer Forms > New or your online case form at Setup > Support > Case Management > Online Case Forms > New. For more information, see Online Customer Forms.