Add Some Color to Your NetSuite Forms With HTML Custom Fields and Conditions

NetSuite is great because it can store and display loads of data on all your customers, vendors, and transactions. However, sometimes there is too much information on a form or screen, and it is easy to miss something important as you flip through pages. Sometimes you want to call a user’s attention to something, but it is easy to get lost on all the tabs, and no one likes getting a pop up message every time they save a transaction.

One way to make sure important information does not get missed, or if you would like to add some color and creativity to your NetSuite experience is to use Inline HTML to change a field based on conditions. For example you may want to show a warning message if a bill has a payment hold on it that will really capture the user’s attention, like this:

how to add color to NetSuite formsThe yellow “Bill is on Hold!” message will only display if Payment Hold = T.

How to Add Color to NetSuite Forms

  1. Create a Custom Transaction Body Field.
    1. Name = something like “HTML Message.” The label will not display on the form.
    2. Type = Inline HTML
    3. Display > Subtab = Main
    4. Leave the Default Value blank. This will allow you to load HTML from a workflow.
    5. And make sure to apply it to the transaction form you are working on.
  2. Create a Workflow
    1. Initiation > Event Based
    2. On View or Update = T
    3. Trigger Type = Before Record Load
  3. Create a State within the Workflow
  4. Add Conditions to the State
    1. New Action > Set Field Value
      1. Trigger on = Before Record Load
      2. Condition = add a condition here, for example Payment Hold = T
      3. Field = your custom Inline HTML field.
      4. Value = Formula, and here you can paste in the HTML you would like to display. Make sure you enclose the HTML in single quotes.
      5. The HTML is very flexible. Besides text you can embed elements like images and GIFs in this field.

The unique thing about this workflow is NetSuite usually doesn’t let you set a field value with a workflow on Before Record Load, but it does work with Inline HTML fields.

You can also add multiple Set Field Value actions, with different conditions to display different messages depending on the record loaded. Just be aware the last TRUE condition will be what is displayed.

Hope you enjoyed learning how to add some color to your NetSuite forms with HTML code. If you’d like to learn more about this or anything else about NetSuite, please contact us at any time! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.

By |2019-05-09T09:32:54+00:00May 9th, 2019|NetSuite, Technology, Tips & Tricks|0 Comments

About the Author:

Bob Huguelet
Bob is a Consultant on Sikich’s NetSuite team. He has used NetSuite in industry for over three years. His expertise lies in designing optimal processes to meet customers’ business needs. Bob has extensive experience in real-world operations, distribution and integrations, training team leaders and end-users, and working with team-members and third parties to complete a project.
This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.

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