Version: eXtendFiles all versions
Audience: Administrator

Overview

eXtendFiles can be incorporated into most native and custom record types in NetSuite. The typical process involves adding a new parent record reference to the eXtendFiles record. Subsequently, NetSuite will display the eXtendFiles sublist on the target record type as part of its parent record functionality.

Add eXtendFiles to Native Record

1. Go to Customization → Lists, Records, & Fields → Record Types and open the eXtendFiles custom record.

2. Create a new field using the New Field button.
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3. Specify an ID, set the Type and to "List/Record", and select the List/Record reference to your target record type. Define a description, field help, and access levels depending on your use case and preferences. If you are creating a new record reference for a record that has subtypes (e.g., "Credit Memo" is a subtype of "Transaction" and "Inventory Item" is a subtype of "Item"), see Note 2 below.
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4. Enable the "Record is Parent" checkbox.
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5. On the Display subtab, set the Parent Subtab to "eXtendFiles". This will control where the eXtendFiles sublist is displayed on the target record type.
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6. After completing the field definitions, save your field and note the field's ID.

7. Go to eXtendTech → eXtendFiles → eXtendFiles Configuration and then choose eXtendFiles Settings → Advanced Settings from the lefthand navigation column.
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Specify the new eXtendFiles record reference id in the Field IDs to Clone in Multi-field Uploads field on the Additional Settings section. Separate multiple values with commas.
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Video Demo

In this video demo, you will see how to add eXtendFiles to a new native record type.

Add eXtendFiles to Custom Record

Adding eXtendFiles to a custom record type is similar to adding it to a native record type. However, one difference is that you will need to add a custom subtab to your custom record so that the "eXtendFiles" subtab is available.

1. Add "eXtendFiles" as a subtab on your custom record. Open your custom record type and add an entry for "eXtendFiles". Save your custom record type.


2. Go to Customization → Lists, Records, & Fields and open the eXtendFiles custom record.

3. Add a new List/Record field which is pointing at your custom record.
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4. Enable the "Record is Parent" checkbox.
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5. On the Display subtab, set the Parent Subtab to "eXtendFiles".
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6. After completing the field definitions, save your field and note the field's ID.

7. Go to eXtendTech → eXtendFiles → eXtendFiles Configuration and then choose eXtendFiles Settings → Advanced Settings from the lefthand navigation column.
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Specify the new eXtendFiles record reference id in the Field IDs to Clone in Multi-field Uploads field on the Additional Settings section. Separate multiple values with commas.
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Notes

1. Step 7 is necessary for correctly supporting multiple file uploads on custom records and custom transaction record types. Without this configuration, files will upload to your backend storage, but the file reference and extra data fields might only apply to the first uploaded file when using the multiple file upload feature, not to any subsequent files. For each custom record or transaction type where you add eXtendFiles functionality, ensure to add its parent record reference to the field reference list as an additional entry.

2. If you're adding eXtendFiles to a new record type that has subtypes, such as transactions or items, visit the Sourcing & Filtering subtab while creating your new custom eXtendFiles record reference field. You should filter the list to ONLY the applicable type. If you skip this filtering step, an additional eXtendFiles subtab will appear on all records of the parent record type, and files might not be automatically associated with the correct field.

Next Steps