Version: eXtendFiles 1.6.2 and above
Audience: Administrator

Overview

The eXtendFiles Inline Link View feature displays a list of eXtendFiles attached to a record, making it easier to view multiple files. The inline link view is configured using an Inline HTML field which can be placed anywhere on a custom form using native NetSuite form configuration.

After successful configuration, the inline link view will be shown as a table on the form.
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Prerequisites

To add an Inline Link View to a record type that isn't already configured, create a new Inline HTML field on the desired record type. This field will display the eXtendFiles List as shown above and is used in the configuration. You'll need to make the Inline HTML field visible on the custom forms for the target record type on which you want to use the Inline Link View.

Configuration

The eXtendFiles Setup page needs to be updated to enable the feature on a target record type.

  1. Go to eXtendTech → eXtendFiles → Setup → Inline Links & Upload → Inline Links Display Settings.
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  2. Set a MAX EXTENDFILES IN INLINE HTML LIST VIEW preference. The value specified in this field will determine the maximum number of eXtendFiles record links to be shown in the inline link view.
  3. Go to the Inline Links Display Settings subtab to complete the remaining configurations.
 Field
 Description
Record Type
Specify the Record Type internal id where the inline link view will be shown.
eXtendFiles Reference FieldID
Specify the Reference FieldID for the eXtendFiles Record Reference. This will be the field on the eXtendFiles record which associates it to the record where the inline link view is to be displayed.

Note: This field should be marked as 'Record is Parent'. For instance, custrecord_extfile_so_pref is the field used to link the eXtendFiles record to a Sales Order. Please be aware that NetSuite does not support the enabling of 'Record is Parent' on certain record types.
Inline Field on Record
Specify the internal ID of the field on the target record which will be used to render the inline link view.

The NetSuite field type for this field should be Inline HTML. This field will need to be visible on the custom forms where you are using the inline link view.
eXtendFiles Sublist ID
Add recmach as a prefix and then add your eXtendFiles Reference FieldID.

Example: recmachcustrecord_extfile_so_pref

The example screenshot in step 1 shows some example configurations for the Inline Links Display Settings for how an entry would be configured.

Notes:

  1. When copying and pasting field IDs in NetSuite, be careful to avoid any leading or trailing whitespace that may be unintentionally inserted.
  2. For a list of valid NetSuite record types, refer to the NetSuite record browser: https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2023_2/script/record/account.html.

Script Deployments

Standard Deployment

For the Inline Link View feature to operate, a script deployment needs to be created so that the necessary scripts are available and running.

1. Go to Customization → Scripting → Scripts.

2. Find the script titled eXtendFiles Inline View User Event and view it.

3. This script will need to be deployed on each record type where the Inline Link View feature will be used.

4. Click the Deploy Script button and deploy the script on the Applies To record type, with a Status of Released, and All Roles as the Audience. Repeat these steps for each record where inline link views are being added.
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Note: If you find that a script deployment already exists for the record type where the inline link view is being configured, make sure that deployment is deployed with a Status of Released, and All Roles as the Audience.

Inbound Shipment Record Deployment

Because of NetSuite restrictions placed on the Inbound Shipment record type, an additional script deployment is needed to enable the Inline Link View on the Inbound Shipment record. You must be on eXtendFiles version 1.6.14 or higher. Contact eXtendTech Support if you're on a lower eXtendFiles version and where Inline Link View needs to be deployed on the Inbound Shipment record type so that your eXtendFiles installation can be updated.
  1. Go to Customization → Scripting → Scripts.
  2. Find the script titled eXtendFiles Suitelet and view it.
  3. View the deployments to confirm if "eXtendFiles Inline Link View iframe" has already been deployed.
    1. If it has, no changes are needed.

    2. If "eXtendFiles Inline Link View iframe" has not been deployed and is not in the deployments list, proceed to the next step.
  4. Click the Deploy Script button to create a new script deployment. Set the following values on the script deployment:
    1. Title of eXtendFiles Inline Link View iframe
    2. ID of _extend_files_inline_iframe
    3. Status of Released
    4. Audience as All Roles
    5. On the Parameters subtab, enter inline_link_view_iframe into the "EXTENDTECH FILES SUITLET DEPLOYMENT" field.
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  5. Save the deployment.

Usage

You can copy the link of your eXtendFile by clicking the Copy button. If you have sufficient permission to view private files, and if private files are enabled, you can generate and copy public links to the private files by clicking the Copy icon.
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Additional Notes

  1. The public/private sharing feature is limited to the Amazon S3, Oracle Object Storage, and Microsoft Azure storage types. Using eXtendFiles' File Sharing Feature.
  2. When Amazon S3 is used, if the configured bucket name in your eXtendFiles settings is different than the bucket name which is present on the file's url, the signed URL generation will not be available on that link.