Version: eXtendFiles 1.6.5 and above
Audience: Administrator

To configure the main eXtendFiles Setup page, follow the steps below:

1. Navigate to Setup → eXtendFiles → Setup.

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Basic Setup

Configure the fields located in the Basic Setup Field Group

FIELD

DESCRIPTION

STORAGE TYPE

Specify the cloud storage type to be used for file storage.

LINK FILES TO RELATED TRANSACTIONS

Enable this option if you want to link files to related transactions. (e.g. Have the Sales Order’s eXtendFiles available on the related Purchase Order.)

See Linked Transaction File Flow in eXtendFiles for more information.

DELETE FILES FROM RELATED TRANSACTIONS

If this option is selected, any eXtendFile removed from a transaction will also be removed from immediately related transactions. For example, if an eXtendFile is removed from a Sales Order, it will also be removed from any related Quote or Purchase Order records that have already been created.

MAXIMUM NUMBER OF FILES ON PARENT

Specify the number of eXtendFiles records to be processed at once. If the number of eXtendFiles records exceeds this number, the records will be queued, and a batch script will be executed to process them.

GENERATE PREVIEW FOR UPLOADED FILES?

To generate preview images for uploaded files, check this checkbox. If you do not want to generate preview images, leave the checkbox unchecked.

GENERATE THUMBNAIL FOR UPLOADED FILES?

To generate thumbnail images for uploaded files, check this checkbox. If you do not want to generate thumbnail images, leave the checkbox unchecked.

INLINE VIEW MAX PREVIEW SIZE(MB)

If the file size of the generated eXtendFiles preview image exceeds the specified value, the eXtendFiles thumbnail image will be used as a substitute for the eXtendFiles preview image. This prevents the eXtendFiles record from loading slowly when the NetSuite User Interface is locked due to a large preview image being downloaded for display.

ENABLE VERSIONING


Check this checkbox if you want to retain versioning for uploaded files.

Note: Ensure that the file versioning feature is enabled on your Amazon S3, Microsoft Azure, Oracle Object Storage, Dropbox bucket. This feature is only available for Amazon S3, Microsoft Azure, Oracle Object Storage, and Dropbox.


DELETE FILES FROM STORAGE

If you want to delete the files from the cloud storage when you delete the eXtendFiles record from your NetSuite account, check this checkbox. For more details on this feature, please refer to Configure eXtendFiles Records to Delete the Record on the Backend Storage.


Storage Information

Details regarding configuring eXtendFiles for different cloud storage types can be found below:

Public Upload



File Picker

eXtendFiles contains a “File Picker” modal which can be utilized to quickly find and use eXtendFiles on a transaction.

  1. Select the File Picker subtab on the main eXtendFile Setup page.Image Placeholder
  2. In the Basic File Picker Configuration sublist configure the information below to complete the Basic File Picker Configuration.Image Placeholder

    3. FIELD

    DESCRIPTION

    FILE PICKER SAVED SEARCH ID

    The File Picker Saved SearchID which is entered here should be an eXtendFiles Saved Search with criteria to show the desired files for display within the file picker modal.

    FILE PICKER FIELD

    Specify the Field Id for the field which will be used to set the selected file from File Picker. Example: eXtendFiles Record/ Files Records.

    Note:     This field must be a list field referencing eXtendFiles record.

    EXTENDFILE URL

    Specify the field where the eXtendFiles External URL would be saved after an eXtendFile has been selected from the single File Picker. 

    Note: The field should be of field type hyperlink or free-form text.

    EXTENDFILE FILE URL

    Speicfy the eXtendFile’s record URL field which will be selected and added on the eXtendFile URL field on the transaction record as mentioned in the above field.

    Note: If you want to set the original file link, use field the field custrecord_extfile_link, or you can use the field custrecord_extend_preview_image to set the URL link of the preview image.

    FILE PICKER TRANSACTION TYPES

    Specify the Transaction Type(s) on which you want to enable the File Picker feature.

    Note: If you select any record in this section, you will need to specify the value against File Picker Field and ExtendFile URL fields to be able to save the page.

  3. Next, navigate to the File Picker Hover Columns Configuration subtab. See Configuring File Picker Hover Columns for more information on configuration of this feature.

Sharing Settings


Inline Links & Upload

  1. Inline Links Display Settings - See Configure eXtendFiles Inline Link View on a Record for more information on configuration of this feature.
  2. FileUpload on Record Settings - See Configure the eXtendFiles Inline Upload Feature for more information on configuration of this feature.
Note: The ability to dynamically pass arguments during eXtendFiles creation is also available, please contact eXtendTech Support for more information.


File Upload Restriction

See Configure Restricted File Extensions for more information on configuration of this feature.


Entity Type

If you have renamed the native NetSuite Entity records as per your business flow, specify the updated values here. For example, if you have renamed "Customer" to "Client", then you can configure that reference below.

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FIELD

DESCRIPTION

CUSTOMER TYPE


Specify Customer type.
You can find it under: Setup → Company → Rename Records/Transactions.


PROJECT TYPE


Specify Project type.
You can find it under: Setup → Company → Rename Records/Transactions.


VENDOR TYPE


Specify Vendor type.
You can find it under: Setup → Company → Rename Records/Transactions.



Note: The name of these entity types should be listed exactly as shown on the rename records/transactions page in NetSuite.

Additional Settings

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FIELD

DESCRIPTION

IFRAME WIDTH IN EXTENDFILE RECORD

Specify the width (in percent) for iframe of file-upload in eXtendFiles record. The default value is 100%.

FIELD IDS TO CLONE IN MULTI-FILE UPLOAD

Specify the additional eXtendFiles fields as comma-separated that need to be cloned during multi-file uploads. You must specify the field Id that has reference of your record on eXtendFile, if you want to support multi-file upload on your record.

INLINE HTML LIST VIEW WIDTH

Specify the width (specify unit as px/% as per your requirement) for iframe of inline file list. The default value is 300px.

Note: The maximum width will be controlled by the NetSuite form column configuration. 

AVOID SETTING CUSTOMER/VENDOR

eXtendFiles uploaded on transaction records are automatically linked with their related customer/vendor record. If you do not want to set the customer/vendor reference automatically on the files uploaded on the transaction records, then check this checkbox.

FILE MIGRATION DEDICATED QUEUE NAME

This field is used by eXtendTech for eXtendFiles migration projects. Leave this field empty unless instructed otherwise by eXtendTech.