Version: eXtendFiles 1.6.18 and above
Audience: Administrator

Overview

The eXtendFiles Setup page is used to manage and configure eXtendFiles functionality within your NetSuite environment. It is used to set up basic configurations, storage information, public upload features, sharing settings, inline links and inline upload, and more.

Configuration

Go to Setup → eXtendFiles → Setup to access the eXtendFiles Setup page.
Image Placeholder

Basic Setup

The Basic Setup section is used to configure the core settings for eXtendFiles, such as specifying the storage type, linking files to related transactions, setting file versioning, and managing file previews and thumbnails.
  1. STORAGE TYPE
    Select the storage type to be used with eXtendFiles.
  2. LINK FILES TO RELATED TRANSACTIONS
    Enable this preference if you want to link files to related transactions. For example: If you want a file that was originally uploaded to an Estimate to automatically be linked to the downstream Sales Order. See Linked Transaction File Flow in eXtendFiles for more information.
  3. DELETE FILES FROM RELATED TRANSACTIONS
    If this preference is enabled, 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 Estimate or Purchase Order records that have already been created.
  4. 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
  5. GENERATE PREVIEW FOR UPLOADED FILES?
    Enable this preference to generate preview images for uploaded files. If you do not want to generate preview images, leave the checkbox unchecked.
  6. GENERATE THUMBNAIL FOR UPLOADED FILES?
    Enable this preference to generate thumbnail images for uploaded files. If you do not want to generate thumbnail images, leave the checkbox unchecked
  7. INLINE VIEW MAX PREVIEW SIZE(MB)
    If the file size of the generated eXtendFiles preview image exceeds this value, the eXtendFiles thumbnail image will be used as a substitute. 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.
  8. ENABLE VERSIONING
    Enable this preference if you want to use file versioning for uploaded files.
    Prior to enabling this preference, ensure that the file versioning feature is enabled on your storage bucket.This feature is only available for Amazon S3, Microsoft Azure, Oracle Object Storage, and Dropbox.
  9. DELETE FILES FROM STORAGE
    If you want to delete the files from cloud storage when you delete the eXtendFiles record from your NetSuite account, enable this preference. For more details on this feature, please refer to Configure eXtendFiles to Delete Backend Storage File Upon eXtendFile Deletion.

Storage Information

Instructions for configuring different cloud storage providers with eXtendFiles are found below:

Public Upload

The public upload feature in eXtendFiles allows external users to upload files directly to a specific record without requiring access to NetSuite. This feature is ideal for collecting files from clients, partners, or employees who do not have NetSuite access.

Instructions for configuring the public upload feature for a record type can be found at: Configuring Public Upload in eXtendFiles.

File Picker

eXtendFiles contains a “File Picker” modal which can be utilized to quickly find and use eXtendFiles on a transaction when also using eXtendOrders. Configuration instructions are available at: Configuring the eXtendFiles File Picker Feature.

Sharing Settings

When using a cloud storage provider, the sharing settings in eXtendFiles allow you to configure permissions for who can view or share files.

Instructions for configuring the sharing settings in eXtendFiles is available at: Configure eXtendFiles File Sharing Settings.

Inline Links & Upload

  1. Inline Links Display Settings
    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.

    See Configure eXtendFiles Inline Link View on a Record for instructions on configuring this feature on a record type.
  2. FileUpload on Record Settings
    The eXtendFiles Inline Upload feature allows you to upload files directly from your NetSuite records using a drag and drop area on the record.

    See Configure the eXtendFiles Inline Upload Feature for instructions on configuring this feature on a record type.

File Upload Restriction

eXtendFiles can restrict certain file types from being uploaded to your backend storage. For example, it can prevent the upload of Windows and Mac executables (.exe and .dmg) files.

See Configure Restricted File Extensions for instructions on configuring this feature.

Entity Type

If you have renamed the native NetSuite entity record types, specify the updated values here. For example, if you have renamed "Customer" to "Client", you can configure that reference here. You can confirm if these have been renamed in your environment at Setup → Company → Rename Records/Transactions.
Image Placeholder
The name of these entity types should be listed exactly as shown on the Rename Records/Transactions page in NetSuite.

Additional Settings

Image Placeholder
  1. IFRAME WIDTH IN EXTENDFILE RECORD
    Specify the width (in percent) for the iframe of the file upload area in the eXtendFiles record. The default value is 100%.
  2. FILE IDS TO CLONE IN MULTI-FILE UPLOAD
    For additional record types configured for eXtendFiles beyond the default ones, specify the extra eXtendFiles record references as comma-separated values that need to be cloned during multi-file uploads. This supports multi-file uploads on additional record types enabled for use with eXtendFiles.

    For example, if you have added eXtendFiles to the “Task” and “Employee” records using the eXtendFiles record references “custrecord_extfile_task_ref” and “custrecord_extfile_emp_ref” respectively, add those fields to FILE IDS TO CLONE IN MULTI-FILE UPLOAD as: custrecord_extfile_task_ref,custrecord_extfile_emp_ref
  3. INLINE HTML LIST VIEW WIDTH
    Specify the width in either pixels or percentage (e.g., 300px or 100%) for the iframe of the inline file list. The default value is 300px. Note: The maximum width will be controlled by the NetSuite form column configuration.
  4. 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, enable this preference.
  5. FILE MIGRATION DEDICATED QUEUE NAME
    This field is used by eXtendTech for eXtendFiles file migration projects. Leave this field empty unless instructed otherwise by eXtendTech.