Version: eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

The line level file upload feature in eXtendFiles allows uploading files directly from individual transaction lines in NetSuite using a drag-and-drop interface.
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This feature is currently supported on the following transaction types:
  1. Opportunity
  2. Estimate (Quote)
  3. Sales Order
  4. Purchase Order
  5. Expense Record
  6. Vendor Bill (Expense Line)

eXtendFiles Configuration

When using the eXtendFiles Configuration page, independent configuration of line level uploads without requiring record-level file upload setup is available. Note that Custom eXtendFiles Attributes still require record-level configuration.
  1. Navigate to eXtendTech → eXtendFiles → eXtendFiles Configuration
  2. Select Line Level Upload from the left navigation panel

Enable Line Level Upload

  1. Click any row and select the add button to create a new configuration

  2. Configure the following settings:
    • Transaction Type: Select from supported record types
    • eXtendFiles Reference Field: Choose the field for storing the eXtendFiles record reference on the line item. Note: For multiple file uploads, only the latest file's reference will be retained
    • Upload iFrame Height: Adjust if needed (default 100px)

Field Mapping Configuration

To map line level fields to eXtendFiles records:

  1. Click the callout button to open mapping modal

  2. Configure mappings:
    • Line Level Field: Source field for the value
    • eXtendFiles Field: Destination field for the mapped value
    • Is Text: Optional setting for select-type fields to use text value instead of field value
  3. Click Submit to save your configuration

Transaction Form Configuration

Once the setup is configured, make sure to add the following fields on transaction record forms in order to show the inline upload section:
  1. eXtendFiles Line Level Upload on Record Html {custbody_extend_files_line_level_upld}
    Add this field to the body of the form. The field should not be marked as Hidden. This field will not show any data on the form, but it is required to be shown.
  2. eXtendFiles Files File Upload {custcol_extend_files_file_upload}
    Add this line item field on the form. This field will be used to render the inline upload section on the line items for transactions.

Script Deployment Configuration

For the line-level file upload feature to operate, script deployments need to be created so that the necessary scripts are available and running. Note: this deployment may be already present in your account, please check your existing script deployments prior to creating a new script deployment record.

  1. eXtendFiles Suitelet.
    1. Go to Customization → Scripting → Scripts.
    2. Find the script file titled eXtendFiles Suitelet and view it.
    3. Create a script deployment with the name eXtendFiles Line Level File Upload Modal and with the ID customdeploy_extend_files_line_level_upl. 

      Note      : the Internal ID of this deployment must be customdeploy_extend_files_line_level_uplImage Placeholder
    4. In the EXECUTE AS ROLE field, select the eXtendFiles Document and Files/Item Search role.
    5. In the Audience → Roles field use "Select All".
    6. Specify the following script parameters on the Parameters subtab:Image Placeholder
      1. EXTENDTECH FILES SUITLET DEPLOYMENT: uploadlinelevelframe
      2. EXTENDFILES SSO ID: customsso_extend_files_sso_prod
  2. eXtendFiles Record FileUpload User Event
    1. Go to Customization → Scripting → Scripts.
    2. Find the script file titled eXtendFiles Record FileUpload User Event and view it.
    3. This script will need to be deployed on each record type where the inline upload feature will be used.
    4. Click the Deploy Script button and deploy the script on the desired Applies To record type, with a Status of Released, and for All Roles as the Audience.

Frequently Asked Questions (FAQs)

Q: What transaction types support the line item file upload feature in eXtendFiles?
A: The line item file upload feature currently supports Opportunity, Quote (Estimate), Sales Order, Purchase Order, and Expense record transaction types.

Q: How can I adjust the height of the file upload area in eXtendFiles?
A: The height of the file upload area can be adjusted by configuring the "Upload iFrame Height" field.

Q: How can I adjust the width of the file upload area in eXtendFiles?
A: Currently, the width is not something that can be adjusted. The width is set dynamically by NetSuite.

Q: Can I enable line level upload without configuring record-level upload?
A: Yes, the new setup allows independent configuration of line level uploads.

Q: What types of fields can be mapped?
A: Any line level field can be mapped to corresponding eXtendFiles fields, with special handling available for select-type fields.