Version: eXtendFiles 1.6.5 and above
Audience: Administrator

Overview

eXtendFiles users may upload files directly to individual lines using the line level file upload feature.
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This allows you to upload files directly to lines on your NetSuite transaction records using a drag and drop area. This feature is currently supported on the following transaction types:
  1. Opportunity
  2. Estimate (Quote)
  3. Sales Order
  4. Purchase Order
  5. Expense Record

eXtendFiles Setup Configuration

The eXtendFiles Files Setup page must be configured to enable this feature.
  1. Go to eXtendTech → eXtendFiles → Setup.
  2. Go to the Inline Links & Upload subtab.Image Placeholder

  3. In the Line Item Level File Upload Transaction Type field, select the transaction types on which to enable the feature.

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  4. Set the Max Line Count For Line Level Upload preference to the highest count of line items for which the file upload area should be visible. The file upload area will not be visible when the line item count exceeds this value.
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  5. The height of the file upload area is fixed to 140px by default. To adjust the height of this area, configure the body-level inline file upload feature in the FileUpload on Record Settings sublist for your target transaction type and specify the desired height for the line-level file upload in the LINE LEVEL UPLOAD IFRAME HEIGHT(PIXEL) field.
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    Note: See Configure the eXtendFiles Inline Upload Feature for the body-level inline file upload instructions.
  6. To set an eXtendFile record reference for the uploaded eXtendFile on the item line, follow these steps:
    1. Create a custom transaction line field of the List/Record type, sourcing from the eXtendFiles record.Image Placeholder
    2. Apply this column field to the required transaction type(s).
    3. Configure the body-level inline file upload feature on the target transaction type. See Configure the eXtendFiles Inline Upload Feature for more information.
    4. Specify the internal id of the new transaction line field in the LINE LEVEL FILE REFERENCE FIELD.Image Placeholder
    5. Save the eXtendFiles Setup page.
    6. When files are uploaded at the line-level, the reference of the eXtendFiles record created will be set under the new transaction line field. If multiple files are uploaded at the line-level, only the reference of the most recently uploaded file will be set.
  7. To map line-level fields to the uploaded eXtendFiles record, follow these steps:
    1. To set any line-level field's value on eXtendFiles which are uploaded using the line-level file upload feature, the body-level inline upload will need to be configured. See Configure the eXtendFiles Inline Upload Feature for more details.
    2. After the body-level inline upload is configured, the field mapping between the line-level field and  the eXtendFiles record field can be added in the UPLOAD QUERY PARAM DATASET(JSON STRINGIFIED) field on the FileUpload on Record Settings body-level configuration.

      Line-level mappings must be configured in the following format:
      {"sourceFields":{"COLUMN FIELD ID":"EXTENDFILES FIELD ID"}}

      When setting the text value for a select field, you should use prefix text_ before column field ID.
Note: Make sure that the custom transaction line field eXtend Files File Upload {custcol_extend_files_file_upload} is visible on your transaction form. This field is used for showing the drag and drop area for inline file uploads at the line-level.

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.
  3. eXtendFiles Line Upload {custcol_extend_file_expense_lin_uplo}
    Add this line item field on the form. This field will be used to render the inline upload section on the line items for expense reports.

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 body-level inline file upload feature for your target transaction type and specifying the desired height for the line-level file upload in the "LINE LEVEL UPLOAD IFRAME HEIGHT(PIXEL)" 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.