Version: eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

The eXtendFiles Inline Upload feature lets you upload files directly from your NetSuite records using a drag-and-drop area on the record's form. Additionally, the inline upload feature can add attributes (metadata) to the uploaded file, either optionally or mandatorily.

The inline upload feature is available in View mode and Edit mode for existing records. Create mode is not supported at this time.

Prerequisites

Before configuring the inline upload feature, ensure that your record type already has eXtendFiles added to it. If it doesn't, first Add eXtendFiles to a New Record Type.

eXtendFiles Configuration

Follow these steps to configure the eXtendFiles Inline Upload feature:

Access eXtendFiles Configuration

  1. Navigate to eXtendTech → eXtendFiles → eXtendFiles Configuration
  2. Select Record (Body) Level Upload from the left navigation panel

Configure Inline Upload Settings

  1. Click any row and select the add button to add a new record type


    If you want to add details using detail view, click Open Detail View.

Setup Record Type

  1. In the configuration modal, specify:
    1. Record Type: Select the target record type
    2. eXtendFiles Reference Field: Choose the appropriate eXtendFiles field and click next. If you haven't created the field for the selected record type on the eXtendFiles record, you can click the link below to access the eXtendFiles field creation page

  2. In the Field & Folder Selection, specify:
    1. Inline Record Field: Select the Inline HTML field to be used as the uploader. If you haven't created a field for the selected record type, you can click the link below to access the field creation page

    2. Folder Info Record Field (Optional): If you are using folder based upload, select the reference field for the folder record
    3. Click next
  3. In the Display & Script Settings, specify:
    1. Upload iFrame Height: Set the Upload iFrame Height based on your display preference
    2. Enable in View Mode: Enable this option to allow uploads while in View mode for the transaction
    3. Disable JavaScript For iFrame: This checkbox needs to be enabled on some record types with client script restrictions (Project, Job, Job Task, Project Task, Timesheet)

Script Deployment Configuration

  1. Follow the deployment instructions for required scripts

Additional Options

On the configuration review screen, you can optionally configure eXtendFiles Default Values and Customized Uploader Fields.


  1. Set default values:
    1. Click eXtendFiles Default Values
    2. Select fields and specify their default values

  2. Configure Custom eXtendFiles Attributes:
    1. Click Customize Uploader Fields
    2. Add fields with labels, types, and required settings
      1. Label: Specify the field label which will be shown in the uploader
      2. Field: Select the eXtendFiles field which you want to add to the uploader
      3. Type: This field will be auto-populated
      4. Source: If the selected field is a select field, this field will become active and you will need to specify the source list or record used by the related select field
      5. Required: Enable this to make this field mandatory for file upload
    3. Click submit to save your configuration