Version: eXtendFiles 1.8.4 and above
Audience: Administrator

Introduction

When using Public Upload in eXtendFiles, you can pre-fill (set) values on the new eXtendFiles record that gets created from the upload.

You do this by appending additional URL parameters to the generated Public Upload link.

For full setup instructions for Public Upload (including required fields and script deployment), see:

What this article covers

  • What “static field values” means in this context
  • The URL parameter format
  • A step-by-step example (setting File Type)
  • An example with multiple fields

How it works (high level)

A Public Upload link is a URL generated on the parent NetSuite record (transaction or custom record). The URL already includes identifiers like the record ID and record type.

To set field values on the eXtendFiles record created by the upload, append additional parameters to the URL in this format:

&<fieldId>=<value>

Where:

  • <fieldId> is the NetSuite field ID on the eXtendFiles record (not the parent transaction)
  • <value> is the value to set for that field

Example goal

Set the eXtendFiles - File Type (Custom) field to Final Artwork during upload.

This field appears on the eXtendFiles record like this:
Image Placeholder

Required information

Before you build your formula, gather:

  • Field ID you want to set (on the eXtendFiles record)
    • Example: custrecord_extfile_type_custlist
  • The value to pass
    • Example (select list option internal ID for Final Artwork): 4
  • Your existing base Public Upload URL (the link you are already generating per the Public Upload setup article)
Tip: Start by confirming that your base URL is working first (it should open the Public Upload page). Then add one parameter at a time.

Step 1: Create (or update) the URL formula field

Create a Hyperlink custom field with a formula that:

  1. Uses your working base URL.
  2. Appends the standard required parameters (id and rectype) if your base link does not already include them.
  3. Appends your static field value parameter(s).

Here is an example formula that appends the File Type value:

CASE WHEN {BASE URL LINK} IS NOT NULL
THEN CONCAT({BASE URL LINK},
	CONCAT('&id=',
	CONCAT({id},
	CONCAT('&rectype=',
	CONCAT({type},
	CONCAT('&custrecord_extfile_type_custlist=', '4'))))))
ELSE '' END

What to replace in the formula

  • Replace {BASE URL LINK} with the field you use for the base Public Upload link.
  • Replace custrecord_extfile_type_custlist with your target field ID (if different).
  • Replace '4' with the value you want to set.

Step 2: Test the generated link

The hyperlink field on your record should generate a URL similar to this:

https://exampledomain.suitextend.net/v2/files/public-upload/salesorder/9332dc21-ed51-4fa8-b3af-878589db69c9&recordid=81886&type=salesorder&storage=azure&id=81886&rectype=salesord&custrecord_extfile_type_custlist=4

Click the link and upload a file. After upload, confirm the created eXtendFiles record has:

  • eXtendFiles - File Type (Custom) = Final Artwork

Advanced example: set multiple fields

You can append multiple field assignments in a single URL by adding more parameters.

CASE WHEN {BASE URL LINK} IS NOT NULL
THEN CONCAT({BASE URL LINK},
	CONCAT('&id=', {id},
	CONCAT('&rectype=', {type},
	CONCAT('&custrecord_extfile_type_custlist=', '4',
	CONCAT('&custrecord_ext_dept_ref=', '3',
	CONCAT('&custrecord_extfile_rs=', '1'))))))
ELSE '' END

This will generate something like:

https://exampledomain.suitextend.net/v2/files/public-upload/salesorder/9332dc21-ed51-4fa8-b3af-878589db69c9&recordid=81886&type=salesorder&storage=azure&id=81886&rectype=salesord&custrecord_extfile_type_custlist=4&custrecord_ext_dept_ref=3&custrecord_extfile_rs=1

Using static values in email templates and Advanced PDF/HTML templates

If you already have a working Public Upload URL available in a NetSuite template (for example, an email template link, or an Advanced PDF/HTML template link), you can append the URL parameters directly in the template.

This can be useful when:

  • You do not want to create another custom field just to generate a “special” link for use in a particular template.
  • You want different links for different email/template contexts.

Example

Start with your existing Public Upload URL in the template, then append your parameters:

{BASE_PUBLIC_UPLOAD_URL}&custrecord_extfile_type_custlist=4

Notes

  • Use & to append additional parameters.
  • For select fields, pass the option internal ID (not the display name).
  • Validate the final rendered link by sending yourself a test email or generating a sample PDF.

Important notes (value formats)

Field type
What to pass in the URL
Example
Select fields
Use the option’s internal ID (not the display name)
&custrecord_extfile_type_custlist=4
Checkbox fields
Use T or true (case sensitive)
&custrecord_extfile_generate_public_link=T

Troubleshooting

  • If the Public Upload page does not load after you add parameters, remove the new parameters and re-test your base URL.
  • If the upload works but the field is not set, double-check:
    • The field ID is correct.
    • The field exists on the eXtendFiles record.
    • You are passing the correct value format (especially for select and checkbox fields).