Overview
This article outlines the required NetSuite user role permissions needed to use eXtendFiles functionality within NetSuite.
Configuration
The following permissions must be enabled in the NetSuite user role assigned to users who will be accessing eXtendFiles:
Required Permissions
- Lists → Documents and Files → View
- Lists → Perform Search → View
- Lists → Custom Record Entries → View or higher
- Lists → Record Custom Field → View
- Setup → Custom Lists: View
- Setup → Set Up Company: View (when using SharePoint/OneDrive with User Based Upload)
- Custom Record → eXtendFiles → Create or higher
- Custom Record → eXtendFiles - Folder Sharing Rule → View, when using Folder Sharing Rules.
Additional permissions will be required depending on where eXtendFiles is deployed. For example:
- Uploading eXtendFiles to a Sales Order record or a Customer record would require permissions to view the underlying record type
- Accessing a Custom Record or Custom List that is being used with eXtendFiles would require permissions to view the underlying record type
Setting Up Permissions
- Navigate to Setup → Users/Roles → Manage Roles.
- Select the role you want to modify or create a new role.
- Under the Permissions tab, enable the required permissions listed above.
- Save the role.
Verification
After configuring the permissions:
- Test eXtendFiles functionality using a user account with the updated role
- Potential features to test depending on the configuration of your environment:
- Standalone upload
- Inline upload
- Line level upload
- Standalone upload
Employee Center Role
To use Record (Body) Level Upload with Employee Center roles, update the script deployment permissions instead of the role permissions, as NetSuite does not allow the required permission changes on an Employee Center-type role. An additional script deployment update is also required for the uploader to display for Employee Center users.
NetSuite also does not allow the Setup → Custom Lists: View permission (or other additional permissions) to be added to an Employee Center role. Because the File Type dropdown is a Custom List, users may see a permission error when opening the File Type dropdown during Record (Body) Level Upload. The sections below provide guidance on working around these permission limitations.
Update User Event script deployment audience
- Go to Customization → Scripting → Script Deployments.
- Locate and edit each deployment of the eXtendFiles Record FileUpload User Event script that may be used by an Employee Center user.
- On the Audience subtab, select the role in the External Roles section.
- Save the deployment.
Update Suitelet script deployment permissions
Go to Customization → Scripting → Script Deployments.
Locate and edit the script deployment ID customdeploy_exend_files_suitelet_deploy.
Update the Execute As Role setting to a custom role that includes the Setup → Custom Lists: View permission (and any other permissions needed for the use case).
Save the deployment.
Verify
- Log in as an Employee Center user and open a record that has eXtendFiles Record (Body) Level Upload enabled.
- Confirm the inline uploader is displayed on the record.
- Click into the File Type dropdown and confirm it loads without a permissions error.