Version: eXtendFiles 1.6.5 and above
Audience: User

Use Case

  • Upload files at the transaction line level and store line level information with the generated eXtendFiles record.

Overview

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

Configuration

To enable this feature, have your NetSuite Administrator review Enabling Line Item Level File Upload in eXtendFiles for configuration details. Additionally, adding the eXtendFiles Inline Upload Feature can also be useful when using line level upload.

Usage

After the following prerequisites are met, follow the instructions below to perform a line level upload.
  • Ensure that your NetSuite Administrator has confirmed the following:
    • The line level file upload feature is enabled and configured for the target transaction type.
    • The custom transaction form includes the visible transaction column field: eXtend Files File Upload {custcol_extend_files_file_upload}.
    • The number of lines on the transaction is below the configured limit set on the eXtendFiles Setup page in the Max Line Count For Line Level Upload preference field.
  1. Go to the transaction record that you want to upload files on and open it in view mode.
  2. In the item sublist you will find the EXTEND FILES FILE UPLOAD field and its drag and drop upload area.
    Image Placeholder
  3. If any custom attributes are configured for the line level upload, they will show in the drag and drop upload area. In the example above, "File Type" was configured as a custom attribute.
  4. Select or drag and drop the file(s) to be uploaded.
  5. Upon successful upload, a success message will be shown, and the uploaded file will be shown in the eXtendFiles inline link view, if configured.
    Image Placeholder
  6. The inline link view will show the uploaded file name, link, and line item reference as shown in the screenshot above.
Demo
Image Placeholder

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.

Q: Can I upload files to multiple line items at the same time?

A: You can upload multiple files to a single line item simultaneously. However, to ensure each file is correctly linked, you should not process uploads for multiple line items at the same time.