Use Case
- Upload files at the transaction line level and store line level information with the generated eXtendFiles record.
Overview
- Opportunity
- Quote (Estimate)
- Sales Order
- Purchase Order
- Expense Report
Configuration
Usage
- 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.
- Go to the transaction record that you want to upload files on and open it in view mode.
- In the item sublist you will find the EXTEND FILES FILE UPLOAD field and its drag and drop upload area.
- 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.
- Select or drag and drop the file(s) to be uploaded.
- Upon successful upload, a success message will be shown, and the uploaded file will be shown in the eXtendFiles inline link view, if configured.
- The inline link view will show the uploaded file name, link, and line item reference as shown in the screenshot above.
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.