Version: eXtendFiles 1.6.5 and
above
Audience: User
Overview
The eXtendFiles Inline Upload
feature allows you to upload files directly on
your NetSuite records using a drag and drop
upload area.
Prerequisites
The eXtendFiles Inline Upload
feature must be configured by your NetSuite
Administrator.
Features
Inline file upload supports
following:
- Option
to set
metadata fields on the
resulting eXtendFiles record, such as
file type, category, or your own
custom fields.
- Mark certain metadata fields
mandatory.
- Ability to upload
files at
line level.
- Form placement using native NetSuite
custom form configurations.
- It can be configured on almost
any
NetSuite record type.
Usage
After configuration, you can use the drag and
drop upload area in either Edit Mode or View Mode to
upload files to your records. View mode is
recommended. Create Mode is
not supported.
Uploading Files
- Go to a record that has inline
upload functionality
enabled.
- If prompted to set File Attributes, add the appropriate attributes to your files.
To clear a selected value, click "Clear Field". - Use the Choose files to upload button to select one or more files or drag and drop your files for upload. Due to NetSuite governance limitations, a maximum of 15 files can be uploaded at a time.
- Your files will be uploaded and associated with your record.
Frequently Asked Questions (FAQs)
Q: How many files can I upload at once?
A: Due to NetSuite governance limitations, a maximum of 15 files can be uploaded at a time.
Q: Can I use this feature in Create Mode?
A: No, Create Mode is not supported. You can use the feature in Edit Mode or View Mode, with View Mode being recommended.