Form Customization Best Practices

 

Have you ever wanted to hide the “Custom Form” field on your entry forms or transaction forms in NetSuite? Here is a five step method for more easily managing your custom forms and for making sure that all users are using the same form. This solution best fits those companies where one form is primarily used for the respective record type entry vs. multiple forms for record types depending on entity associated with the form, etc.

NetSuite has built in functionality to hide the “Custom Form” field on transaction or entry forms if there is only one active form available of any given type.

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  1. After navigating to Setup > Customization > Transaction/Entry Forms, check the Show Inactives box at the bottom of the page.
  2. This exposes the Inactive column on the left hand side of the custom transaction/entry form list pages.
  3. Place a check mark in the inactive (“inactivate”) the standard form or any other obsolete form(s) that you may no longer be using, until there is only one active form available of that type.
  4. Verify that you did not inactivate the preferred form for the respective record type.
  5. Click Submit.

Now navigate back to the respective transaction/entry form, and, now, the custom form field is now hidden. (If there is no data to display in the field, why display the field at all?)