I have two main questions as I am an extreme beginner with NetSuite.
I have an excel spreadsheet which has a tab known as "Individual", however there is no default individual field to map it with while field mapping. How would I go about creating a mapping for a custom "Individual" tab?
In addition, I am getting an error when trying to import my test file; it is under the language tab and it states "Invalid language reference key English." I understand that this has something to do with clicking the pence icon next to the Language tab and deselecting "names" to "internal id", but it does not give me that option.
Any help would be greatly appreciated!
If you want to create a custom field all together, you need to go to
Customization-->Lists-->Entity fields
. To make it mappable via CSV, you just need to apply it to the record you wish to import it to,
(Applied To-->Customer)
and make sure it's on the correct tab of the record.
(Display-->Subtab/Display Type)
When importing a customer list, isperson is a default, required field. This is a T/F value, so this should be what you're looking for. I would double check and make sure that the form you're using for customers contains this field and is not hidden or disabled.
Once you've done that, you can also check your advanced settings on the CSV import (before you get to individual field mapping), to make sure you're mapping to the correct form with all the fields that you need.
As for the language, I believe that for Netsuite, the correct would be English (U.S.), if that's the type of English that you're importing.
Related
NetSuite custom list internal id for values is disabled by default. is there a way i can add my own id for the custom list values.
i am trying to create a custom record to save expense clain details for employee. i have many list to hold datas for diffrent category. it will be better insted of 1,2,3 i can give my own Internal id.
Brett's answer gives you a method by which you can change the text ID of the list, but you cannot change the internal ID of the list's values. This id is set automatically by NetSuite (or probably the underlying database) and is needed to ensure consistency of data within the application. Instead, consider converting the list into a custom record, which will allow you to create another field to use as an external ID, which you can add/update by CSV import (you need to use the Internal ID as key when doing this).
Once converted to a record, you could also add a new field to use as a reference, depending on how you're using it.
To convert to a record, simply check the Convert to Custom Record box on the list page shown in your screenshot and click Save.
Click the “Change Id” button
Enter the new value.
Click Save
Note: Netsuite will prefix the value you enter with ‘customlist’
I making a form which represents project. I'd like to make a field with autocomplete option, for example when I make new project and entering the name of the project lotus will look in existing projects (specified column in view) and suggests name. I need it to prevent creating two projects with same or similar name in user friendly form.
Thank you.
You can do that by adding field with type: Dialog List (with option Allow values not in llist) and as a possible values put
#DbColumn(""; ""; view_name; column_number)
If you want to avoid duplicate names, #dmytro's solution will actually suggest to enter existing names, what may be confusing to users.
What I would do is to lookup similar project names (anyone remembering #Soundex?) and show in computed for display field under the editable field. Only caveat: it will not refresh as user types in, and you need to refresh form to trigger the lookup.
You should also validate your form and do not allow to save it with existing project name (unless it is the same document - compare looked up UNIDS).
What I am doing might be really stupid, if so, please correct me, but I am trying to do the following thing:
I want to have a list with (for example) the following items:
List Addresses
-Name
-Address
-City
-Country
But, based on their Country, I want to display different columns that I want to record in a List. For instance:
CountryColumns
(United States - SSN - Yes)
(United States - State - Yes)
(United States - Province - No)
(United Kingdom - SSN - No)
(United Kingdom - State - No)
(United Kingdom - Province - Yes)
And then when the user picks United States in the country list, the next time the user edits his information, certain columns will be shown. (It's also possible that all will be shown, and that the next time the columns with No will be hidden).
I've looked at ways to do this, and I only found out that Infopath is able to do this. But, that'd mean I would have to create a different view for every country, and show / hide certain columns. It seems like that is a bit of overkill.
Anyone knows a way how to do this?
Greetings,
Mats
Here are three options:
Custom content types. This is probably the most SharePoint-y way to do it. You can create a content type for each Country and then control which fields are included in that content type. The obvious downsides to this are that you could end up creating a lot of content types and also that selecting a content type (especially when creating a new item) is not the same as selecting a choice from a dropdown list.
Javascript/jQuery. Either by changing your master page or by adding a Content Editor Web Part to your Edit Form, you could use javascript to hide certain fields based on the selected value of Country.
Custom fields. This is the most involved, but instead of having the SSN field be a regular Single Line of Text field, you could create a custom field that inherits from SPFieldText and then manages its render visibility based on the selected value of Country.
There are four ways you could modify SharePoint to do this that come to mind.
Have a list address content type and then a separate content type for each country that requires extra fields. Use a webpart to enter data to the list using the correct country's content type.
Same as above but instead of entering data through a web part, you can add the data into the list using the base address content type. Use an item adding event receiver to decide which content type to add the data to.
Use one super content type that includes all fields but with custom list view pages to filter the fields based on the county value.
Use infopath with either separate views for each country or a section for each special field with a condition to hide it if the required country isn't selected.
Personally I would recommend 4. It's the simplest and quickest to implement.
You cannot do this out of the box.
Hey guys, just wondering if their is a simple way to create an Item in a custom list but i need that item to be dynamic. The user can click add more to get another field that would hold the same type of data an unlimited amount of time.
If i could even just add an excel spreadsheet type of field that would work also. But excel wouldnt need to be a requirement on the users machine.
I thought i had read somewhere you could do this using info path but i cant seem to find anything relating to it on google.
The InfoPath feature is called a "repeating section". There is information on how to set that up in Office Online.
If you wanted to achieve this entirely in SharePoint, the problem is that there can only be a fixed number of fields in a list. So you could create as many that would ever be used and just display all of those. Or to make it much nicer for the user incorporate jQuery to hide all of the fields except the first one and provide a button for them to click that unhides the next one.
There is good information on how to access list form fields using jQuery in the question How can I set the default value in a SharePoint list field, based on the value in another field?
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.