Certain NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. If you are not able to see custom fields try switching to a different role. If none of your roles show share this article with your NetSuite Admin and ask them to grant your role the required permissions.

For NetSuite Admin

Step 1: Ensure that view permissions are set for the records and roles you are working with. Typically the following are added.

Under Setup Tab
Custom Column Fields
Custom Body Fields
Custom Record Types
Custom Entity Fields
Custom Item fields
Under List Tab
Custom Record Entries

Step 2: Once the permissions have been added ask your user to do the following:

  • Sign out of NetSuite UI and back in
  • Sign out of our App (if they are still signed in) and sign back in

Note, the new permissions may take 15-20 minutes to propagate to your role. If the below steps do not immediately work please try again after 15-20 minutes (being sure to sign out of the app and back in).

When users reopen CloudExtend Excel they should refresh the template fields by clicking the 3 dots on the upper right hand corner during edit mode for the template.  

If you are still having trouble please reach out to us via the messenger icon at the bottom right.

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