Custom NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. One step you can try is to switch to a different NetSuite role to see if the custom fields display. If none of your roles display the custom fields, then share this article with your NetSuite Admin and ask them to grant your role the required permissions.
For NetSuite Admin
Step 1: Edit the role assigned to you (Setup > Users/Roles > Manage Roles) then under Permissions > Setup. Ensure that View (lowest setting) permissions are set for the records and roles you are working with. Typically the following are added.
Under Setup Tab
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Fields
Custom Item fields
Custom Lists
Custom Record Types
Custom Sublist fields
Custom Sublists fields
Custom Transaction Fields
Custom Item Number (optional, only if you need it for Item number custom fields)
Under List Tab
Custom Record Entries
Under Custom Record Tab
This is only applicable if you are adding custom segments.
Look for the custom segment name.
Set the Level at the minimum VIEW.
If you cannot, see custom fields once the permissions are added follow the instructions here.
Step 2: Check if the custom field or custom segment definitions are set depending on the record type they are available for. Assign the field to forms as needed. Know how to determine the field type in Netsuite here.
Step 3: 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.
Assign fields to forms
After adding the permissions, ensure that the fields are allowed to be exposed to the form and used for web service calls. There are multiple types of custom fields that you can create in NetSuite, see the list of various types you can create here.
Custom Fields
💡 Notes: Custom fields need to be assigned to specific record types for them to show in your NetSuite form as well as to your CloudExtend NetSuite template builder. Check this out for more information.
Transaction Custom Fields
These are some of the record types you can apply the custom fields to.
Transaction Header Custom Fields
ETD and ETA are custom fields in NetSuite at the header. The field Id will contain the custbody_ prefix.
Header Custom Transaction Field | NetSuite |
 | Step 1: Go to Customization > Lists, Records, & Fields > Transaction Body Fields.
Step 2: Look for the field.
Step 3: In the Applies to Tab, set the form to where you want to apply the field to. |
Transaction Line Custom Fields
JE Audit is a custom field at the NetSuite line level. The field Id will contain the custcol_ prefix.
Line Custom Transaction Field | NetSuite |
 | Step 1: Go to Customization > Lists, Records, & Fields > Transaction Line Fields
Step 2: Look for the field.
Step 3: In the Applies to Tab, set the form to where you want to apply the field to. |
Custom Entity
These are some of the record types you can apply the custom fields to.
Test Checkbox is a custom field at the NetSuite header. The field Id will contain the custentity prefix.
Custom Entity | NetSuite |
 | Step 1: Customization > Lists, Records, & Fields > Entity Fields
Step 2: Look for the field.
Step 3: In the Applies to Tab, set the form to where you want to apply the field to. |
Custom Item
Here are the selections where you can apply custom item fields.
Production Days is a custom field at the NetSuite. The field Id will contain the custitem prefix.
Custom Entity | NetSuite |
 | Step 1: Customization > Lists, Records, & Fields > Item Fields
Step 2: Look for the field.
Step 3: In the Applies to Tab, set the form to where you want to apply the field to. |
Custom Segments
These are some of the record types you can apply the custom fields to.
Physical Location is a custom segment at the header. The field Id will contain the xxxx_cseg prefix.
Header Custom Segment | NetSuite |
| Step 1: Go to In NetSuite, go to Customization > Lists > Custom Segments
Step 2: Look for the field.
Step 3: Go to Application & Sourcing> Choose the record to set the form to where you want to apply the field to. |
Use the New Beta App
Users will easily be able to try out the beta version of our new and redesigned CloudExtend Excel for NetSuite right from within the existing application.
👉 See how to switch between two apps here.
Learn How To Get Support
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 In the app, go to your template screen and click the message icon!
🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
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