NetSuite Custom Subtabs and Sublists

Custom Subtabs:

Custom Subtabs in NetSuite are a powerful tool for customizing the user interface, improving data management, and enhancing the overall efficiency of business processes.Custom Sub Tabs helps in organizing custom fields on your Transaction, Entity, CRM, and Item records. Users can set an existing subtab as the parent for a custom subtab, adding an extra layer of information to your subtab categories.Custom Subtabs can be configured to show or hide certain information based on user roles, ensuring that sensitive or unnecessary data is not exposed to unauthorized users.

In this article, we are going to explain the basic process of creating the Subtabs and Sublists in the NetSuite UI.

 

To create a custom subtab:

Navigate to the Customization > Forms > Subtabs > New

1. In the Script ID field, enter a unique combination of letters and numbers for the custom subtab.
2. From the Type list, choose the record type for the subtab you want to create.
3. If needed, select the parent subtab from the Parent list.
4. In the Title field, type a name for the subtab.
5. Click Save.

Custom Sublists:

In NetSuite, a sublist is used to display related records or the data directly on other records, providing a convenient way to view and interact with this information. Sublists allow users to see related data without navigating away from the main record, improving efficiency and data accessibility. Custom sublists show information based on a saved search for a specific type of record or a related type. 

 

To create a custom sublist:

Navigate to Customization > Forms > Sublists.

1. Select the tab for the record type where the search will appear as a sublist 
2. Select the type (Eg : transaction , Entity ,Entity )
3. In the Search column, select the name of the search 
4. Enter a name for the Label column.
5. Choose the tab where you want to display the sublist under the Tab column.
6. Check the box for the Sales column.
7. Click Save.

Subtabs and Sublists are essential features for leveraging the capabilities of NetSuite if the default options don’t meet your specific business requirements. NetSuite provides flexible customization and data arrangement options to align with your specific requirements.

To learn more about subtabs and sublists, or any other offered by NetSuite, schedule a consultation with one of our expert NetSuite consultants today.