ANS-0664 · CUSTOM FIELDS, RECORDS & FORMS
How to Restrict Document Upload Destinations for Custom Fields in NetSuite
Restrict access to documents uploaded via custom fields by configuring folder-level permissions within the NetSuite File Cabinet.
Short answer
While custom fields for document uploads do not directly control file destination or properties, access can be restricted by applying view/edit permissions to the custom field based on roles, departments, or subsidiaries. The most effective way to manage document access is by setting permissions at the folder level within the NetSuite File Cabinet.
Scenario
Users require a method to control where documents uploaded through a custom field are stored or who can access them. The challenge arises because custom fields themselves lack native settings for defining upload destinations or specific file properties, leading to concerns about data security and organization.
Solution
While custom fields designed for document uploads do not natively offer direct control over the file's upload destination or specific file properties, it is important to note that access restrictions (view/edit) can be applied to the custom field itself based on roles, departments, and subsidiaries. The primary and most effective method to restrict access to uploaded documents is by setting permissions at the folder level within the NetSuite File Cabinet. This ensures that only authorized roles or users can view or manage the documents stored in specific folders.
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