ANS-1455 · CUSTOM FIELDS, RECORDS & FORMS
How to Add Missing Options to the NetSuite “Create New” Bar?
Resolve missing options on the NetSuite "Create New" bar by activating relevant communication tabs on the record form.
Short answer
Options on the NetSuite "Create New" bar are based on fields shown on the form. If options like "File" are missing, it's often because a relevant tab, such as "Communication," is not checked or active on the record form. Activate the necessary tab, then customize the sublist fields to make the options available.
Scenario
Users may observe that certain options, such as "File," are not visible on the "Create New" bar, which is located beside the "Actions" list on various NetSuite records. These missing options may also be absent from the "Personalize" menu, preventing users from accessing common functionalities.
Solution
The options displayed on the "Create New" bar are directly dependent on the fields configured to appear on the record form. If a specific tab, such as "Communication," is not enabled or visible on the form, associated options like "File," "Email," or "Task" will not be available in the "Create New" bar. To resolve this and add options like "File":
Ensure the relevant communication tab is checked and active on the record form.
Once the tab is activated, users can then add or remove desired fields from the associated sublist to customize the "Create New" bar options.
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