ANS-1575 · CUSTOM FIELDS, RECORDS & FORMS
How to Link Select Fields to Online Form Templates in NetSuite?
Understand the crucial role of tags in connecting user-facing 'Select fields' with the backend 'Online Form Template' for seamless data capture in NetSuite.
Short answer
In NetSuite online customer forms, 'Select fields' are displayed to users, and the 'Online Form Template' captures data. 'Tags' are the crucial link, mapping information from a Select field (e.g., 'Company Name') to its corresponding tag (e.g., < NLCOMPANYNAME>) within the template. NetSuite provides an assistant to automatically insert appropriate tags.
Scenario
When configuring online customer forms in NetSuite, users often need to understand how the fields displayed on the form connect to the underlying template that captures the submitted information. This involves correctly mapping user-entered data from visible 'Select fields' to the 'Online Form Template' for successful data capture and processing.
Solution
When creating an online customer form, 'Select fields' are added to define the fields displayed on screen to the customer.The 'Online Form Template' is the component responsible for capturing the information submitted through the form and sending it to NetSuite.'Tags' establish the crucial link between the 'Select fields' and the 'Online Form Template'.As described in NetSuite help, the content from a Select Field like "Company Name" will be captured using the tag in the Online form template.Additionally, when creating or editing an Online form template, an assistant is available to simplify the process. Users can navigate to Text Editor > Field Type > Insert Field to automatically insert the appropriate tags.
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