ANS-1118 · CUSTOM FIELDS, RECORDS & FORMS
How to Manage Custom Links in NetSuite with a Custom Portlet?
While standard NetSuite shortcuts are editable, complex requirements for custom links can be met using a custom portlet driven by a custom record.
Short answer
NetSuite's standard Shortcuts portlet allows direct editing of shortcuts via its 'Set Up' option. For dynamic management of custom links, particularly those driven by user-editable data, a custom portlet solution is recommended. This involves a script creating a portlet that pulls link data from a custom record, enabling non-technical users to maintain the links without code changes.
Scenario
Users often seek to manage custom links within NetSuite, potentially within custom tabs or dashboards, beyond the capabilities of standard shortcuts. The requirement is to allow non-technical users to add, edit, or delete these custom links without needing to modify underlying code or scripts.
Solution
NetSuite's Shortcuts portlet provides direct editing capabilities. Users can add, remove, reorder, and rename shortcuts by utilizing the 'Set Up' option available on the portlet itself. The 'Links portlet' is a separate portlet type that provides quick access to links related to specific pages like Customers or Transactions.For more advanced requirements, such as managing custom links dynamically via a custom record, a custom portlet solution can be implemented. This approach allows end-users to maintain the links without requiring code changes.The implementation involves:
Developing a script, for example, named
CP_SP_ReportLink.js.This script creates a custom portlet designed to display the custom links.
The links themselves are stored and managed within a custom record, allowing administrators or designated users to add, edit, or delete entries as needed, which then dynamically updates the links shown in the custom portlet.
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