ANS-1568 · CUSTOM FIELDS, RECORDS & FORMS
Why is a Custom Form Field Not Saving on a NetSuite Case Record?
Ensure custom form fields on NetSuite Case records are properly saved by enabling the 'Save Form With Record' option.
Short answer
To ensure custom form fields save correctly on NetSuite Case records, locate the 'Save Form With Record' field on the Case form and ensure it is checked. This setting explicitly links the form's state to the record's save action, preventing data loss for custom fields. Transaction forms, however, save automatically.
Scenario
Users may encounter situations where custom fields added to a NetSuite Case form do not retain their values after the record is saved. This issue typically arises when the form's configuration does not explicitly instruct NetSuite to save the form's state along with the record data.
Solution
To resolve custom form fields not saving on a NetSuite Case record, follow these steps:
Navigate to the specific Case form where the custom field is not saving.
Locate the field titled 'Save Form With Record'.
Ensure this 'Save Form With Record' checkbox is checked.Once enabled, the custom fields on the Case form will save their values along with the record. It is important to note that for transaction forms, the form is saved automatically with the record, and this specific setting is not typically required.
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