Customizing Record Types and Additional Options

Abstract

Organizations that implement SquareWorks Automate rely on Advanced Attachments to keep business‑critical documents centralized and secure. Administrators must know where those files are stored, how to expand capacity when needed, and how to fine‑tune attachment behavior for individual record types.

Native NetSuite file cabinet storage is capped at 100GB. For customers requiring greater storage capacity, all or selected files such as larger documents can be routed to an AWS S3 bucket.

This guide explains three storage options — NetSuite File Cabinet, AWS S3 File Storage, and legacy SquareWorks File Storage — and shows how to customize Advanced Attachments for specific record types.

New AAB Record Type Settings Table

We have the New AAB Record Type Settings table at the bottom, where most of the heavy‑duty configuration happens. For example, if you don’t have All Record Types enabled in the Advanced Attachment Settings section above and only want to enable Advanced Attachments for a few specific record types, you can do that here.

Alternatively, if All Record Types is enabled but you want to define specific behavior for certain records, you can configure those exceptions in this section as well.

Follow these steps to configure record‑type‑specific Advanced Attachment settings:

1. First, click the Edit or New AAB Record Type Settings button to open the AAB Record Type Settings page:

   

2. On this page, open the RECORD TYPE dropdown and choose any record type, such as Vendor:

   

   NetSuite includes many record types beyond the common ones, and if it’s a valid record type you can enable Advanced Attachments for it. Customers can pick and choose whichever record types they want.

3. Below the dropdown, use the ENABLED checkbox to turn the feature on or off for that record type:

   

Form Section

Next, we have the Form section. This area controls the attachment tab name, how PDFs display, and the size of the drag‑and‑drop box.

1. In FILE TAB NAME, enter a custom label for the tab that stores attachments. If desired, users can customize the name of their Files tab to suit their internal naming conventions:

   

2. In AUTOMATICALLY SHOWS SPLIT SCREEN dropdown, you can choose whether the PDF opens in a split‑screen view or a new tab:

   

   Available options are:

• Never

• Always

• Only when Pending Approval

• Always (On View Only)

• When Pending Approval (On View Only)

1. The Advanced Attachment drag‑and‑drop zone defaults to 250 px width × 130 px height. To make that area larger or smaller, enter pixel values in BODY UPLOAD AREA WIDTH (PX) and BODY UPLOAD AREA HEIGHT (PX) sections:

   

Audience Section

Next, we have the Audience section. This area lets you control which roles can access the record type.

1. In this section, you can open the ROLES dropdown and choose the appropriate role:

   

2. Use this list to define which roles have access to the specific record type — for example, most users might see common records, but you can restrict Vendor Records at the individual record‑type level.

NetSuite File Cabinet Section

Then, we have the NetSuite File Cabinet section. This area controls where attachments for the selected record type are stored and how they appear in NetSuite.

1. Under this section, locate FILE CABINET FOLDER PATH, which lets you define the storage location for attachments on that specific record type:

   

   If no path is specified, files will be saved in the general top‑level folder used for Advanced Attachments—the one we discussed earlier. For example, you might store everything in a folder called Documents, but for Vendor Records, you may want a subfolder named Vendor Documents.

2. By default, files added to the file cabinet are stored in both the native NetSuite Files tab and the custom Advanced Attachments tab, which can be renamed.

3. To change this behavior, check DISABLE NATIVE FILES TAB ATTACHMENT; attachments will then appear only in the Advanced Attachments tab:

   

4. This setting acts as a visibility management mechanism. NetSuite’s native file permissions are more open‑ended, while Advanced Attachments support stricter access control. If you need tighter security or simply want to reduce clutter from having two file tabs, disable the native one here.

AWS S3 File Storage Section

And lastly, the AWS S3 File Storage (Standard Edition) section is again related to AWS S3 file storage, so generally not relevant for most users.

1. Just like in the top‑level settings, if you want to define your S3 bucket or specific folders in AWS for a particular record type, you can do that here:

   

2. You also have the option to make that content public by checking the PUBLIC BUCKET checkbox, which means it would be accessible outside of NetSuite:

   

3. After making all these changes, click the Save button to apply the updates:

   

Thi s concludes the overview of managing file storage using the NetSuite File Cabinet, AWS S3 integration, and legacy SquareWorks storage, along with record‑level customization within NetSuite.