Custom Template Fields for Non-Standard Data

Abstract

Custom Template Fields allow administrators to pull in non-standard or custom data from NetSuite records and use it within check templates. These fields are especially useful when predefined fields do not meet the formatting or data display needs for printed checks.

This article explains how to create and configure custom template fields in SquareWorks Automate for use in check templates.

Creating Custom Template Fields for Check Templates

Custom Template Fields allow you to map non-standard NetSuite data for use in printed check templates. These values are configured manually and referenced by field IDs within the template code.

Use the steps below to create a custom template field:

To begin, hover over the Setup menu, go to Check Printing, and click Custom Template Fields, which will take you to the CPB Custom Template Field List page:
Next, click the New CPB Custom Template Field button to create a new custom field:
On the CPB Custom Template Field page, enter a name (e.g., Memo) in the NAME field:
If you want to deactivate the field, check the INACTIVE box:
Leave this box blank if the field should remain active and available for use.
From the RECORD TYPE dropdown, select the record type the field should pull data from:
In the SEARCH FIELD ID field, enter the internal ID of the field you want to reference (e.g., memo):
This field supports saved search formulas if you're referencing calculated or custom values.
In the TEMPLATE FIELD ID field, enter a unique value to be referenced within your check template:
All template field IDs will automatically be prefixed with a custom field.
From the FIELD DATA TYPE dropdown, select the appropriate data type (e.g., TEXT) that corresponds to the value returned by the search field:
This determines how the field is formatted in the check output.
Finally, click the Save button to apply your changes: