Ben Thelke
04/21/2026, 8:15 PMCeligo AI
04/21/2026, 8:16 PMAI generated answer (using internal Slack threads):To get a custom tab on a transaction form in NetSuite, you can follow these steps: 1. Navigate to
Customization > Forms > Subtabs.
2. Click on New Subtab.
3. In the Type field, select Transaction.
4. Fill in the Name field with the name you want for your custom tab.
5. Save the new subtab.
After creating the subtab, you need to add fields to it:
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Fill in the necessary details for your new field.
3. In the Display subtab, select your custom subtab in the Subtab dropdown.
4. Save the new field.
Now, your custom tab with the new field should appear on the transaction form.
If you want to add a saved search of a custom record to a transaction's custom subtab, make sure the 'Available for sublist' box is checked for the saved search. Then, go to Customization > Forms > Sublist > Transaction Tab and create an entry. Select the search, tab, and transaction type and save. If there's a linkage between the transaction and your custom record, you can add the transaction # in your saved search's filter region without checking the 'show filter' checkbox. This will filter the search results in the newly created sublist only for that transaction.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
04/21/2026, 8:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835876524
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830566406
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825378418
Celigo AI
04/21/2026, 8:16 PMAbdul Basit
04/22/2026, 5:21 AM