In order to use drag and drag functionality in NetSuite first install the following bundle by navigating through Customization–> SuiteBundler –> Search and Install Bundles.
Bundle Name: File Drag and Drop
Bundle ID: 41309
Step 1:
Step 2:
1. Notice that after installation there will be a new center category added under documents folder. Drag and Drop files –> File Cabinet
2. After installation Drag and Drop feature will be available for all employees in the company, but still under Home –> Set Preference –>Custom preference there will an option for employees to enable/disable the feature in user account.
Step 3:
Navigate to Setup —> Customization –> File Drag and Drop Setup and set default preferences like.
1. Setting up default folder
2. Enabling for this feature for different record types.
3. Click on Save & Next and Finish
Advantages
1. Single time multiple files can be uploaded
2. Upload files directly from fields
3. Users can drop files to line level
Note:
1. Ensure to have files tab on form level, if files tab is removed drop zone area will not appear.
2. File size should not exceed 10 MB
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