Configuring Contact Form Additional Fields

Site Management Tools (SMT) lets you configure multiple properties for each Contact Form field to determine how the form looks to users on your site. In addition to the established Contact Form fields, you can add an additional field to better fit your needs. You customize this field by choosing the field type, label, placeholder, help text, whether the field is required, and whether the field is visible.

You first create the custom field in NetSuite, then use the Internal ID to connect the additional form field in SMT to the custom field record in NetSuite. For more information about creating a custom field in NetSuite, see Creating a Custom Field.

To configure contact form additional fields:

  1. Log into Site Management Tools. For details, see Logging into Site Management Tools.

  2. Go to the page that contains the contact form.

  3. Click the Edit Mode icon Edit Mode Icon from the site management toolbar.

  4. Hover over the content form box to display the content controls and click Edit.

    This displays the Contact Form Settings in the side panel.

  5. In the Additional Field subtab, set your preferences for the additional form field, using the table below as a reference:

    Field

    Description

    Field Type — Additional Field

    This determines the field type for a customized additional field.

    The field type correlates to the custom field type in NetSuite. Supported custom field types in NetSuite include Free-Form Text, Date, Checkbox, and Text Area.

    The Free-Form Text field type in NetSuite is equivalent to the Text Input field type in SMT.

    Link to — Additional Field

    This determines if the additional field is linked to the lead or case.

    If you select Lead, the additional field is linked to the Lead record created with form submission. If you select Support Case, the additional field is linked to the Support Case record.

    For Lead records, an additional field is an Entity field type that applies to a Customer. For Support Case records, an additional field is a CRM field type that applies to a Case.

    Internal ID — Additional Field

    This requires the Internal ID from the custom field record in NetSuite.

    This field is required for the following field types: Text Input, Text Area, Date, and Checkbox.

    The Text field type is only for display and does not require an Internal ID.

    Label — Additional Field

    This sets the label for the additional field.

    Placeholder — Additional Field

    This sets the placeholder text to display in the additional field.

    Help Text — Additional Field

    This sets the help text for the additional field.

    Mandatory Additional Field

    This determines if the additional field is required.

    Hide Additional Field

    This determines if the additional field is hidden.

    There is a different Additional Field subtab in SMT for each customized field you add.

  6. Click Save.

Related Topics

General Notices