Hierarchical Custom Records in NetSuite 2026.1

Starting in NetSuite 2026.1, users can create hierarchical custom records, allowing for more structured data relationships within the SuiteBuilder. This enhancement is particularly useful for scenarios where instances of the same record type can have parent-child relationships. For example, in a train carriage hierarchy, a locomotive can be the parent of multiple wagons, illustrating how this feature can streamline data organization.

Steps for Creating Hierarchical Custom Records

These steps outline the process necessary to create hierarchical custom records, particularly in the train carriage scenario. It is recommended to review the previously mentioned documentation on parent-child instances before proceeding with these steps.

1. Creating the Custom Record Type

To begin, you need to define the custom record type that serves as the foundation for your hierarchy. Follow these steps:

• Navigate to Customization > Lists, Records, & Fields > Record Types > New.
• In the Name field, enter Train Carriage.
• Ensure to check the Hierarchy box to allow parent-child relationships.
• Click Save.

2. Creating Record Instances

Once your custom record type is established, you can create instances of this record type. Each instance can represent a specific entity in your hierarchical setup, such as a locomotive or wagon.

3. Creating Custom Fields

To establish the relationship dynamics (parent and child), define the custom fields accordingly. Make sure that the:

• Record is Parent option is checked for child records.
• List/Record selection is set to the same record type.

This approach allows you to create a robust structure for managing hierarchical data. The example of train carriages demonstrates practical usage where:

• A Locomotive serves as the topmost parent.
• Wagons serve as subsequent child records, completing the hierarchy down to the terminal child.

Example of Hierarchical Structure

In practice, the relationships can look like this:

• Locomotive 1 (no parent)
  • Wagon 2 (child of Locomotive 1)
    • Wagon 3 (child of Wagon 2)
      • Wagon Last (child of Wagon 3, terminal child)

This structure efficiently allows you to manage and visualize complex relationships between records of the same type, enhancing your data management strategies within NetSuite.

Who This Affects

• Administrators: Responsible for setting up custom records and fields.
• Developers: Can programmatically access and manipulate these records.
• Business Analysts: Can benefit from structured data for reporting and analysis.

Key Takeaways

• NetSuite 2026.1 introduces hierarchical custom records for more organized data management.
• Custom record types enable parent-child relationships for identical record types.
• The streamlined process aids in complex data modeling, such as train carriage examples.
• Administrators and developers will find enhanced capabilities and flexibility.
• Implementing these structures can improve reporting accuracy and data clarity.