We are back with another part of our SDF building and deploying customizations using WebStorm series! If you have not read the two previous parts, here is a quick recap for you:
- In the first blog, we discussed how to set up WebStorm on your machine and how to connect NetSuite with WebStorm for NetSuite customization.
- In the second blog, we discussed how to create the first project in WebStorm and deploy it to NetSuite account.
This blog will discuss how to create a new Advanced PDF Template in WebStorm and deploy it in your NetSuite account through SDF building.
Let’s explore these processes without any further ado.
Follow these steps to create your project in SDF building:
- Right-click on Object > New > Custom Object > window popup > select Advanced PDF Template > Then write appropriate name of PDF Template see below:
After doing this, two XML files are created in the Object Section, as shown below:
- The file ending with (.template), is the file where you type or create a new Advanced PDF Template.
- The other one is used to give the Advanced PDF Template name and ID.
- In the custtmpl_huffman_test_pdf.template.xml file, start typing or creating PDF Template and after that, once you complete your work or an Advanced PDF Template is designed, then save it.
- And go to your custtmpl_huffman_test_pdf.xml file and give it a name and ID.
Before deploying the PDF Template to your Production or sandbox environment, be sure to complete the following steps:
- Right-click > NetSuite > Add Dependency References to Manifest
Now we are going to validate and deploy our project in NetSuite
- Right-click > NetSuite > Validate
In this step, we double check to make sure there is no error in the project or in PDF.
- The next step is to deploy the project in NetSuite Account.
This is implemented by using the “Deploy” or the “Deploy to Account”
Please note that Deploy and Deploy to Account are not the same thing. Let’s learn more about the differences between these two methods.
Difference Between Deploy and Deploy to Account:
Deploy:
When we use the “Deploy” command, the project is automatically deployed in NetSuite account that we have selected as default.
Deploy to Account:
When we use the “Deploy to Account” command, we can choose any account for the project’s deployment. In part 1 of this blog series, we discussed that we could connect as many NetSuite accounts as we want, but we would recommend using only limited ones so that you are not confused while deploying.
So Right-click > NetSuite > Deploy to Account, select where you want to deploy > click OK > WARNING COMES > click OK.
Go to NetSuite and double-check whether this PDF is there or not.
Once you complete these steps, the deployment through WebStorm SDF would be complete.
CONCLUSION:
In this blog, we have learned how to create an advanced PDF Template in WebStorm SDF building and deploy it into NetSuite. In the upcoming blogs, we will look into many other features of WebStorm, so stay tuned for more. Meanwhile feel free to drop share your thoughts in the comment box below!