# Create Entity

A form for creating a new entity record without leaving the portal. The whole form is configured through one modal — pick which fields appear, mark which are required, set widths, decide between inline and modal presentation, and define what happens on save.

## Available in

* Page modules
* Order Form modules
* Catalog modules

## When to use

* Order Form pages where the cashier may need to create a customer on the fly (rare new-walk-in scenario in retail).
* Customer service pages where agents create customers as part of handling a new account.
* B2B portals where a sales rep onboards a new business contact.
* Anywhere "create new" sits naturally next to "search existing".

## Settings

| Setting           | Description                                                                                                                        |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| **Configuration** | Opens the configuration modal — the only setting on the block surface. All field, layout, and behaviour options live in the modal. |

The configuration modal supports:

* **Display mode** — Inline (form embedded on the page) or Modal (button opens a pop-up form).
* **Main fields** — toggle each main entity field (visibility, required).
* **Address fields** — toggle each address field on the form.
* **Custom fields** — add custom NetSuite fields with order, width, and field type.
* **Contact create / edit** — allow contact records to be added during entity creation.
* **Per-field controls** — required, hidden, width, label override.

## How it works

1. Form renders according to the configured fields and visibility.
2. The user fills in required fields.
3. On save, a NetSuite entity record is created via the SuiteCloud RPC.
4. The new entity is published to session state — downstream blocks can read it immediately.
5. Optional contact creation runs alongside, attaching contacts to the new entity.

In edit mode the block shows a placeholder summary indicating how many fields are configured.

{% hint style="info" %}
Use **Modal** display mode for Order Form contexts where Create Entity isn't the primary action — it stays out of the way until needed. Use **Inline** for dedicated "create new customer" workflows where the form is the page.
{% endhint %}

## Examples

**On-the-fly customer creation in POS.** Entity Search at top, Customer/Vendor Selection below it, Create Entity in Modal mode triggered by an Action Button labelled *New Customer*.

**Dedicated onboarding workflow.** Page module dedicated to new-customer onboarding. Create Entity in Inline mode with all main + address + a few custom fields enabled.

**B2B partner onboarding.** Create Entity configured for Partner entity type, with custom fields for partner program code and tier.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Entity Search</strong></td><td>Pair with Entity Search so users find existing entities before creating new ones.</td><td><a href="/pages/YG0JVvulp0T0QNjVYaQI">/pages/YG0JVvulp0T0QNjVYaQI</a></td></tr><tr><td><strong>Customer/Vendor Selection</strong></td><td>The Order Form picker — pair with Create Entity for create-then-use flows.</td><td><a href="/pages/km19hjFIFOFjRK0yQAJp">/pages/km19hjFIFOFjRK0yQAJp</a></td></tr></tbody></table>


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