Enable the project files subtab

Make the dedicated Files subtab appear on Job (project) records and confirm it aggregates documents from across the project.

Walkthrough coming

A step-by-step Scribe walkthrough for this task is being recorded. The high-level steps below describe what the feature does. Track its status in the Scribe register (internal).

When to use this

You typically don't need to do anything explicit to enable the Files subtab — it's switched on automatically when File Storage is installed and the Jobs NetSuite feature is enabled. Use this how-to to confirm it's working and to troubleshoot if the subtab isn't appearing as expected.

Prerequisites

  • File Storage installed
  • The Jobs NetSuite feature enabled (Setup → Company → Enable Features → Company)
  • A role with File Storage permissions (see permissions reference)

Walkthrough

  1. Open any Job record.
  2. Look for a Files subtab in the row of subtabs at the top of the record.
  3. The subtab content is rendered inside a small embedded view (an iframe) that lists every file stored anywhere in the project, grouped by category.

If the subtab is missing:

  • Check that the Jobs feature is enabled in Setup → Company → Enable Features.
  • Confirm that File Storage finished installing — the subtab is delivered by File Storage and only appears once the install has fully completed.
  • Confirm the role you're using has File Storage permissions; if not, use the automated allocator (see File Storage install & configure).
  • Reload the record after enabling permissions or features — the form definition may be cached.

What success looks like

  • A Files subtab is present on every Job record in your account.
  • Opening it shows a categorised list of files associated with the project.
  • Drag-and-drop upload works from inside the subtab; the file appears in the list within a few seconds.

Gotchas

  • Custom form layouts. If your account uses a heavily customised Job form, the Files subtab may not be added to the default layout. Edit the form and add the FC Storage Project Files field/subtab to the form.
  • Roles without File Storage permission. Users without permission will see the subtab but it may render an empty or error state. Grant the role File Storage view-only access at minimum.
  • OneWorld accounts. The subtab works across subsidiaries, but each project's subsidiary needs a corresponding Portal Configuration record (see Portal).
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