Saved Searches 1

Learn how to utilize powerful filter and result column parameters in a Saved Search in order to perform advanced actions directly from the saved search result list.

Saved Searches are a powerful tool within NetSuite that allow users to view aggregated business data from the company’s NetSuite database in the form of an easily readable, reusable list.

While the list itself is dynamically updated whenever a change is made to the database, the data that fills out the columns on the list usually provides static information (i.e. plaintext) along with the occasional hyperlink to a record or related record.

However, by making use of the powerful filter and result column parameter options available, one can perform more advanced actions directly from the Saved Search result list.

 

Dynamically Display Related Record URL Hyperlink in a Saved Search

Imagine a scenario where a user has  Saved Searches created against Sales Order records. The saved search displays a list of Sales Orders that are Pending Approval, with columns displaying each Sales Order record’s internal ID, the transaction date, the transaction number, the customer’s name, and the transaction record from which the Sales Order was created from. A sample output of such a Saved Search can be seen below.

Saved Searches 2

In the case above, the user would like to have a direct link to the transaction from which the Sales Order was created from. Natively, however, the information filled out in the Created From column is simple plaintext rather than a hyperlink. As such, the user would have to manually find that Quote in order to view it.

While manually finding the Quote from which the Sales Order was created from is not a largely time-consuming task, it would be much more convenient if the user could directly access the record from the Saved Search result set. This can conveniently be solved by customizing the column filter by adding a Formula (Text) field containing a single line of HTML code.

Step 1:

Open the Saved Search in edit mode and navigate to the Results tab selection.

Abaci - Streamline Your Business on NetSuite | SavedSearches1 3 | NetSuite Consulting | NetSuite Solution Provider

Step 2:

Add in a Formula (Text) field to the column filter selection.

Abaci - Streamline Your Business on NetSuite | SavedSearches1 4 | NetSuite Consulting | NetSuite Solution Provider

Step 3:

Add the following line of HTML to the newly created Formula (Text) field column:

Abaci - Streamline Your Business on NetSuite | SavedSearches1 5 | NetSuite Consulting | NetSuite Solution Provider

 

Abaci - Streamline Your Business on NetSuite | SavedSearches1 6 | NetSuite Consulting | NetSuite Solution Provider

 

Step 4:

Add an appropriate label to the Formula (Text) field.

Abaci - Streamline Your Business on NetSuite | SavedSearches1 7 | NetSuite Consulting | NetSuite Solution Provider

Step 5:

Save & Run the Saved Search. The following output should be displayed.

Abaci - Streamline Your Business on NetSuite | SavedSearches1 8 | NetSuite Consulting | NetSuite Solution Provider

Now, a new column will appear on the saved search, containing clickable hyperlinks for the Created From record for each Sale Order result row.  This was accomplished by the line of HTML that was added into the formula field of the Formula (Text) column; the HTML is a simple hyperlink tag that contains a native NetSuite URL for the specific record type, in this case a Quote record. This URL was made to be dynamic, opening a unique Quote record for each Sales Order result, by concatenating the {createdfrom.internalid} field value (the “ || “ symbol is a string concatenation identifier) after the NetSuite records ID request parameter(‘id=’), telling the URL the specific record to open. The {createdfrom} field value is used to display the Quote number/name on the result column.

There is a limitation to the above process, but that will be covered in a future post. Stay tuned for Part 2!

 

To learn more about how your business can benefit from using Advanced NetSuite Saved Search functionality,  PLEASE FEEL FREE TO CONTACT US!

About ABACI:

ABACI is a premier NetSuite Solution Provider that provides deep knowledge in both business process and technology architecture. Our team is passionate about NetSuite and has an exclusive commitment to NetSuite. We pride ourselves on providing the highest level of system expertise on its full suite of cloud-based business management applications.