- To make dynamically updated saved search results immediately available, we can add Custom Search portlets to dashboards on one or more NetSuite tabbed pages.
- Each Custom Search portlet displays results for a saved search that we select. Results are updated every time the page loads.
- The portlet also has a Refresh link that we can click to update search results. In addition, we can change the search portlet title by assigning a custom title to this portlet.
- Steps to add a Custom Search portlet to dashboard:
- Go to Home> Dashboard, click Personalize Dashboard.
- In the Personalize Dashboard panel, under the Standard Content folder, click or drag the Custom Search item.
- In the Custom Search portlet, click Set Up.
- In the Custom Search setup window:
- Select a saved search from the Search dropdown list.
- In the Custom Portlet Title field, we can specify our custom title for this custom search portlet.
- (If the Inline Editing feature is enabled) Check or clear the Allow Inline Editing box to indicate whether records returned as search results can be edited directly in the portlet.
- When the Inline Editing feature is enabled in an account, inline editing is available by default in all custom search portlets.
- We can clear this box to selectively disable inline editing per portlet.
- Click Save.