- Navigate to Lists > Search > Saved Searches > New Search. Choose the record type for which you want to create the search. Go to the “Results” tab to add columns and formulas.
- In the “Results” tab, click the “Formula (Numeric)” or “Formula (Text)” field to add a new formula column.
- Choose the type of formula you want to create: Numeric or Text. Numeric formulas are used for calculations, while Text formulas are used for generating text-based results.
- Use the available fields, operators, and functions to build your formula. For numeric formulas, you can perform calculations like addition, subtraction, multiplication, and division. For text formulas, you can concatenate text, use conditional statements, and more.
- Using Functions: NetSuite supports various SQL-like functions that you can use in your formulas.
- Example functions: CASE WHEN condition THEN result ELSE else_result END: Conditional statements.
- Fields are represented within curly braces, like {fieldname}.
- You can use aggregate functions to perform calculations across multiple records.
- Example: SUM({amount}) to get the total sum of the ‘amount’ field.
- After defining your formula columns and other search criteria, save the search and run it to see the results.