NetSuite provides us the ability to create sublist of different types. It also gives us a way to show a saved search result as a sublist view. In this article, We will show you how to display the result of a saved search of Custom Record as a sublist in the Customer record.
Here I’ll create a custom record type, assuming that it maintains the custom history of customer’s field change data using user event.
Custom Record Type:
- Enter the name for Name. E.g. Customer History
- Uncheck Include Name Field field
- Saved
- Add fields:
- Customer
- Record Type
- Field Id
- Old Value
- New Value
- Set permissions according to your needs.
we assume that history records have already been created.
Now I’ll make a saved search.
Create a Saved Search:
- Navigate to Reports > New Saved Search
- Click on the Customer History record as created above.
- Enter the name for Search Title. E.g. Customer History
- Set Public to True
- Set Available as Sublist View to True
- In Results, tab add fields as needed
- In the Available Filters tab, select the Customer field in the first line. It is a field on which the records will be displayed. (Customer in our case)
- Save the search
Finally to show saved search results as sublist:
Create a Sublist in NetSuite
- Navigate to Customization > Forms > Sublists
- Select the tab corresponding to the type of record where the search will show as a sublist, for this example Customer.
- Click the Entity tab.
- Select the name of the search created above in the Search column. E.g. Customer History
- Enter a name for the Label column. E.g. Customer History Sublist
- Select the name of the tab where you want to display this sublist under the Tab column. E.g. General
- Put a checkmark for the Customer column.
- Click Save