Create a Sublist in NetSuite

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:

  1. Enter the name for Name. E.g. Customer History
  2. Uncheck Include Name Field field
  3. Saved
  4. Add fields:
    • Customer
    • Record Type
    • Field Id
    • Old Value
    • New Value
  5. 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:

  1. Navigate to Reports > New Saved Search
  2. Click on the Customer History record as created above.
  3. Enter the name for Search Title. E.g. Customer History
  4. Set Public to True
  5. Set Available as Sublist View to True
  6. In Results, tab add fields as needed
  7. 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)
  8. Save the search

Finally to show saved search results as sublist:

Create a Sublist in NetSuite

  1. Navigate to Customization > Forms > Sublists
  2. Select the tab corresponding to the type of record where the search will show as a sublist, for this example Customer.
  3. Click the Entity tab.
  4. Select the name of the search created above in the Search column. E.g. Customer History
  5. Enter a name for the Label column. E.g. Customer History Sublist
  6. Select the name of the tab where you want to display this sublist under the Tab column. E.g. General
  7. Put a checkmark for the Customer column.
  8. Click Save

Leave a comment

Your email address will not be published. Required fields are marked *