Creating custom sublists via Saved Searches in NetSuite allows you to display specific data subsets on record pages, tailored to your needs. Here’s a step-by-step guide to setting up a custom sublist using Saved Searches:
Step 1: Create the Saved Search
- Navigate to
Reports>Saved Searches>All Saved Searches. - Select New Saved Search, and choose the record type (e.g., Transaction, Customer, Item) that you want the sublist to be based on.
- Configure your search criteria and results:
- Criteria Tab: Define the filters to show only the data you want.
- Results Tab: Specify the columns to display in the sublist.
- Sort the Results as desired, using the “Sort By” field under the Results Tab.
- Save and Run the saved search to confirm it returns the correct results.
Step 2: Enable the Custom Sublist on Records
- Go to Customization > Forms > Sublists.
- In the Custom Sublists section, add your saved search:
- Choose your saved search from the dropdown list of available searches.
- Specify a label for the sublist as you want it to appear on the record.
- Select where the sublist should be displayed (such as under “Related Records” or another tab).
- Save the form.
Step 3: Test and Refine
- Open a record of the type where you’ve added the sublist, and verify that the sublist displays the saved search results as expected.
- Adjust the saved search filters or results if the displayed information needs refinement.
This approach enables flexible data views on record pages, supporting custom insights without altering core fields or data.