Jira Code: NT-60
A saved search is used to search the data from different records in NetSuite. Searches once saved, can be reused when needed. Publish search permission, will help to share the results to other users.
To create a saved search:-
List>Search>Saved search>New
Or
Report>Search>New search
- Select the transaction type that you want to search.
- Enter the title of the search
- Check the options needed(check box).
Publish
Check this box to make this search available to all users with sufficient permissions. This setting allows these users to run the search and view the search’s results. It does not allow them to edit the search. To allow others to edit the search, check the Allow ‘Audience to Edit’ box on the Audience tab.
Available as list view
Check this box to make this search’s results available to audience members as a view for lists of this kind of record.
Available as dashboard view
Check this box to make this search’s results available to audience members as a dashboard list portlet of this kind of record.
Available as sublist view
Check this box to make this search’s results available to audience members as a view for sublists on lists of this kind of record.
Available for reminders
Enable this option to allow a count of and link to this search’s results to be displayed in the Reminders portlet.
Show in menu
Check this box if you want all audience members to have this saved search available as a link on the tabbed page and in dropdown menus. Audience members than can click this link to run the search.
In the tabs , add criteria and filters for the search as follows:-
- Select the criteria for search in the filter field under the standard tab.
- Under the results tab, select the columns for the search. The search will display according to details in the results tab. Select the sort order under sort by tab. Select the output type(normal/report/grid/graph).
- Under highlighting tab select the conditions to highlight the values in the search result. Highlighting conditions are available for both filter and summary values.
- In the available filters tab, define field or formulas to be available as a filter.
- On the Audience subtab, define the users who can run the saved search and view its results, and whether they can edit its definitions.
- On the Roles tab, select the roles who can have access to the list, form, result, dashboard and sublist.
- On the email tab, the search result can be sent through email.
- Click Preview to review search results without saving the search definitions.
- Click Save to save search definitions and make the search available to be run by yourself and other audience members.
- Click Save & Run to save search definitions and review search results.
- Click Save & Email to save search definitions and email results to the recipient you set up on the Email, Specific Recipients subtab. (available only if you have the Publish Search permission)