NetSuite’s Saved Search feature is a powerful tool not only for reporting but also for triggering automated email notifications when changes occur in existing records. This functionality allows businesses to stay informed in real-time without manual monitoring or scripting. To set up an email alert when a record changes (such as a customer becoming… Continue reading How to Send Email Using Saved Search in NetSuite When Existing Records Change
Tag: saved search
How to find all items with the same MPN but different manufacturers in a saved search?
To find items with the same display name but different manufacturers in a NetSuite saved search, you can use a combination of filters and formulas. Here’s how you can approach it: 1. **Create a Saved Search**: – Navigate to **Lists > Search > Saved Searches > New** and select the **Item** record type. 2. **Set… Continue reading How to find all items with the same MPN but different manufacturers in a saved search?
Determine if an Entity Is Included in a Static Group
Create a Group Saved Search that will pull up the list of members in a Static Group and add a filter for the member. Navigate to Lists > Search > Searches > New Select Group Click Criteria Field: Note: Always click Add once Field is selected and adjust as needed. Select Name: Enter name of… Continue reading Determine if an Entity Is Included in a Static Group
Type of groups that can be included in a Group Type of Saved Search
The types of groups that are included if one will create a Saved Search under Lists > Search > Saved Searches > New when Search Type is Group. Solution Public and Private Static Group Navigate to Lists > Relationships > Groups > New Create Group: What kind of group would you like to create?: Select… Continue reading Type of groups that can be included in a Group Type of Saved Search
Scheduled Transaction Saved Search – Employee Group as Recipients
Currently Saved Searches cannot be Emailed to a Dynamic Group, however a Static Group can be used instead. Create a Static Group Navigate to Lists > Relationships > Groups > New What kind of group would you like to create?: Select Static What kind of members would you like to include?: Select Entity Type Example: Employee Click Continue Name: Enter Name Click Members Name: Type Name Click Name Click Add Note: You will need to repeat… Continue reading Scheduled Transaction Saved Search – Employee Group as Recipients
Summary Types in Saved Search
First you need to define a Group summary type for the field you want to use to group results. The summary results page displays a list of values for this grouped field. You can click a value to drill down each group of results. After you have defined a Group, you can define another summary… Continue reading Summary Types in Saved Search
Saved Search for Customer ID to show only first word
Scenario Create a Saved Search and extract only the first word of the Customer ID found on the Customer Record. Solution Using the Administrator Role, navigate to Lists > Search > Saved Search > New Find and click on Type = Customer Under the Results Tab, add field: –Formula(Text) – CASE WHEN INSTR({entityid}, ‘ ‘) > 0 THEN SUBSTR( {entityid},0, INSTR({entityid}, ‘ ‘)-1 ) ELSE {entityid} END Click Save and Run Note: If the… Continue reading Saved Search for Customer ID to show only first word
Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Scenario How to show how many leads and prospect are converted to Customer on a specific date range Solution Navigate to Lists > Search > Saved Search > New Click Customer Search Title: Enter Title Click Criteria Click Use Expressions Click Columns Field: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select System Notes : Old Value Description: contains Prospect Parens: ( And/Or: Or… Continue reading Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Scheduled Saved Search Limits
When downloading reports from the system, there is a limit of the file size that can be downloaded for Persisting Search Results. The download limit is set at 2.147 GB (2,147,000,000 bytes). You can define whether to send saved search results email according to a regular schedule, as alerts triggered by record adds or updates,… Continue reading Scheduled Saved Search Limits
Name Fields in Saved Search Available Filter
On a Transaction Saved Search when we use Name in the Available Filters tab, the list shows all entity records such as Customers, Vendors and Employees. The reason why the Name field when added as an Available Filter on a Transaction Search shows a dropdown list of all Entity records is because the Name field… Continue reading Name Fields in Saved Search Available Filter