Including hyperlinks in a saved search can help end users drill down into NetSuite records quickly and efficiently. They are especially helpful when used in combination with a summary saved search. NetSuite saved searches that have results summarized require a user to drill down within the results to get to the underlying records. This is particularly painful where a user needs to go back and forth between the summarized results and the drill down results.
To avoid this challenge altogether, consider adding a hyperlink field to the saved search results that will display in the summarized results, thus allowing the user to access the underlying records without having to first drill down.
Example: Consider a Transaction saved search that includes both main line and line level data for sales orders. The saved search results have been grouped by Internal ID to output a single line per sales order. As a result of the grouping, the user must drill down into each line before they can access the underlying sales order record, unless a hyperlink formula is added to the saved search results.
Formula (Text) Example:
‘<ahref=”https://ACCOUNTID.app.netsuite.com/app/accounting/transactions/salesord.nl?id=’||{internalid}||’&submitter=Submit”>VIEW RECORD</a>’
ACCOUNTID – Replace with the account id for the NetSuite environment you are working in.
VIEW RECORD – Replace with the text you wish the user to see in the saved search results
accounting/transactions/salesord.nl?id= – Replace with URL string for the record type you are working with. This is the URL string for sales orders but will vary by record.
Now when a user clicks on VIEW RECORD, they will be routed to the underlying sales order record as opposed to a drill down of the sales order line level details.