Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $30 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
NSC | Create a Project Task Saved Search and highlight Tasks with Memos
Scenario:
User add Memos to their project tasks, these usually contain crucial information such as task updates, client feedback, or technical note. They want to create a Saved Search to identify tasks with memos, the project manager can quickly pinpoint areas where additional information or clarification is provided.
Solution:
1.) Navigate to List > Search > Saved Searches
2.) Select Project Tasks
3.) Under the Results tab and add the following:
Summary Type: Group
ID
Name
Project
Note
4.) Go to Highlighting tab > Highlight If (Summary):
Add the condition:
Summary Type: Maximum
Field: Notes
Description: Not Empty
Assign a background color
5.) Rename the Search
6.) Save and Run
Tagged:
0