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cjparker84 Green Ribbon

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  • Hi CJ, You have to go down to the Sales Rep Fields and pull the Name/ID as your Available Filter. If you just choose Sales Rep on the customer, this is a list/record type field, but if you instead use the Name field from the Sales Rep Fields, this should get you the desired effect. Hope that helps. Thank you for the…
    in Available Filter in Search to enable CONTAINS Comment by cjparker84 Sep 12, 2017 12:21PM
  • Hi, You can get the desired results by using a formula text under the criteria of your saved search. Field: Formula (Text) Formula: CASE WHEN {lastmessagedate} = {messages.messagedate} THEN 'lastmessage' ELSE 'NotRecent' END Then you would include under your Formula (Text) field “contains” lastmessage. This will show the…
    in Saved Search grabbing "latest author" without using MAXIMUM or GROUPING Comment by cjparker84 Apr 26, 2017 6:53AM
  • Thank you both for your replies. Corey - we did do a saved search which gives us the information but just not ideal compared to a CC from a case on close. We had problems with showing "all notes" made the saved search e-mail extremely long and hard to read if it was an on-going case. If we did the "latest note" but if a…
    in Auto Copy Employee on Case Closed Comment by cjparker84 Feb 5, 2014 12:25PM
  • Oh wow - thank you! I never even knew that was a feature and it was sitting right in front of me. Much appreciated!
    in Grabbing the most recent comments from a task Comment by cjparker84 Jun 25, 2015 2:14PM
  • Ah.. I figured it out. I kept using entityid, like your script did as well. It actually uses entity instead. So the script was: /** *@NApiVersion 2.x *@NScriptType Portlet */ /** * @param {string} params.entity */ define(['N/record'], function(record) { function render(params) { var recordID = params.entity; var recordObj…
    in In-Line HTML Portlet Loading Record Comment by cjparker84 Nov 30, 2017 7:14PM
  • It's passed in as part of the param object /** *@NApiVersion 2.x *@NScriptType Portlet */ require(['N/record'], function(record) { function render(params) { var entityid = params.entityid; var recordObj = record.load({ type: record.Type.CUSTOMER, id: entityid }); } return { render: render }; }); Thanks for providing some…
    in In-Line HTML Portlet Loading Record Comment by cjparker84 Nov 30, 2017 6:55PM
  • https://usergroup.netsuite.com/users/showthread.php?t=5889&highlight=formulas is a good formulas search. It sounds dangerously close to you wanting more logic than a formula will provide. If you do find a formula, please share with the community. Thank you - I will check into this and let you know what I find.
    in Project Management - Search Formulas Comment by cjparker84 Jan 14, 2013 8:26AM