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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Comments
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One more twist to this formula....is there anyway to set the (MIN) within the Formula: CASE WHEN {activity.status} = 'Scheduled' THEN {activity.date} ELSE NULL END The reason is we have 4 custom fields included in the search results and when I set the Summary Type to Group for the non-Formula Date fields we lose the…
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That seems simple enough but no records are returned when I use this and I know there are opportunities that match the criteria.
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Would I use the same Formula (Text) if I want to reference this from an existing Saved Customer Search or would this require a different formula?
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Still getting an Invalid Expression when I use the Formula Field (Text): CASE WHEN {systemnotes.field.id} = 'entitystatus' AND {systemnotes.newvalue} = 'Suspect' THEN {systemnotes.date} END
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Ok. I tried to work around this by created a Custom Entity Field 'Next Scheduled Activity Date'. Type: Date Store Value: not checked Default Value: CASE WHEN {activity.status} = 'Scheduled' THEN {activity.date} ELSE NULL END But the date of the LAST COMPLETED activity is displayed INSTEAD of the next scheduled activity.…
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Brilliant! Thank you so much! I used this formula in case anyone else needs this: Formula Date (MIN): CASE WHEN {activity.status} = 'Scheduled' THEN {activity.date} ELSE NULL END
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I take that back..I had the wrong value in the criteria so now I have search results but the System Notes: Date in the results does not display the date the actual Milestone Status changed.
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That was it! I used the following formula to get the hours. Thanks again for the help! trunc(nvl(max(decode({systemnotes.newvalue},'Ready for Approval',{systemnotes.date},NULL))-min(decode({systemnotes.newvalue},'Awaiting Discovery',{systemnotes.date},NULL)),0)*24)
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Thank you so much for your help but I can't seem to get either formula to work. I appreciate your help as I am not familiar with functions and how I can use them in Saved Searches. The result is 'field cannot be found' when I use: formula(text) max to_char(max(case when {system notes: new value} = 'awaiting discovery' then…
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Evan - Do you have any suggestions on how to formulate the search results to only display the first opportunity converted to Closed Won with projected total of $15,000.00? I think I should be able to do this in the Results NOT the Criteria. Am I on the right track? Do you have any ideas for the formula I should use?
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Wouldn't the min(date closed) in may would be a problem when more than one opportunity exists under the customer? How can I account for this scenario: Upon closing a customer that has two opportunities...One with $20,000.00 is Closed Won in May = eligible for incentives. The second with $25,000.00 is Closed Won in June =…
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I think the problem lies in "min (date closed) in may." I almost think I need to somehow set the results to only show the FIRST opportunity to close... We did something very similar to this awhile back for a last activity date report. https://usergroup.netsuite.com/users/showthread.php?t=10693 I've filed a case with…
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You were right, Evan. Once I removed "MOD" the formula returns the percent. Thank you for your help! :) Jenny
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You've got my vote! I am also an Administrator and I'm stuck with saved searches in Netsuite because a past employee went crazy by creating unnecessary searches. No one likes dirty data.
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When field is Formula (Currency), Formula (Percent), or Formual (Numeric) and formula is MOD{projectedtotal}/nullif({customer.custentity15},0) result = "ERROR: Invalid Expression"
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According to NetSuite Help, MOD MOD(n2, n1) returns the remainder of n2 divided by n1
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Jeff, I think my last activity date formula is hosed. I found two separate examples that the saved search is incorrectly computing the last activity date. I was wondering if you have any ideas. Here is the formula we are using to display only the most recent activity date: Formula (Date) Maximum…
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Got it. Now what formula do I use to only pull the first message? We only want to see the original request made by the customer. With this formula min(to_char(substr({messages.message},0,1000))) keep (dense_rank last order by {messages.messagedate}) - we get the most recent message... Thanks in advance! What's your secret?…
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You guys are brilliant! Now, it looks like I'm referencing the wrong field in the formula. I want to see the actual Interations > Message from the customer. Right now, it appears I'm getting the Email Subject. 24170 01/29/2008 3:05 pm Escalated Orders-Rush Request (Ops) RE: Case # 24170 Escalated: "Reverify the…
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My thinking exactly. I submitted an online case to NS Support to investigate. It looks the search is now hosed. #674977 I will try to recreate the search from scratch and post my findings.
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I tried this and I get an error on the page: Line: 2829 Character: 13 Error: Invalid argument Code: 0 URL: https://system.netsuite.com/app/common/search/search.nl?id=368&e=T&cu=T
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Now I'm back to: An unexpected error has occurred. Please click here to notify support and provide your contact information.
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We couldn't be this lucky. When I recreate the search from scratch, and Save & Run I get: An unexpected error has occurred. Please click here to notify support and provide your contact information. ----- Also, when I remove the Formula (Text) field I do not recieve this error. The results display with no problems.
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Ok, I put in the request to NS Support & was told he'd get back to me by the end of the week with an Enhancement Number. I will post it here as soon as I receive it.
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Enhancement #136071, please vote. I'm very surprised that NS Support had to create a new enhancement for this request...
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Hi Krish0nan - Unfortunately, I don't have a solution to provide but like you, I would prefer to have the option to remove/inactivate the standard views. Maybe NS can make this similar to the custom forms - we can enable/disable standard customer/contact forms with no problem. I really hope someone from NetSuite can jump…
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Yes, but this only gives me: Date Set By Type Field Old Value New Value I was hoping there was a way to tell which transaction was added/removed?
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Thank you - I am always stunned by the obvious solution I should start with. Thanks for your help!
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I may have misrepresented our situation. I have successfully customized entity records for lead, prospect, and customer. My question is how do I assign a custom lead contact form, a custom prospect contact form, and a custom customer contact form to the appropriate entity?
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I guess if SuiteScript is the only way to accomplish this...I'm curious what other sales teams' are using. Is it picky on my part that it blows my mind that I have to get a developer involved just to customize a subject field??