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Comentarios
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Are you using a formula?
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The ability to inline edit the memo field on opportunities is documented in Enhancement 88106.
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Another way to achieve this would be setting Criteria > Summary subtab, with the following: Summary Type = Maximum Field = Call Fields... Phone Call Date is not after 7 days ago
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In order for a user to see the Global Search field, the role requires the Perform Search permission set to View (at least). Try removing this permission from the role and have the users to clear cache or log out and back in.
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Or try the "customer":REI prefix with the quotes. There are several prefixes that work with global search. SuiteAnswers Answer Id: 8402 provides examples. - https://netsuite.custhelp.com/app/answers/detail/a_id/8402/kw/global%20search%20prefix
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Paul Reading post image: [ATTACH=CONFIG]n378931[/ATTACH]
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This is currently an Enhancement Request. You can vote for Enhancement 267919 in SuiteIdeas or submit a Support case and reference the Enhancement.
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You could use a saved transaction search and look at the (Maximum) Line ID to pull the last line item. Try something like this: 1. Saved Searches > Select Transaction. 2. Under Criteria tab > Standard subtab: Type = is Sales Order Main Line = is False Tax Line = is False Shipping Line = is False Memorized = is False 3.…
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SuiteAnswers Answer Id: 22384 might help - Search for Saved Searches using SuiteScript.
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I think the setting your'e looking for is under Set Preferences > Analytics > SHOW LIST WHEN ONLY ONE RESULT
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I think there is something close to what you are looking for in SuiteAnswers Answer Id: 12701.
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You could use an employee saved search: 1. Lists > Search > Saved Searches > New > Employee 2. Leave Criteria tab Blank (No Criteria) 3. In the Results tab you should have the following fields: * Role * Role Change Action * Role Change Date 4. Save and Run
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If you base the search off date created or similar date field, you could try adding a formula to the criteria like: Formula (Numeric) > Enter formula as: case when to_char({trandate},'D') in (2,3,4,5,6) then 1 else 0 end > then compare the value to 1. This should return all records created on weekdays. This example applies…
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The formula is from SuiteAnswers Answer Id: 30407 and it looks like the 'F' is enclosed in a slanted apostrophe (’ vs '). Also, you can try comparing the result to 'T' instead of just T.
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One option might be to Disable/Hide a field depending on the user's role using a script. An example is provided in SuiteAnswers Answer Id: 31253.
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We are tracking this functionality in Enhancement 115393 Saved Reports > Allow Users to Categorize Saved Reports > Assign to Existing Categories/Folders and/or create new Categories/Folders.
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There are a few things to consider when creating a search for use in a group - i.e. you cannot define a dynamic group using a summary search. See SuiteAnswers Answer Id: 14455 for more information.
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Try setting the option to Run Unrestricted = T under the Results tab of the search. This should make the search results available to users who normally do not have permissions to see the underlying records.
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We are tracking this in Enhancement 239129 - Ability to enter formula in the Available Filters tab of saved searches.
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The formatting requirements are: The name must be enclosed in double quotes. The email address must be enclosed in carets. There must be a space between the quoted name and the email address. See SuiteAnswers Answer Id: 19150 for examples.
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Try changing this preference at: Home > Set Preferences > Reporting/Search tab > Show List When Only One Result = T.
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Even though the formula is the same, the field {custitem_pr_factorial} is likely a text field and needed quotes.
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i dont know. what do you mean set when ordered by? is that a sql formula? The When Ordered By Field is available when you select a Summary Type of either Minimum or Maximum, on the Results subtab of a search record. [ATTACH=CONFIG]n286986[/ATTACH]
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The invalid expression happens with {systemnotes.field.id} - try {systemnotes.field} instead.
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The formula would differ a bit on a customer search. Try using {call.startdate} instead of {startdate}.
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You can create a saved search for existing searches: 1. Navigate to Lists > Search > Saved Searches > New. 2. Click on Saved Search. See SuiteAnswers Answer Id: 31529 for more information.
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Matt, thanks for the update. I assume the custom record uses permissions and roles are listed under the Permissions tab. Have you tried adding the Administrator role to the list? Thanks,
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Hi Matt, are you the owner of the mass update? The failure may occur if the owner of the update doesn't have the related permission. Thanks,
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Try enclosing the search string in quotation marks, or follow it with a backslash, to search for records containing only exact matches. Enter cu: “ max” or cu:max\ to search for customers with a name of Max. Customers with names containing the letters max, like Maxam, Lomax, or Maximum Tires, are not returned. Quotation…
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You could set criteria using formula(numeric): CASE WHEN to_char({datecreated},'HH24') < 12 THEN 1 ELSE 0 END