NSC | Saved Search Showing Different Form Fields and Auto-Populated Date Filters for One User

Niks Blando-Oracle

Scenario:
The user observed that a specific employee was seeing an additional form field and an automatically populated date filter when using a saved search under a particular role. Other employees using the exact same role did not experience this behavior.

Solution:
This behavior is commonly caused by the employee setting the saved search as their “My Preferred Search Form” in NetSuite.

When enabled:

• The saved search becomes customized specifically for that user
• User-specific filters and form settings may automatically populate
• Default values such as date filters can appear automatically
• Other users with the same role will not be affected unless they also enable the same preference

To remove the custom behavior:

1. Open the affected saved search.
2. Navigate to the:
   • Available Filters subtab
3. Locate and uncheck:
   • My Preferred Search Form
4. Save the search.

Once disabled, the user will return to the standard search form behavior shared by other employees using the same role.

Reference:
SuiteAnswers ID 8475 – Defining a Saved Search as a Preferred Search Form