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In a Project (JOB) Saved Search need to add the {customform} field to the Saved Search

edited Jun 2, 2025 2:54PM in Ask A Guru 7 comments

I understand that NetSuite does not natively allow the association of a custom form within a saved search.

I have tried to create a custom field set to list applied to Project and default value based on custom form used, however custom form is not available as a default value.

I have tried to add a Formula (Text) field {customform} or {customform.name} or {customform.id}both were unsuccessful

I was looking into creating a workflow, but this would require manual entry and updating all the projects. Since the {customform} is not available all projects would need to be updated with the form value and continued maintenance would be required to keep the search up to date.

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