Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

I believe you need a custom field as a placeholder and use it to source the data in the search if you need to add this as a separate column in the same search. In order to obtain these values, I made a separate Opportunity Search using the following criteria and fields. Results tab: Output: It stays Procurement Review for…

Hi @Yumiko Fourbs Follow the steps below on how to customize and set the custom search as your view. Click on Customize View > Edit the search and its name > Save Navigate to your list of searches and click on Edit the search > Enable the following checkboxes if you want the users to edit it. To set this search as your…

Hi @Chris Haygarth ISDM, I replied on the other thread. Can you try to clear the formula and input it once again? If you copy and paste the formulas, try to do it in notepad to check if there are any special characters. Eliminate them if there are any. I hope this helps.

Thank you, @Tafara. Hi @Chris Haygarth ISDM, The formula is working on my end, per my testing. When you copy and paste the formula, try to paste it in notepad first and eliminate the unnecessary characters. Because when I tested it, it had a bar in every field name, though it is not visible when you paste it in the formula…

We appreciate your participation in the community. Congratulations, @Tafara! 🎉

Hi @User_HPB3I, The sender of emails for a saved search is determined as follows: If a custom email address has been provided in the From field on the saved search record's Email subtab's Customize Message subtab, emails are sent from this address. For required format details, see Required Format for Saved Search Email…

Hi @User_O749H, My recommendation is to file a support case as resolving the issue will involve collecting email logs and headers for troubleshooting purposes. If you require help with creating a case, kindly inform us.

To receive further details or address the level of urgency regarding an issue, please update your support case for assistance.

Hi @User_NC62U, After verifying, it has been determined that the mentioned defect has been tagged as U4. For NetSuite Issue Resolution, refer to this SuiteAnswers ID 10046. Please ensure that you have created a case and linked it to defect # 705994, so that you can be notified of any updates pertaining to the issue.

Hi @Yumiko Fourbs, If there is a need to make changes, please reach out the Administrator and have them uncheck the Run Unrestricted box. As Administrator navigate to Lists > Search > Saved Searches Click Edit by existing Search Click Results tab Run Unrestricted: Clear Checkmark Click Save For reference, please see…

Thank you for keeping this thread updated, @MichelCA.

I hope you had a great time off, @User_NG5TG.😊 @Chris Haygarth ISDM posted the same. Can you please check this thread, How do I filter a status so it does not show using System Notes Saved Searches?

Interesting! Can you remove the field highlighted below from your Criteria tab and click the "Preview button"? Let me know if the search results this time excluded the transactions with Procurement Review status.

Glad it worked! 😊

Can you please send a screenshot of your most recent Criteria and Results tab?

Hi @User_ID08S, Please allow FAM Depreciation Method permission to have access on the record. Navigate to Setup > Users/Roles > Manage Roles Note: Use Administrator role Custom Role: Click Edit Click Permissions tab Click Custom Record subtab FAM Depreciation Method: Select Full Click Add Click Save For reference, please…

Thank you for keeping this thread updated, @LauraHanson! 😊

Please collect the following to further investigate the issue. Log in using the Administrator role Navigate to each of the affected employee record and collect the following screenshot. Please avoid posting confidential information. Classification section Access tab > Global Permission Navigate to the affected custom role…

Hi @Adam Birk I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Sue Campau I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @3946960 and @LauraHanson I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer.…

Thank you, @ide-Oracle! Hi @User_CX3MF. Ide has a good point, and I agree with him. You can check on these Schema, Records and Connect Browsers in this link.

Fantastic! @Caryl Buñag-Oracle 🎉

Hi @Sivasubramaniam, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will…

Hi @User_WQZPA, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

I'm interested in following up on this thread. Kindly let us know how it goes. 😊

Hi @Maleeka, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn…

Hi @User_NG9BL, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @User_NG5TG, Can you please confirm whether the status of the Procurement Review is included in the list of statuses for this Opportunity? If it's not, could you let me know which record it pertains to? I'm interested in following up on this thread.

I'm glad it worked, Peter! 😊