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Hi CJ, You have to go down to the Sales Rep Fields and pull the Name/ID as your Available Filter. If you just choose Sales Rep on the customer, this is a list/record type field, but if you instead use the Name field from the Sales Rep Fields, this should get you the desired effect. Hope that helps. Thank you for the…
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Hi, You can get the desired results by using a formula text under the criteria of your saved search. Field: Formula (Text) Formula: CASE WHEN {lastmessagedate} = {messages.messagedate} THEN 'lastmessage' ELSE 'NotRecent' END Then you would include under your Formula (Text) field “contains” lastmessage. This will show the…
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Thank you both for your replies. Corey - we did do a saved search which gives us the information but just not ideal compared to a CC from a case on close. We had problems with showing "all notes" made the saved search e-mail extremely long and hard to read if it was an on-going case. If we did the "latest note" but if a…
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Oh wow - thank you! I never even knew that was a feature and it was sitting right in front of me. Much appreciated!
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Ah.. I figured it out. I kept using entityid, like your script did as well. It actually uses entity instead. So the script was: /** *@NApiVersion 2.x *@NScriptType Portlet */ /** * @param {string} params.entity */ define(['N/record'], function(record) { function render(params) { var recordID = params.entity; var recordObj…
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It's passed in as part of the param object /** *@NApiVersion 2.x *@NScriptType Portlet */ require(['N/record'], function(record) { function render(params) { var entityid = params.entityid; var recordObj = record.load({ type: record.Type.CUSTOMER, id: entityid }); } return { render: render }; }); Thanks for providing some…
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https://usergroup.netsuite.com/users/showthread.php?t=5889&highlight=formulas is a good formulas search. It sounds dangerously close to you wanting more logic than a formula will provide. If you do find a formula, please share with the community. Thank you - I will check into this and let you know what I find.