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To resolve this, perform the following steps: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Customer. 3. In the Criteria tab > Standard subtab, select Formula (Text). 4. In the Customer Search popup window, set the following: •Field: Choose Alt. Email, Mobile Phone, Home Phone, Subscription Category or…
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Does the search return dupes when the script has been disabled? Thanks,
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I would check with Support. They may be able to point you in the right direction. Thanks,
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You use expressions to specify the OR condition in your criteria. Check the Use Expressions checkbox under the Criteria tab. The last column allows you to set the AND/OR condition. Thanks,
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Here's a similar thread that includes examples: https://usergroup.netsuite.com/users/showthread.php?t=31596&highlight=matrix+item+child Thanks,
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An example of a workflow might be to automate a drip marketing campaign or automate an approval routing process. Saved search results provide reporting and tracking and can serve as the basis for business analysis and strategic decision-making. A saved search can have many advanced search filters and display options which…
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Hi Brett, that is correct. Currently all scheduled saved searches run at 2 a.m. Pacific Time. You may want to vote for Enhancement Request 208791 - Saved Searches: Allow the ability to email saved searches at a scheduled time(start time). Thanks,
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You can use a Formula (Text) field with a formula like: to_char({date}, 'YYYY'). This will only show the year of the date field. Thanks,
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Try adding the Publish Search permission with Level = Full to the role. Thanks,
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The Help topic titled, SQL Expressions outlines the SQL functions that can be used in NetSuite search formulas and custom formula fields. Thanks,
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You could group each of the columns under the results tab. Thanks,
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thanks can you give me an example? Or where can I read more to learn how to use the formulas? The Help topic titled, Search Formula Examples and Tips is a good place to start. You can also try searching this UserGroup for the thread titled, 100 Ways to Use Formula Fields. Thanks,
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You should be able to use something like: {today} Thanks,
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A Formula (Text) in your results with CASE WHEN {datefield} IS NULL THEN 'WORD' ELSE '0' END should work. Thanks,
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Hi Kevin, You can remove the New column by turning off Inline Editing. Thanks,
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You can extract the month using a Formula (Text) Field on the Results tab: TO_CHAR({datecreated},'Month') Thanks,
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Try a customer search using the 'summary' filter option and add a summary filter for "maximum" of "activity : date" is not after x days ago. You also need to group the results by customer name/id or some other field. Thanks,
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Hi Natalie, You could first determine the internal id's of the companies, then add them in the case search using the internal id field. The internal id field will allow you to select multiple id's. Thanks,
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You can also include the Internal ID field by default on search results by enabling the preference at: Home > Set Preferences > General tab > Show Internal IDs = T. Thanks,
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If this is in a portlet, click Set Up and make sure Allow Inline Editing = T. Thanks,
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Try adding criteria for Main Line = T as well. Thanks,
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You might have the user preference for internal id enabled. Go to Home > Set Preferences > General tab, and make sure Show Internal IDs = F. Thanks,
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The search results should not display the internal id when Show Internal IDs = F. Thanks,
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Visit the SuiteAnswers Learning Center: Training Videos section for Self-Paced Training Videos. Click the Support tab > Visit the SuiteAnswers Site > Learning Center. Thanks,
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List edit capability for the Task Title is not exposed to searches, but we are tracking the request through Enhancement 96215. WORKAROUND: Direct List Edit from Activities > Scheduling > Tasks. Thanks,
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Hi Natalie, You are able to customize reports only if you have the Report Customization permission. Without this permission, no Customize links appear on reports that you view. If you want to restrict access to specific reports by role, click the More Options link when customizing a report, and highlight the Roles to grant…
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Hi Natalie, Try a customer search and use Name/ID for criteria. i.e. Name is Baker. Then add the Address fields under the Results tab.
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Try a formula (text) field using rtrim(regexp_substr({itemid},'[^:]*$')). This should return the child item only. Alternatively, you can use ltrim to return parent items. Thanks, Rob
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You could use the Date Created filter as criteria and specify 'On Today'. Then add a Formula(Text) to your Results with formula 'Label'. Thanks, Rob
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Try a formula (text) field using rtrim(regexp_substr({itemid},'[^:]*$')). This should return the child item only. Alternatively, you can use ltrim to return parent items. Thanks, Rob