I'm new to Netsuite. I have a task of creating a saved search to display the three columns from the custom record. First Client, then Superclass and lastly from the superclass,client group I want to display the count of records having status "Wiped or Destroyed". I have grouped the record based on superclass and client successfully. Now I am experiencing problems to display the count of records having status = "Wiped or Destroyed" in the third column. I need someone to tell me how exactly it could be done?
screen-shot of result tab in saved search
You can use a text formula with a case statement to achieve this:
CASE WHEN {status} = 'Wiped or Destroyed' THEN {internalid} END
Set the Field to "Formula (text)" and the Summary Type to "Count".
Related
I can't figure out how to do a very simple update of a column value in Power Automate in SharePoint online. I've seen examples of how to update an item on another list, but nothing that updates a value on the same item that was just added and triggered the workflow. Can anybody give me an example and maybe a very brief explanation?
I want to multiply the values of two columns and add it to a third column on the same item which will be blank. I used the formula to update the column I want using values from other columns. =[Dollar Amount]*[% Chance] but it says invalid syntax. There seems to be nothing intuitive in this new power automation and it's a horrible failure compared to how easy it used to be. MS is always making these mistakes.
The first method, you could use a calculated column.
=[% Chance]*[Dollar Amount]
Second method,use Flow.
Test result:
It's Power Automate, not power automation. Details matter.
First, try to set the column value when you create the item. Then you won't have to edit it. If you already know the values for [Dollar amount] and [% Chance] (Chance, really? Or Change?), then you can use these to generate the value before you create the item. You can do that in a variable or with a Compose action. Then create the item and refer to the variable or the Output of the compose action.
If this is not an option, you can use the Edit Item action and get the ID for the item from the action above that you used to create the item.
You say "MS is always making these mistakes." - It's more likely that the problem is a mismatch of data types, e.g. using text fields in calculations, or typos, or wrong syntax. That's not a mistake made by MS. Again, details matter.
Edit after comments: If the workflow is triggered by an item getting created, then you can use an Edit Item action and refer to the ID from the trigger item.
In MS Access 2010, I have two tables - one with Candidates and one with Package Actions. The Actions are associated with the Candidates via the CandidateID field, which is an autonumber in the Candidates table. The Actions table has a date field for each action. I have a field in the Candidates field that I would like to display the action type of the most recent action associated with that particular candidate, but can't seem to figure out how to do it. I've tried implementing a subquery as a default value:
SELECT TOP 1 ActionT.ActionType FROM ActionT WHERE
(((ActionT.CandidateID)=13))
ORDER BY ActionT.DateCompleted DESC;
Obviously, this query on its own only returns the most recent action for candidate 13 but ideally I would like to replace the =13 with =CandidateID but I can't even get the field to populate with the result of the query as is. I've also tried using DLookup but got an error while trying to make that the default value. I've also tried using the button "Modify Lookups", pasting the query and the DLookup directly into the cell, and trying to change the type of the field from "Text" to "Calculated", all to no avail.
Novice MS Access user here, so I appreciate any extra explanations y'all may have.
Thanks In Advance.
EDIT:
Just to be clear, I'm not looking for a query, per se. I want to know how I can make the result of my query above always be the value of a field in the candidate table. (If my code above needs corrections, I'm open to that, but that isn't really my question.)
Example: Candidate A has several actions in theActionTable associated with him. They are ResumeRecieved, ResumeReviewed, and Interviewed. The date associated with Interviewed is the most recent, therefore in the CandidateTable, the status for Candidate A should be "Interviewed." We then decide to extend an offer, so we add an action to the ActionTable "OfferExtended."
The Status field in the CandidateTable for Candidate A should automaticaaly update to read "OfferExtended"
Inside your main SELECT STATEMENT, you need to have a nested SELECT STATEMENT descendingly ordered by DateCompleted to get the most recent DateCompleted for each CondidateId.
Below should do the trick for you:
SELECT con.Id,
con.Name,
(SELECT TOP 1 ActionType FROM ActionT
WHERE CandidateId = con.Id ORDER BY DateCompleted DESC) AS ActionType
FROM Candidates AS con
I am trying to create 2 custom fields on a Sales Order; to show the total number of items that are unfulfilled, and the total combined $ amount of those items.
I have been searching for awhile and the only help I could find is that this should be possible with a saved search.
So, I have created a saved search;
And I have created a custom transaction field (see below) which I believe is referencing my saved search, but how do I select which value it refers to? The field underneath where I selected my saved search BACKORDERS SUMMARY, doesn't appear to be related at all.
The Field dropdown below the Search is not for selecting from the search results field. Summary Searches provide 1 summary value only. If you want 2 different values, you need 2 different searches.
The Field dropdown is used to select the field from the current record to use as the filter for the saved search. Assuming your custom fields are placed on the Sales Order, you'll want to set your Available Filters criteria to Internal ID and leave the Field dropdown on the custom summary search field blank. (ie: just select your search from the Search dropdown. NS will pass in the internal id when the record is loaded.)
Try splitting your Backorders Summary search into 2 different searches, each with a single summary result type, update the filters, and set the Search drop downs to the appropriate values. Should work just fine.
I have a form where I need to include a calculated field. I made a very simple test using a calculated field where the formula is "=ID". I just want to confirm that the value I'm getting in the view is the same as the ID of the record in the list.
I press NEW and create a new record. Then when I see the new record in the view, the first column is the ID (let's say 11), then some proper fields form the form and finally the calculated field that instead of showing me the value 11, it shows 0.
Then I follow the following steps:
I go to Settings, List Settings
Click on the calculated field to edit it (only edit it with no modifications) and press on OK (no modifications to the calculated field at all)
Go back to the list of records and now the calculated value shows me the value 11
I google it but no solution.. there is someone say that this issue is from the column ID, it mean 'when you initially save the item is that there is no value for "ID" yet' !
and this isn't my state, the column id is incremented normally when add new item.
Anyone can help me to identify with the calculated field does not shows 11 automatically after the record is saved?
or by follow another solution like using a workflow 2013..
Thanks a lot
You can not use [ID] in a Calculated Column formula.
I won't bother with the long technical explanation...
If it was possible, Microsoft would have added it to the list of Fields you can select when writing a Formula.
Workaround is to make a simple SharePoint Designer Workflow which kicks off on Item creation and saves the ID value to another Column.
You can then use that Column in your Calculated Formulas
If you're doing anything front-end.. jQuery.. CSR/JSlink.. the ID value is available in the attribute id of the Item TableRow (TR) as x,id,y
so you can get the id with
var ID={element}.getAttribute('id')[1]
Update #1 - example code used:
="<a href='/sites/ru1/Lists/ao26c/DispForm.aspx?ID='
target='_blank'><img src= '_layouts/images/blank.gif'
onload= ""var row=this;
while(row.tagName!='TR'){row=row.parentNode};
this.parentNode.href+=row.getAttribute('id').split(',')[1];
"">Открыть</a>"
For our Employee records within NetSuite, we have a custom field called "Employee Number" with an ID of custentity1. I've created a workflow that will automatically create a new employee record and populate various fields but the one I'm having difficulty with is the Employee Number field. All I want to do is to grab the largest employee number there is out of all of the Employee records and add one to it for the new employee record.
The Employee Number field is a free-form text field so I know I'll have to use TO_NUMBER, but anytime I try and reference {custentity1} I keep getting an error saying that field is not found.
UPDATE: I've created a new custom field for our employee records called "Employee No." with an ID of custentity_employeenumber. I've also created a javascript file with the following:
function getMaxEmployeeNumber(){
var empNumber = nlobjSearchColumn('custentity_employeenumber', null, 'max');
return empNumber;
}
But how to do I get this to work with my records?
NetSuite does have an auto-numbering mechanism built in to its native functionality that most of our customers use for this exact purpose. Is there a special reason this functionality is not being leveraged? This functionality is accessible at Setup > Company > Auto-generated Numbers.
I do not work much with workflows, so I do not know if this same functionality is possible there, but here is how I would solve this in SuiteScript:
Create User Event script that is executed on Before Submit Create event for Customer records
Create a Customer search that has a Search Column for custentity1 with a summary type of max
new nlobjSearchColumn('custentity1', null, 'max');
Running this search should give you 1 result, which is the maximum customer number. You can then just add 1 to it.
You could create a similar Saved Search in the UI to see what the result set looks like.
This will only really work if the field is a Number, not Text. I would suggest changing the field to an Integer field if you know that it will always be a number. This may clear out existing data, so first you could export all customers and their number to Excel and then do a CSV import after changing the field.
How are you looking for the last employee in a workflow?
I know this can be done in js:
Search employees - returns max 1000
For number of employees give me the custentity1 of the last one - nlapiLookupfield('employee',employees[employees.length],'custentity1')
Add +1 and save on new record
If you use this search column
nlobjSearchColumn('custentity1', null, 'max');
You can also sort it in decreasing value so that the first result is always the max. Something like
nlobjSearchColumn('custentity1', null, 'max').setSort(true);