NETSUITE - Custom Search - Criteria - netsuite

i am new to Netsuite and custom seraches, and need some help.
I am creating a new custom search in Netsuite, to be viewed under the Project details.
The view basically shows some data aggregation of timings and resource assignment. I also added a Criteria in order to let the user select a target project. What i would like to do, is to automatically set the search criteria for the "current project" when using the view in the Project Details form. can anybody help me? I tried to search for a while, but i cannot see, under criteria definition, a variable like "selected project".
Any help is appreciated.

In the Available Filters subtab of your saved search, add Project as the first filter.
You can find more details under "Saved Searches for Custom Sublists" in the Help Center.

and thanks everyone for replying. It came out that the issue was trying to set up a criteria to put in place the filter.
Once removed the criteria, opening the view from a project actually did the trick.
What mislead me was that while previewing the results, i was able to see every project. That's why i added the criteria.

Related

Basic Search Question - Searching a list and applying a filter

I have a custom list of a few thousand names of people and a few columns.
For example: FirstName, LastLast and Yes/No Column called Active.
What i am hoping to create is a custom view that by default shows no items in the columns, with a simple search box above that where someone could search for a LastName, and when they click search have the view populate with results that contain the given LastName + Only Active = Yes. I want to avoid having to teach users to use the filter option after they search.
In SharePoint 2013, are there out of the box web parts that i can add to a blank web part page or list view that can achieve this? If so, can you step me through that? Thanks!
Mike
There are several ways to approach customized search results in SharePoint.
It sounds like you most likely need to use the Content Search Web Part. The content Search Web Part allows you to append custom query text to a user's search phrase and to target specific scopes for your search. Please see this step-by-step guide to configuring this web part to search only a single list.

Sharepoint Lookup Get values

I searched a lot on the web for my answer but could not find any one. I have an list with invoice and aircraft price list. The lookup works perfect i can select the aircraft type through the invoice list. I also want to be able to select if its a Platform or Hangar price. Can someone help me how i can achieve this?
Here are some screenshots
It looks like you are attempting some form of cascading drop down fields. These are supported in 2010 Enterprise edition but via the use of info path forms. This requires no code just some GUI based configuration. Unfortunately it's a little more in depth than me explaining it on here so I will provide you to a link for a blog.
Cascading drop down info path forms
Alternatively if you google around cascading drop downs there are plenty of articles involving other methods.
Cheers
Truez

Export data from lotus notes database

I am using a lotus notes database, where our whole company adds its customer data to it. The search function should give me the customer and when I click it I get more detailed information, which I need for my daily work.
However, I have to search this database and it is quite unreliable in terms of displaying the data and also often because of data insertion errors I do not find what I am desiring.
Therefore, I was wondering if I could export this database to excel and search it through with the filters.
Any recommendations how to do that?
I appreciate your replies!
You could also utilize the native full-text search of Domino : in the [View] menu, click "Search this view".
Select all the rows you want to export.
Do Edit/Copy AS>Table (could be long)
Past in EXCEL you will also get a link to the document in Excel.
This solution is relevant only if you research in few data. You may also build a "clever" view in Notes (exploding spaces for example) and search "start with" which is alway up to date.
I have pulled Notes view information into Excel from the Excel side via VBA - you'd need (to create) a view with all the relevant fields in columns first. Here's some code that worked for me: Accessing Lotus Notes database from Excel VBA - how do I pick up COLUMNVALUES?
I was picking up category subtotals..presumably you want the document contents instead so change the
Set Entry = nav.getNextCategory(Entry)
to
Set Entry = nav.getNextDocument(Entry)
and tweak the VBA code to suit which columns you want... good luck !

SharePoint Web Parts can not be connected via hyperlink fields

In short:
I'm trying to filter an XSLTListViewWebPart based on what is selected in another XSLTListViewWebPart. Using a String field as connection this is working fine. Using a hyperlink field no data is displayed.
In more detail:
I have two lists, say Accounts and Projects. Both have a hyperlink field accountURL.
All accounts have different accountURLs. Different projects can have the same value for accountURL. Both are displayed on a page using the XSLTListViewWebPart.
The simple goal is to filter the Projects list based on which item is selected in the Accounts list using the accountURL field. So I established a web part connection using the acountURL as a filter. Alas, when an item in the Accounts list is selected no items are showwn in the Projects list although I double checked that there are matching values.
When using a string field instead of a hyperlink field for accountURL everything works like a charm. Problem is, I need the hyperlink field.
Is this desired behaviour? Do you have any suggestions for a workaround?
(I already tried converting the hyperlink field to a string field via a calculated column which did not work out either.)
All was and is to be done in the web interface or SP-Designer. Coding a WSP is not an option for this problem. As I'm not quite familiar with the correct terminus technicus I use field and column interchangeably.
All help is greatly appreciated.
Ben
Someone on the Microsoft forum suggested the following workaround which does its job well:
Add a hidden text column to both lists.
Use a workflow which is triggered on item creation and update to copy the value of the hyperlink column to the hidden text column.
Connect both webparts using the hidden column as filter.
Nonetheless, I still wonder whether it is possible to use hyperlink columns or other special columns for filtering. I also had the problem that I cannot use a person column as lookup.
Does anyone know if whether there ist some kind of overview
which column types can be used for filtering/formulas/lookup/...?
Cheers,
Ben

Sharepoint custom list, dynamic field?

Hey guys, just wondering if their is a simple way to create an Item in a custom list but i need that item to be dynamic. The user can click add more to get another field that would hold the same type of data an unlimited amount of time.
If i could even just add an excel spreadsheet type of field that would work also. But excel wouldnt need to be a requirement on the users machine.
I thought i had read somewhere you could do this using info path but i cant seem to find anything relating to it on google.
The InfoPath feature is called a "repeating section". There is information on how to set that up in Office Online.
If you wanted to achieve this entirely in SharePoint, the problem is that there can only be a fixed number of fields in a list. So you could create as many that would ever be used and just display all of those. Or to make it much nicer for the user incorporate jQuery to hide all of the fields except the first one and provide a button for them to click that unhides the next one.
There is good information on how to access list form fields using jQuery in the question How can I set the default value in a SharePoint list field, based on the value in another field?

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