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.
Related
I am creating a saved search on a custom record to show all the records, but when I preview the saved search many duplicate records are being displayed on the screen. How can I eliminate the duplicates?
And I don't want to remove all my Saved Search columns as when i used summary type as Group that time unique results were coming but all columns were not coming.
You need to add summary type to the "missing" columns as well.
When you have summary type for some fields, those without summary type will not show on the results by default. You will see them only when you click the link from one of the grouped columns.
I want to set total sold quantity in last six months in custom field on item and want to use that for other customization.
I am able to display it on the field using summary search but not able to save it.
The value of a Saved Search custom field is calculated every time the record is displayed and not stored in the database, which is why you can't use it directly in other customizations. A workaround is to have a second field which stores the value, and then you can use a Workflow or script to copy the field value.
I am familiar with creating custom sublists on NetSuite forms by creating a Saved Search and on the Available Filters subtab, adding at least one available filter from a List/Record type field. If you don't use a List/Record type field as the first Available Filter, the saved search is not available to assign as a sublist.
Is there a workaround to add a save search as a custom sublist filtered by a Free-Form text field? Is there a way to achieve this using SuiteScrpt? Specifically, I want to use the otherrefnum field on sales transactions to filter a search that shows all other transactions with that otherrefnum. Any help is very much appreciated!
Saved search as custom list can be added to a form only with a List/Record field, since this is the Primary/Foreign key that the join is based on.
I think that the only way to add a saved search sublist that will be filtered by a free-form text is via a script.
You can do it by manually performing the search and generating the sublist on the beforeLoad of the relevant user event.
Just keep in mind that performing searches that are filtered by free text are very heavy and might have significant impact on performance and the loading time of the form.
I can create a saved search and make it a sublist and search on OtherRefNum
In the search definition add criteria to filter to the mainline.
For the available filters select PO/Check ID
go to a customer and select that search for the sublist view.
here's the bug: Now refresh the page and your filter is available.
The results are automatically filtered to transactions for that customer.
If you are trying to make a general search for OtherRefNum do you know that you can just enter it into Netsuite's global search (top of the page) and all transactions that have that value will be returned?
There is no speed penalty for doing a free text search on otherrefnum. It is an indexed field and searches on it are very fast.
I'm trying to make a view that will display possible duplicate documents. So a selection formula that compares one field over all the documents and only diplays those that are similar.
I ahve been playing arond with #Like and #Matches, but can't seem to get it to work. Is this possible?
Thanks
You can't reference from a view selection formula to other documents. The selection formula works only for the current document and decides if this document shall be visible in view.
You can write an agent which compares all documents with all the other documents and sets a flag (=item/field) to a document if it has similar fields with the other documents. You can then select all those flagged documents in your view.
You can create a view where the first (sorted) column contains the field you want to check against. Then use #SetViewInfo to filter the view to only show documents matching a specific value.
I want to shift a record automatically based on filter criteria from Active view to a custom view "Processed". The criteria is shift record from Active to Processed when field contains data. Although this is working, the record still shows in Active.
I simply cannot find the reason why? Maybe its very simple too. Help?
If the views are mutually exclusive, and one of them is using the criteria field contains data, then the other view must use field does not contain data in order for your data to appear in the correct place.